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 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
17.8K+ 12.76% |
$406K - $514K
|
157K
$4.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
17.1K+ 3.11% |
$392K - $496K
|
569K
$17.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
16.7K+ 2.86% |
$382K - $484K
|
601K
$18.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16.2K+ 4.53% |
$371K - $469K
|
374K
$11.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.1K+ 138.75% |
$367K - $465K
|
27.7K
$865K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
16KNew |
$365K - $462K
|
16K
$500K
|
|
|
Jul 29, 2025
Q2 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
15.7K+ 7.45% |
$360K - $456K
|
227K
$7.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
15.5K+ 12.07% |
$354K - $448K
|
144K
$4.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15.4K+ 7.0% |
$353K - $447K
|
236K
$7.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
14.8K+ 4.89% |
$339K - $429K
|
318K
$9.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
14.6K+ 3.13% |
$335K - $424K
|
483K
$15.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
14.5KNew |
$333K - $421K
|
14.5K
$455K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 1.93% |
$326K - $413K
|
755K
$23.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
14.3K+ 24.82% |
$326K - $413K
|
71.8K
$2.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
14.2KNew |
$324K - $411K
|
14.2K
$444K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.9K+ 23.12% |
$318K - $403K
|
74.1K
$2.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
13.9KNew |
$317K - $402K
|
13.9K
$434K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.8K+ 84.64% |
$315K - $399K
|
30.1K
$942K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
13.7K+ 18.68% |
$313K - $396K
|
87K
$2.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.3K+ 42.19% |
$304K - $385K
|
44.8K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13.2K+ 0.51% |
$303K - $383K
|
2.61M
$81.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
13.2K+ 62.46% |
$303K - $383K
|
34.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 0.35% |
$298K - $377K
|
3.78M
$118M
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
13K+ 8.28% |
$297K - $376K
|
170K
$5.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
12.7K+ 13.18% |
$291K - $368K
|
109K
$3.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
12.6K+ 10.55% |
$287K - $363K
|
132K
$4.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
12.5K+ 8.85% |
$286K - $362K
|
154K
$4.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.2KNew |
$279K - $353K
|
12.2K
$382K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
12.2K+ 8.76% |
$278K - $352K
|
151K
$4.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
12K+ 19.99% |
$274K - $347K
|
72K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
12K+ 1.79% |
$273K - $346K
|
679K
$21.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11.9K+ 19.29% |
$272K - $344K
|
73.5K
$2.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
11.8K+ 1.2% |
$270K - $342K
|
999K
$31.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.7K+ 17.69% |
$268K - $339K
|
77.9K
$2.44M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
11.7K+ 136.73% |
$267K - $338K
|
20.2K
$632K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.4KNew |
$260K - $330K
|
11.4K
$357K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11.4K+ 3.39% |
$260K - $329K
|
347K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
10.9KNew |
$250K - $317K
|
10.9K
$343K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
10.6K+ 10.2% |
$243K - $307K
|
115K
$3.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
10.2KNew |
$233K - $295K
|
10.2K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.79KNew |
$224K - $284K
|
9.79K
$307K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
9.59K+ 6.67% |
$219K - $278K
|
153K
$4.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
9.48K+ 9.72% |
$217K - $274K
|
107K
$3.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9.31K+ 11.01% |
$213K - $270K
|
93.9K
$2.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
9.01K+ 15.19% |
$206K - $261K
|
68.3K
$2.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
8.76K+ 3.81% |
$200K - $254K
|
239K
$7.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.52KNew |
$195K - $247K
|
8.52K
$267K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
8.49K+ 4.09% |
$194K - $246K
|
216K
$6.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
8.49KNew |
$194K - $246K
|
8.49K
$266K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.28KNew |
$189K - $240K
|
8.28K
$259K
|