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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
73.9K+ 17.88% |
$1.87M - $2.08M
|
487K
$12.8M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
395+ 0.73% |
$10K - $11.1K
|
54.6K
$1.43M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
192+ 1.65% |
$4.87K - $5.4K
|
11.8K
$310K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
131KNew |
$3.32M - $3.69M
|
131K
$3.44M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.52K+ 28.76% |
$89.3K - $99.2K
|
15.8K
$414K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-511- 0.83% |
$13K - $14.4K
|
60.9K
$1.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.47K- 1.57% |
$62.6K - $69.5K
|
155K
$4.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
11.9KNew |
$302K - $336K
|
11.9K
$313K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
197KNew |
$5.01M - $5.56M
|
197K
$5.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
5.38KNew |
$136K - $151K
|
5.38K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
109K+ 39.47% |
$2.76M - $3.06M
|
384K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.33K- 3.4% |
$186K - $206K
|
208K
$5.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
22.1KNew |
$561K - $623K
|
22.1K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-76- 0.28% |
$1.93K - $2.14K
|
27.2K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-70.7K- 16.11% |
$1.79M - $1.99M
|
368K
$9.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21.8K+ 0.41% |
$552K - $613K
|
5.28M
$139M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23.1K- 40.26% |
$586K - $650K
|
34.3K
$900K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6New |
$152 - $169
|
6
$158
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
34K+ 10.08% |
$862K - $957K
|
371K
$9.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93.4K+ 7.23% |
$2.37M - $2.63M
|
1.39M
$36.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
181+ 1.58% |
$4.59K - $5.1K
|
11.6K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-68.7K- 4.07% |
$1.74M - $1.93M
|
1.62M
$42.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-38- 0.07% |
$964 - $1.07K
|
51.8K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.8K+ 11.98% |
$45.6K - $50.6K
|
16.8K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.82K+ 4.08% |
$46.1K - $51.2K
|
46.4K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.17K- 95.0% |
$80.5K - $89.3K
|
167
$4.38K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.3K- 42.49% |
$667K - $740K
|
35.6K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.3KNew |
$1.68M - $1.87M
|
66.3K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
128+ 0.05% |
$3.25K - $3.6K
|
265K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
12.5KNew |
$318K - $353K
|
12.5K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
122+ 0.19% |
$3.09K - $3.43K
|
63.7K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-7.8K- 2.45% |
$198K - $220K
|
311K
$8.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14+ 1.69% |
$355 - $394
|
844
$22.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
96New |
$2.43K - $2.7K
|
96
$2.52K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.4K+ 1.0% |
$1.15M - $1.28M
|
4.58M
$120M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
249KNew |
$6.3M - $7M
|
249K
$6.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.3K- 3.86% |
$287K - $319K
|
282K
$7.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
74.6KNew |
$1.89M - $2.1M
|
74.6K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.1K+ 18.16% |
$307K - $340K
|
78.7K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
225+ 2250.0% |
$5.71K - $6.33K
|
235
$6.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.24K- 7.2% |
$108K - $119K
|
54.7K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
115KNew |
$2.92M - $3.25M
|
115K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
72.6KNew |
$1.84M - $2.04M
|
72.6K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
798+ 1.24% |
$20.2K - $22.5K
|
65K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
141New |
$3.58K - $3.97K
|
141
$3.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
44.7K+ 7.98% |
$1.13M - $1.26M
|
605K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-304- 0.13% |
$7.71K - $8.56K
|
229K
$6M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
14.4KNew |
$366K - $406K
|
14.4K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.5KNew |
$38K - $42.2K
|
1.5K
$39.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$5.07K - $5.63K
|
200
$5.25K
|