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 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
18.6K+ 5.1% |
$459K - $500K
|
384K
$11.2M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.59K+ 7.5% |
$88.4K - $96.4K
|
51.4K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
143K+ 55.77% |
$3.52M - $3.84M
|
399K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.3K+ 60.6% |
$81.4K - $88.7K
|
8.75K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
47K+ 11.16% |
$1.16M - $1.26M
|
468K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
10.6KNew |
$260K - $283K
|
10.6K
$309K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-677- 7.63% |
$16.7K - $18.2K
|
8.2K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
10.8K+ 8.15% |
$267K - $291K
|
144K
$4.21M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 6.46% |
$44.4K - $48.3K
|
26.1K
$763K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.33K+ 3.77% |
$57.5K - $62.6K
|
64.2K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
394+ 2.58% |
$9.71K - $10.6K
|
15.6K
$458K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
13New |
$320 - $349
|
13
$381
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.6KNew |
$285K - $311K
|
11.6K
$339K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-4.04K- 1.86% |
$99.6K - $109K
|
213K
$6.24M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 40.73% |
$24.6K - $26.9K
|
1.46K
$42.6K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-21.1K- 9.44% |
$519K - $566K
|
202K
$5.91M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.73K- 10.56% |
$91.8K - $100K
|
31.5K
$923K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-10.2K- 37.91% |
$250K - $273K
|
16.6K
$487K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16.9K+ 4.95% |
$416K - $453K
|
358K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-12K- 7.7% |
$295K - $321K
|
143K
$4.2M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
56.5K+ 2.3% |
$1.39M - $1.52M
|
2.52M
$73.8M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
36.4K+ 20.32% |
$898K - $979K
|
216K
$6.32M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
42+ 44.68% |
$1.03K - $1.13K
|
136
$3.98K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.52K+ 6.6% |
$111K - $121K
|
73K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.19% |
$98.6 - $107
|
2.12K
$61.9K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
374+ 1.48% |
$9.22K - $10K
|
25.6K
$751K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-8.68K- 3.63% |
$214K - $233K
|
230K
$6.74M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-86- 0.64% |
$2.12K - $2.31K
|
13.4K
$394K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.33K+ 7.02% |
$57.5K - $62.7K
|
35.6K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5.4K- 8.06% |
$133K - $145K
|
61.6K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.9K+ 1.04% |
$293K - $319K
|
1.15M
$33.8M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
5.95KNew |
$146K - $160K
|
5.95K
$174K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
670+ 27.78% |
$16.5K - $18K
|
3.08K
$90.2K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-5.75K- 2.51% |
$142K - $154K
|
223K
$6.52M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24New |
$591 - $645
|
24
$703
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-541- 3.27% |
$13.3K - $14.5K
|
16K
$469K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.39K+ 5.13% |
$83.5K - $91K
|
69.5K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
10.6K+ 4.39% |
$261K - $285K
|
252K
$7.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-212K- 87.32% |
$5.21M - $5.68M
|
30.7K
$900K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
11.4K+ 2.41% |
$282K - $307K
|
485K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.85KNew |
$193K - $211K
|
7.85K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-5.82K- 6.24% |
$143K - $156K
|
87.5K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 6.17% |
$35K - $38.1K
|
24.4K
$715K
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
12.1K+ 6.06% |
$297K - $324K
|
211K
$6.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-426- 3.56% |
$10.5K - $11.4K
|
11.6K
$338K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2.06K- 2.71% |
$50.8K - $55.4K
|
74K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.89K+ 4.21% |
$95.9K - $105K
|
96.5K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-493- 36.79% |
$12.1K - $13.2K
|
847
$24.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-18K- 21.01% |
$445K - $485K
|
67.8K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-23.5K- 6.81% |
$579K - $631K
|
322K
$9.42M
|