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
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
45.2K+ 8.49% |
$1.03M - $1.31M
|
578K
$18.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
43.2KNew |
$988K - $1.25M
|
43.2K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
42K+ 8.66% |
$961K - $1.22M
|
527K
$16.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
41.6K+ 80.46% |
$951K - $1.2M
|
93.3K
$2.92M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
40.5K+ 283.73% |
$927K - $1.17M
|
54.8K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
40.3K+ 35.76% |
$922K - $1.17M
|
153K
$4.79M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
38K+ 6.39% |
$869K - $1.1M
|
633K
$19.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.3K+ 1.58% |
$831K - $1.05M
|
2.33M
$73M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
35K+ 140.17% |
$801K - $1.01M
|
60K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
34.9K+ 3.23% |
$798K - $1.01M
|
1.11M
$34.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
33.3K+ 5.28% |
$763K - $965K
|
665K
$20.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33.3K+ 11.55% |
$761K - $963K
|
321K
$10.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
33K+ 11.64% |
$755K - $956K
|
316K
$9.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
31.6K+ 27.57% |
$723K - $915K
|
146K
$4.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
29.8KNew |
$681K - $862K
|
29.8K
$932K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.2K+ 2.41% |
$669K - $847K
|
1.24M
$38.9M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
28.9K+ 3.03% |
$661K - $837K
|
982K
$30.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
28.3K+ 4.0% |
$646K - $818K
|
734K
$23M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.1K+ 33.55% |
$643K - $814K
|
112K
$3.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
27.6K+ 18.9% |
$632K - $800K
|
174K
$5.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
27.3K+ 4.76% |
$625K - $791K
|
602K
$18.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
27K+ 11.31% |
$618K - $782K
|
266K
$8.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.4KNew |
$603K - $764K
|
26.4K
$826K
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
26K+ 23.38% |
$595K - $754K
|
137K
$4.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.5K+ 6.76% |
$584K - $740K
|
403K
$12.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
25.5K+ 291.47% |
$583K - $738K
|
34.2K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
24.7KNew |
$565K - $716K
|
24.7K
$774K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
24.2K+ 11.68% |
$553K - $700K
|
231K
$7.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23.7K+ 7.61% |
$543K - $687K
|
336K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.5KNew |
$537K - $680K
|
23.5K
$735K
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
23.3K+ 10.36% |
$532K - $673K
|
248K
$7.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
23.2K+ 6.21% |
$530K - $671K
|
397K
$12.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23.2K+ 14.66% |
$530K - $671K
|
181K
$5.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23.1K+ 5.94% |
$527K - $667K
|
411K
$12.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
23K+ 3.39% |
$525K - $664K
|
699K
$21.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
22.8K+ 48.85% |
$520K - $659K
|
69.3K
$2.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
22.7K+ 9.01% |
$519K - $657K
|
275K
$8.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
22.3K+ 3.29% |
$509K - $645K
|
698K
$21.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
22K+ 26.81% |
$503K - $637K
|
104K
$3.26M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
21.5KNew |
$492K - $622K
|
21.5K
$673K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.5KNew |
$491K - $622K
|
21.5K
$673K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
21.3KNew |
$487K - $617K
|
21.3K
$667K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
20.1K+ 7.38% |
$460K - $583K
|
293K
$9.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
20.1K+ 228.67% |
$459K - $581K
|
28.8K
$903K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
19.2K+ 28.12% |
$439K - $556K
|
87.5K
$2.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19K+ 2.85% |
$435K - $551K
|
686K
$21.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
18.7K+ 6.89% |
$427K - $540K
|
289K
$9.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
18.1K+ 29.62% |
$413K - $523K
|
79K
$2.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
17.9K+ 192.38% |
$409K - $518K
|
27.2K
$851K
|