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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-15.3M- 98.38% |
$377M - $411M
|
251K
$6.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-358K- 69.39% |
$8.81M - $9.61M
|
158K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-311K- 36.99% |
$7.66M - $8.35M
|
530K
$14.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-212K- 87.32% |
$5.21M - $5.68M
|
30.7K
$843K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-211K- 9.69% |
$5.2M - $5.66M
|
1.96M
$53.9M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-191K- 99.83% |
$4.7M - $5.12M
|
328
$9K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-142K- 28.23% |
$3.49M - $3.8M
|
360K
$9.87M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-135K- 12.9% |
$3.32M - $3.62M
|
911K
$25M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-124K- 5.12% |
$3.05M - $3.33M
|
2.3M
$63M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-116K- 11.02% |
$2.86M - $3.12M
|
938K
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-111K- 49.77% |
$2.74M - $2.99M
|
112K
$3.08M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-111K- 82.6% |
$2.74M - $2.99M
|
23.4K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-111K- 23.2% |
$2.73M - $2.98M
|
367K
$10.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-70.7K- 5.51% |
$1.74M - $1.9M
|
1.21M
$33.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-62.9K- 14.35% |
$1.55M - $1.69M
|
376K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-54.3K- 44.34% |
$1.34M - $1.46M
|
68.1K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-47.4K- 19.22% |
$1.17M - $1.27M
|
199K
$5.47M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-43.4K- 32.12% |
$1.07M - $1.17M
|
91.7K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-41.9K- 2.59% |
$1.03M - $1.12M
|
1.58M
$43.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-36.5K- 19.18% |
$898K - $979K
|
154K
$4.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-31.5K- 7.61% |
$776K - $846K
|
383K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.8K- 21.92% |
$735K - $802K
|
106K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-27.6K- 4.13% |
$681K - $742K
|
642K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-24.8K- 6.71% |
$611K - $666K
|
345K
$9.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-23.5K- 6.81% |
$579K - $631K
|
322K
$8.83M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-21.1K- 9.44% |
$519K - $566K
|
202K
$5.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-18K- 21.01% |
$445K - $485K
|
67.8K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-17.7K- 2.55% |
$436K - $475K
|
676K
$18.6M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16K- 23.68% |
$395K - $431K
|
51.7K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.5K- 42.21% |
$381K - $415K
|
21.2K
$581K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-14.9K- 3.16% |
$367K - $400K
|
457K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.5K- 14.38% |
$358K - $391K
|
86.6K
$2.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-14.4K- 8.32% |
$354K - $386K
|
158K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-14K- 2.02% |
$344K - $375K
|
676K
$18.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-12.7K- 5.05% |
$312K - $340K
|
238K
$6.53M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.3K- 13.57% |
$302K - $329K
|
78.1K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-12K- 7.7% |
$295K - $321K
|
143K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-12K- 3.44% |
$295K - $321K
|
336K
$9.21M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.8K- 2.6% |
$291K - $317K
|
443K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-11.3K- 30.8% |
$278K - $303K
|
25.3K
$694K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 3.07% |
$276K - $301K
|
354K
$9.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-10.3K- 13.84% |
$255K - $278K
|
64.4K
$1.77M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-10.2K- 37.91% |
$250K - $273K
|
16.6K
$456K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.75K- 16.41% |
$240K - $262K
|
49.6K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.41K- 59.89% |
$232K - $253K
|
6.3K
$173K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.24K- 13.95% |
$228K - $248K
|
57K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-8.69K- 2.01% |
$214K - $233K
|
424K
$11.6M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-8.68K- 3.63% |
$214K - $233K
|
230K
$6.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.53K- 23.17% |
$185K - $202K
|
25K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.19K- 45.52% |
$177K - $193K
|
8.6K
$236K
|