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 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-6.47K- 4.41% |
$159K - $174K
|
140K
$4.11M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-15.3M- 98.38% |
$377M - $411M
|
251K
$7.36M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.56K- 6.95% |
$112K - $122K
|
61K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
238+ 2.02% |
$5.86K - $6.39K
|
12K
$353K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
46.2KNew |
$1.14M - $1.24M
|
46.2K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.83K+ 468.29% |
$45.1K - $49.2K
|
2.22K
$65.1K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
222New |
$5.47K - $5.96K
|
222
$6.5K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.93K+ 0.91% |
$146K - $159K
|
661K
$19.4M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-636- 1.91% |
$15.7K - $17.1K
|
32.7K
$959K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.97K+ 44.01% |
$123K - $134K
|
16.3K
$476K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.92K+ 16.11% |
$47.3K - $51.6K
|
13.8K
$405K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.54K- 20.49% |
$112K - $122K
|
17.6K
$515K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
283New |
$6.97K - $7.6K
|
283
$8.29K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
13K+ 14.78% |
$322K - $350K
|
101K
$2.97M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-135K- 12.9% |
$3.32M - $3.62M
|
911K
$26.7M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
373KNew |
$9.2M - $10M
|
373K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
43.3KNew |
$1.07M - $1.16M
|
43.3K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
142K+ 103.27% |
$3.51M - $3.83M
|
280K
$8.21M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20.9K+ 3.71% |
$515K - $562K
|
585K
$17.1M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
15.9K+ 4.97% |
$393K - $428K
|
337K
$9.86M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
SELL
|
- |
-230- 2.66% |
$5.67K - $6.18K
|
8.41K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
449K+ 120.87% |
$11.1M - $12.1M
|
820K
$24M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
9+ 0.1% |
$222 - $242
|
8.82K
$258K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-3.49K- 26.56% |
$86K - $93.8K
|
9.66K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.29K+ 0.62% |
$31.7K - $34.5K
|
209K
$6.13M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
775+ 27.18% |
$19.1K - $20.8K
|
3.63K
$106K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-5.23K- 1.43% |
$129K - $141K
|
360K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
625+ 1.43% |
$15.4K - $16.8K
|
44.5K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.02K- 8.69% |
$74.5K - $81.2K
|
31.8K
$931K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
428+ 5.13% |
$10.5K - $11.5K
|
8.78K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-788- 4.81% |
$19.4K - $21.2K
|
15.6K
$457K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.55K+ 44.03% |
$62.9K - $68.6K
|
8.35K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
23.2K+ 8.91% |
$571K - $623K
|
283K
$8.3M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-613- 52.08% |
$15.1K - $16.5K
|
564
$16.5K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.01K- 0.84% |
$98.9K - $108K
|
472K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.17K- 9.88% |
$28.9K - $31.5K
|
10.7K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.3K+ 3.45% |
$574K - $626K
|
698K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-215- 1.83% |
$5.3K - $5.77K
|
11.6K
$338K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.07K- 20.24% |
$100K - $109K
|
16K
$470K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.56K- 80.31% |
$38.5K - $42K
|
383
$11.2K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
127+ 0.05% |
$3.13K - $3.41K
|
252K
$7.37M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
56.3K+ 8.4% |
$1.39M - $1.51M
|
726K
$21.3M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.18K+ 0.57% |
$29.1K - $31.7K
|
209K
$6.13M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-495- 2.36% |
$12.2K - $13.3K
|
20.5K
$599K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.16K+ 29.89% |
$103K - $112K
|
18.1K
$529K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-358K- 69.39% |
$8.81M - $9.61M
|
158K
$4.62M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.24K+ 2.77% |
$30.6K - $33.4K
|
46.1K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.22K+ 4.6% |
$129K - $140K
|
119K
$3.48M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
36.9K+ 20.11% |
$910K - $992K
|
221K
$6.46M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
9.3KNew |
$229K - $250K
|
9.3K
$272K
|