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
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.44K+ 18.3% |
$32.8K - $41.6K
|
9.28K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.41KNew |
$32.3K - $40.9K
|
1.41K
$44.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.39K+ 3.91% |
$31.9K - $40.3K
|
37K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.36K+ 1.48% |
$31.1K - $39.4K
|
93.1K
$2.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.35K+ 1.42% |
$30.9K - $39.2K
|
96.7K
$3.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.28K+ 3.52% |
$29.2K - $36.9K
|
37.5K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.27K+ 0.34% |
$29K - $36.7K
|
369K
$11.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.23K+ 5.11% |
$28.2K - $35.7K
|
25.3K
$793K
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.19K+ 0.55% |
$27.3K - $34.5K
|
218K
$6.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.17K+ 1.8% |
$26.8K - $33.9K
|
66.1K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 4829.17% |
$26.5K - $33.6K
|
1.18K
$37K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.06KNew |
$24.2K - $30.6K
|
1.06K
$33.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.05K+ 8.69% |
$24K - $30.4K
|
13.2K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.04K+ 0.37% |
$23.8K - $30.1K
|
283K
$8.87M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
970+ 7.82% |
$22.2K - $28.1K
|
13.4K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
960+ 0.13% |
$22K - $27.8K
|
727K
$22.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
891+ 3.52% |
$20.4K - $25.8K
|
26.2K
$820K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
833+ 0.54% |
$19.1K - $24.1K
|
155K
$4.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
798+ 0.56% |
$18.3K - $23.1K
|
144K
$4.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
761+ 6.67% |
$17.4K - $22K
|
12.2K
$381K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
753New |
$17.2K - $21.8K
|
753
$23.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
740+ 6.4% |
$16.9K - $21.4K
|
12.3K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
739+ 314.47% |
$16.9K - $21.4K
|
974
$30.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
718+ 1.61% |
$16.4K - $20.8K
|
45.2K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
699+ 1.32% |
$16K - $20.2K
|
53.5K
$1.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
624New |
$14.3K - $18.1K
|
624
$19.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
579+ 151.17% |
$13.2K - $16.8K
|
962
$30.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
577New |
$13.2K - $16.7K
|
577
$18.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
566New |
$12.9K - $16.4K
|
566
$17.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
562+ 2.19% |
$12.9K - $16.3K
|
26.2K
$820K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
555+ 0.67% |
$12.7K - $16.1K
|
82.9K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
533+ 14.7% |
$12.2K - $15.4K
|
4.16K
$130K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
521New |
$11.9K - $15.1K
|
521
$16.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
510+ 0.16% |
$11.7K - $14.8K
|
328K
$10.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
476+ 3.91% |
$10.9K - $13.8K
|
12.6K
$396K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
461+ 0.78% |
$10.5K - $13.3K
|
59.3K
$1.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
461+ 2.21% |
$10.5K - $13.3K
|
21.3K
$668K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
435+ 0.43% |
$9.95K - $12.6K
|
102K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
431+ 5.36% |
$9.86K - $12.5K
|
8.47K
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
427+ 0.59% |
$9.77K - $12.4K
|
73.2K
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
413New |
$9.45K - $12K
|
413
$12.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
408New |
$9.33K - $11.8K
|
408
$12.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
406+ 0.78% |
$9.29K - $11.8K
|
52.4K
$1.64M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
357+ 0.05% |
$8.16K - $10.3K
|
650K
$20.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
350+ 26.12% |
$8K - $10.1K
|
1.69K
$52.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
346+ 1.4% |
$7.91K - $10K
|
25K
$782K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
344+ 2.1% |
$7.87K - $9.96K
|
16.7K
$523K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
334+ 3.91% |
$7.64K - $9.67K
|
8.87K
$278K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
332+ 0.19% |
$7.59K - $9.61K
|
175K
$5.48M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
316+ 0.24% |
$7.23K - $9.15K
|
133K
$4.17M
|