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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.33K- 4.18% |
$135K - $150K
|
122K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-5.06K- 1.29% |
$128K - $142K
|
388K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.94K- 12.86% |
$125K - $139K
|
33.4K
$885K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.27K- 6.71% |
$108K - $120K
|
59.4K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.24K- 7.2% |
$108K - $119K
|
54.7K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.88K- 3.69% |
$98.3K - $109K
|
101K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.68K- 9.56% |
$93.3K - $104K
|
34.8K
$921K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-3.68K- 3.52% |
$93.2K - $103K
|
101K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.17K- 95.0% |
$80.5K - $89.3K
|
167
$4.42K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.13K- 1.11% |
$79.3K - $88K
|
279K
$7.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.86K- 0.12% |
$72.5K - $80.5K
|
2.42M
$64M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.51K- 17.57% |
$63.6K - $70.6K
|
11.8K
$311K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.47K- 1.57% |
$62.6K - $69.5K
|
155K
$4.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.4K- 11.61% |
$60.8K - $67.5K
|
18.3K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.38K- 9.73% |
$60.4K - $67.1K
|
22.1K
$585K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.05K- 1.03% |
$52K - $57.8K
|
198K
$5.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.96K- 1.8% |
$49.6K - $55.1K
|
107K
$2.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.88K- 6.54% |
$47.7K - $52.9K
|
26.9K
$711K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.88K- 0.36% |
$47.7K - $52.9K
|
526K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.82K- 4.97% |
$46.1K - $51.1K
|
34.7K
$919K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.72K- 0.33% |
$43.6K - $48.4K
|
515K
$13.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 12.34% |
$42.8K - $47.5K
|
12K
$317K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-1.64K- 0.45% |
$41.5K - $46.1K
|
365K
$9.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-1.61K- 1.69% |
$40.7K - $45.2K
|
93.3K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 7.4% |
$39.9K - $44.3K
|
19.7K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.44K- 0.24% |
$36.5K - $40.5K
|
607K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.42K- 2.08% |
$36K - $40K
|
66.9K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.42K- 0.82% |
$36K - $39.9K
|
172K
$4.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.38K- 46.6% |
$34.9K - $38.8K
|
1.58K
$41.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.21K- 4.61% |
$30.7K - $34.1K
|
25.1K
$664K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.19K- 3.28% |
$30.1K - $33.4K
|
35K
$925K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.06K- 0.25% |
$27K - $30K
|
432K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.05K- 10.82% |
$26.6K - $29.5K
|
8.63K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-925- 6.4% |
$23.5K - $26K
|
13.5K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-890- 0.75% |
$22.6K - $25.1K
|
117K
$3.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-809- 5.14% |
$20.5K - $22.8K
|
14.9K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-706- 1.24% |
$17.9K - $19.9K
|
56.2K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-697- 1.09% |
$17.7K - $19.6K
|
63.2K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-660- 0.71% |
$16.7K - $18.6K
|
91.7K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-620- 1.82% |
$15.7K - $17.5K
|
33.4K
$883K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-587- 10.52% |
$14.9K - $16.5K
|
4.99K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-551- 3.37% |
$14K - $15.5K
|
15.8K
$418K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-511- 0.83% |
$13K - $14.4K
|
60.9K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-486- 2.88% |
$12.3K - $13.7K
|
16.4K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-485- 0.55% |
$12.3K - $13.7K
|
88.3K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-475- 1.41% |
$12K - $13.4K
|
33.3K
$880K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-435- 1.09% |
$11K - $12.2K
|
39.6K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-411- 1.11% |
$10.4K - $11.6K
|
36.6K
$970K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-341- 0.51% |
$8.65K - $9.6K
|
66.1K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-325- 1.96% |
$8.24K - $9.15K
|
16.3K
$431K
|