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 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-339- 2.17% |
$8.35K - $9.11K
|
15.3K
$447K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.98K+ 32.68% |
$73.4K - $80K
|
12.1K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
123+ 1.0% |
$3.03K - $3.3K
|
12.4K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
20.2K+ 28.18% |
$497K - $541K
|
91.7K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.62K+ 4.6% |
$89.2K - $97.2K
|
82.4K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
21.2K+ 3.76% |
$522K - $569K
|
584K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-119- 74.84% |
$2.93K - $3.2K
|
40
$1.17K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
37.3K+ 14.88% |
$919K - $1M
|
288K
$8.44M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.01K- 0.73% |
$123K - $134K
|
682K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.5K- 14.38% |
$358K - $391K
|
86.6K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
14.8K+ 3.03% |
$364K - $397K
|
502K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-1.65K- 0.43% |
$40.7K - $44.3K
|
387K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
40.1K+ 53.78% |
$988K - $1.08M
|
115K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29+ 0.01% |
$715 - $779
|
282K
$8.26M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
95KNew |
$2.34M - $2.55M
|
95K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-3.52K- 5.68% |
$86.6K - $94.4K
|
58.3K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
101K+ 218.17% |
$2.5M - $2.72M
|
148K
$4.32M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
8.12K+ 5759.57% |
$200K - $218K
|
8.26K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.8K+ 15.97% |
$536K - $585K
|
158K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-5.08K- 12.99% |
$125K - $136K
|
34K
$996K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14.9KNew |
$368K - $401K
|
14.9K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.8K- 2.6% |
$291K - $317K
|
443K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6.08K- 33.32% |
$150K - $163K
|
12.2K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
38.5K+ 51.93% |
$950K - $1.04M
|
113K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-51- 0.45% |
$1.26K - $1.37K
|
11.4K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
306KNew |
$7.54M - $8.22M
|
306K
$8.96M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.8K- 11.16% |
$44.5K - $48.5K
|
14.4K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.41K- 59.89% |
$232K - $253K
|
6.3K
$185K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
8.44KNew |
$208K - $227K
|
8.44K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.41KNew |
$232K - $253K
|
9.41K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-14K- 2.02% |
$344K - $375K
|
676K
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.3K- 13.57% |
$302K - $329K
|
78.1K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
101K+ 319.64% |
$2.5M - $2.72M
|
133K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.02% |
$98.6 - $107
|
22.2K
$649K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.21K+ 0.35% |
$79.1K - $86.2K
|
918K
$26.9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-27.6K- 4.13% |
$681K - $742K
|
642K
$18.8M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.52K+ 4.06% |
$62.2K - $67.8K
|
64.7K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
26.4K+ 6.88% |
$651K - $709K
|
410K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69K+ 11.54% |
$1.7M - $1.85M
|
667K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.12K+ 6.51% |
$126K - $138K
|
83.8K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
983+ 1.8% |
$24.2K - $26.4K
|
55.5K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
180KNew |
$4.43M - $4.83M
|
180K
$5.27M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.8K- 21.92% |
$735K - $802K
|
106K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-111K- 82.6% |
$2.74M - $2.99M
|
23.4K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
6.53K+ 4.33% |
$161K - $175K
|
157K
$4.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
855K+ 16.19% |
$21.1M - $23M
|
6.14M
$180M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.36K- 1.64% |
$108K - $117K
|
262K
$7.66M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-311K- 36.99% |
$7.66M - $8.35M
|
530K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-111K- 23.2% |
$2.73M - $2.98M
|
367K
$10.8M
|