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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.52K- 0.53% |
$34.6K - $43.9K
|
285K
$8.92M
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6K- 9.17% |
$137K - $174K
|
59.4K
$1.86M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
320K+ 21.7% |
$7.31M - $9.25M
|
1.79M
$56.1M
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
157+ 1.31% |
$3.59K - $4.55K
|
12.2K
$381K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 0.35% |
$298K - $377K
|
3.78M
$118M
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-8.09M- 96.55% |
$185M - $234M
|
289K
$9.06M
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.96K+ 10.45% |
$136K - $172K
|
63K
$1.97M
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-14.1K- 18.01% |
$323K - $409K
|
64.4K
$2.01M
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
739+ 314.47% |
$16.9K - $21.4K
|
974
$30.5K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
797KNew |
$18.2M - $23.1M
|
797K
$24.9M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
440K+ 143.67% |
$10.1M - $12.7M
|
746K
$23.3M
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.67K+ 1.86% |
$107K - $135K
|
256K
$8.02M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
217K+ 24.4% |
$4.97M - $6.29M
|
1.11M
$34.7M
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.03K+ 3.2% |
$115K - $146K
|
162K
$5.08M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 2.01% |
$36K - $45.5K
|
79.7K
$2.49M
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.39K+ 3.91% |
$31.9K - $40.3K
|
37K
$1.16M
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 1.78% |
$54.3K - $68.7K
|
135K
$4.24M
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
22.3K+ 3.29% |
$509K - $645K
|
698K
$21.9M
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-457- 1.34% |
$10.5K - $13.2K
|
33.6K
$1.05M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
59New |
$1.35K - $1.71K
|
59
$1.85K
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
60.3KNew |
$1.38M - $1.74M
|
60.3K
$1.89M
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
23.2K+ 6.21% |
$530K - $671K
|
397K
$12.4M
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-14.4K- 25.86% |
$328K - $416K
|
41.2K
$1.29M
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
408New |
$9.33K - $11.8K
|
408
$12.8K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
375K+ 25.08% |
$8.58M - $10.9M
|
1.87M
$58.6M
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.06KNew |
$24.2K - $30.6K
|
1.06K
$33.1K
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
175New |
$4K - $5.07K
|
175
$5.48K
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.96K- 6.49% |
$136K - $172K
|
85.8K
$2.68M
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
21.5KNew |
$492K - $622K
|
21.5K
$673K
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
533+ 14.7% |
$12.2K - $15.4K
|
4.16K
$130K
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
53.3K+ 25.01% |
$1.22M - $1.54M
|
267K
$8.34M
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
41.6K+ 80.46% |
$951K - $1.2M
|
93.3K
$2.92M
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.48K+ 33.32% |
$102K - $130K
|
17.9K
$561K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
891+ 3.52% |
$20.4K - $25.8K
|
26.2K
$820K
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-6.28K- 5.06% |
$144K - $182K
|
118K
$3.68M
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
33.3K+ 5.28% |
$763K - $965K
|
665K
$20.8M
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.62K- 0.96% |
$60K - $75.9K
|
269K
$8.43M
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.5KNew |
$537K - $680K
|
23.5K
$735K
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
438KNew |
$10M - $12.7M
|
438K
$13.7M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
61.4K+ 82.01% |
$1.4M - $1.78M
|
136K
$4.27M
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-24.7K- 26.94% |
$565K - $715K
|
67K
$2.1M
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-187- 0.38% |
$4.28K - $5.41K
|
49.4K
$1.55M
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-2.17K- 24.8% |
$49.6K - $62.8K
|
6.58K
$206K
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-115K- 29.77% |
$2.64M - $3.34M
|
272K
$8.51M
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.56MNew |
$58.6M - $74.1M
|
2.56M
$80.2M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.07K- 6.28% |
$24.4K - $30.9K
|
15.9K
$499K
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.79KNew |
$224K - $284K
|
9.79K
$307K
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
26K+ 23.38% |
$595K - $754K
|
137K
$4.3M
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
22.7K+ 9.01% |
$519K - $657K
|
275K
$8.6M
|