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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.3K+ 1.58% |
$831K - $1.05M
|
2.33M
$73M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.96K+ 25.23% |
$182K - $230K
|
39.5K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-4.12K- 49.89% |
$94.3K - $119K
|
4.14K
$130K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-475- 0.89% |
$10.9K - $13.8K
|
53K
$1.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.1K+ 138.75% |
$367K - $465K
|
27.7K
$865K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
51.8K+ 10.13% |
$1.18M - $1.5M
|
563K
$17.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.26K- 0.44% |
$28.9K - $36.5K
|
286K
$8.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9.31K+ 11.01% |
$213K - $270K
|
93.9K
$2.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.52K- 0.63% |
$34.7K - $43.9K
|
239K
$7.48M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.63K+ 20.43% |
$60.1K - $76.1K
|
15.5K
$485K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
510+ 0.16% |
$11.7K - $14.8K
|
328K
$10.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-57.2K- 8.38% |
$1.31M - $1.65M
|
625K
$19.6M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.8K+ 8.32% |
$133K - $168K
|
75.5K
$2.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
212K+ 193.35% |
$4.86M - $6.15M
|
322K
$10.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.8K- 8.54% |
$63.9K - $80.9K
|
29.9K
$937K
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
18.7K+ 6.89% |
$427K - $540K
|
289K
$9.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-51- 0.03% |
$1.17K - $1.48K
|
163K
$5.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
15.7K+ 7.45% |
$360K - $456K
|
227K
$7.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
74+ 0.79% |
$1.69K - $2.14K
|
9.47K
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
16.7K+ 2.86% |
$382K - $484K
|
601K
$18.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
71KNew |
$1.62M - $2.06M
|
71K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
740+ 6.4% |
$16.9K - $21.4K
|
12.3K
$385K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-750- 3.28% |
$17.2K - $21.7K
|
22.1K
$692K
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-267K- 13.57% |
$6.1M - $7.72M
|
1.7M
$53.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-119- 0.43% |
$2.72K - $3.45K
|
27.4K
$858K
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
1+ 0.01% |
$22.9 - $29
|
8.41K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.68K- 31.86% |
$84.2K - $107K
|
7.87K
$246K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
566New |
$12.9K - $16.4K
|
566
$17.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
22K+ 26.81% |
$503K - $637K
|
104K
$3.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-3.67K- 4.19% |
$83.9K - $106K
|
83.8K
$2.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.28K+ 3.52% |
$29.2K - $36.9K
|
37.5K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
27K+ 11.31% |
$618K - $782K
|
266K
$8.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
43.2KNew |
$988K - $1.25M
|
43.2K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
132K+ 40.83% |
$3.01M - $3.81M
|
454K
$14.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
5.64K+ 2.46% |
$129K - $163K
|
235K
$7.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$160 - $203
|
14.5K
$453K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.1K+ 2.83% |
$47.9K - $60.7K
|
76.1K
$2.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
14.2KNew |
$324K - $411K
|
14.2K
$444K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.78% |
$22.9 - $29
|
129
$4.04K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.7K- 9.33% |
$199K - $252K
|
84.6K
$2.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
577New |
$13.2K - $16.7K
|
577
$18.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3K+ 5.72% |
$68.7K - $86.9K
|
55.5K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
8.49KNew |
$194K - $246K
|
8.49K
$266K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.3K+ 42.19% |
$304K - $385K
|
44.8K
$1.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
156+ 1.37% |
$3.57K - $4.52K
|
11.6K
$362K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
8.15K+ 52.06% |
$186K - $236K
|
23.8K
$745K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7.15KNew |
$163K - $207K
|
7.15K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-53.4K- 59.86% |
$1.22M - $1.55M
|
35.8K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
718+ 1.61% |
$16.4K - $20.8K
|
45.2K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
798+ 0.56% |
$18.3K - $23.1K
|
144K
$4.51M
|