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 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.86KNew |
$227K - $250K
|
7.86K
$255K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7.7KNew |
$222K - $245K
|
7.7K
$250K
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
7.65K+ 12.9% |
$221K - $244K
|
67K
$2.18M
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
7.46KNew |
$215K - $237K
|
7.46K
$242K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7.34KNew |
$212K - $234K
|
7.34K
$238K
|
|
|
Oct 24, 2025
Q3 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
7.29K+ 3.1% |
$210K - $232K
|
243K
$7.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7.24K+ 2.63% |
$209K - $230K
|
282K
$9.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.23K+ 3.86% |
$208K - $230K
|
194K
$6.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.19K+ 47.64% |
$207K - $229K
|
22.3K
$724K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
7.16KNew |
$206K - $228K
|
7.16K
$233K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.12KNew |
$205K - $227K
|
7.12K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
6.99K+ 41.8% |
$202K - $223K
|
23.7K
$771K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.73K+ 17.23% |
$194K - $214K
|
45.8K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.73K+ 28.64% |
$194K - $214K
|
30.2K
$982K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
6.7K+ 5.09% |
$193K - $213K
|
138K
$4.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.64K+ 4.9% |
$191K - $211K
|
142K
$4.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
6.62K+ 25.27% |
$191K - $211K
|
32.8K
$1.07M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
6.62K+ 32.76% |
$191K - $211K
|
26.8K
$871K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.61K+ 1.97% |
$191K - $210K
|
342K
$11.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
6.56KNew |
$189K - $209K
|
6.56K
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
6.56K+ 8.12% |
$189K - $209K
|
87.4K
$2.84M
|
|
|
Nov 25, 2025
Q3 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
6.5K+ 1.66% |
$188K - $207K
|
398K
$12.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
6.49KNew |
$187K - $207K
|
6.49K
$211K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
6.49KNew |
$187K - $207K
|
6.49K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6.41K+ 49.68% |
$185K - $204K
|
19.3K
$628K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.4KNew |
$184K - $204K
|
6.4K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6.36K+ 8.36% |
$184K - $203K
|
82.5K
$2.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6.35KNew |
$183K - $202K
|
6.35K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.29K+ 14.03% |
$181K - $200K
|
51.1K
$1.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.25K+ 11.05% |
$180K - $199K
|
62.8K
$2.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
6.23K+ 3.97% |
$180K - $198K
|
163K
$5.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.11K+ 0.89% |
$176K - $195K
|
692K
$22.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
5.72K+ 7.67% |
$165K - $182K
|
80.3K
$2.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.6K+ 2.95% |
$161K - $178K
|
196K
$6.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.58K+ 8.67% |
$161K - $178K
|
69.9K
$2.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.57K+ 11.13% |
$161K - $177K
|
55.6K
$1.81M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.51K+ 7.3% |
$159K - $176K
|
81.1K
$2.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.31K+ 5.79% |
$153K - $169K
|
97K
$3.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.25K+ 13.95% |
$151K - $167K
|
42.9K
$1.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.23K+ 3.63% |
$151K - $166K
|
149K
$4.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.21K+ 2.02% |
$150K - $166K
|
263K
$8.55M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.14K+ 43.09% |
$148K - $164K
|
17.1K
$555K
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
5.05K+ 1.07% |
$145K - $161K
|
476K
$15.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
4.98K+ 2.01% |
$144K - $158K
|
253K
$8.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.81K+ 22.57% |
$139K - $153K
|
26.1K
$850K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.41K+ 1.66% |
$127K - $140K
|
270K
$8.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.23K+ 20.86% |
$122K - $135K
|
24.5K
$797K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
4.21K+ 5.27% |
$121K - $134K
|
84K
$2.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.17K+ 5.79% |
$120K - $133K
|
76.2K
$2.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.98K+ 76.8% |
$115K - $127K
|
9.15K
$297K
|
|