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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.62K+ 569.75% |
$114K - $124K
|
5.43K
$150K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
207KNew |
$5.11M - $5.57M
|
207K
$5.72M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.78K+ 0.89% |
$43.7K - $47.7K
|
200K
$5.52M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
74KNew |
$1.82M - $1.99M
|
74K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.28K+ 0.35% |
$31.6K - $34.5K
|
369K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.99K- 22.27% |
$123K - $134K
|
17.4K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-111K- 49.77% |
$2.74M - $2.99M
|
112K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
84.6KNew |
$2.09M - $2.27M
|
84.6K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
54.9K+ 100.0% |
$1.35M - $1.47M
|
110K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
146K+ 3.18% |
$3.59M - $3.92M
|
4.73M
$130M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.68K+ 15.09% |
$90.8K - $99K
|
28.1K
$775K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
7.76K+ 11.94% |
$191K - $208K
|
72.7K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.27KNew |
$204K - $222K
|
8.27K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.5K- 42.21% |
$381K - $415K
|
21.2K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
600+ 0.94% |
$14.8K - $16.1K
|
64.2K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-300- 0.1% |
$7.39K - $8.06K
|
310K
$8.56M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
6.12K+ 10.06% |
$151K - $164K
|
67K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-2.2K- 4.24% |
$54.1K - $59K
|
49.6K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
402+ 3.46% |
$9.91K - $10.8K
|
12K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-24.8K- 6.71% |
$611K - $666K
|
345K
$9.51M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.5K+ 10.07% |
$136K - $148K
|
60.2K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
296New |
$7.29K - $7.95K
|
296
$8.16K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
14.7K+ 5.89% |
$361K - $394K
|
263K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.27K- 6.93% |
$31.2K - $34K
|
17K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-142K- 28.23% |
$3.49M - $3.8M
|
360K
$9.92M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.93K- 1.06% |
$96.9K - $106K
|
367K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18K+ 1.4% |
$443K - $483K
|
1.3M
$35.8M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
110K+ 18.19% |
$2.71M - $2.96M
|
715K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-205- 0.26% |
$5.05K - $5.51K
|
78.5K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-41.9K- 2.59% |
$1.03M - $1.12M
|
1.58M
$43.5M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16.2KNew |
$399K - $435K
|
16.2K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
11.8KNew |
$291K - $318K
|
11.8K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.0% |
$24.6 - $26.9
|
125K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17.8KNew |
$440K - $479K
|
17.8K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.6K+ 118.5% |
$1M - $1.09M
|
74.9K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.7K+ 2.76% |
$190K - $207K
|
286K
$7.89M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.06KNew |
$199K - $216K
|
8.06K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.9KNew |
$219K - $239K
|
8.9K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
86.8K+ 6.26% |
$2.14M - $2.33M
|
1.47M
$40.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
351K+ 10.27% |
$8.64M - $9.42M
|
3.76M
$104M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-6.65K- 10.44% |
$164K - $178K
|
57K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
15.8K+ 2.83% |
$389K - $424K
|
574K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.19K- 45.52% |
$177K - $193K
|
8.6K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.49K- 0.54% |
$61.3K - $66.8K
|
456K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.65K+ 17.19% |
$65.4K - $71.3K
|
18.1K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
196K+ 15.1% |
$4.84M - $5.27M
|
1.5M
$41.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.24K- 13.95% |
$228K - $248K
|
57K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-11.3K- 30.8% |
$278K - $303K
|
25.3K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-119- 74.84% |
$2.93K - $3.2K
|
40
$1.1K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-12K- 3.44% |
$295K - $321K
|
336K
$9.25M
|