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 |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
16.2K+ 332.94% |
$467K - $516K
|
21.1K
$685K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.18K+ 1.08% |
$34.1K - $37.7K
|
110K
$3.59M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19.9K+ 62.66% |
$575K - $634K
|
51.7K
$1.68M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.76K- 4.24% |
$79.5K - $87.8K
|
62.3K
$2.02M
|
|
|
Nov 25, 2025
Q3 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
6.5K+ 1.66% |
$188K - $207K
|
398K
$12.9M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
79.4K+ 56.88% |
$2.29M - $2.53M
|
219K
$7.12M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-126- 0.74% |
$3.63K - $4.01K
|
17K
$551K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-40Closed |
$1.15K - $1.27K
|
0
$0
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-411- 5.49% |
$11.9K - $13.1K
|
7.08K
$230K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.93M+ 75.23% |
$55.6M - $61.3M
|
4.49M
$146M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28.4K- 10.02% |
$819K - $904K
|
255K
$8.29M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
10.8K+ 9.33% |
$313K - $345K
|
127K
$4.13M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.14K+ 43.09% |
$148K - $164K
|
17.1K
$555K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7.34KNew |
$212K - $234K
|
7.34K
$238K
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
7.46KNew |
$215K - $237K
|
7.46K
$242K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
41.3K+ 10.04% |
$1.19M - $1.31M
|
453K
$14.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14.5K+ 15.54% |
$418K - $461K
|
108K
$3.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Avondale Wealth Management
|
BUY
|
- |
13.6K+ 3.75% |
$392K - $433K
|
376K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-104- 0.9% |
$3K - $3.31K
|
11.5K
$373K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.25M- 72.87% |
$35.9M - $39.7M
|
464K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-192- 1.58% |
$5.54K - $6.11K
|
12K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-54- 0.44% |
$1.56K - $1.72K
|
12.1K
$394K
|
|
|
Nov 14, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.24K- 2.27% |
$35.8K - $39.6K
|
53.5K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-211- 2.67% |
$6.09K - $6.72K
|
7.69K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
36.4KNew |
$1.05M - $1.16M
|
36.4K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
3.9K+ 2.1% |
$112K - $124K
|
190K
$6.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
688K+ 13.56% |
$19.8M - $21.9M
|
5.76M
$187M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.5K+ 48.69% |
$360K - $397K
|
38.1K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
150+ 75.0% |
$4.33K - $4.78K
|
350
$11.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.3KNew |
$268K - $296K
|
9.3K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
624KNew |
$18M - $19.9M
|
624K
$20.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71.7K+ 3.83% |
$2.07M - $2.28M
|
1.94M
$63.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-20.5K- 7.18% |
$591K - $653K
|
265K
$8.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
99K+ 5.61% |
$2.86M - $3.15M
|
1.86M
$60.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-213K- 56.82% |
$6.13M - $6.77M
|
162K
$5.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-110K- 26.22% |
$3.17M - $3.5M
|
309K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
700+ 1.18% |
$20.2K - $22.3K
|
60.1K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
301+ 1.66% |
$8.68K - $9.58K
|
18.4K
$599K
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-3.11K- 66.92% |
$89.5K - $98.9K
|
1.54K
$49.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.79KNew |
$282K - $312K
|
9.79K
$318K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
162KNew |
$4.67M - $5.15M
|
162K
$5.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36K+ 16.67% |
$1.04M - $1.15M
|
252K
$8.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-38.1K- 23.01% |
$1.1M - $1.21M
|
127K
$4.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.58K+ 8.67% |
$161K - $178K
|
69.9K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
252+ 25.87% |
$7.27K - $8.02K
|
1.23K
$39.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.6K- 1.93% |
$855K - $944K
|
1.51M
$48.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
5.05K+ 1.07% |
$145K - $161K
|
476K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.3K+ 6.09% |
$787K - $869K
|
476K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
4+ 0.73% |
$115 - $127
|
555
$18K
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
9.51K+ 6.5% |
$274K - $303K
|
156K
$5.06M
|
|