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 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-215- 1.83% |
$5.3K - $5.77K
|
11.6K
$338K
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-205- 0.26% |
$5.05K - $5.51K
|
78.5K
$2.3M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-119- 74.84% |
$2.93K - $3.2K
|
40
$1.17K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-95- 0.39% |
$2.34K - $2.55K
|
24.1K
$706K
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-90- 0.36% |
$2.22K - $2.42K
|
25K
$732K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-86- 0.64% |
$2.12K - $2.31K
|
13.4K
$394K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-76- 55.07% |
$1.87K - $2.04K
|
62
$1.82K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-74- 14.12% |
$1.82K - $1.99K
|
450
$13.2K
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-51- 0.45% |
$1.26K - $1.37K
|
11.4K
$334K
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-35- 0.22% |
$862 - $940
|
16.2K
$474K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 0.32% |
$468 - $510
|
5.91K
$173K
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-19- 0.2% |
$468 - $510
|
9.55K
$280K
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-19- 0.2% |
$468 - $510
|
9.31K
$273K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-14- 2.45% |
$345 - $376
|
558
$16.3K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12- 50.0% |
$296 - $322
|
12
$351
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- -0.0% |
$123 - $134
|
462K
$13.5M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.8K- 19.45% |
$1.26M - $1.4M
|
206K
$6.04M
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-12.4K- 6.87% |
$315K - $350K
|
169K
$4.93M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-7.1K- 40.17% |
$180K - $200K
|
10.6K
$310K
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-6.41K- 10.64% |
$163K - $180K
|
53.8K
$1.58M
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.94K- 12.86% |
$125K - $139K
|
33.4K
$979K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.17K- 95.0% |
$80.5K - $89.3K
|
167
$4.89K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.38K- 46.6% |
$34.9K - $38.8K
|
1.58K
$46.2K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.05K- 10.82% |
$26.6K - $29.5K
|
8.63K
$253K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-890- 0.75% |
$22.6K - $25.1K
|
117K
$3.43M
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-316- 3.85% |
$8.01K - $8.9K
|
7.89K
$231K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-283- 2.72% |
$7.18K - $7.97K
|
10.1K
$296K
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-227- 2.4% |
$5.76K - $6.39K
|
9.22K
$270K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-180- 49.86% |
$4.56K - $5.07K
|
181
$5.3K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-180- 49.86% |
$4.56K - $5.07K
|
181
$5.3K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-76- 0.28% |
$1.93K - $2.14K
|
27.2K
$796K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-11- 1.25% |
$279 - $310
|
868
$25.4K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-83.8K- 45.18% |
$2.05M - $2.33M
|
102K
$2.98M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.21K- 6.82% |
$152K - $173K
|
84.8K
$2.48M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.45K- 2.84% |
$60K - $68.2K
|
83.8K
$2.46M
|
|
Jul 07, 2025
Q3 2024
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-2.41K- 3.98% |
$59K - $67.1K
|
58.3K
$1.71M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.36K- 93.13% |
$33.2K - $37.7K
|
100
$2.93K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.11K- 11.13% |
$27.2K - $30.9K
|
8.86K
$259K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-865- 7.58% |
$21.2K - $24.1K
|
10.5K
$309K
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-693- 17.59% |
$17K - $19.3K
|
3.25K
$95K
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-671- 6.98% |
$16.4K - $18.7K
|
8.94K
$262K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-607- 4.14% |
$14.8K - $16.9K
|
14K
$411K
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-600- 5.24% |
$14.7K - $16.7K
|
10.8K
$318K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-379- 0.16% |
$9.27K - $10.5K
|
233K
$6.82M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-120- 55.56% |
$2.94K - $3.34K
|
96
$2.81K
|
|
Q2 2024 | |||||||
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-24.5K- 46.01% |
$588K - $644K
|
28.7K
$842K
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.44K- 39.28% |
$155K - $169K
|
9.95K
$291K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.66K- 0.37% |
$87.9K - $96.2K
|
993K
$29.1M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-210- 0.93% |
$5.05K - $5.52K
|
22.5K
$658K
|
|
Q1 2024 | |||||||
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-167K- 80.92% |
$3.8M - $4.16M
|
39.4K
$1.15M
|