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 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
40.3K+ 35.76% |
$922K - $1.17M
|
153K
$4.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
8.76K+ 3.81% |
$200K - $254K
|
239K
$7.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
332+ 0.19% |
$7.59K - $9.61K
|
175K
$5.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
5.17K+ 10.05% |
$118K - $150K
|
56.6K
$1.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16.2K+ 4.53% |
$371K - $469K
|
374K
$11.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-963- 0.38% |
$22K - $27.9K
|
251K
$7.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
579+ 151.17% |
$13.2K - $16.8K
|
962
$30.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.22K+ 33.1% |
$119K - $151K
|
21K
$658K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
25.5K+ 291.47% |
$583K - $738K
|
34.2K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
218New |
$4.99K - $6.31K
|
218
$6.82K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-349- 3.97% |
$7.98K - $10.1K
|
8.44K
$264K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.82K+ 8.27% |
$87.4K - $111K
|
50.1K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.19K+ 0.55% |
$27.3K - $34.5K
|
218K
$6.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-19- 0.12% |
$435 - $550
|
16K
$499K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.35K+ 1.42% |
$30.9K - $39.2K
|
96.7K
$3.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
11.8K+ 1.2% |
$270K - $342K
|
999K
$31.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6.86K+ 10.13% |
$157K - $199K
|
74.6K
$2.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.78K+ 15.38% |
$63.6K - $80.5K
|
20.9K
$653K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.77K+ 12.48% |
$178K - $225K
|
70K
$2.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
19.2K+ 28.12% |
$439K - $556K
|
87.5K
$2.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
307+ 0.47% |
$7.02K - $8.89K
|
65K
$2.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.25K+ 4.99% |
$120K - $152K
|
111K
$3.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
14.5KNew |
$333K - $421K
|
14.5K
$455K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
3.4K+ 4.53% |
$77.6K - $98.3K
|
78.3K
$2.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.27K+ 12.91% |
$51.9K - $65.7K
|
19.9K
$622K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.93K+ 15.47% |
$44K - $55.7K
|
14.4K
$450K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
7.57KNew |
$173K - $219K
|
7.57K
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
7.24K+ 3.46% |
$166K - $210K
|
217K
$6.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
8.49K+ 4.09% |
$194K - $246K
|
216K
$6.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
51.8K+ 80.44% |
$1.19M - $1.5M
|
116K
$3.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
521New |
$11.9K - $15.1K
|
521
$16.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-405- 7.26% |
$9.26K - $11.7K
|
5.18K
$162K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.22K- 25.37% |
$96.6K - $122K
|
12.4K
$389K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15.4K+ 7.0% |
$353K - $447K
|
236K
$7.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-3.37K- 2.19% |
$77K - $97.5K
|
150K
$4.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
40.5K+ 283.73% |
$927K - $1.17M
|
54.8K
$1.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
51.1KNew |
$1.17M - $1.48M
|
51.1K
$1.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
3.54KNew |
$81.1K - $103K
|
3.54K
$111K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
9.01K+ 15.19% |
$206K - $261K
|
68.3K
$2.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-13- 2.3% |
$297 - $376
|
551
$17.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-150- 0.84% |
$3.43K - $4.34K
|
17.7K
$554K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.07K- 22.52% |
$24.6K - $31.1K
|
3.7K
$116K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-24.9K- 21.26% |
$569K - $721K
|
92.2K
$2.89M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.43K+ 5.8% |
$101K - $128K
|
80.8K
$2.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-267K- 13.57% |
$6.1M - $7.72M
|
1.7M
$53.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.27K+ 3.07% |
$51.9K - $65.7K
|
76.2K
$2.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.7K+ 7.43% |
$61.8K - $78.2K
|
39.1K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
248K+ 34.69% |
$5.68M - $7.18M
|
964K
$30.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
177K+ 53963.41% |
$4.05M - $5.12M
|
177K
$5.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-182- 0.95% |
$4.16K - $5.27K
|
19K
$596K
|