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 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
166+ 0.74% |
$3.8K - $4.81K
|
22.5K
$705K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-30.4K- 2.64% |
$695K - $880K
|
1.12M
$35.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
624New |
$14.3K - $18.1K
|
624
$19.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-497- 3.25% |
$11.4K - $14.4K
|
14.8K
$463K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
42K+ 8.66% |
$961K - $1.22M
|
527K
$16.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
346+ 1.4% |
$7.91K - $10K
|
25K
$782K
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
970+ 7.82% |
$22.2K - $28.1K
|
13.4K
$419K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
6.16K+ 291.3% |
$141K - $178K
|
8.28K
$259K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.28KNew |
$189K - $240K
|
8.28K
$259K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
48New |
$1.1K - $1.39K
|
48
$1.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-2.31K- 2.43% |
$52.7K - $66.7K
|
92.6K
$2.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
231+ 0.49% |
$5.28K - $6.69K
|
47.8K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-87K- 73.23% |
$1.99M - $2.52M
|
31.8K
$995K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
64.8K+ 3.93% |
$1.48M - $1.88M
|
1.71M
$53.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$36.4K - $46K
|
1.59K
$49.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-272- 1.02% |
$6.22K - $7.87K
|
26.4K
$826K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.5KNew |
$172K - $217K
|
7.5K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.12K+ 3.01% |
$71.3K - $90.3K
|
107K
$3.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
29.8KNew |
$681K - $862K
|
29.8K
$932K
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-21.4K- 19.01% |
$489K - $619K
|
91K
$2.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.78K+ 11.15% |
$40.8K - $51.6K
|
17.8K
$557K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
14.3K+ 24.82% |
$326K - $413K
|
71.8K
$2.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-205- 36.94% |
$4.69K - $5.93K
|
350
$11K
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
47.2K+ 55.73% |
$1.08M - $1.37M
|
132K
$4.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-2.61K- 17.08% |
$59.7K - $75.6K
|
12.7K
$396K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 0.82% |
$127K - $161K
|
670K
$21M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
753New |
$17.2K - $21.8K
|
753
$23.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23.2K+ 14.66% |
$530K - $671K
|
181K
$5.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
173K+ 32.15% |
$3.97M - $5.02M
|
713K
$22.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.25K- 18.15% |
$51.4K - $65.1K
|
10.1K
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
27.3K+ 4.76% |
$625K - $791K
|
602K
$18.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
16KNew |
$365K - $462K
|
16K
$500K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
74+ 1.24% |
$1.69K - $2.14K
|
6.02K
$188K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.21K+ 22.87% |
$50.5K - $63.9K
|
11.9K
$371K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
115+ 0.15% |
$2.63K - $3.33K
|
75K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-35- 0.22% |
$800 - $1.01K
|
15.6K
$487K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.6K+ 6.96% |
$59.4K - $75.2K
|
39.9K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
13.7K+ 18.68% |
$313K - $396K
|
87K
$2.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.73K- 97.37% |
$131K - $166K
|
155
$4.85K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.81K- 8.64% |
$64.2K - $81.3K
|
29.7K
$930K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
87+ 0.76% |
$1.99K - $2.52K
|
11.5K
$359K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-693- 3.39% |
$15.8K - $20.1K
|
19.8K
$618K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
7.66K+ 4.42% |
$175K - $222K
|
181K
$5.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19K+ 2.85% |
$435K - $551K
|
686K
$21.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.6K+ 6.0% |
$151K - $191K
|
117K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.59K+ 12.39% |
$82.1K - $104K
|
32.6K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.04K+ 1.71% |
$69.6K - $88.1K
|
181K
$5.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-3.08K- 1.29% |
$70.4K - $89.2K
|
235K
$7.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.82K+ 13.84% |
$87.3K - $110K
|
31.4K
$983K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.14K- 1.71% |
$26.1K - $33.1K
|
65.5K
$2.05M
|