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 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
251K+ 22.5% |
$6.18M - $6.74M
|
1.37M
$40M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3.43K+ 2.45% |
$84.6K - $92.2K
|
144K
$4.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
907+ 7.63% |
$22.3K - $24.4K
|
12.8K
$375K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
32+ 0.28% |
$788 - $860
|
11.4K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
25.2K+ 20.81% |
$621K - $677K
|
146K
$4.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.48K+ 14.98% |
$36.5K - $39.8K
|
11.4K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.15K+ 2.85% |
$52.9K - $57.6K
|
77.3K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-90- 0.36% |
$2.22K - $2.42K
|
25K
$732K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-36.5K- 19.18% |
$898K - $979K
|
154K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.53K- 23.17% |
$185K - $202K
|
25K
$731K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
787New |
$19.4K - $21.1K
|
787
$23K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20K+ 3.7% |
$492K - $536K
|
560K
$16.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
23.8K+ 4.88% |
$586K - $639K
|
511K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.44K- 6.99% |
$60.2K - $65.6K
|
32.5K
$952K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-116K- 11.02% |
$2.86M - $3.12M
|
938K
$27.5M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-54.3K- 44.34% |
$1.34M - $1.46M
|
68.1K
$1.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.47K- 5.68% |
$110K - $120K
|
74.2K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
21.6K+ 27.07% |
$533K - $581K
|
102K
$2.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
66.6K+ 21.34% |
$1.64M - $1.79M
|
379K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
73.3KNew |
$1.81M - $1.97M
|
73.3K
$2.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4.14K+ 8.38% |
$102K - $111K
|
53.5K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
87.8KNew |
$2.16M - $2.36M
|
87.8K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.19K- 6.06% |
$29.4K - $32K
|
18.5K
$541K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-76- 55.07% |
$1.87K - $2.04K
|
62
$1.82K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-1.44K- 3.71% |
$35.4K - $38.6K
|
37.3K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.67K- 1.05% |
$41.1K - $44.7K
|
157K
$4.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
250+ 0.71% |
$6.16K - $6.72K
|
35.4K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-633- 1.18% |
$15.6K - $17K
|
53.1K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
8.62K+ 85.0% |
$212K - $232K
|
18.8K
$549K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
5.07K+ 3.39% |
$125K - $136K
|
155K
$4.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-928- 1.54% |
$22.9K - $24.9K
|
59.3K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
7.84KNew |
$193K - $211K
|
7.84K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
6.48K+ 65.45% |
$160K - $174K
|
16.4K
$480K
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
94.3K+ 5.04% |
$2.32M - $2.53M
|
1.96M
$57.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
9.88K+ 6.47% |
$243K - $265K
|
163K
$4.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-431- 0.62% |
$10.6K - $11.6K
|
69.2K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.68K+ 1.2% |
$41.4K - $45.1K
|
141K
$4.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-95- 0.39% |
$2.34K - $2.55K
|
24.1K
$706K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
46.7K+ 7.13% |
$1.15M - $1.25M
|
701K
$20.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-19- 0.2% |
$468 - $510
|
9.31K
$273K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.75K+ 14.59% |
$43.1K - $47K
|
13.7K
$402K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.61K+ 2.54% |
$39.7K - $43.2K
|
65K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
40.6KNew |
$999K - $1.09M
|
40.6K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
45.4K+ 23.44% |
$1.12M - $1.22M
|
239K
$7M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.44K+ 10.78% |
$183K - $200K
|
76.4K
$2.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
9.21K+ 3.32% |
$227K - $247K
|
287K
$8.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
69+ 0.16% |
$1.7K - $1.85K
|
43.6K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.78K- 78.18% |
$118K - $128K
|
1.33K
$39.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-651- 0.82% |
$16K - $17.5K
|
79K
$2.31M
|