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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17K+ 0.65% |
$489K - $540K
|
2.63M
$85.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16.3K+ 4.36% |
$470K - $519K
|
390K
$12.7M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
16.2K+ 332.94% |
$467K - $516K
|
21.1K
$685K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.8K+ 75.11% |
$455K - $502K
|
36.8K
$1.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
15.4K+ 56.67% |
$444K - $490K
|
42.6K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
14.9K+ 6.32% |
$430K - $475K
|
251K
$8.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14.5K+ 15.54% |
$418K - $461K
|
108K
$3.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
14.4K+ 9.15% |
$414K - $458K
|
171K
$5.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
13.9KNew |
$400K - $442K
|
13.9K
$451K
|
|
|
Nov 17, 2025
Q3 2025
|
Avondale Wealth Management
|
BUY
|
- |
13.6K+ 3.75% |
$392K - $433K
|
376K
$12.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
13.5K+ 14.38% |
$389K - $430K
|
107K
$3.49M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
13.5KNew |
$388K - $428K
|
13.5K
$437K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
13.2K+ 5.69% |
$379K - $419K
|
244K
$7.94M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.9K+ 113.57% |
$373K - $412K
|
24.3K
$791K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.8K+ 2.98% |
$370K - $409K
|
443K
$14.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.7KNew |
$365K - $403K
|
12.7K
$411K
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
12.6K+ 3.25% |
$363K - $401K
|
399K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.5K+ 48.69% |
$360K - $397K
|
38.1K
$1.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
12K+ 1.1% |
$345K - $381K
|
1.1M
$35.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
11.9K+ 14.33% |
$343K - $378K
|
94.8K
$3.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
11.7K+ 1.72% |
$338K - $373K
|
691K
$22.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11.6K+ 2.51% |
$335K - $370K
|
475K
$15.4M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
11.6K+ 2.54% |
$333K - $368K
|
466K
$15.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
11.5K+ 33.52% |
$331K - $365K
|
45.7K
$1.49M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
10.8K+ 9.33% |
$313K - $345K
|
127K
$4.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
10.8K+ 10.42% |
$313K - $345K
|
115K
$3.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
10.7K+ 5.02% |
$309K - $342K
|
224K
$7.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.6KNew |
$307K - $338K
|
10.6K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
10.6K+ 4.9% |
$305K - $337K
|
226K
$7.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
10.4KNew |
$301K - $332K
|
10.4K
$339K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.3K+ 3.19% |
$296K - $327K
|
332K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.93K+ 71.17% |
$286K - $316K
|
23.9K
$776K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.79KNew |
$282K - $312K
|
9.79K
$318K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.79KNew |
$282K - $312K
|
9.79K
$318K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.72K+ 2.38% |
$280K - $309K
|
418K
$13.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
9.56KNew |
$276K - $304K
|
9.56K
$311K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.54K+ 48.07% |
$275K - $304K
|
29.4K
$955K
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
9.51K+ 6.5% |
$274K - $303K
|
156K
$5.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.3KNew |
$268K - $296K
|
9.3K
$302K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
9.03KNew |
$260K - $288K
|
9.03K
$294K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.8KNew |
$254K - $280K
|
8.8K
$286K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.8K+ 2.68% |
$254K - $280K
|
337K
$10.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
8.78K+ 1.21% |
$253K - $280K
|
736K
$23.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
8.69K+ 5.65% |
$251K - $277K
|
162K
$5.28M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
8.68K+ 6.52% |
$250K - $276K
|
142K
$4.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
8.39K+ 9.65% |
$242K - $267K
|
95.4K
$3.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Chico Wealth Ria
|
BUY
|
- |
8.36K+ 2.1% |
$241K - $266K
|
406K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.35K+ 7.46% |
$241K - $266K
|
120K
$3.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8.32K+ 7.13% |
$240K - $265K
|
125K
$4.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.06K+ 12.8% |
$232K - $257K
|
71K
$2.31M
|
|