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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2.59K- 2.43% |
$63.8K - $69.6K
|
104K
$2.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.78K- 78.18% |
$118K - $128K
|
1.33K
$34.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-651- 0.82% |
$16K - $17.5K
|
79K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
227+ 0.83% |
$5.59K - $6.1K
|
27.6K
$716K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.62K- 3.22% |
$89.2K - $97.3K
|
109K
$2.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.97K+ 25.95% |
$147K - $160K
|
29K
$752K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.87K+ 6.8% |
$145K - $158K
|
92.2K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
55.3K+ 93.42% |
$1.36M - $1.49M
|
115K
$2.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
103K+ 51.22% |
$2.53M - $2.76M
|
303K
$7.88M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
26K+ 2.81% |
$642K - $699K
|
953K
$24.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.8K+ 6.76% |
$93.6K - $102K
|
60K
$1.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-862- 0.13% |
$21.2K - $23.2K
|
668K
$17.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
109K+ 24.57% |
$2.68M - $2.92M
|
552K
$14.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
80+ 0.22% |
$1.97K - $2.15K
|
37.1K
$963K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 1.71% |
$38.6K - $42.1K
|
93.3K
$2.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
11.1K+ 5.22% |
$275K - $299K
|
224K
$5.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-972- 6.29% |
$24K - $26.1K
|
14.5K
$376K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.75K- 16.41% |
$240K - $262K
|
49.6K
$1.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
19.8K+ 4.75% |
$489K - $533K
|
437K
$11.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
200+ 0.58% |
$4.93K - $5.37K
|
34.8K
$903K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
460+ 1.84% |
$11.3K - $12.4K
|
25.5K
$662K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.52K+ 6.92% |
$111K - $121K
|
69.7K
$1.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.78K+ 1.09% |
$68.5K - $74.7K
|
258K
$6.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-5.56K- 33.04% |
$137K - $149K
|
11.3K
$292K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
16K+ 6316.14% |
$395K - $431K
|
16.3K
$423K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.46K- 3.64% |
$60.6K - $66K
|
65.1K
$1.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
375+ 1.96% |
$9.24K - $10.1K
|
19.5K
$506K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
4.88K+ 24.05% |
$120K - $131K
|
25.2K
$653K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
38.6K+ 65.5% |
$950K - $1.04M
|
97.5K
$2.53M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
27.9K+ 5.87% |
$688K - $750K
|
504K
$13.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.16K+ 1.48% |
$28.5K - $31.1K
|
79.1K
$2.05M
|
|
| Q4 2024 | |||||||
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
173KNew |
$4.38M - $4.87M
|
173K
$4.49M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
16.8KNew |
$425K - $472K
|
16.8K
$435K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.2M- 97.15% |
$30.5M - $33.9M
|
35.3K
$916K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
641+ 160.65% |
$16.3K - $18K
|
1.04K
$27K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
30New |
$761 - $845
|
30
$779
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
173K+ 15.63% |
$4.4M - $4.88M
|
1.28M
$33.3M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
20.9KNew |
$531K - $590K
|
20.9K
$544K
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
149KNew |
$3.79M - $4.21M
|
149K
$3.88M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
147KNew |
$3.72M - $4.13M
|
147K
$3.81M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
73.9K+ 17.88% |
$1.87M - $2.08M
|
487K
$12.7M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
395+ 0.73% |
$10K - $11.1K
|
54.6K
$1.42M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
192+ 1.65% |
$4.87K - $5.4K
|
11.8K
$307K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
131KNew |
$3.32M - $3.69M
|
131K
$3.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.52K+ 28.76% |
$89.3K - $99.2K
|
15.8K
$410K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-511- 0.83% |
$13K - $14.4K
|
60.9K
$1.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.47K- 1.57% |
$62.6K - $69.5K
|
155K
$4.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
11.9KNew |
$302K - $336K
|
11.9K
$310K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
197KNew |
$5.01M - $5.56M
|
197K
$5.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
5.38KNew |
$136K - $151K
|
5.38K
$140K
|
|