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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
95KNew |
$2.34M - $2.55M
|
95K
$2.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
94.3K+ 5.04% |
$2.32M - $2.53M
|
1.96M
$57.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
94.3K+ 5.04% |
$2.32M - $2.53M
|
1.96M
$57.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
87.8KNew |
$2.16M - $2.36M
|
87.8K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
86.8K+ 6.26% |
$2.14M - $2.33M
|
1.47M
$43.1M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
84.6KNew |
$2.09M - $2.27M
|
84.6K
$2.48M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
74KNew |
$1.82M - $1.99M
|
74K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
73.3KNew |
$1.81M - $1.97M
|
73.3K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
72.3K+ 22.96% |
$1.78M - $1.94M
|
387K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69K+ 11.54% |
$1.7M - $1.85M
|
667K
$19.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
67.2K+ 2.66% |
$1.66M - $1.81M
|
2.6M
$76.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
66.6K+ 21.34% |
$1.64M - $1.79M
|
379K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
64.5K+ 6.99% |
$1.59M - $1.73M
|
987K
$28.9M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
64.2K+ 5.39% |
$1.58M - $1.72M
|
1.26M
$36.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
59.4K+ 16.29% |
$1.46M - $1.59M
|
424K
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
56.5K+ 2.3% |
$1.39M - $1.52M
|
2.52M
$73.8M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
56.3K+ 8.4% |
$1.39M - $1.51M
|
726K
$21.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
55.3K+ 93.42% |
$1.36M - $1.49M
|
115K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
54.9K+ 100.0% |
$1.35M - $1.47M
|
110K
$3.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
54.3K+ 5.3% |
$1.34M - $1.46M
|
1.08M
$31.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
52.7K+ 1.48% |
$1.3M - $1.42M
|
3.61M
$106M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.2K+ 6.38% |
$1.26M - $1.38M
|
854K
$25M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48.8K+ 7.06% |
$1.2M - $1.31M
|
740K
$21.7M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
47K+ 11.16% |
$1.16M - $1.26M
|
468K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
46.7K+ 7.13% |
$1.15M - $1.25M
|
701K
$20.5M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
46.2KNew |
$1.14M - $1.24M
|
46.2K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
45.4K+ 23.44% |
$1.12M - $1.22M
|
239K
$7M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
43.3KNew |
$1.07M - $1.16M
|
43.3K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.6K+ 118.5% |
$1M - $1.09M
|
74.9K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
40.6KNew |
$999K - $1.09M
|
40.6K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
40.1K+ 53.78% |
$988K - $1.08M
|
115K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
38.5K+ 51.93% |
$950K - $1.04M
|
113K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
37.3K+ 14.88% |
$919K - $1M
|
288K
$8.44M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
36.9K+ 20.11% |
$910K - $992K
|
221K
$6.46M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
36.5K+ 187.97% |
$900K - $981K
|
56K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
36.4K+ 20.32% |
$898K - $979K
|
216K
$6.32M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
33.1K+ 74.81% |
$817K - $890K
|
77.4K
$2.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
32.6K+ 91.5% |
$804K - $877K
|
68.3K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
29.3K+ 5.74% |
$722K - $787K
|
540K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
26.4K+ 6.88% |
$651K - $709K
|
410K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
26K+ 2.81% |
$642K - $699K
|
953K
$27.9M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
25.9K+ 22.89% |
$637K - $695K
|
139K
$4.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.3K+ 7.17% |
$623K - $679K
|
378K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
25.2K+ 20.81% |
$621K - $677K
|
146K
$4.28M
|