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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.03KNew |
$99.2K - $108K
|
4.03K
$118K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4K+ 25.36% |
$98.5K - $107K
|
19.8K
$579K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.89K+ 4.21% |
$95.9K - $105K
|
96.5K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.8K+ 6.45% |
$93.5K - $102K
|
62.7K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.76K+ 1.32% |
$92.7K - $101K
|
290K
$8.48M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.71K+ 3.22% |
$91.5K - $99.8K
|
119K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.68K+ 15.09% |
$90.8K - $99K
|
28.1K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.62K+ 4.6% |
$89.2K - $97.2K
|
82.4K
$2.41M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.59K+ 7.5% |
$88.4K - $96.4K
|
51.4K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3.43K+ 2.45% |
$84.6K - $92.2K
|
144K
$4.2M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.39K+ 5.13% |
$83.5K - $91K
|
69.5K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.3K+ 60.6% |
$81.4K - $88.7K
|
8.75K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.28K+ 37.31% |
$80.8K - $88.1K
|
12.1K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.21K+ 0.35% |
$79.1K - $86.2K
|
918K
$26.9M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3.03KNew |
$74.6K - $81.3K
|
3.03K
$88.6K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.98K+ 32.68% |
$73.4K - $80K
|
12.1K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.73K+ 5.54% |
$67.2K - $73.3K
|
52K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.65K+ 17.19% |
$65.4K - $71.3K
|
18.1K
$530K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.61K+ 5.8% |
$64.3K - $70.1K
|
47.6K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.55K+ 44.03% |
$62.9K - $68.6K
|
8.35K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.52K+ 4.06% |
$62.2K - $67.8K
|
64.7K
$1.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
2.37K+ 3.27% |
$58.4K - $63.7K
|
74.9K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.33K+ 7.02% |
$57.5K - $62.7K
|
35.6K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.33K+ 3.77% |
$57.5K - $62.6K
|
64.2K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.2K+ 3.28% |
$54.3K - $59.2K
|
69.4K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.15K+ 2.85% |
$52.9K - $57.6K
|
77.3K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 0.31% |
$52K - $56.6K
|
676K
$19.8M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.08K+ 2.86% |
$51.3K - $55.9K
|
74.9K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$49.3K - $53.7K
|
2K
$58.6K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.94K+ 11.42% |
$47.7K - $52K
|
18.9K
$553K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.92K+ 16.11% |
$47.3K - $51.6K
|
13.8K
$405K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.83K+ 468.29% |
$45.1K - $49.2K
|
2.22K
$65.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.75K+ 14.59% |
$43.1K - $47K
|
13.7K
$402K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.68K+ 1.2% |
$41.4K - $45.1K
|
141K
$4.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.61K+ 2.54% |
$39.7K - $43.2K
|
65K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 1.71% |
$38.6K - $42.1K
|
93.3K
$2.73M
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.5K+ 2.27% |
$37K - $40.3K
|
67.7K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.48K+ 14.98% |
$36.5K - $39.8K
|
11.4K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 6.17% |
$35K - $38.1K
|
24.4K
$715K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.29K+ 0.62% |
$31.7K - $34.5K
|
209K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.28K+ 0.35% |
$31.6K - $34.5K
|
369K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.27K+ 2.2% |
$31.2K - $34K
|
58.9K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.24K+ 2.77% |
$30.6K - $33.4K
|
46.1K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.23K+ 2.71% |
$30.2K - $33K
|
46.6K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.19K+ 22.15% |
$29.3K - $32K
|
6.57K
$192K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.18K+ 0.57% |
$29.1K - $31.7K
|
209K
$6.13M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.14K+ 8.38% |
$28.2K - $30.7K
|
14.8K
$433K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.01K+ 8.86% |
$25K - $27.2K
|
12.4K
$364K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
983+ 1.8% |
$24.2K - $26.4K
|
55.5K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
956+ 6.87% |
$23.6K - $25.7K
|
14.9K
$435K
|