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 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
8.65K+ 4.13% |
$213K - $232K
|
218K
$6.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
242+ 1.09% |
$5.96K - $6.5K
|
22.4K
$655K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.94K- 10.94% |
$72.4K - $79K
|
23.9K
$701K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
186+ 1.81% |
$4.58K - $5K
|
10.4K
$306K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.3K+ 7.17% |
$623K - $679K
|
378K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4.71K+ 2.1% |
$116K - $127K
|
230K
$6.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12- 50.0% |
$296 - $322
|
12
$351
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.56K- 5.86% |
$137K - $149K
|
89.2K
$2.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
258K+ 14.17% |
$6.36M - $6.93M
|
2.08M
$60.9M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
25+ 0.22% |
$616 - $672
|
11.4K
$333K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
185K+ 12.25% |
$4.56M - $4.97M
|
1.7M
$49.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.23K+ 2.71% |
$30.2K - $33K
|
46.6K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
251+ 0.31% |
$6.18K - $6.74K
|
82K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
392+ 3.26% |
$9.66K - $10.5K
|
12.4K
$363K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-31.5K- 7.61% |
$776K - $846K
|
383K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-527- 3.34% |
$13K - $14.2K
|
15.3K
$447K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-47.4K- 19.22% |
$1.17M - $1.27M
|
199K
$5.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
54.3K+ 5.3% |
$1.34M - $1.46M
|
1.08M
$31.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
32.6K+ 91.5% |
$804K - $877K
|
68.3K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8.43K+ 2382.49% |
$208K - $227K
|
8.79K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-2.99K- 3.55% |
$73.6K - $80.2K
|
81.1K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-4.14K- 1.49% |
$102K - $111K
|
273K
$7.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 3.07% |
$276K - $301K
|
354K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-12.7K- 5.05% |
$312K - $340K
|
238K
$6.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48.8K+ 7.06% |
$1.2M - $1.31M
|
740K
$21.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
271KNew |
$6.67M - $7.27M
|
271K
$7.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8.75KNew |
$215K - $235K
|
8.75K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
323KNew |
$7.95M - $8.66M
|
323K
$9.44M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.08K+ 2.86% |
$51.3K - $55.9K
|
74.9K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
788+ 2.21% |
$19.4K - $21.2K
|
36.4K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.78K+ 3.42% |
$142K - $155K
|
175K
$5.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
24.6KNew |
$607K - $662K
|
24.6K
$722K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
17.3K+ 2.93% |
$427K - $465K
|
608K
$17.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13K+ 6.11% |
$321K - $349K
|
226K
$6.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Chico Wealth Ria
|
BUY
|
- |
13.6K+ 3.52% |
$336K - $366K
|
402K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
8.29K+ 12.35% |
$204K - $223K
|
75.4K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 0.31% |
$52K - $56.6K
|
676K
$19.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-658- 0.09% |
$16.2K - $17.7K
|
706K
$20.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 0.1% |
$222 - $242
|
9.4K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
83+ 0.98% |
$2.05K - $2.23K
|
8.54K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.61K+ 5.8% |
$64.3K - $70.1K
|
47.6K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$49.3K - $53.7K
|
2K
$58.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
24.3K+ 6.84% |
$598K - $652K
|
380K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
64.5K+ 6.99% |
$1.59M - $1.73M
|
987K
$28.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
6.49K+ 3.85% |
$160K - $174K
|
175K
$5.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.32K- 3.36% |
$57K - $62.2K
|
66.7K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-217- 2.2% |
$5.35K - $5.83K
|
9.66K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
219K+ 15.29% |
$5.39M - $5.88M
|
1.65M
$48.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
29.3K+ 5.74% |
$722K - $787K
|
540K
$15.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.91K- 5.39% |
$146K - $159K
|
104K
$3.04M
|