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
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.8K- 3.37% |
$339K - $375K
|
337K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.09K- 11.32% |
$31.4K - $34.6K
|
8.52K
$277K
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-74- 0.13% |
$2.13K - $2.36K
|
54.8K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.5K+ 20.93% |
$823K - $908K
|
165K
$5.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.32K+ 17.99% |
$66.9K - $73.8K
|
15.2K
$494K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.3K+ 3.19% |
$296K - $327K
|
332K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.93K+ 71.17% |
$286K - $316K
|
23.9K
$776K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
78.1KNew |
$2.25M - $2.49M
|
78.1K
$2.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.8K- 4.22% |
$774K - $854K
|
610K
$19.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
262+ 1.99% |
$7.56K - $8.34K
|
13.4K
$436K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.7KNew |
$365K - $403K
|
12.7K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.38K+ 12.81% |
$97.5K - $108K
|
29.8K
$967K
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
25.2K+ 16.67% |
$726K - $802K
|
176K
$5.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54.2K+ 7.26% |
$1.56M - $1.72M
|
800K
$26M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
441K+ 554.14% |
$12.7M - $14.1M
|
521K
$16.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17K+ 0.65% |
$489K - $540K
|
2.63M
$85.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
6.62K+ 25.27% |
$191K - $211K
|
32.8K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.17K- 6.63% |
$149K - $165K
|
72.8K
$2.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.35KNew |
$38.8K - $42.8K
|
1.35K
$43.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
43.6K+ 58.88% |
$1.26M - $1.39M
|
118K
$3.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
43.1K+ 6.48% |
$1.24M - $1.37M
|
708K
$23M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.14K- 1.66% |
$32.8K - $36.2K
|
67.5K
$2.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-370- 2.5% |
$10.7K - $11.8K
|
14.4K
$468K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
181K+ 106.16% |
$5.21M - $5.75M
|
351K
$11.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.15K- 1.46% |
$120K - $132K
|
281K
$9.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-749- 0.87% |
$21.6K - $23.8K
|
85K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
679KNew |
$19.6M - $21.6M
|
679K
$22.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
126New |
$3.63K - $4.01K
|
126
$4.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
28.1K+ 3.35% |
$812K - $896K
|
869K
$28.2M
|
|
|
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
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.55K- 0.48% |
$102K - $113K
|
731K
$23.8M
|
|
|
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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
615+ 307.5% |
$17.7K - $19.6K
|
815
$26.5K
|
|
|
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
|
|