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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
25+ 0.11% |
$721 - $796
|
22.5K
$733K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
64+ 0.12% |
$1.85K - $2.04K
|
53.1K
$1.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
11.9K+ 14.33% |
$343K - $378K
|
94.8K
$3.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
81+ 1.13% |
$2.34K - $2.58K
|
7.27K
$236K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
38.1K+ 137.62% |
$1.1M - $1.21M
|
65.7K
$2.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.13% |
$86.5 - $95.5
|
2.23K
$72.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
26.2K+ 5.43% |
$757K - $835K
|
509K
$16.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
6+ 0.08% |
$173 - $191
|
7.57K
$246K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.12K- 10.32% |
$32.3K - $35.7K
|
9.73K
$316K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
421New |
$12.1K - $13.4K
|
421
$13.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-14.9K- 3.35% |
$429K - $474K
|
430K
$14M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5.36K- 5.81% |
$155K - $171K
|
86.9K
$2.82M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
1.87K+ 2.49% |
$53.9K - $59.5K
|
76.9K
$2.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.57K+ 11.13% |
$161K - $177K
|
55.6K
$1.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
SELL
|
- |
-751- 7.19% |
$21.7K - $23.9K
|
9.69K
$315K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
768K+ 38.97% |
$22.2M - $24.5M
|
2.74M
$89M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-819- 0.34% |
$23.6K - $26.1K
|
238K
$7.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.76K+ 4.69% |
$50.7K - $56K
|
39.2K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
17+ 0.14% |
$490 - $541
|
11.9K
$386K
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-934- 1.83% |
$26.9K - $29.7K
|
50.2K
$1.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7.7KNew |
$222K - $245K
|
7.7K
$250K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
12K+ 1.1% |
$345K - $381K
|
1.1M
$35.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
79K+ 59.92% |
$2.28M - $2.51M
|
211K
$6.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.26K+ 2.27% |
$94.1K - $104K
|
147K
$4.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.85K+ 7.05% |
$53.2K - $58.8K
|
28K
$911K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.65K- 2.84% |
$76.3K - $84.3K
|
90.5K
$2.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
546New |
$15.7K - $17.4K
|
546
$17.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
781+ 2.96% |
$22.5K - $24.9K
|
27.2K
$883K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.3K- 1.68% |
$124K - $137K
|
252K
$8.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
33K+ 8.17% |
$950K - $1.05M
|
436K
$14.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.41K- 1.92% |
$40.7K - $44.9K
|
72.1K
$2.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.81K+ 2.58% |
$52.1K - $57.6K
|
71.8K
$2.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.23K+ 20.86% |
$122K - $135K
|
24.5K
$797K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
537KNew |
$15.5M - $17.1M
|
537K
$17.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
23.4K+ 9.95% |
$675K - $745K
|
258K
$8.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21.9K+ 5.49% |
$631K - $696K
|
420K
$13.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
755+ 4.74% |
$21.8K - $24K
|
16.7K
$542K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.16K+ 37.04% |
$91K - $100K
|
11.7K
$379K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
22New |
$634 - $700
|
22
$715
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
65.5K+ 15.26% |
$1.89M - $2.09M
|
495K
$16.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
26.5K+ 7.16% |
$765K - $845K
|
397K
$12.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.12KNew |
$205K - $227K
|
7.12K
$231K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.8K+ 2.68% |
$254K - $280K
|
337K
$10.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-82.7K- 30.43% |
$2.39M - $2.63M
|
189K
$6.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-4- 0.02% |
$115 - $127
|
17.7K
$575K
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.96K- 15.47% |
$56.5K - $62.4K
|
10.7K
$348K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-717- 0.33% |
$20.7K - $22.8K
|
217K
$7.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-1.01K- 4.69% |
$29.1K - $32.1K
|
20.5K
$666K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-25.6K- 14.1% |
$737K - $814K
|
156K
$5.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
965+ 6.05% |
$27.8K - $30.7K
|
16.9K
$550K
|
|