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 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13K+ 6.11% |
$321K - $349K
|
226K
$7.07M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
11.8KNew |
$291K - $318K
|
11.8K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.41KNew |
$232K - $253K
|
9.41K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.9KNew |
$219K - $239K
|
8.9K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
8.62K+ 85.0% |
$212K - $232K
|
18.8K
$587K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
8.44KNew |
$208K - $227K
|
8.44K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
8.27K+ 0.77% |
$204K - $222K
|
1.09M
$34M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.24KNew |
$203K - $221K
|
8.24K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.06KNew |
$199K - $216K
|
8.06K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
7.84KNew |
$193K - $211K
|
7.84K
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.03KNew |
$99.2K - $108K
|
4.03K
$126K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4K+ 25.36% |
$98.5K - $107K
|
19.8K
$619K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.8K+ 6.45% |
$93.5K - $102K
|
62.7K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.55K+ 44.03% |
$62.9K - $68.6K
|
8.35K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$49.3K - $53.7K
|
2K
$62.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
916New |
$22.6K - $24.6K
|
916
$28.7K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
600+ 0.94% |
$14.8K - $16.1K
|
64.2K
$2.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
375+ 1.96% |
$9.24K - $10.1K
|
19.5K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
296New |
$7.29K - $7.95K
|
296
$9.26K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
283New |
$6.97K - $7.6K
|
283
$8.86K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
250+ 0.71% |
$6.16K - $6.72K
|
35.4K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
222New |
$5.47K - $5.96K
|
222
$6.95K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
186+ 1.81% |
$4.58K - $5K
|
10.4K
$327K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
149New |
$3.67K - $4K
|
149
$4.66K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
42+ 44.68% |
$1.03K - $1.13K
|
136
$4.26K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
13New |
$320 - $349
|
13
$407
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
9+ 0.1% |
$222 - $242
|
8.82K
$276K
|
|
| Q4 2024 | |||||||
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
85.2KNew |
$2.16M - $2.4M
|
85.2K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
59.1K+ 32.04% |
$1.5M - $1.66M
|
244K
$7.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
29.6KNew |
$749K - $832K
|
29.6K
$925K
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
19.4KNew |
$491K - $545K
|
19.4K
$606K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
16.8KNew |
$425K - $472K
|
16.8K
$524K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
14.7K+ 29.57% |
$374K - $415K
|
64.6K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
14.4KNew |
$366K - $406K
|
14.4K
$451K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11K+ 3.09% |
$278K - $308K
|
365K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
10.4K+ 4.44% |
$263K - $291K
|
244K
$7.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.2KNew |
$258K - $287K
|
10.2K
$319K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
10.1KNew |
$256K - $284K
|
10.1K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.8KNew |
$223K - $248K
|
8.8K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.5KNew |
$38K - $42.2K
|
1.5K
$47K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.45K+ 13.28% |
$36.9K - $40.9K
|
12.4K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.34K+ 21.54% |
$34K - $37.8K
|
7.57K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
826New |
$20.9K - $23.3K
|
826
$25.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
729+ 1.13% |
$18.5K - $20.5K
|
65K
$2.03M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
641+ 160.65% |
$16.3K - $18K
|
1.04K
$32.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
290New |
$7.35K - $8.16K
|
290
$9.08K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
205New |
$5.2K - $5.77K
|
205
$6.42K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$5.07K - $5.63K
|
200
$6.26K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
165+ 50.0% |
$4.18K - $4.64K
|
495
$15.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
152+ 0.57% |
$3.85K - $4.28K
|
26.6K
$833K
|
|