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 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
24.9KNew |
$615K - $670K
|
24.9K
$730K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
24.6KNew |
$607K - $662K
|
24.6K
$722K
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
24.4K+ 4.01% |
$601K - $655K
|
632K
$18.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
24.3K+ 6.84% |
$598K - $652K
|
380K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
23.8K+ 4.88% |
$586K - $639K
|
511K
$15M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.3K+ 3.45% |
$574K - $626K
|
698K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
23.2K+ 8.91% |
$571K - $623K
|
283K
$8.3M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
22K+ 31.47% |
$541K - $590K
|
91.7K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.8K+ 15.97% |
$536K - $585K
|
158K
$4.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
21.6K+ 27.07% |
$533K - $581K
|
102K
$2.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
21.3KNew |
$525K - $572K
|
21.3K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
21.2K+ 3.76% |
$522K - $569K
|
584K
$17.1M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20.9K+ 3.71% |
$515K - $562K
|
585K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
20.2K+ 28.18% |
$497K - $541K
|
91.7K
$2.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20K+ 3.7% |
$492K - $536K
|
560K
$16.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
19.8K+ 4.75% |
$489K - $533K
|
437K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
19.2K+ 9.74% |
$474K - $516K
|
217K
$6.34M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
18.6K+ 5.1% |
$459K - $500K
|
384K
$11.2M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
18.5K+ 19.99% |
$457K - $498K
|
111K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18K+ 1.4% |
$443K - $483K
|
1.3M
$38.1M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17.8KNew |
$440K - $479K
|
17.8K
$522K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
17.3K+ 2.93% |
$427K - $465K
|
608K
$17.8M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16.9K+ 4.95% |
$416K - $453K
|
358K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16.2KNew |
$399K - $435K
|
16.2K
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
16K+ 103.34% |
$395K - $430K
|
31.5K
$923K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
15.9K+ 4.97% |
$393K - $428K
|
337K
$9.86M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
15.8K+ 2.83% |
$389K - $424K
|
574K
$16.8M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.8KNew |
$389K - $424K
|
15.8K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14.9KNew |
$368K - $401K
|
14.9K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
14.8K+ 3.03% |
$364K - $397K
|
502K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
14.7K+ 5.89% |
$361K - $394K
|
263K
$7.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Chico Wealth Ria
|
BUY
|
- |
13.6K+ 3.52% |
$336K - $366K
|
402K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.3K+ 33.92% |
$328K - $357K
|
52.5K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
13K+ 14.78% |
$322K - $350K
|
101K
$2.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13K+ 6.11% |
$321K - $349K
|
226K
$6.61M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
12.9K+ 13.98% |
$318K - $347K
|
105K
$3.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
12.1K+ 6.06% |
$297K - $324K
|
211K
$6.19M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.9K+ 1.04% |
$293K - $319K
|
1.15M
$33.8M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
11.8KNew |
$291K - $318K
|
11.8K
$346K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.6KNew |
$285K - $311K
|
11.6K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
11.4K+ 2.41% |
$282K - $307K
|
485K
$14.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
11.1K+ 5.22% |
$275K - $299K
|
224K
$6.57M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
10.8K+ 8.15% |
$267K - $291K
|
144K
$4.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
10.8KNew |
$265K - $289K
|
10.8K
$315K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
10.6K+ 2.73% |
$262K - $286K
|
400K
$11.7M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
10.6K+ 4.39% |
$261K - $285K
|
252K
$7.38M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
10.6KNew |
$260K - $283K
|
10.6K
$309K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
9.88K+ 6.47% |
$243K - $265K
|
163K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.41KNew |
$232K - $253K
|
9.41K
$275K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
9.3KNew |
$229K - $250K
|
9.3K
$272K
|