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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
154KNew |
$4.72M - $5.08M
|
154K
$4.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
126K+ 34.88% |
$3.88M - $4.18M
|
489K
$15.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
125K+ 29.55% |
$3.85M - $4.14M
|
549K
$17.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
55.7K+ 6.59% |
$1.71M - $1.84M
|
900K
$29.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
47K+ 7.05% |
$1.44M - $1.55M
|
714K
$23.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
40.4K+ 6.73% |
$1.24M - $1.33M
|
641K
$20.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
33.9K+ 17.71% |
$1.04M - $1.12M
|
225K
$7.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29.2K+ 14.18% |
$896K - $964K
|
235K
$7.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
28.7K+ 9.83% |
$881K - $947K
|
320K
$10.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
27.1K+ 4.21% |
$832K - $895K
|
671K
$21.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.4K+ 2.14% |
$810K - $871K
|
1.26M
$40.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
20.7K+ 8.95% |
$636K - $684K
|
252K
$8.18M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
16KNew |
$491K - $528K
|
16K
$519K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13.8K+ 0.11% |
$425K - $457K
|
12.2M
$395M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
13.7K+ 7.03% |
$420K - $451K
|
208K
$6.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12.1K+ 2.89% |
$371K - $399K
|
430K
$14M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
11.9K+ 4.71% |
$366K - $393K
|
265K
$8.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.3K+ 6.3% |
$316K - $339K
|
173K
$5.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10KNew |
$308K - $331K
|
10K
$326K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8.92K+ 8.34% |
$274K - $295K
|
116K
$3.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.88K+ 1.47% |
$273K - $293K
|
612K
$19.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.27KNew |
$254K - $273K
|
8.27K
$269K
|
|
|
Jan 15, 2026
Q4 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
6.02K+ 2.48% |
$185K - $199K
|
249K
$8.08M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.83K+ 7.33% |
$179K - $193K
|
85.3K
$2.77M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.06K+ 0.76% |
$156K - $167K
|
672K
$21.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.66K+ 0.67% |
$143K - $154K
|
696K
$22.6M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.77K+ 27.98% |
$116K - $124K
|
17.2K
$560K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.64K+ 4.49% |
$112K - $120K
|
84.7K
$2.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
3.3K+ 11.16% |
$102K - $109K
|
32.9K
$1.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.26K+ 20.81% |
$100K - $108K
|
18.9K
$615K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.07K+ 2.93% |
$94.4K - $101K
|
108K
$3.51M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.94K+ 220.09% |
$90.3K - $97K
|
4.27K
$139K
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
2.76K+ 1.76% |
$84.9K - $91.3K
|
160K
$5.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
2.72K+ 30.14% |
$83.7K - $90K
|
11.8K
$382K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.52K+ 5.97% |
$77.5K - $83.3K
|
44.8K
$1.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.9K+ 12.52% |
$58.3K - $62.6K
|
17K
$553K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.42K+ 0.32% |
$43.6K - $46.9K
|
444K
$14.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.17K+ 1.54% |
$36.1K - $38.8K
|
77.4K
$2.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
890+ 0.22% |
$27.4K - $29.4K
|
400K
$13M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
720+ 1.36% |
$22.1K - $23.8K
|
53.8K
$1.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
497+ 6.99% |
$15.3K - $16.4K
|
7.61K
$247K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
490+ 0.45% |
$15.1K - $16.2K
|
109K
$3.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
472+ 0.57% |
$14.5K - $15.6K
|
84K
$2.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
450+ 6.28% |
$13.8K - $14.9K
|
7.61K
$247K
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
222+ 2.43% |
$6.82K - $7.34K
|
9.37K
$305K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
212+ 0.65% |
$6.52K - $7.01K
|
32.9K
$1.07M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200+ 18.52% |
$6.15K - $6.61K
|
1.28K
$41.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
74New |
$2.27K - $2.45K
|
74
$2.41K
|
|
| Q3 2025 | |||||||
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
2.44MNew |
$70.5M - $77.8M
|
2.44M
$79.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.93M+ 75.23% |
$55.6M - $61.3M
|
4.49M
$146M
|
|