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 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
|
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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.14K- 14.28% |
$61.7K - $68.1K
|
12.8K
$417K
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
179KNew |
$5.16M - $5.69M
|
179K
$5.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-149K- 59.33% |
$4.29M - $4.74M
|
102K
$3.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
50+ 5.2% |
$1.44K - $1.59K
|
1.01K
$32.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
484+ 5.85% |
$14K - $15.4K
|
8.76K
$285K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
26+ 0.16% |
$750 - $828
|
16.3K
$531K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-363- 0.04% |
$10.5K - $11.6K
|
999K
$32.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11.6K+ 2.51% |
$335K - $370K
|
475K
$15.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.21K- 0.48% |
$121K - $134K
|
876K
$28.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
248KNew |
$7.16M - $7.9M
|
248K
$8.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-506- 1.08% |
$14.6K - $16.1K
|
46.3K
$1.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-8.45K- 3.96% |
$244K - $269K
|
205K
$6.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7.24K+ 2.63% |
$209K - $230K
|
282K
$9.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
25.4K+ 22.99% |
$733K - $809K
|
136K
$4.42M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-168K- 56.9% |
$4.85M - $5.35M
|
127K
$4.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-18.2K- 4.58% |
$524K - $579K
|
378K
$12.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-7.16K- 9.41% |
$207K - $228K
|
68.9K
$2.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
15.4K+ 56.67% |
$444K - $490K
|
42.6K
$1.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-13.2K- 9.4% |
$380K - $420K
|
127K
$4.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.25K+ 11.05% |
$180K - $199K
|
62.8K
$2.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.57K- 3.42% |
$161K - $177K
|
157K
$5.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-17K- 5.28% |
$490K - $541K
|
305K
$9.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
3.68K+ 1.27% |
$106K - $117K
|
293K
$9.53M
|
|