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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
109K+ 24.57% |
$2.68M - $2.92M
|
552K
$14.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
103K+ 51.22% |
$2.53M - $2.76M
|
303K
$7.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
55.3K+ 93.42% |
$1.36M - $1.49M
|
115K
$2.97M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
38.6K+ 65.5% |
$950K - $1.04M
|
97.5K
$2.53M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
27.9K+ 5.87% |
$688K - $750K
|
504K
$13.1M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
26K+ 2.81% |
$642K - $699K
|
953K
$24.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
19.8K+ 4.75% |
$489K - $533K
|
437K
$11.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
16K+ 6316.14% |
$395K - $431K
|
16.3K
$423K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
11.1K+ 5.22% |
$275K - $299K
|
224K
$5.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.97K+ 25.95% |
$147K - $160K
|
29K
$752K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.87K+ 6.8% |
$145K - $158K
|
92.2K
$2.39M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
4.88K+ 24.05% |
$120K - $131K
|
25.2K
$653K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.52K+ 6.92% |
$111K - $121K
|
69.7K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.8K+ 6.76% |
$93.6K - $102K
|
60K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.78K+ 1.09% |
$68.5K - $74.7K
|
258K
$6.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 1.71% |
$38.6K - $42.1K
|
93.3K
$2.42M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.16K+ 1.48% |
$28.5K - $31.1K
|
79.1K
$2.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
460+ 1.84% |
$11.3K - $12.4K
|
25.5K
$662K
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
375+ 1.96% |
$9.24K - $10.1K
|
19.5K
$506K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
227+ 0.83% |
$5.59K - $6.1K
|
27.6K
$716K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
200+ 0.58% |
$4.93K - $5.37K
|
34.8K
$903K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
80+ 0.22% |
$1.97K - $2.15K
|
37.1K
$963K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
15.3M+ 6263.9% |
$388M - $431M
|
15.5M
$404M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.81M+ 45.79% |
$71.3M - $79.1M
|
8.94M
$232M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
841KNew |
$21.3M - $23.7M
|
841K
$21.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
558KNew |
$14.2M - $15.7M
|
558K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
355K+ 37.54% |
$9M - $9.99M
|
1.3M
$33.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
352K+ 23.94% |
$8.92M - $9.9M
|
1.82M
$47.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
326K+ 57.31% |
$8.27M - $9.18M
|
895K
$23.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
277KNew |
$7.02M - $7.79M
|
277K
$7.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
251K+ 11.01% |
$6.36M - $7.06M
|
2.53M
$65.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
249KNew |
$6.3M - $7M
|
249K
$6.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
218K+ 24.33% |
$5.54M - $6.15M
|
1.12M
$29M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
216K+ 13.07% |
$5.48M - $6.08M
|
1.87M
$48.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
216K+ 13.07% |
$5.48M - $6.08M
|
1.87M
$48.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
210KNew |
$5.33M - $5.91M
|
210K
$5.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
210K+ 498.78% |
$5.32M - $5.9M
|
252K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
199KNew |
$5.06M - $5.61M
|
199K
$5.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
197KNew |
$5.01M - $5.56M
|
197K
$5.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
191KNew |
$4.84M - $5.38M
|
191K
$4.96M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
173K+ 15.63% |
$4.4M - $4.88M
|
1.28M
$33.3M
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
173KNew |
$4.38M - $4.87M
|
173K
$4.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
159KNew |
$4.03M - $4.47M
|
159K
$4.13M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
149KNew |
$3.79M - $4.21M
|
149K
$3.88M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
147KNew |
$3.72M - $4.13M
|
147K
$3.81M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
131KNew |
$3.32M - $3.69M
|
131K
$3.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
126K+ 15.82% |
$3.2M - $3.55M
|
923K
$24M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
126KNew |
$3.19M - $3.54M
|
126K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
124KNew |
$3.14M - $3.49M
|
124K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
121KNew |
$3.07M - $3.41M
|
121K
$3.14M
|
|