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 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
739+ 0.11% |
$21.3K - $23.5K
|
670K
$21.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
731+ 0.88% |
$21.1K - $23.3K
|
83.5K
$2.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
700+ 1.18% |
$20.2K - $22.3K
|
60.1K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
615+ 307.5% |
$17.7K - $19.6K
|
815
$26.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
612+ 14.72% |
$17.7K - $19.5K
|
4.77K
$155K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
584+ 0.5% |
$16.8K - $18.6K
|
118K
$3.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
546New |
$15.7K - $17.4K
|
546
$17.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
534+ 1.02% |
$15.4K - $17K
|
53K
$1.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
520+ 0.61% |
$15K - $16.6K
|
85.1K
$2.77M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
515+ 1.25% |
$14.9K - $16.4K
|
41.7K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
488+ 5.26% |
$14.1K - $15.5K
|
9.77K
$318K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
484+ 5.85% |
$14K - $15.4K
|
8.76K
$285K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
421New |
$12.1K - $13.4K
|
421
$13.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
396+ 1.0% |
$11.4K - $12.6K
|
39.9K
$1.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
370+ 0.17% |
$10.7K - $11.8K
|
218K
$7.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
359+ 1.57% |
$10.4K - $11.4K
|
23.2K
$754K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
353+ 161.93% |
$10.2K - $11.2K
|
571
$18.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
319New |
$9.2K - $10.2K
|
319
$10.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
307+ 1.23% |
$8.85K - $9.77K
|
25.3K
$822K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
301+ 1.66% |
$8.68K - $9.58K
|
18.4K
$599K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
288+ 0.36% |
$8.31K - $9.17K
|
79.5K
$2.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
285+ 1.37% |
$8.22K - $9.07K
|
21.1K
$687K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
277+ 1.29% |
$7.99K - $8.82K
|
21.8K
$707K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
265+ 0.36% |
$7.64K - $8.44K
|
73.4K
$2.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
264+ 3.07% |
$7.61K - $8.41K
|
8.87K
$288K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
262+ 1.99% |
$7.56K - $8.34K
|
13.4K
$436K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
252+ 25.87% |
$7.27K - $8.02K
|
1.23K
$39.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
251+ 40.22% |
$7.24K - $7.99K
|
875
$28.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
235+ 0.54% |
$6.78K - $7.48K
|
44.1K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
209+ 1.05% |
$6.03K - $6.65K
|
20.1K
$652K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
188+ 0.58% |
$5.42K - $5.99K
|
32.7K
$1.06M
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
188+ 1.63% |
$5.42K - $5.99K
|
11.7K
$382K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
176+ 2.54% |
$5.08K - $5.6K
|
7.11K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
167+ 0.78% |
$4.82K - $5.32K
|
21.5K
$698K
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
165+ 1.1% |
$4.76K - $5.25K
|
15.1K
$492K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
161+ 1.82% |
$4.64K - $5.13K
|
9.03K
$294K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
150+ 75.0% |
$4.33K - $4.78K
|
350
$11.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
129+ 1.05% |
$3.72K - $4.11K
|
12.4K
$404K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
126New |
$3.63K - $4.01K
|
126
$4.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
125+ 1.67% |
$3.61K - $3.98K
|
7.63K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
123+ 0.77% |
$3.55K - $3.92K
|
16.2K
$525K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
106+ 0.73% |
$3.06K - $3.38K
|
14.7K
$476K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
102+ 0.26% |
$2.94K - $3.25K
|
40K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
96+ 17.2% |
$2.77K - $3.06K
|
654
$21.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
95+ 0.6% |
$2.74K - $3.02K
|
16K
$521K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
81+ 0.71% |
$2.34K - $2.58K
|
11.6K
$376K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
81+ 1.13% |
$2.34K - $2.58K
|
7.27K
$236K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
64+ 0.12% |
$1.85K - $2.04K
|
53.1K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
56+ 0.69% |
$1.62K - $1.78K
|
8.22K
$267K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
50+ 5.2% |
$1.44K - $1.59K
|
1.01K
$32.9K
|
|