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 19, 2025
Q1 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
807New |
$17.6K - $19.7K
|
807
$22.2K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.11KNew |
$24.2K - $27.1K
|
1.11K
$30.7K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
13.4KNew |
$292K - $327K
|
13.4K
$370K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
144+ 0.96% |
$3.14K - $3.51K
|
15.1K
$417K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
78New |
$1.7K - $1.9K
|
78
$2.15K
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-1.98K- 47.21% |
$43.1K - $48.2K
|
2.21K
$61K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.2KNew |
$659K - $737K
|
30.2K
$834K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
2.91K+ 11.27% |
$63.3K - $70.8K
|
28.7K
$791K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.05KNew |
$197K - $221K
|
9.05K
$250K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.25K- 99.37% |
$92.5K - $104K
|
27
$744
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$109 - $122
|
5
$138
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
16K+ 17.76% |
$348K - $389K
|
106K
$2.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
10.8K+ 96.17% |
$235K - $263K
|
22.1K
$608K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
30New |
$653 - $731
|
30
$827
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-510Closed |
$10K - $11.6K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
668New |
$13.1K - $15.2K
|
668
$18.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
197New |
$3.87K - $4.48K
|
197
$5.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
40.7K+ 104.78% |
$800K - $925K
|
79.5K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
496+ 3.23% |
$9.76K - $11.3K
|
15.9K
$437K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.72KNew |
$33.9K - $39.2K
|
1.72K
$47.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.74K- 17.66% |
$53.8K - $62.2K
|
12.8K
$352K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.21K- 50.03% |
$43.5K - $50.3K
|
2.21K
$61K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
162New |
$3.19K - $3.68K
|
162
$4.47K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.3K- 84.51% |
$25.5K - $29.5K
|
238
$6.56K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.68K+ 12.27% |
$52.8K - $61K
|
24.6K
$677K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.26KNew |
$44.5K - $51.5K
|
2.26K
$62.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-243- 2.27% |
$4.78K - $5.52K
|
10.5K
$288K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 12.2% |
$2.95K - $3.41K
|
1.08K
$29.8K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.17KNew |
$23K - $26.6K
|
1.17K
$32.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
434New |
$8.54K - $9.86K
|
434
$12K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-237Closed |
$4.76K - $5.61K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-4.49K- 25.1% |
$90.2K - $106K
|
13.4K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-177- 0.13% |
$3.56K - $4.19K
|
137K
$3.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
31.3KNew |
$628K - $740K
|
31.3K
$862K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
85.4K+ 51.96% |
$1.72M - $2.02M
|
250K
$6.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-49- 4.84% |
$984 - $1.16K
|
964
$26.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
10+ 1.23% |
$201 - $237
|
825
$22.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
199New |
$4K - $4.71K
|
199
$5.49K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-84- 0.79% |
$1.69K - $1.99K
|
10.5K
$290K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.41K- 61.61% |
$48.4K - $57K
|
1.5K
$41.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
15KNew |
$301K - $354K
|
15K
$413K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
232K+ 1129.12% |
$4.67M - $5.51M
|
253K
$6.98M
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
14KNew |
$281K - $331K
|
14K
$385K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
638K+ 139.99% |
$12.8M - $15.1M
|
1.09M
$30.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-388- 2.64% |
$7.79K - $9.19K
|
14.3K
$394K
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
3.45K+ 3.03% |
$69.3K - $81.6K
|
117K
$3.24M
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-8.12K- 37.14% |
$163K - $192K
|
13.7K
$379K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-618KClosed |
$14.2M - $16.7M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$573K - $677K
|
25K
$689K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.7KNew |
$199K - $235K
|
8.7K
$240K
|
|