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 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.71K- 0.28% |
$39.2K - $49.6K
|
607K
$19M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-12.4K- 0.73% |
$284K - $360K
|
1.68M
$52.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
142K+ 10.43% |
$3.26M - $4.12M
|
1.51M
$47.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-8.36K- 63.22% |
$191K - $242K
|
4.87K
$152K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 4829.17% |
$26.5K - $33.6K
|
1.18K
$37K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.54K+ 5.25% |
$172K - $218K
|
151K
$4.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-1.62K- 0.75% |
$37K - $46.8K
|
214K
$6.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.45K- 0.38% |
$33.2K - $42.1K
|
378K
$11.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.2K+ 104.8% |
$598K - $757K
|
51.1K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-757- 4.09% |
$17.3K - $21.9K
|
17.7K
$555K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.01K+ 0.93% |
$45.9K - $58.1K
|
218K
$6.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-15K- 22.15% |
$344K - $435K
|
52.8K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-5.61K- 18.24% |
$128K - $162K
|
25.1K
$786K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
4.74K+ 41.69% |
$108K - $137K
|
16.1K
$504K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
35+ 0.14% |
$800 - $1.01K
|
25.5K
$798K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
833+ 0.54% |
$19.1K - $24.1K
|
155K
$4.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
12K+ 1.79% |
$273K - $346K
|
679K
$21.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.13MNew |
$25.9M - $32.8M
|
1.13M
$35.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
2.87K+ 1.64% |
$65.6K - $83.1K
|
178K
$5.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
22.8K+ 48.85% |
$520K - $659K
|
69.3K
$2.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.71K- 1.07% |
$222K - $281K
|
901K
$28.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-11.5K- 10.55% |
$263K - $332K
|
97.4K
$3.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 1.93% |
$326K - $413K
|
755K
$23.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
2+ 0.0% |
$45.7 - $57.9
|
125K
$3.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
3.63K+ 14.44% |
$83.1K - $105K
|
28.8K
$901K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-6.75K- 12.72% |
$154K - $196K
|
46.4K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.48M+ 13.91% |
$33.9M - $42.9M
|
12.1M
$380M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.38K- 1.99% |
$31.5K - $39.9K
|
67.9K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8.52K- 11.02% |
$195K - $247K
|
68.8K
$2.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-614- 0.94% |
$14K - $17.8K
|
64.5K
$2.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-3.76K- 0.94% |
$85.9K - $109K
|
398K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.02K- 9.5% |
$23.3K - $29.4K
|
9.69K
$303K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
71.8K+ 10.24% |
$1.64M - $2.08M
|
773K
$24.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-594- 1.71% |
$13.6K - $17.2K
|
34.2K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
12.2K+ 8.76% |
$278K - $352K
|
151K
$4.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
100+ 0.67% |
$2.29K - $2.9K
|
15K
$468K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.33K+ 0.2% |
$168K - $212K
|
3.61M
$113M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.63K+ 13.93% |
$60.1K - $76.1K
|
21.5K
$673K
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
23.3K+ 10.36% |
$532K - $673K
|
248K
$7.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
35K+ 140.17% |
$801K - $1.01M
|
60K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
199+ 0.25% |
$4.55K - $5.76K
|
79.2K
$2.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1+ 0.01% |
$22.9 - $29
|
15.9K
$499K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
10.9KNew |
$250K - $317K
|
10.9K
$343K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23.7K+ 7.61% |
$543K - $687K
|
336K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.52K- 1.05% |
$34.8K - $44K
|
144K
$4.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21.6K- 5.75% |
$494K - $625K
|
354K
$11.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-880- 1.33% |
$20.1K - $25.5K
|
65.1K
$2.04M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
11.7K+ 136.73% |
$267K - $338K
|
20.2K
$632K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-3.1K- 30.92% |
$71K - $89.8K
|
6.93K
$217K
|