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 |
|---|---|---|---|---|---|---|---|
|
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
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
10+ 0.05% |
$288 - $318
|
18.6K
$606K
|
|
|
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
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
150+ 75.0% |
$4.33K - $4.78K
|
350
$11.4K
|
|
|
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
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
624KNew |
$18M - $19.9M
|
624K
$20.3M
|
|
|
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
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36K+ 16.67% |
$1.04M - $1.15M
|
252K
$8.2M
|
|
|
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
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-104- 0.9% |
$3K - $3.31K
|
11.5K
$373K
|
|
|
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
|
Larson Financial Group LLC
|
SELL
|
- |
-38.1K- 23.01% |
$1.1M - $1.21M
|
127K
$4.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.06K+ 12.8% |
$232K - $257K
|
71K
$2.31M
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12- 0.08% |
$346 - $382
|
15.6K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.27K+ 0.78% |
$65.4K - $72.1K
|
292K
$9.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
9.51K+ 6.5% |
$274K - $303K
|
156K
$5.06M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-207- 0.99% |
$5.97K - $6.59K
|
20.6K
$670K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
184K+ 4.88% |
$5.32M - $5.87M
|
3.96M
$129M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
162K+ 98.65% |
$4.68M - $5.17M
|
327K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
28.2K+ 29.12% |
$814K - $899K
|
125K
$4.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
25.6K+ 38.26% |
$739K - $816K
|
92.6K
$3.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-22.4K- 3.58% |
$646K - $713K
|
603K
$19.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-90.5K- 6.93% |
$2.61M - $2.88M
|
1.22M
$39.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.73K+ 28.64% |
$194K - $214K
|
30.2K
$982K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.85M+ 597.54% |
$53.5M - $59M
|
2.16M
$70.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
54.9K+ 7.86% |
$1.58M - $1.75M
|
753K
$24.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.35K+ 7.46% |
$241K - $266K
|
120K
$3.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-54- 0.44% |
$1.56K - $1.72K
|
12.1K
$394K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
323K+ 5.27% |
$9.31M - $10.3M
|
6.45M
$210M
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-3.42K- 17.15% |
$98.7K - $109K
|
16.5K
$537K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
515+ 1.25% |
$14.9K - $16.4K
|
41.7K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-78- 13.78% |
$2.25K - $2.48K
|
488
$15.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3New |
$86.5 - $95.5
|
3
$97.5
|
|