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 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4+ 0.02% |
$91.5 - $116
|
16K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-162K- 12.88% |
$3.7M - $4.68M
|
1.09M
$34.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-38K- 4.14% |
$870K - $1.1M
|
880K
$27.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
249+ 0.57% |
$5.69K - $7.21K
|
43.9K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.2KNew |
$279K - $353K
|
12.2K
$382K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
50.7K+ 13.39% |
$1.16M - $1.47M
|
429K
$13.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.64K- 14.89% |
$83.1K - $105K
|
20.8K
$650K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
85.3K+ 23.72% |
$1.95M - $2.47M
|
445K
$13.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.5K+ 6.76% |
$584K - $740K
|
403K
$12.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.23K+ 5.11% |
$28.2K - $35.7K
|
25.3K
$793K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.19KNew |
$164K - $208K
|
7.19K
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
28.9K+ 3.03% |
$661K - $837K
|
982K
$30.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
13.9KNew |
$317K - $402K
|
13.9K
$434K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.93K- 10.17% |
$158K - $201K
|
61.2K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.3K- 48.84% |
$327K - $414K
|
15K
$469K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.4K+ 4.09% |
$169K - $214K
|
188K
$5.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4.71K+ 0.84% |
$108K - $136K
|
565K
$17.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
276New |
$6.31K - $7.99K
|
276
$8.64K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
461+ 2.21% |
$10.5K - $13.3K
|
21.3K
$668K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.7K+ 3.69% |
$38.9K - $49.2K
|
47.8K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-11.9K- 3.12% |
$273K - $346K
|
371K
$11.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
344+ 2.1% |
$7.87K - $9.96K
|
16.7K
$523K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6.35K+ 26.89% |
$145K - $184K
|
29.9K
$937K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
555+ 0.67% |
$12.7K - $16.1K
|
82.9K
$2.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.03K+ 9.08% |
$161K - $204K
|
84.5K
$2.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11.4K+ 3.39% |
$260K - $329K
|
347K
$10.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.6K- 6.67% |
$36.5K - $46.2K
|
22.3K
$699K
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-5.41K- 3.42% |
$124K - $157K
|
153K
$4.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
15.5K+ 12.07% |
$354K - $448K
|
144K
$4.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.65K+ 0.36% |
$37.6K - $47.6K
|
463K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.69K+ 14.13% |
$84.3K - $107K
|
29.8K
$931K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
12.5K+ 8.85% |
$286K - $362K
|
154K
$4.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
80K+ 69.88% |
$1.83M - $2.32M
|
195K
$6.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.44K+ 18.3% |
$32.8K - $41.6K
|
9.28K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-757- 1.0% |
$17.3K - $21.9K
|
74.7K
$2.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
17+ 0.03% |
$389 - $492
|
58.8K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
7.7K+ 11.09% |
$176K - $223K
|
77.1K
$2.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
57.6K+ 415.77% |
$1.32M - $1.67M
|
71.4K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
17.8K+ 12.76% |
$406K - $514K
|
157K
$4.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
58.7K+ 29.43% |
$1.34M - $1.7M
|
258K
$8.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-74.3K- 17.01% |
$1.7M - $2.15M
|
363K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
562+ 2.19% |
$12.9K - $16.3K
|
26.2K
$820K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.23K+ 1.94% |
$96.7K - $122K
|
222K
$6.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
177KNew |
$4.04M - $5.12M
|
177K
$5.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.26K+ 2.0% |
$51.6K - $65.3K
|
115K
$3.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.45K+ 17.2% |
$170K - $216K
|
50.8K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
130K+ 127.48% |
$2.96M - $3.75M
|
231K
$7.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.52KNew |
$195K - $247K
|
8.52K
$267K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 1.67% |
$27.9K - $35.4K
|
71.7K
$2.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
56+ 0.59% |
$1.28K - $1.62K
|
9.61K
$301K
|