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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
59.4K+ 16.29% |
$1.46M - $1.59M
|
424K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-318- 0.25% |
$7.84K - $8.54K
|
125K
$3.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-19- 0.2% |
$468 - $510
|
9.55K
$280K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.59K- 0.51% |
$113K - $123K
|
891K
$26.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
94.3K+ 5.04% |
$2.32M - $2.53M
|
1.96M
$57.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.32K+ 13.42% |
$131K - $143K
|
44.9K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-510- 2.39% |
$12.6K - $13.7K
|
20.9K
$611K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
16K+ 103.34% |
$395K - $430K
|
31.5K
$923K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.43K+ 1.88% |
$109K - $119K
|
240K
$7.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
93+ 0.05% |
$2.29K - $2.5K
|
178K
$5.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
6.72K+ 4.03% |
$166K - $180K
|
173K
$5.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
10.8KNew |
$265K - $289K
|
10.8K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-124K- 5.12% |
$3.05M - $3.33M
|
2.3M
$67.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
21.3KNew |
$525K - $572K
|
21.3K
$624K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.24KNew |
$203K - $221K
|
8.24K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.11K- 3.99% |
$27.3K - $29.8K
|
26.7K
$781K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-10.3K- 13.84% |
$255K - $278K
|
64.4K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
22K+ 31.47% |
$541K - $590K
|
91.7K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
2.37K+ 3.27% |
$58.4K - $63.7K
|
74.9K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
8.27K+ 0.77% |
$204K - $222K
|
1.09M
$31.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8.3K+ 6.34% |
$204K - $223K
|
139K
$4.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
916New |
$22.6K - $24.6K
|
916
$26.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
10.6K+ 2.73% |
$262K - $286K
|
400K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
587+ 11.75% |
$14.5K - $15.8K
|
5.58K
$163K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-5K- 2.91% |
$123K - $134K
|
167K
$4.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
62+ 0.27% |
$1.53K - $1.67K
|
22.8K
$669K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-14.9K- 3.16% |
$367K - $400K
|
457K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-321- 1.15% |
$7.91K - $8.62K
|
27.5K
$806K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-5.88K- 5.83% |
$145K - $158K
|
94.9K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.2K+ 6.38% |
$1.26M - $1.38M
|
854K
$25M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.72K+ 4.66% |
$141K - $154K
|
128K
$3.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-923- 1.46% |
$22.7K - $24.8K
|
62.3K
$1.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
246K+ 642.57% |
$6.06M - $6.61M
|
284K
$8.32M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
133KNew |
$3.27M - $3.57M
|
133K
$3.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.3K+ 33.92% |
$328K - $357K
|
52.5K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-313- 2.38% |
$7.71K - $8.41K
|
12.9K
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.16K- 2.54% |
$53.2K - $58K
|
82.8K
$2.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
7.62K+ 9.9% |
$188K - $205K
|
84.5K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
690+ 16.91% |
$17K - $18.5K
|
4.77K
$140K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.27K+ 2.2% |
$31.2K - $34K
|
58.9K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
557+ 1.94% |
$13.7K - $15K
|
29.3K
$857K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.02K- 1.76% |
$49.8K - $54.3K
|
113K
$3.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-918- 0.95% |
$22.6K - $24.7K
|
95.4K
$2.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- -0.0% |
$123 - $134
|
462K
$13.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.03KNew |
$99.2K - $108K
|
4.03K
$118K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
149New |
$3.67K - $4K
|
149
$4.36K
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-14.4K- 8.32% |
$354K - $386K
|
158K
$4.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-35- 0.22% |
$862 - $940
|
16.2K
$474K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-422- 2.15% |
$10.4K - $11.3K
|
19.2K
$562K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.7M+ 19.05% |
$42M - $45.8M
|
10.6M
$312M
|