Latest Institutional Sells of Dimensional ETF Tr (DFAE)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAE) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-57.2K- 11.36% |
$1.31M - $1.66M
|
447K
$13.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-43.5K- 21.72% |
$995K - $1.26M
|
157K
$4.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-33.2K- 89.46% |
$758K - $960K
|
3.91K
$114K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21.6K- 5.75% |
$494K - $625K
|
354K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.6K- 3.7% |
$470K - $595K
|
535K
$15.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7.99K- 10.36% |
$183K - $231K
|
69.1K
$2.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-5.33K- 14.09% |
$122K - $154K
|
32.5K
$951K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.26K- 1.05% |
$120K - $152K
|
495K
$14.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-3.1K- 30.92% |
$71K - $89.8K
|
6.93K
$203K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.53K- 0.59% |
$35K - $44.4K
|
256K
$7.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.52K- 1.05% |
$34.8K - $44K
|
144K
$4.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-880- 1.33% |
$20.1K - $25.5K
|
65.1K
$1.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-736- 6.54% |
$16.8K - $21.3K
|
10.5K
$308K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-467- 0.51% |
$10.7K - $13.5K
|
91.7K
$2.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-218- 1.49% |
$4.99K - $6.31K
|
14.4K
$422K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 0.02% |
$343 - $434
|
79.1K
$2.32M
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-15.3M- 98.38% |
$377M - $411M
|
251K
$7.36M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-358K- 69.39% |
$8.81M - $9.61M
|
158K
$4.62M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-311K- 36.99% |
$7.66M - $8.35M
|
530K
$15.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-212K- 87.32% |
$5.21M - $5.68M
|
30.7K
$900K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-211K- 9.69% |
$5.2M - $5.66M
|
1.96M
$57.5M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-191K- 99.83% |
$4.7M - $5.12M
|
328
$9.6K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-142K- 28.23% |
$3.49M - $3.8M
|
360K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-135K- 12.9% |
$3.32M - $3.62M
|
911K
$26.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-124K- 5.12% |
$3.05M - $3.33M
|
2.3M
$67.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-116K- 11.02% |
$2.86M - $3.12M
|
938K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-111K- 49.77% |
$2.74M - $2.99M
|
112K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-111K- 82.6% |
$2.74M - $2.99M
|
23.4K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-111K- 23.2% |
$2.73M - $2.98M
|
367K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-54.3K- 44.34% |
$1.34M - $1.46M
|
68.1K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-47.4K- 19.22% |
$1.17M - $1.27M
|
199K
$5.84M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-43.4K- 32.12% |
$1.07M - $1.17M
|
91.7K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-41.9K- 2.59% |
$1.03M - $1.12M
|
1.58M
$46.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-36.5K- 19.18% |
$898K - $979K
|
154K
$4.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-31.5K- 7.61% |
$776K - $846K
|
383K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.8K- 21.92% |
$735K - $802K
|
106K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-27.6K- 4.13% |
$681K - $742K
|
642K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-24.8K- 6.71% |
$611K - $666K
|
345K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-23.5K- 6.81% |
$579K - $631K
|
322K
$9.42M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-21.1K- 9.44% |
$519K - $566K
|
202K
$5.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-18K- 21.01% |
$445K - $485K
|
67.8K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-17.7K- 2.55% |
$436K - $475K
|
676K
$19.8M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16K- 23.68% |
$395K - $431K
|
51.7K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.5K- 42.21% |
$381K - $415K
|
21.2K
$620K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-14.9K- 3.16% |
$367K - $400K
|
457K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.5K- 14.38% |
$358K - $391K
|
86.6K
$2.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-14.4K- 8.32% |
$354K - $386K
|
158K
$4.64M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-14K- 2.02% |
$344K - $375K
|
676K
$19.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-12.7K- 5.05% |
$312K - $340K
|
238K
$6.97M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.3K- 13.57% |
$302K - $329K
|
78.1K
$2.29M
|
|