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 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
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-9.8K- 3.68% |
$283K - $312K
|
257K
$8.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.6KNew |
$307K - $338K
|
10.6K
$345K
|
|
|
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
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.25K- 2.33% |
$36K - $39.8K
|
52.3K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.58K- 3.77% |
$74.3K - $82.1K
|
65.7K
$2.14M
|
|
|
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
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
370+ 0.17% |
$10.7K - $11.8K
|
218K
$7.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
841New |
$24.3K - $26.8K
|
841
$27.3K
|
|
|
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
|
Presidio Capital Management, LLC
|
SELL
|
- |
-2.02K- 19.18% |
$58.2K - $64.3K
|
8.51K
$276K
|
|
|
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
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
811+ 13.72% |
$23.4K - $25.8K
|
6.72K
$219K
|
|
|
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
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
40.9KNew |
$1.18M - $1.3M
|
40.9K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.4KNew |
$184K - $204K
|
6.4K
$208K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.54K+ 48.07% |
$275K - $304K
|
29.4K
$955K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.9K+ 113.57% |
$373K - $412K
|
24.3K
$791K
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.55K+ 7.04% |
$73.6K - $81.3K
|
38.8K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
6.49KNew |
$187K - $207K
|
6.49K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.25K+ 13.95% |
$151K - $167K
|
42.9K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
6.99K+ 41.8% |
$202K - $223K
|
23.7K
$771K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9.05K- 12.74% |
$261K - $288K
|
62K
$2.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.79KNew |
$282K - $312K
|
9.79K
$318K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
129+ 1.05% |
$3.72K - $4.11K
|
12.4K
$404K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
167+ 0.78% |
$4.82K - $5.32K
|
21.5K
$698K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
325KNew |
$9.38M - $10.4M
|
325K
$10.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
21.2K+ 3.53% |
$613K - $676K
|
622K
$20.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
396+ 1.0% |
$11.4K - $12.6K
|
39.9K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-1.2K- 3.99% |
$34.5K - $38K
|
28.7K
$934K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
41.8K+ 2.44% |
$1.2M - $1.33M
|
1.76M
$57.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3.75K+ 2.14% |
$108K - $119K
|
179K
$5.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.8K+ 75.11% |
$455K - $502K
|
36.8K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.8K+ 2.06% |
$1.23M - $1.36M
|
2.12M
$69M
|
|
|
Nov 06, 2025
Q3 2025
|
Graver Capital Management, LLC
Columbus, OH |
SELL
|
- |
-3.59K- 1.58% |
$104K - $114K
|
224K
$7.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.1K- 1.64% |
$31.8K - $35.1K
|
66.3K
$2.16M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
13.5KNew |
$388K - $428K
|
13.5K
$437K
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
14.9K+ 6.32% |
$430K - $475K
|
251K
$8.16M
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-166- 1.24% |
$4.79K - $5.29K
|
13.2K
$429K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-411- 37.6% |
$11.9K - $13.1K
|
682
$22.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
50+ 5.2% |
$1.44K - $1.59K
|
1.01K
$32.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-149K- 59.33% |
$4.29M - $4.74M
|
102K
$3.31M
|
|