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 |
|---|---|---|---|---|---|---|---|
|
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 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
407K+ 11.26% |
$11.7M - $13M
|
4.02M
$131M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
373K+ 729.87% |
$10.8M - $11.9M
|
424K
$13.8M
|
|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
128K+ 65.74% |
$3.69M - $4.07M
|
322K
$10.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
126K+ 27.97% |
$3.64M - $4.02M
|
578K
$18.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
126K+ 53.36% |
$3.63M - $4.01M
|
362K
$11.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
118KNew |
$3.42M - $3.77M
|
118K
$3.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
107K+ 126.36% |
$3.08M - $3.4M
|
191K
$6.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
99K+ 5.61% |
$2.86M - $3.15M
|
1.86M
$60.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
88.7K+ 32.92% |
$2.56M - $2.82M
|
358K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
85.2K+ 7.52% |
$2.46M - $2.71M
|
1.22M
$39.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.1K+ 13.38% |
$2.34M - $2.58M
|
687K
$22.3M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
79.4K+ 56.88% |
$2.29M - $2.53M
|
219K
$7.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
79K+ 59.92% |
$2.28M - $2.51M
|
211K
$6.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
78.1KNew |
$2.25M - $2.49M
|
78.1K
$2.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
71.9K+ 9.31% |
$2.07M - $2.29M
|
845K
$27.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71.7K+ 3.83% |
$2.07M - $2.28M
|
1.94M
$63.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71.4K+ 109.71% |
$2.06M - $2.27M
|
136K
$4.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
70.8K+ 6.35% |
$2.04M - $2.25M
|
1.19M
$38.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
69.1K+ 45.96% |
$1.99M - $2.2M
|
219K
$7.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
68.8K+ 10.11% |
$1.98M - $2.19M
|
750K
$24.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
66.8K+ 1806.44% |
$1.93M - $2.13M
|
70.5K
$2.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
65.5K+ 15.26% |
$1.89M - $2.09M
|
495K
$16.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.8K+ 5.69% |
$1.73M - $1.9M
|
1.11M
$36.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
59.2K+ 38.67% |
$1.71M - $1.89M
|
212K
$6.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
58.5KNew |
$1.69M - $1.86M
|
58.5K
$1.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
57.8K+ 3.43% |
$1.67M - $1.84M
|
1.74M
$56.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
57.6K+ 72.92% |
$1.66M - $1.83M
|
137K
$4.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
55.1K+ 7.88% |
$1.59M - $1.75M
|
754K
$24.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
54.9K+ 7.86% |
$1.58M - $1.75M
|
753K
$24.5M
|
|