Latest Institutional Purchases of Dimensional ETF Tr (DFAE)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
154KNew |
$4.72M - $5.08M
|
154K
$4.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
126K+ 34.88% |
$3.88M - $4.18M
|
489K
$15.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
125K+ 29.55% |
$3.85M - $4.14M
|
549K
$17.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
55.7K+ 6.59% |
$1.71M - $1.84M
|
900K
$29.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
47K+ 7.05% |
$1.44M - $1.55M
|
714K
$23.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29.2K+ 14.18% |
$896K - $964K
|
235K
$7.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
27.1K+ 4.21% |
$832K - $895K
|
671K
$21.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.4K+ 2.14% |
$810K - $871K
|
1.26M
$40.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
16KNew |
$491K - $528K
|
16K
$519K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13.8K+ 0.11% |
$425K - $457K
|
12.2M
$395M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
13.7K+ 7.03% |
$420K - $451K
|
208K
$6.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12.1K+ 2.89% |
$371K - $399K
|
430K
$14M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
11.9K+ 4.71% |
$366K - $393K
|
265K
$8.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.3K+ 6.3% |
$316K - $339K
|
173K
$5.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.88K+ 1.47% |
$273K - $293K
|
612K
$19.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.83K+ 7.33% |
$179K - $193K
|
85.3K
$2.77M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.06K+ 0.76% |
$156K - $167K
|
672K
$21.9M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.64K+ 4.49% |
$112K - $120K
|
84.7K
$2.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
3.3K+ 11.16% |
$102K - $109K
|
32.9K
$1.07M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.94K+ 220.09% |
$90.3K - $97K
|
4.27K
$139K
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
2.76K+ 1.76% |
$84.9K - $91.3K
|
160K
$5.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.52K+ 5.97% |
$77.5K - $83.3K
|
44.8K
$1.45M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.42K+ 0.32% |
$43.6K - $46.9K
|
444K
$14.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
890+ 0.22% |
$27.4K - $29.4K
|
400K
$13M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
720+ 1.36% |
$22.1K - $23.8K
|
53.8K
$1.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
497+ 6.99% |
$15.3K - $16.4K
|
7.61K
$247K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
490+ 0.45% |
$15.1K - $16.2K
|
109K
$3.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
212+ 0.65% |
$6.52K - $7.01K
|
32.9K
$1.07M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200+ 18.52% |
$6.15K - $6.61K
|
1.28K
$41.6K
|
|
| Q3 2025 | |||||||
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
2.44MNew |
$70.5M - $77.8M
|
2.44M
$79.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.93M+ 75.23% |
$55.6M - $61.3M
|
4.49M
$146M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.85M+ 597.54% |
$53.5M - $59M
|
2.16M
$70.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
768K+ 38.97% |
$22.2M - $24.5M
|
2.74M
$89M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
688K+ 13.56% |
$19.8M - $21.9M
|
5.76M
$187M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
679KNew |
$19.6M - $21.6M
|
679K
$22.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
624KNew |
$18M - $19.9M
|
624K
$20.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
537KNew |
$15.5M - $17.1M
|
537K
$17.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
441K+ 554.14% |
$12.7M - $14.1M
|
521K
$16.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
360K+ 32.47% |
$10.4M - $11.5M
|
1.47M
$47.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
339K+ 2432.88% |
$9.78M - $10.8M
|
353K
$11.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
325KNew |
$9.38M - $10.4M
|
325K
$10.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
323K+ 5.27% |
$9.31M - $10.3M
|
6.45M
$210M
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
248KNew |
$7.16M - $7.9M
|
248K
$8.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
210K+ 13.89% |
$6.04M - $6.67M
|
1.72M
$55.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
184K+ 4.88% |
$5.32M - $5.87M
|
3.96M
$129M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
181K+ 106.16% |
$5.21M - $5.75M
|
351K
$11.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
179KNew |
$5.16M - $5.69M
|
179K
$5.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
162K+ 98.65% |
$4.68M - $5.17M
|
327K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
162KNew |
$4.67M - $5.15M
|
162K
$5.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
132K+ 29.12% |
$3.8M - $4.19M
|
584K
$19M
|
|