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 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
179KNew |
$5.16M - $5.69M
|
179K
$5.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.14K- 14.28% |
$61.7K - $68.1K
|
12.8K
$417K
|
|
|
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
|
Ledyard National Bank
|
SELL
|
- |
-363- 0.04% |
$10.5K - $11.6K
|
999K
$32.5M
|
|
|
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
|
Concord Wealth Partners
|
BUY
|
- |
484+ 5.85% |
$14K - $15.4K
|
8.76K
$285K
|
|
|
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
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-14.7K- 3.98% |
$423K - $468K
|
354K
$11.5M
|
|
|
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
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.57K- 3.42% |
$161K - $177K
|
157K
$5.1M
|
|
|
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
|
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
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
7.16KNew |
$206K - $228K
|
7.16K
$233K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.31K+ 5.79% |
$153K - $169K
|
97K
$3.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
520+ 0.61% |
$15K - $16.6K
|
85.1K
$2.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.59K- 17.88% |
$74.7K - $82.5K
|
11.9K
$387K
|
|
|
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
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.18K- 1.49% |
$34.1K - $37.6K
|
78K
$2.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
68.8K+ 10.11% |
$1.98M - $2.19M
|
750K
$24.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-28- 0.02% |
$808 - $892
|
125K
$4.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
10.4KNew |
$301K - $332K
|
10.4K
$339K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.84K- 3.97% |
$111K - $122K
|
92.9K
$3.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
7.65K+ 12.9% |
$221K - $244K
|
67K
$2.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
8.78K+ 1.21% |
$253K - $280K
|
736K
$23.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-55.8K- 6.12% |
$1.61M - $1.78M
|
856K
$27.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.94K+ 3289.83% |
$56K - $61.8K
|
2K
$65K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6.36K+ 8.36% |
$184K - $203K
|
82.5K
$2.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.41K+ 2.54% |
$40.7K - $45K
|
56.9K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
126K+ 53.36% |
$3.63M - $4.01M
|
362K
$11.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
132K+ 29.12% |
$3.8M - $4.19M
|
584K
$19M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-498- 66.14% |
$14.4K - $15.9K
|
255
$8.29K
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-583- 2.95% |
$16.8K - $18.6K
|
19.2K
$623K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
81+ 0.71% |
$2.34K - $2.58K
|
11.6K
$376K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.15K+ 0.48% |
$33.2K - $36.7K
|
240K
$7.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.66K- 7.43% |
$76.8K - $84.8K
|
33.2K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
96+ 17.2% |
$2.77K - $3.06K
|
654
$21.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.22M- 52.33% |
$35.2M - $38.9M
|
1.11M
$36.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
353+ 161.93% |
$10.2K - $11.2K
|
571
$18.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
57.6K+ 72.92% |
$1.66M - $1.83M
|
137K
$4.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-1.71K- 1.84% |
$49.3K - $54.4K
|
90.9K
$2.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-94- 1.32% |
$2.71K - $2.99K
|
7.05K
$229K
|
|