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 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
8.15K+ 52.06% |
$186K - $236K
|
23.8K
$745K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.01K+ 2.0% |
$183K - $232K
|
408K
$12.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.96K+ 25.23% |
$182K - $230K
|
39.5K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
7.9KNew |
$181K - $229K
|
7.9K
$247K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.77K+ 12.48% |
$178K - $225K
|
70K
$2.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
7.7K+ 11.09% |
$176K - $223K
|
77.1K
$2.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
7.66K+ 4.42% |
$175K - $222K
|
181K
$5.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
7.57KNew |
$173K - $219K
|
7.57K
$237K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.55K+ 1.66% |
$173K - $218K
|
463K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.54K+ 5.25% |
$172K - $218K
|
151K
$4.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.5KNew |
$172K - $217K
|
7.5K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.46KNew |
$171K - $216K
|
7.46K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.45K+ 17.2% |
$170K - $216K
|
50.8K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.4K+ 4.09% |
$169K - $214K
|
188K
$5.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.33K+ 0.2% |
$168K - $212K
|
3.61M
$113M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7.32KNew |
$167K - $212K
|
7.32K
$229K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.24K+ 3.46% |
$166K - $210K
|
217K
$6.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
7.24K+ 3.46% |
$166K - $210K
|
217K
$6.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.19KNew |
$164K - $208K
|
7.19K
$225K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7.15KNew |
$163K - $207K
|
7.15K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.03K+ 9.08% |
$161K - $204K
|
84.5K
$2.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
7K+ 1.82% |
$160K - $203K
|
391K
$12.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6.86K+ 10.13% |
$157K - $199K
|
74.6K
$2.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.6K+ 6.0% |
$151K - $191K
|
117K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6.38K+ 10.25% |
$146K - $185K
|
68.6K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6.35K+ 26.89% |
$145K - $184K
|
29.9K
$937K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
6.16K+ 291.3% |
$141K - $178K
|
8.28K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
6.12K+ 44.24% |
$140K - $177K
|
20K
$625K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.96K+ 10.45% |
$136K - $172K
|
63K
$1.97M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
5.85K+ 3.25% |
$134K - $169K
|
186K
$5.81M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.8K+ 8.32% |
$133K - $168K
|
75.5K
$2.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
5.64K+ 2.46% |
$129K - $163K
|
235K
$7.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.58K+ 22.36% |
$128K - $161K
|
30.5K
$955K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.5KNew |
$126K - $159K
|
5.5K
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.38K+ 0.41% |
$123K - $156K
|
1.31M
$40.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.25K+ 4.99% |
$120K - $152K
|
111K
$3.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.22K+ 33.1% |
$119K - $151K
|
21K
$658K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5.22K+ 29.65% |
$119K - $151K
|
22.8K
$714K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
5.17K+ 10.05% |
$118K - $150K
|
56.6K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.1K+ 1.38% |
$117K - $148K
|
374K
$11.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
5.05K+ 1.07% |
$115K - $146K
|
477K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.03K+ 3.2% |
$115K - $146K
|
162K
$5.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.94K+ 33.11% |
$113K - $143K
|
19.9K
$621K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
4.74K+ 41.69% |
$108K - $137K
|
16.1K
$504K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4.71K+ 0.84% |
$108K - $136K
|
565K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.67K+ 1.86% |
$107K - $135K
|
256K
$8.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.64K+ 29.69% |
$106K - $134K
|
20.3K
$635K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.48K+ 33.32% |
$102K - $130K
|
17.9K
$561K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.43K+ 5.8% |
$101K - $128K
|
80.8K
$2.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.42K+ 8.9% |
$101K - $128K
|
54.1K
$1.69M
|