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
|
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
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
59.2K+ 38.67% |
$1.71M - $1.89M
|
212K
$6.9M
|
|
|
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
|
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 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-305- 0.3% |
$8.8K - $9.71K
|
101K
$3.3M
|
|
|
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
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.91K+ 31.75% |
$55.1K - $60.8K
|
7.93K
$258K
|
|
|
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
|
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
|
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
|
Zhang Financial LLC
|
SELL
|
- |
-2.58K- 3.77% |
$74.3K - $82.1K
|
65.7K
$2.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
612+ 14.72% |
$17.7K - $19.5K
|
4.77K
$155K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-28.3K- 9.78% |
$817K - $901K
|
261K
$8.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.6K+ 2.95% |
$161K - $178K
|
196K
$6.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.25K- 17.2% |
$151K - $167K
|
25.3K
$821K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
277+ 1.29% |
$7.99K - $8.82K
|
21.8K
$707K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.48K+ 1600.65% |
$71.6K - $79K
|
2.64K
$85.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.25K- 2.33% |
$36K - $39.8K
|
52.3K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.84K- 0.42% |
$81.9K - $90.4K
|
667K
$21.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.6KNew |
$307K - $338K
|
10.6K
$345K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-9.8K- 3.68% |
$283K - $312K
|
257K
$8.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
811+ 13.72% |
$23.4K - $25.8K
|
6.72K
$219K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
22.3K+ 3.85% |
$642K - $709K
|
601K
$19.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
126K+ 27.97% |
$3.64M - $4.02M
|
578K
$18.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
841New |
$24.3K - $26.8K
|
841
$27.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
370+ 0.17% |
$10.7K - $11.8K
|
218K
$7.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-2.38K- 1.07% |
$68.8K - $75.9K
|
220K
$7.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
50.2K+ 8.59% |
$1.45M - $1.6M
|
634K
$20.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
23.1K+ 16.83% |
$667K - $736K
|
160K
$5.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.86KNew |
$227K - $250K
|
7.86K
$255K
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-2.02K- 19.18% |
$58.2K - $64.3K
|
8.51K
$276K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-114- 0.48% |
$3.29K - $3.63K
|
23.7K
$770K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16.3K+ 4.36% |
$470K - $519K
|
390K
$12.7M
|
|