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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-880- 1.33% |
$20.1K - $25.5K
|
65.1K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23.7K+ 7.61% |
$543K - $687K
|
336K
$9.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.52K- 1.05% |
$34.8K - $44K
|
144K
$4.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21.6K- 5.75% |
$494K - $625K
|
354K
$10.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-5.33K- 14.09% |
$122K - $154K
|
32.5K
$951K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
11.7K+ 136.73% |
$267K - $338K
|
20.2K
$591K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-3.1K- 30.92% |
$71K - $89.8K
|
6.93K
$203K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-218- 1.49% |
$4.99K - $6.31K
|
14.4K
$422K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
24.2K+ 11.68% |
$553K - $700K
|
231K
$6.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.64K+ 29.69% |
$106K - $134K
|
20.3K
$594K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
12K+ 19.99% |
$274K - $347K
|
72K
$2.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.53K- 0.59% |
$35K - $44.4K
|
256K
$7.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
9.48K+ 9.72% |
$217K - $274K
|
107K
$3.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.2K+ 2.41% |
$669K - $847K
|
1.24M
$36.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7.99K- 10.36% |
$183K - $231K
|
69.1K
$2.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31+ 0.08% |
$709 - $897
|
39.4K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
111KNew |
$2.54M - $3.21M
|
111K
$3.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
215+ 2.02% |
$4.92K - $6.22K
|
10.8K
$318K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.26K- 1.05% |
$120K - $152K
|
495K
$14.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
17.1K+ 3.11% |
$392K - $496K
|
569K
$16.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5.22K+ 29.65% |
$119K - $151K
|
22.8K
$668K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.94K+ 1.59% |
$67.2K - $85K
|
187K
$5.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.42K+ 8.9% |
$101K - $128K
|
54.1K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-736- 6.54% |
$16.8K - $21.3K
|
10.5K
$308K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.61K+ 3.06% |
$59.8K - $75.7K
|
88.1K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
89K+ 1052.83% |
$2.03M - $2.58M
|
97.4K
$2.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.52K+ 0.43% |
$80.5K - $102K
|
818K
$23.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.49K+ 0.67% |
$34.1K - $43.1K
|
224K
$6.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.6K- 3.7% |
$470K - $595K
|
535K
$15.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-467- 0.51% |
$10.7K - $13.5K
|
91.7K
$2.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.92K+ 5.37% |
$43.9K - $55.6K
|
37.7K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
45.2K+ 8.49% |
$1.03M - $1.31M
|
578K
$16.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-33.2K- 89.46% |
$758K - $960K
|
3.91K
$114K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
10.6K+ 10.2% |
$243K - $307K
|
115K
$3.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 0.02% |
$343 - $434
|
79.1K
$2.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
14.8K+ 4.89% |
$339K - $429K
|
318K
$9.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
81New |
$1.85K - $2.34K
|
81
$2.37K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.8K+ 84.64% |
$315K - $399K
|
30.1K
$881K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
10.2KNew |
$233K - $295K
|
10.2K
$298K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-43.5K- 21.72% |
$995K - $1.26M
|
157K
$4.59M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
357+ 0.05% |
$8.16K - $10.3K
|
650K
$19M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-57.2K- 11.36% |
$1.31M - $1.66M
|
447K
$13.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
38K+ 6.39% |
$869K - $1.1M
|
633K
$18.5M
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-14- 2.45% |
$345 - $376
|
558
$16.3K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
69+ 0.29% |
$1.7K - $1.85K
|
23.6K
$691K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.94K+ 11.42% |
$47.7K - $52K
|
18.9K
$553K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4K+ 25.36% |
$98.5K - $107K
|
19.8K
$579K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
25.9K+ 22.89% |
$637K - $695K
|
139K
$4.07M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
18.5K+ 19.99% |
$457K - $498K
|
111K
$3.26M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.62K+ 569.75% |
$114K - $124K
|
5.43K
$159K
|
|