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 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
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
2.44MNew |
$70.5M - $77.8M
|
2.44M
$79.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
7.29K+ 3.1% |
$210K - $232K
|
243K
$7.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.53K- 11.33% |
$73.1K - $80.7K
|
19.8K
$644K
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-133K- 18.61% |
$3.83M - $4.22M
|
580K
$18.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.34K- 1.49% |
$96.4K - $106K
|
220K
$7.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-68- 0.1% |
$1.96K - $2.17K
|
69.3K
$2.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
11.7K+ 1.72% |
$338K - $373K
|
691K
$22.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
731+ 0.88% |
$21.1K - $23.3K
|
83.5K
$2.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-3.15K- 6.59% |
$91K - $100K
|
44.7K
$1.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-185- 1.83% |
$5.34K - $5.89K
|
9.95K
$323K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-29.8KClosed |
$858K - $948K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6.12K- 8.53% |
$177K - $195K
|
65.6K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-3.97K- 14.47% |
$114K - $126K
|
23.4K
$762K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
21.8K+ 3.86% |
$629K - $695K
|
587K
$19.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.08K+ 3.14% |
$59.8K - $66.1K
|
68.2K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.28K- 15.11% |
$36.8K - $40.6K
|
7.16K
$233K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-772- 1.25% |
$22.3K - $24.6K
|
60.9K
$1.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
34.5K+ 67.91% |
$994K - $1.1M
|
85.2K
$2.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-12.8K- 14.11% |
$370K - $409K
|
78.2K
$2.54M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
11.6K+ 2.54% |
$333K - $368K
|
466K
$15.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.64K- 5.48% |
$47.3K - $52.2K
|
28.3K
$920K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.42K- 0.73% |
$128K - $141K
|
602K
$19.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-7.31K- 4.78% |
$211K - $233K
|
146K
$4.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4.05K- 13.63% |
$117K - $129K
|
25.7K
$834K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
13.2K+ 5.69% |
$379K - $419K
|
244K
$7.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
14.4K+ 9.15% |
$414K - $458K
|
171K
$5.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
10.8K+ 10.42% |
$313K - $345K
|
115K
$3.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-1.68K- 6.7% |
$48.5K - $53.6K
|
23.4K
$762K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.36K- 3.83% |
$39.1K - $43.1K
|
34.1K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
307+ 1.23% |
$8.85K - $9.77K
|
25.3K
$822K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-237- 0.93% |
$6.84K - $7.55K
|
25.3K
$821K
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
10.7K+ 5.02% |
$309K - $342K
|
224K
$7.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
125+ 1.67% |
$3.61K - $3.98K
|
7.63K
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.96K+ 12.95% |
$56.5K - $62.4K
|
17.1K
$556K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.8KNew |
$254K - $280K
|
8.8K
$286K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.51K- 84.76% |
$130K - $143K
|
810
$26.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-820- 1.25% |
$23.6K - $26.1K
|
64.7K
$2.1M
|
|