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 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
14.6K+ 3.13% |
$335K - $424K
|
483K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 100.0% |
$2.29K - $2.9K
|
200
$6.26K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.52K- 0.26% |
$34.7K - $44K
|
584K
$18.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
699+ 1.32% |
$16K - $20.2K
|
53.5K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.47% |
$137 - $174
|
1.28K
$40.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231K+ 28.2% |
$5.29M - $6.69M
|
1.05M
$32.9M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-416- 2.9% |
$9.51K - $12K
|
14K
$437K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.58K+ 22.36% |
$128K - $161K
|
30.5K
$955K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
SELL
|
- |
-807- 7.65% |
$18.5K - $23.4K
|
9.75K
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-8.06K- 5.46% |
$184K - $233K
|
140K
$4.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-662- 0.95% |
$15.1K - $19.2K
|
68.8K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.5KNew |
$491K - $622K
|
21.5K
$673K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
27.6K+ 18.9% |
$632K - $800K
|
174K
$5.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.9K+ 23.12% |
$318K - $403K
|
74.1K
$2.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
761+ 6.67% |
$17.4K - $22K
|
12.2K
$381K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.13K- 3.61% |
$71.6K - $90.6K
|
83.5K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.29K- 1.36% |
$29.5K - $37.3K
|
93.7K
$2.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.01K+ 2.0% |
$183K - $232K
|
408K
$12.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-9.67K- 4.34% |
$221K - $280K
|
213K
$6.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-323K- 95.86% |
$7.38M - $9.34M
|
13.9K
$436K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.87K+ 0.91% |
$88.6K - $112K
|
428K
$13.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.05K+ 8.69% |
$24K - $30.4K
|
13.2K
$412K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
150K+ 7.79% |
$3.44M - $4.35M
|
2.08M
$65.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
222K+ 78.28% |
$5.09M - $6.44M
|
507K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
68.1K+ 17.08% |
$1.56M - $1.97M
|
467K
$14.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-108K- 5.18% |
$2.46M - $3.12M
|
1.97M
$61.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.41KNew |
$32.3K - $40.9K
|
1.41K
$44.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.68K- 1.4% |
$84.1K - $106K
|
258K
$8.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
427+ 0.59% |
$9.77K - $12.4K
|
73.2K
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7.32KNew |
$167K - $212K
|
7.32K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
334+ 3.91% |
$7.64K - $9.67K
|
8.87K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
24.7KNew |
$565K - $716K
|
24.7K
$774K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
413New |
$9.45K - $12K
|
413
$12.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13.2K+ 0.51% |
$303K - $383K
|
2.61M
$81.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
960+ 0.13% |
$22K - $27.8K
|
727K
$22.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-707- 8.63% |
$16.2K - $20.5K
|
7.49K
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-2.07K- 3.55% |
$47.4K - $60K
|
56.3K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
28.3K+ 4.0% |
$646K - $818K
|
734K
$23M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.55K+ 1.66% |
$173K - $218K
|
463K
$14.5M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.6K- 11.12% |
$59.6K - $75.4K
|
20.8K
$652K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.77K- 36.75% |
$200K - $254K
|
15.1K
$472K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
7K+ 1.82% |
$160K - $203K
|
391K
$12.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
406+ 0.78% |
$9.29K - $11.8K
|
52.4K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.4KNew |
$260K - $330K
|
11.4K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
99+ 0.77% |
$2.26K - $2.87K
|
12.9K
$404K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
350+ 26.12% |
$8K - $10.1K
|
1.69K
$52.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
34.9K+ 3.23% |
$798K - $1.01M
|
1.11M
$34.9M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.32K+ 6.84% |
$53K - $67.1K
|
36.2K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.28K+ 0.34% |
$52K - $65.9K
|
669K
$21M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.46KNew |
$171K - $216K
|
7.46K
$234K
|