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 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
916New |
$22.6K - $24.6K
|
916
$26.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
907+ 7.63% |
$22.3K - $24.4K
|
12.8K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
788+ 2.21% |
$19.4K - $21.2K
|
36.4K
$1.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
787New |
$19.4K - $21.1K
|
787
$23K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
775+ 27.18% |
$19.1K - $20.8K
|
3.63K
$106K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
690+ 16.91% |
$17K - $18.5K
|
4.77K
$140K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
670+ 27.78% |
$16.5K - $18K
|
3.08K
$90.2K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
625+ 1.43% |
$15.4K - $16.8K
|
44.5K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
600+ 0.94% |
$14.8K - $16.1K
|
64.2K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
587+ 11.75% |
$14.5K - $15.8K
|
5.58K
$163K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
557+ 1.94% |
$13.7K - $15K
|
29.3K
$857K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
460+ 1.84% |
$11.3K - $12.4K
|
25.5K
$746K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
428+ 5.13% |
$10.5K - $11.5K
|
8.78K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
402+ 3.46% |
$9.91K - $10.8K
|
12K
$352K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
394+ 2.58% |
$9.71K - $10.6K
|
15.6K
$458K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
392+ 3.26% |
$9.66K - $10.5K
|
12.4K
$363K
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
375+ 1.96% |
$9.24K - $10.1K
|
19.5K
$570K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
374+ 1.48% |
$9.22K - $10K
|
25.6K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
296New |
$7.29K - $7.95K
|
296
$8.67K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
283New |
$6.97K - $7.6K
|
283
$8.29K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
251+ 0.31% |
$6.18K - $6.74K
|
82K
$2.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
250+ 0.71% |
$6.16K - $6.72K
|
35.4K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
242+ 1.09% |
$5.96K - $6.5K
|
22.4K
$655K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
238+ 2.02% |
$5.86K - $6.39K
|
12K
$353K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
227+ 0.83% |
$5.59K - $6.1K
|
27.6K
$807K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
222New |
$5.47K - $5.96K
|
222
$6.5K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
205+ 58.57% |
$5.05K - $5.51K
|
555
$16.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
200+ 0.58% |
$4.93K - $5.37K
|
34.8K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
186+ 1.81% |
$4.58K - $5K
|
10.4K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
149New |
$3.67K - $4K
|
149
$4.36K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
145+ 0.23% |
$3.57K - $3.89K
|
62.2K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
127+ 0.05% |
$3.13K - $3.41K
|
252K
$7.37M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
123+ 1.0% |
$3.03K - $3.3K
|
12.4K
$363K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
93+ 0.05% |
$2.29K - $2.5K
|
178K
$5.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
83+ 0.98% |
$2.05K - $2.23K
|
8.54K
$250K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
69+ 0.29% |
$1.7K - $1.85K
|
23.6K
$691K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
69+ 0.16% |
$1.7K - $1.85K
|
43.6K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
62+ 0.27% |
$1.53K - $1.67K
|
22.8K
$669K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
42+ 44.68% |
$1.03K - $1.13K
|
136
$3.98K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
32+ 0.28% |
$788 - $860
|
11.4K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29+ 0.01% |
$715 - $779
|
282K
$8.26M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
25+ 0.22% |
$616 - $672
|
11.4K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24New |
$591 - $645
|
24
$703
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
13New |
$320 - $349
|
13
$381
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
9+ 0.1% |
$222 - $242
|
8.82K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 0.1% |
$222 - $242
|
9.4K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.02% |
$98.6 - $107
|
22.2K
$649K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.19% |
$98.6 - $107
|
2.12K
$61.9K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.0% |
$24.6 - $26.9
|
125K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|