Latest Institutional Purchases of Dimensional ETF Tr (DFAE)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
89K+ 1052.83% |
$2.03M - $2.58M
|
97.4K
$2.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
45.2K+ 8.49% |
$1.03M - $1.31M
|
578K
$16.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
38K+ 6.39% |
$869K - $1.1M
|
633K
$18.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.2K+ 2.41% |
$669K - $847K
|
1.24M
$36.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
14.8K+ 4.89% |
$339K - $429K
|
318K
$9.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.8K+ 84.64% |
$315K - $399K
|
30.1K
$881K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
10.6K+ 10.2% |
$243K - $307K
|
115K
$3.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
10.2KNew |
$233K - $295K
|
10.2K
$298K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
9.48K+ 9.72% |
$217K - $274K
|
107K
$3.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5.22K+ 29.65% |
$119K - $151K
|
22.8K
$668K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.42K+ 8.9% |
$101K - $128K
|
54.1K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.52K+ 0.43% |
$80.5K - $102K
|
818K
$23.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.94K+ 1.59% |
$67.2K - $85K
|
187K
$5.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.61K+ 3.06% |
$59.8K - $75.7K
|
88.1K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.92K+ 5.37% |
$43.9K - $55.6K
|
37.7K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.49K+ 0.67% |
$34.1K - $43.1K
|
224K
$6.55M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
357+ 0.05% |
$8.16K - $10.3K
|
650K
$19M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
215+ 2.02% |
$4.92K - $6.22K
|
10.8K
$318K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
81New |
$1.85K - $2.34K
|
81
$2.37K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31+ 0.08% |
$709 - $897
|
39.4K
$1.15M
|
|
| Q1 2025 | |||||||
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.7M+ 19.05% |
$42M - $45.8M
|
10.6M
$312M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23M+ 176.45% |
$30.3M - $33.1M
|
1.93M
$56.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
855K+ 16.19% |
$21.1M - $23M
|
6.14M
$180M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
667KNew |
$16.4M - $17.9M
|
667K
$19.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
449K+ 120.87% |
$11.1M - $12.1M
|
820K
$24M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
439KNew |
$10.8M - $11.8M
|
439K
$12.9M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
373KNew |
$9.2M - $10M
|
373K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
351K+ 10.27% |
$8.64M - $9.42M
|
3.76M
$110M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
323KNew |
$7.95M - $8.66M
|
323K
$9.44M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
306KNew |
$7.54M - $8.22M
|
306K
$8.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
271KNew |
$6.67M - $7.27M
|
271K
$7.93M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
262K+ 19.62% |
$6.46M - $7.04M
|
1.6M
$46.8M
|
|
|
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 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
251K+ 22.5% |
$6.18M - $6.74M
|
1.37M
$40M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
246K+ 642.57% |
$6.06M - $6.61M
|
284K
$8.32M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
234K+ 63.59% |
$5.76M - $6.28M
|
602K
$17.6M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
219K+ 15.29% |
$5.39M - $5.88M
|
1.65M
$48.3M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
207KNew |
$5.11M - $5.57M
|
207K
$6.07M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
196K+ 15.1% |
$4.84M - $5.27M
|
1.5M
$43.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
185K+ 12.25% |
$4.56M - $4.97M
|
1.7M
$49.7M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
180KNew |
$4.43M - $4.83M
|
180K
$5.27M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
166K+ 58.29% |
$4.1M - $4.47M
|
451K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
146K+ 3.18% |
$3.59M - $3.92M
|
4.73M
$138M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
143K+ 55.77% |
$3.52M - $3.84M
|
399K
$11.7M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
142K+ 103.27% |
$3.51M - $3.83M
|
280K
$8.21M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
133KNew |
$3.27M - $3.57M
|
133K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
110K+ 18.19% |
$2.71M - $2.96M
|
715K
$20.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
109K+ 24.57% |
$2.68M - $2.92M
|
552K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
101K+ 319.64% |
$2.5M - $2.72M
|
133K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
101K+ 218.17% |
$2.5M - $2.72M
|
148K
$4.32M
|
|