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 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
124KNew |
$3.14M - $3.49M
|
124K
$3.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
85.2KNew |
$2.16M - $2.4M
|
85.2K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
70.4KNew |
$1.79M - $1.98M
|
70.4K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
59.1K+ 32.04% |
$1.5M - $1.66M
|
244K
$7.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
40.2K+ 4.94% |
$1.02M - $1.13M
|
853K
$25M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
34.1K+ 9.64% |
$865K - $961K
|
388K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
29.6KNew |
$749K - $832K
|
29.6K
$865K
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
19.4KNew |
$491K - $545K
|
19.4K
$567K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
16.8KNew |
$425K - $472K
|
16.8K
$490K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.9KNew |
$404K - $448K
|
15.9K
$466K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
14.7K+ 29.57% |
$374K - $415K
|
64.6K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
14.6KNew |
$371K - $412K
|
14.6K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
14.4KNew |
$366K - $406K
|
14.4K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
14.3KNew |
$362K - $402K
|
14.3K
$418K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
13.8KNew |
$351K - $390K
|
13.8K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
12.5KNew |
$318K - $353K
|
12.5K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.7KNew |
$297K - $329K
|
11.7K
$342K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
10.4K+ 4.44% |
$263K - $291K
|
244K
$7.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.2KNew |
$258K - $287K
|
10.2K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
10.1KNew |
$256K - $284K
|
10.1K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.8KNew |
$223K - $248K
|
8.8K
$258K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
4.55K+ 8.61% |
$115K - $128K
|
57.4K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.91K+ 8.7% |
$48.4K - $53.7K
|
23.9K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.5KNew |
$38K - $42.2K
|
1.5K
$43.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.45K+ 13.28% |
$36.9K - $40.9K
|
12.4K
$363K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.34K+ 21.54% |
$34K - $37.8K
|
7.57K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.22K+ 15.63% |
$31K - $34.4K
|
9.04K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
826New |
$20.9K - $23.3K
|
826
$24.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
729+ 1.13% |
$18.5K - $20.5K
|
65K
$1.9M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
641+ 160.65% |
$16.3K - $18K
|
1.04K
$30.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
447New |
$11.3K - $12.6K
|
447
$13.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
290New |
$7.35K - $8.16K
|
290
$8.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
225+ 2250.0% |
$5.71K - $6.33K
|
235
$6.88K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
205New |
$5.2K - $5.77K
|
205
$6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$5.07K - $5.63K
|
200
$5.86K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
185+ 8.16% |
$4.69K - $5.21K
|
2.45K
$71.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
165+ 50.0% |
$4.18K - $4.64K
|
495
$14.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
152+ 0.57% |
$3.85K - $4.28K
|
26.6K
$779K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
133New |
$3.37K - $3.74K
|
133
$3.89K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 8.33% |
$2.49K - $2.76K
|
1.28K
$37.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
96New |
$2.43K - $2.7K
|
96
$2.81K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
38+ 0.65% |
$964 - $1.07K
|
5.89K
$172K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
30New |
$761 - $845
|
30
$878
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
15New |
$380 - $422
|
15
$439
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14+ 1.69% |
$355 - $394
|
844
$24.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6New |
$152 - $169
|
6
$176
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.79% |
$25.4 - $28.2
|
128
$3.75K
|
|
| Q3 2024 | |||||||
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.73M+ 127.46% |
$42.3M - $48.1M
|
3.09M
$90.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
690KNew |
$16.9M - $19.2M
|
690K
$20.2M
|
|