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 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
307+ 0.47% |
$7.02K - $8.89K
|
65K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
306+ 38.88% |
$7K - $8.86K
|
1.09K
$34.2K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
290New |
$6.63K - $8.4K
|
290
$9.08K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
276New |
$6.31K - $7.99K
|
276
$8.64K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
249+ 0.57% |
$5.69K - $7.21K
|
43.9K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
231+ 0.49% |
$5.28K - $6.69K
|
47.8K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
218New |
$4.99K - $6.31K
|
218
$6.82K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
218New |
$4.99K - $6.31K
|
218
$6.82K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
215+ 2.02% |
$4.92K - $6.22K
|
10.8K
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
199+ 0.25% |
$4.55K - $5.76K
|
79.2K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
175New |
$4K - $5.07K
|
175
$5.48K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
166+ 0.74% |
$3.8K - $4.81K
|
22.5K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
157+ 1.31% |
$3.59K - $4.55K
|
12.2K
$381K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
156+ 1.37% |
$3.57K - $4.52K
|
11.6K
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
115+ 0.15% |
$2.63K - $3.33K
|
75K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 100.0% |
$2.29K - $2.9K
|
200
$6.26K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
100+ 0.67% |
$2.29K - $2.9K
|
15K
$468K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
99+ 0.77% |
$2.26K - $2.87K
|
12.9K
$404K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
87+ 0.76% |
$1.99K - $2.52K
|
11.5K
$359K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
81New |
$1.85K - $2.34K
|
81
$2.54K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
74+ 0.79% |
$1.69K - $2.14K
|
9.47K
$296K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
74+ 1.24% |
$1.69K - $2.14K
|
6.02K
$188K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
59New |
$1.35K - $1.71K
|
59
$1.85K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
56+ 0.59% |
$1.28K - $1.62K
|
9.61K
$301K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
48New |
$1.1K - $1.39K
|
48
$1.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38+ 0.21% |
$869 - $1.1K
|
18.1K
$567K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
35+ 0.14% |
$800 - $1.01K
|
25.5K
$798K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31+ 0.08% |
$709 - $897
|
39.4K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
27+ 0.17% |
$617 - $782
|
16.3K
$510K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
17+ 0.03% |
$389 - $492
|
58.8K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.47% |
$137 - $174
|
1.28K
$40.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4+ 0.02% |
$91.5 - $116
|
16K
$502K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.14% |
$68.6 - $86.9
|
2.23K
$69.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
2New |
$45.7 - $57.9
|
2
$62.6
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
2+ 0.0% |
$45.7 - $57.9
|
125K
$3.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
1+ 0.01% |
$22.9 - $29
|
8.41K
$263K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.78% |
$22.9 - $29
|
129
$4.04K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1+ 0.01% |
$22.9 - $29
|
15.9K
$499K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
166K+ 58.29% |
$4.1M - $4.47M
|
451K
$14.1M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
74KNew |
$1.82M - $1.99M
|
74K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
56.5K+ 2.3% |
$1.39M - $1.52M
|
2.52M
$78.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
40.6KNew |
$999K - $1.09M
|
40.6K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
36.5K+ 187.97% |
$900K - $981K
|
56K
$1.75M
|
|
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
21.7K+ 2.58% |
$534K - $582K
|
862K
$27M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
21.3KNew |
$525K - $572K
|
21.3K
$667K
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
16.3K+ 24.99% |
$401K - $437K
|
81.4K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16.2KNew |
$399K - $435K
|
16.2K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
14.7K+ 5.89% |
$361K - $394K
|
263K
$8.24M
|
|