Latest Institutional Transactions on Dimensional ETF Tr (DFAE)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.02K+ 9.13% |
$92K - $116K
|
48.1K
$1.5M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.4K- 14.41% |
$833K - $1.05M
|
216K
$6.77M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
290New |
$6.63K - $8.4K
|
290
$9.08K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.66K+ 44.23% |
$83.7K - $106K
|
11.9K
$373K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.41K+ 142.93% |
$101K - $128K
|
7.49K
$234K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-110- 2.03% |
$2.52K - $3.18K
|
5.32K
$166K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.46K- 8.76% |
$56.3K - $71.3K
|
25.6K
$803K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.1K+ 33.55% |
$643K - $814K
|
112K
$3.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-255K- 13.0% |
$5.84M - $7.39M
|
1.71M
$53.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
5.85K+ 3.25% |
$134K - $169K
|
186K
$5.81M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.79K- 10.29% |
$41K - $51.8K
|
15.6K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.68K- 21.37% |
$61.2K - $77.5K
|
9.85K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.17K+ 1.8% |
$26.8K - $33.9K
|
66.1K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-185- 7.55% |
$4.23K - $5.36K
|
2.27K
$70.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23.1K+ 5.94% |
$527K - $667K
|
411K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
7.9KNew |
$181K - $229K
|
7.9K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
2New |
$45.7 - $57.9
|
2
$62.6
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
346K+ 7.31% |
$7.9M - $10M
|
5.07M
$159M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-5.39K- 8.04% |
$123K - $156K
|
61.6K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
13.2K+ 62.46% |
$303K - $383K
|
34.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-64.9K- 18.03% |
$1.48M - $1.88M
|
295K
$9.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.94K+ 33.11% |
$113K - $143K
|
19.9K
$621K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.1K+ 1.38% |
$117K - $148K
|
374K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.5KNew |
$126K - $159K
|
5.5K
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
164KNew |
$3.76M - $4.76M
|
164K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.43K- 0.14% |
$193K - $244K
|
6.13M
$192M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
53.4K+ 15.49% |
$1.22M - $1.55M
|
398K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-24.8K- 7.99% |
$567K - $718K
|
286K
$8.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23.9K- 5.4% |
$548K - $693K
|
419K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.4KNew |
$603K - $764K
|
26.4K
$826K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
12.6K+ 10.55% |
$287K - $363K
|
132K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.31K+ 52.44% |
$75.6K - $95.7K
|
9.61K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-456- 3.79% |
$10.4K - $13.2K
|
11.6K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
431+ 5.36% |
$9.86K - $12.5K
|
8.47K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-18.2K- 4.95% |
$416K - $527K
|
349K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.38K+ 0.41% |
$123K - $156K
|
1.31M
$40.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.9K- 17.76% |
$432K - $546K
|
87.4K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-30.4K- 6.06% |
$695K - $879K
|
471K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
218New |
$4.99K - $6.31K
|
218
$6.82K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3.84K+ 25.99% |
$87.9K - $111K
|
18.6K
$583K
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-4- 0.02% |
$91.5 - $116
|
22.2K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-32.4K- 10.06% |
$740K - $937K
|
289K
$9.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-81.2K- 15.34% |
$1.86M - $2.35M
|
448K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
31.6K+ 27.57% |
$723K - $915K
|
146K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
6.12K+ 44.24% |
$140K - $177K
|
20K
$625K
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
62KNew |
$1.42M - $1.8M
|
62K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.7K+ 17.69% |
$268K - $339K
|
77.9K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.04K+ 0.37% |
$23.8K - $30.1K
|
283K
$8.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
13K+ 8.28% |
$297K - $376K
|
170K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6.38K+ 10.25% |
$146K - $185K
|
68.6K
$2.15M
|