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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.41K+ 142.93% |
$101K - $128K
|
7.49K
$234K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.39K+ 0.73% |
$100K - $127K
|
606K
$19M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.23K+ 1.94% |
$96.7K - $122K
|
222K
$6.96M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.02K+ 9.13% |
$92K - $116K
|
48.1K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.87K+ 0.91% |
$88.6K - $112K
|
428K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3.84K+ 25.99% |
$87.9K - $111K
|
18.6K
$583K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.82K+ 8.27% |
$87.4K - $111K
|
50.1K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.82K+ 13.84% |
$87.3K - $110K
|
31.4K
$983K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.69K+ 14.13% |
$84.3K - $107K
|
29.8K
$931K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.66K+ 44.23% |
$83.7K - $106K
|
11.9K
$373K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
3.63K+ 14.44% |
$83.1K - $105K
|
28.8K
$901K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.59K+ 12.39% |
$82.1K - $104K
|
32.6K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
3.54KNew |
$81.1K - $103K
|
3.54K
$111K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.52K+ 0.43% |
$80.5K - $102K
|
818K
$25.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
3.4K+ 4.53% |
$77.6K - $98.3K
|
78.3K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.31K+ 52.44% |
$75.6K - $95.7K
|
9.61K
$301K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.28K+ 5.11% |
$75K - $95K
|
67.4K
$2.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.12K+ 3.01% |
$71.3K - $90.3K
|
107K
$3.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.06K+ 25.32% |
$69.9K - $88.5K
|
15.1K
$474K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.04K+ 1.71% |
$69.6K - $88.1K
|
181K
$5.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3K+ 5.72% |
$68.7K - $86.9K
|
55.5K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.94K+ 1.59% |
$67.2K - $85K
|
187K
$5.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
2.87K+ 1.64% |
$65.6K - $83.1K
|
178K
$5.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.78K+ 15.38% |
$63.6K - $80.5K
|
20.9K
$653K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.7K+ 7.43% |
$61.8K - $78.2K
|
39.1K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.63K+ 13.93% |
$60.1K - $76.1K
|
21.5K
$673K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.63K+ 20.43% |
$60.1K - $76.1K
|
15.5K
$485K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.61K+ 3.06% |
$59.8K - $75.7K
|
88.1K
$2.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.6K+ 6.96% |
$59.4K - $75.2K
|
39.9K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 1.78% |
$54.3K - $68.7K
|
135K
$4.24M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.32K+ 6.84% |
$53K - $67.1K
|
36.2K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.28K+ 0.34% |
$52K - $65.9K
|
669K
$21M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.27K+ 12.91% |
$51.9K - $65.7K
|
19.9K
$622K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.27K+ 3.07% |
$51.9K - $65.7K
|
76.2K
$2.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.26K+ 2.0% |
$51.6K - $65.3K
|
115K
$3.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.21K+ 22.87% |
$50.5K - $63.9K
|
11.9K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.14K+ 19.89% |
$48.9K - $62K
|
12.9K
$404K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.1K+ 2.83% |
$47.9K - $60.7K
|
76.1K
$2.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.01K+ 0.93% |
$45.9K - $58.1K
|
218K
$6.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.93K+ 15.47% |
$44K - $55.7K
|
14.4K
$450K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.92K+ 5.37% |
$43.9K - $55.6K
|
37.7K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.9K+ 4.22% |
$43.3K - $54.9K
|
46.8K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.78K+ 11.15% |
$40.8K - $51.6K
|
17.8K
$557K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.7K+ 3.69% |
$38.9K - $49.2K
|
47.8K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.65K+ 0.36% |
$37.6K - $47.6K
|
463K
$14.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.61K+ 53.34% |
$36.9K - $46.7K
|
4.64K
$145K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.6K+ 24.35% |
$36.6K - $46.3K
|
8.17K
$256K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$36.4K - $46K
|
1.59K
$49.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 2.01% |
$36K - $45.5K
|
79.7K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.49K+ 0.67% |
$34.1K - $43.1K
|
224K
$7M
|