Latest Institutional Transactions on Dimensional ETF Tr (DFAE)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-2.46K- 2.14% |
$75.7K - $81.4K
|
112K
$3.65M
|
|
|
Jan 28, 2026
Q4 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.87K+ 5.15% |
$242K - $260K
|
161K
$5.22M
|
|
|
Jan 28, 2026
Q4 2025
|
Aps Management Group, Inc.
Torrance, CA |
SELL
|
- |
-1.33K- 3.33% |
$40.9K - $44K
|
38.7K
$1.26M
|
|
|
Jan 28, 2026
Q4 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
105K+ 16.58% |
$3.23M - $3.47M
|
739K
$24M
|
|
|
Jan 28, 2026
Q4 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
42+ 0.25% |
$1.29K - $1.39K
|
16.7K
$544K
|
|
|
Jan 28, 2026
Q4 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
980+ 1.61% |
$30.1K - $32.4K
|
61.8K
$2.01M
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.4K+ 21.59% |
$566K - $608K
|
104K
$3.37M
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
12.3K+ 2.81% |
$377K - $405K
|
449K
$14.6M
|
|
|
Jan 28, 2026
Q4 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.45K+ 3.19% |
$75.3K - $81K
|
79.3K
$2.58M
|
|
|
Jan 28, 2026
Q4 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-117K- 55.33% |
$3.58M - $3.85M
|
94.1K
$3.06M
|
|
|
Jan 28, 2026
Q4 2025
|
Quent Long Short Global Small Cap Fund, LP
New York, NY |
BUY
|
- |
13.3KNew |
$410K - $441K
|
13.3K
$434K
|
|
|
Jan 28, 2026
Q4 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-4.98K- 1.7% |
$153K - $165K
|
288K
$9.37M
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
383+ 0.98% |
$11.8K - $12.7K
|
39.6K
$1.29M
|
|
|
Jan 28, 2026
Q4 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-1.18K- 1.44% |
$36.3K - $39K
|
80.8K
$2.63M
|
|
|
Jan 28, 2026
Q4 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
31.8K+ 5.13% |
$977K - $1.05M
|
651K
$21.2M
|
|
|
Jan 27, 2026
Q4 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-363- 0.39% |
$11.2K - $12K
|
92.5K
$3.01M
|
|
|
Jan 27, 2026
Q4 2025
|
Arnold Financial Planning LLC
Hiawatha, IA |
BUY
|
- |
26.5KNew |
$814K - $875K
|
26.5K
$861K
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-187- 0.44% |
$5.75K - $6.18K
|
42.7K
$1.39M
|
|
|
Jan 27, 2026
Q4 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
206+ 2.18% |
$6.33K - $6.81K
|
9.65K
$314K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14.1K+ 2.04% |
$435K - $467K
|
706K
$23M
|
|
|
Jan 27, 2026
Q4 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
19.8K+ 5.02% |
$608K - $653K
|
414K
$13.5M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
472New |
$14.5K - $15.6K
|
472
$15.3K
|
|
|
Jan 27, 2026
Q4 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
8.43KNew |
$259K - $279K
|
8.43K
$274K
|
|
|
Jan 27, 2026
Q4 2025
|
55 North Private Wealth, LLC
Winter Park, FL |
BUY
|
- |
75.8KNew |
$2.33M - $2.5M
|
75.8K
$2.46M
|
|
|
Jan 27, 2026
Q4 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
10.3KNew |
$316K - $340K
|
10.3K
$335K
|
|
|
Jan 27, 2026
Q4 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
93.5K+ 501.68% |
$2.87M - $3.09M
|
112K
$3.64M
|
|
|
Jan 27, 2026
Q4 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
5.59K+ 5.86% |
$172K - $185K
|
101K
$3.28M
|
|
|
Jan 27, 2026
Q4 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
8.64K+ 9.88% |
$265K - $285K
|
96K
$3.12M
|
|
|
Jan 27, 2026
Q4 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
113K+ 26.95% |
$3.48M - $3.74M
|
533K
$17.3M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.85K+ 40.45% |
$87.7K - $94.3K
|
9.9K
$322K
|
|
|
Jan 27, 2026
Q4 2025
|
Brighton Jones LLC
|
BUY
|
- |
44.9K+ 7.4% |
$1.38M - $1.48M
|
651K
$21.2M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
SELL
|
- |
-24.9K- 14.09% |
$766K - $823K
|
152K
$4.94M
|
|
|
Jan 26, 2026
Q4 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-20.4K- 1.86% |
$627K - $674K
|
1.08M
$35M
|
|
|
Jan 26, 2026
Q4 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
32.8KNew |
$1.01M - $1.08M
|
32.8K
$1.06M
|
|
|
Jan 26, 2026
Q4 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.51K+ 1.04% |
$46.4K - $49.9K
|
147K
$4.77M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
87.4K+ 7.54% |
$2.69M - $2.89M
|
1.25M
$40.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.43K- 14.61% |
$44K - $47.3K
|
8.36K
$272K
|
|
|
Jan 26, 2026
Q4 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
8.4K+ 24.38% |
$258K - $278K
|
42.9K
$1.39M
|
|
|
Jan 26, 2026
Q4 2025
|
First Bancorp, Inc
|
BUY
|
- |
3.32K+ 0.71% |
$102K - $110K
|
469K
$15.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
40.4K+ 5.39% |
$1.24M - $1.34M
|
790K
$25.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
11.1KNew |
$342K - $367K
|
11.1K
$361K
|
|
|
Jan 26, 2026
Q4 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
79.7K+ 574.57% |
$2.45M - $2.63M
|
93.6K
$3.04M
|
|
|
Jan 26, 2026
Q4 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.41K- 2.41% |
$74.1K - $79.7K
|
97.5K
$3.17M
|
|
|
Jan 26, 2026
Q4 2025
|
Forteris Wealth Management Inc.
Armonk, NY |
BUY
|
- |
56.1KNew |
$1.73M - $1.85M
|
56.1K
$1.82M
|
|
|
Jan 26, 2026
Q4 2025
|
De Larme Wealth Management, Inc.
Palos Verdes Estates, CA |
BUY
|
- |
205KNew |
$6.32M - $6.79M
|
205K
$6.68M
|
|
|
Jan 26, 2026
Q4 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.16K+ 2.45% |
$35.6K - $38.3K
|
48.5K
$1.57M
|
|
|
Jan 26, 2026
Q4 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-3.8K- 19.17% |
$117K - $126K
|
16K
$520K
|
|
|
Jan 26, 2026
Q4 2025
|
Frankly Finances, LLC
Winter Park, FL |
BUY
|
- |
12KNew |
$368K - $396K
|
12K
$389K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.63K- 11.39% |
$50.1K - $53.9K
|
12.7K
$412K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.4K- 6.13% |
$567K - $609K
|
282K
$9.17M
|
|