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 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
27.6KNew |
$797K - $880K
|
27.6K
$899K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.19K+ 47.64% |
$207K - $229K
|
22.3K
$724K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6.35KNew |
$183K - $202K
|
6.35K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
319New |
$9.2K - $10.2K
|
319
$10.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
85.2K+ 7.52% |
$2.46M - $2.71M
|
1.22M
$39.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
209+ 1.05% |
$6.03K - $6.65K
|
20.1K
$652K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
615+ 307.5% |
$17.7K - $19.6K
|
815
$26.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-101- 0.2% |
$2.91K - $3.22K
|
49.3K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-21K- 4.5% |
$607K - $670K
|
446K
$14.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-308- 0.19% |
$8.88K - $9.81K
|
162K
$5.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-7- 0.08% |
$202 - $223
|
8.82K
$287K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
285+ 1.37% |
$8.22K - $9.07K
|
21.1K
$687K
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.95K- 4.08% |
$56.3K - $62.2K
|
45.8K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-1.09K- 11.72% |
$31.5K - $34.7K
|
8.22K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
265+ 0.36% |
$7.64K - $8.44K
|
73.4K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.73K+ 17.23% |
$194K - $214K
|
45.8K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.55K- 0.48% |
$102K - $113K
|
731K
$23.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.8K+ 5.69% |
$1.73M - $1.9M
|
1.11M
$36.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
59.2K+ 38.67% |
$1.71M - $1.89M
|
212K
$6.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.59K+ 4.62% |
$45.8K - $50.6K
|
36K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
23.5K+ 15.34% |
$678K - $749K
|
177K
$5.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.54K- 5.13% |
$44.5K - $49.1K
|
28.5K
$928K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.63K- 9.13% |
$220K - $243K
|
75.8K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-3.74K- 2.11% |
$108K - $119K
|
174K
$5.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
56+ 0.69% |
$1.62K - $1.78K
|
8.22K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
9+ 0.09% |
$260 - $287
|
9.76K
$317K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.21K+ 2.02% |
$150K - $166K
|
263K
$8.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.27K+ 7.63% |
$65.5K - $72.3K
|
32K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-305- 0.3% |
$8.8K - $9.71K
|
101K
$3.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
123+ 0.77% |
$3.55K - $3.92K
|
16.2K
$525K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
50.2K+ 5.21% |
$1.45M - $1.6M
|
1.01M
$33M
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
5.72K+ 7.67% |
$165K - $182K
|
80.3K
$2.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.84K- 11.25% |
$284K - $313K
|
77.6K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
88.7K+ 32.92% |
$2.56M - $2.82M
|
358K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-7.88K- 31.89% |
$227K - $251K
|
16.8K
$547K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
4.21K+ 5.27% |
$121K - $134K
|
84K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
10.6K+ 4.9% |
$305K - $337K
|
226K
$7.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
339K+ 2432.88% |
$9.78M - $10.8M
|
353K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.64K+ 4.9% |
$191K - $211K
|
142K
$4.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
739+ 0.11% |
$21.3K - $23.5K
|
670K
$21.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
66.8K+ 1806.44% |
$1.93M - $2.13M
|
70.5K
$2.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.8K+ 2.98% |
$370K - $409K
|
443K
$14.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.8K+ 5.59% |
$1.49M - $1.65M
|
978K
$31.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
20.9K+ 4.39% |
$603K - $666K
|
498K
$16.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
534+ 1.02% |
$15.4K - $17K
|
53K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
106+ 0.73% |
$3.06K - $3.38K
|
14.7K
$476K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.91K+ 31.75% |
$55.1K - $60.8K
|
7.93K
$258K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
38.5K+ 14.64% |
$1.11M - $1.23M
|
302K
$9.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-109- 0.66% |
$3.14K - $3.47K
|
16.4K
$531K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
612+ 14.72% |
$17.7K - $19.5K
|
4.77K
$155K
|
|