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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
17.4K+ 2.18% |
$428K - $467K
|
814K
$20.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
29K+ 16.26% |
$713K - $778K
|
207K
$5.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
787New |
$19.4K - $21.1K
|
787
$19.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20K+ 3.7% |
$492K - $536K
|
560K
$14M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-15- 0.04% |
$370 - $403
|
37.8K
$943K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.22K+ 12.97% |
$30.1K - $32.8K
|
10.6K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.44K- 6.99% |
$60.2K - $65.6K
|
32.5K
$811K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
23.8K+ 4.88% |
$586K - $639K
|
511K
$12.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-116K- 11.02% |
$2.86M - $3.12M
|
938K
$23.4M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-54.3K- 44.34% |
$1.34M - $1.46M
|
68.1K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
6.57K+ 3.7% |
$162K - $176K
|
184K
$4.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.47K- 5.68% |
$110K - $120K
|
74.2K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
21.6K+ 27.07% |
$533K - $581K
|
102K
$2.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
66.6K+ 21.34% |
$1.64M - $1.79M
|
379K
$9.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
39.3K+ 14.4% |
$968K - $1.06M
|
312K
$7.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
73.3KNew |
$1.81M - $1.97M
|
73.3K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.02% |
$197 - $215
|
39.4K
$983K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
87.8KNew |
$2.16M - $2.36M
|
87.8K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4.14K+ 8.38% |
$102K - $111K
|
53.5K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-70.7K- 5.51% |
$1.74M - $1.9M
|
1.21M
$30.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.19K- 6.06% |
$29.4K - $32K
|
18.5K
$461K
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.6K+ 18.9% |
$39.3K - $42.8K
|
10K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-1.44K- 3.71% |
$35.4K - $38.6K
|
37.3K
$931K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.67K- 1.05% |
$41.1K - $44.7K
|
157K
$3.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
250+ 0.71% |
$6.16K - $6.72K
|
35.4K
$883K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.1K+ 1.85% |
$249K - $272K
|
556K
$13.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-76- 55.07% |
$1.87K - $2.04K
|
62
$1.55K
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2- -0.0% |
$49.3 - $53.7
|
199K
$4.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
5.07K+ 3.39% |
$125K - $136K
|
155K
$3.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
8.62K+ 85.0% |
$212K - $232K
|
18.8K
$468K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-633- 1.18% |
$15.6K - $17K
|
53.1K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-928- 1.54% |
$22.9K - $24.9K
|
59.3K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
7.84KNew |
$193K - $211K
|
7.84K
$195K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
6.48K+ 65.45% |
$160K - $174K
|
16.4K
$409K
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
94.3K+ 5.04% |
$2.32M - $2.53M
|
1.96M
$49M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
9.88K+ 6.47% |
$243K - $265K
|
163K
$4.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-431- 0.62% |
$10.6K - $11.6K
|
69.2K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.68K+ 1.2% |
$41.4K - $45.1K
|
141K
$3.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.75K+ 14.59% |
$43.1K - $47K
|
13.7K
$343K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-19- 0.2% |
$468 - $510
|
9.31K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
46.7K+ 7.13% |
$1.15M - $1.25M
|
701K
$17.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-95- 0.39% |
$2.34K - $2.55K
|
24.1K
$601K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.19K+ 1.37% |
$177K - $193K
|
533K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37.9K+ 135.18% |
$934K - $1.02M
|
65.9K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-62.9K- 14.35% |
$1.55M - $1.69M
|
376K
$9.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.61K+ 2.54% |
$39.7K - $43.2K
|
65K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
40.6KNew |
$999K - $1.09M
|
40.6K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.52K+ 0.94% |
$136K - $148K
|
595K
$14.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
45.4K+ 23.44% |
$1.12M - $1.22M
|
239K
$5.96M
|