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 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.28K- 0.32% |
$56.3K - $61.3K
|
716K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-2.2K- 4.24% |
$54.1K - $59K
|
49.6K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.16K- 2.54% |
$53.2K - $58K
|
82.8K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2.06K- 2.71% |
$50.8K - $55.4K
|
74K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.02K- 1.76% |
$49.8K - $54.3K
|
113K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.8K- 11.16% |
$44.5K - $48.5K
|
14.4K
$421K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 6.46% |
$44.4K - $48.3K
|
26.1K
$763K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.75K- 4.6% |
$43.1K - $47K
|
36.2K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.67K- 1.05% |
$41.1K - $44.7K
|
157K
$4.6M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-1.65K- 0.43% |
$40.7K - $44.3K
|
387K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.64K- 11.32% |
$40.4K - $44K
|
12.8K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.62K- 2.39% |
$39.9K - $43.5K
|
66.2K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.56K- 80.31% |
$38.5K - $42K
|
383
$11.2K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.5K- 2.24% |
$37K - $40.3K
|
65.4K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-1.44K- 3.71% |
$35.4K - $38.6K
|
37.3K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.27K- 6.93% |
$31.2K - $34K
|
17K
$498K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.19K- 6.06% |
$29.4K - $32K
|
18.5K
$541K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.17K- 9.88% |
$28.9K - $31.5K
|
10.7K
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.11K- 3.99% |
$27.3K - $29.8K
|
26.7K
$781K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 40.73% |
$24.6K - $26.9K
|
1.46K
$42.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-972- 6.29% |
$24K - $26.1K
|
14.5K
$424K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-928- 1.54% |
$22.9K - $24.9K
|
59.3K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-923- 1.46% |
$22.7K - $24.8K
|
62.3K
$1.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-918- 0.95% |
$22.6K - $24.7K
|
95.4K
$2.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-862- 0.13% |
$21.2K - $23.2K
|
668K
$19.5M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-805- 2.32% |
$19.8K - $21.6K
|
33.9K
$993K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-788- 4.81% |
$19.4K - $21.2K
|
15.6K
$457K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-677- 7.63% |
$16.7K - $18.2K
|
8.2K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-658- 0.09% |
$16.2K - $17.7K
|
706K
$20.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-651- 0.82% |
$16K - $17.5K
|
79K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-636- 1.91% |
$15.7K - $17.1K
|
32.7K
$959K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-633- 1.18% |
$15.6K - $17K
|
53.1K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-613- 52.08% |
$15.1K - $16.5K
|
564
$16.5K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-541- 3.27% |
$13.3K - $14.5K
|
16K
$469K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-527- 3.34% |
$13K - $14.2K
|
15.3K
$447K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-510- 2.39% |
$12.6K - $13.7K
|
20.9K
$611K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-495- 2.36% |
$12.2K - $13.3K
|
20.5K
$599K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-493- 36.79% |
$12.1K - $13.2K
|
847
$24.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-431- 0.62% |
$10.6K - $11.6K
|
69.2K
$2.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-426- 3.56% |
$10.5K - $11.4K
|
11.6K
$338K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-422- 2.15% |
$10.4K - $11.3K
|
19.2K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-339- 2.17% |
$8.35K - $9.11K
|
15.3K
$447K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-321- 1.15% |
$7.91K - $8.62K
|
27.5K
$806K
|
|
|
Apr 30, 2025
Q1 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-318- 0.25% |
$7.84K - $8.54K
|
125K
$3.67M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-313- 2.38% |
$7.71K - $8.41K
|
12.9K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-305- 1.87% |
$7.52K - $8.19K
|
16K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-300- 0.1% |
$7.39K - $8.06K
|
310K
$9.09M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-263- 0.08% |
$6.48K - $7.06K
|
327K
$9.58M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
SELL
|
- |
-230- 2.66% |
$5.67K - $6.18K
|
8.41K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-217- 2.2% |
$5.35K - $5.83K
|
9.66K
$283K
|