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 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16.2KNew |
$399K - $435K
|
16.2K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.19K- 45.52% |
$177K - $193K
|
8.6K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-74- 14.12% |
$1.82K - $1.99K
|
450
$14.1K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.24K- 13.95% |
$228K - $248K
|
57K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-119- 74.84% |
$2.93K - $3.2K
|
40
$1.25K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-1.65K- 0.43% |
$40.7K - $44.3K
|
387K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.41KNew |
$232K - $253K
|
9.41K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
8.44KNew |
$208K - $227K
|
8.44K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
36.5K+ 187.97% |
$900K - $981K
|
56K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.28K- 0.32% |
$56.3K - $61.3K
|
716K
$22.4M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.8K+ 6.45% |
$93.5K - $102K
|
62.7K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
166K+ 58.29% |
$4.1M - $4.47M
|
451K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.64K- 11.32% |
$40.4K - $44K
|
12.8K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 0.32% |
$468 - $510
|
5.91K
$185K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
222New |
$5.47K - $5.96K
|
222
$6.95K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-6.47K- 4.41% |
$159K - $174K
|
140K
$4.39M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
283New |
$6.97K - $7.6K
|
283
$8.86K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
9+ 0.1% |
$222 - $242
|
8.82K
$276K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.55K+ 44.03% |
$62.9K - $68.6K
|
8.35K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
56.5K+ 2.3% |
$1.39M - $1.52M
|
2.52M
$78.9M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 40.73% |
$24.6K - $26.9K
|
1.46K
$45.5K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
13New |
$320 - $349
|
13
$407
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
42+ 44.68% |
$1.03K - $1.13K
|
136
$4.26K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-493- 36.79% |
$12.1K - $13.2K
|
847
$26.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.24KNew |
$203K - $221K
|
8.24K
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
21.3KNew |
$525K - $572K
|
21.3K
$667K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-5K- 2.91% |
$123K - $134K
|
167K
$5.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
916New |
$22.6K - $24.6K
|
916
$28.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
8.27K+ 0.77% |
$204K - $222K
|
1.09M
$34M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.16K- 2.54% |
$53.2K - $58K
|
82.8K
$2.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
149New |
$3.67K - $4K
|
149
$4.66K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.03KNew |
$99.2K - $108K
|
4.03K
$126K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-35- 0.22% |
$862 - $940
|
16.2K
$507K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12- 50.0% |
$296 - $322
|
12
$376
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
186+ 1.81% |
$4.58K - $5K
|
10.4K
$327K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-217- 2.2% |
$5.35K - $5.83K
|
9.66K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13K+ 6.11% |
$321K - $349K
|
226K
$7.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$49.3K - $53.7K
|
2K
$62.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.47K- 5.68% |
$110K - $120K
|
74.2K
$2.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
250+ 0.71% |
$6.16K - $6.72K
|
35.4K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-76- 55.07% |
$1.87K - $2.04K
|
62
$1.94K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
8.62K+ 85.0% |
$212K - $232K
|
18.8K
$587K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
7.84KNew |
$193K - $211K
|
7.84K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-19- 0.2% |
$468 - $510
|
9.31K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
40.6KNew |
$999K - $1.09M
|
40.6K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.78K- 78.18% |
$118K - $128K
|
1.33K
$41.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
375+ 1.96% |
$9.24K - $10.1K
|
19.5K
$609K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-46.6K- 10.82% |
$1.18M - $1.31M
|
384K
$12M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11K+ 3.09% |
$278K - $308K
|
365K
$11.4M
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
19.4KNew |
$491K - $545K
|
19.4K
$606K
|
|