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 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
50+ 0.04% |
$1.44K - $1.59K
|
125K
$4.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
49+ 0.27% |
$1.41K - $1.56K
|
18K
$584K
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
46+ 0.07% |
$1.33K - $1.46K
|
68.8K
$2.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29+ 0.16% |
$836 - $923
|
17.8K
$579K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
28+ 0.72% |
$808 - $892
|
3.94K
$128K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
26+ 0.16% |
$750 - $828
|
16.3K
$531K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
25+ 0.11% |
$721 - $796
|
22.5K
$733K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
22New |
$634 - $700
|
22
$715
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
18+ 0.05% |
$519 - $573
|
34.2K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
17+ 0.14% |
$490 - $541
|
11.9K
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
10+ 0.05% |
$288 - $318
|
18.6K
$606K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 3.41% |
$288 - $318
|
303
$9.85K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
9+ 0.09% |
$260 - $287
|
9.76K
$317K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.68% |
$231 - $255
|
1.19K
$38.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
6+ 0.08% |
$173 - $191
|
7.57K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
4+ 0.73% |
$115 - $127
|
555
$18K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3New |
$86.5 - $95.5
|
3
$97.5
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.13% |
$86.5 - $95.5
|
2.23K
$72.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.78% |
$28.8 - $31.8
|
130
$4.23K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.01% |
$28.8 - $31.8
|
16K
$520K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
809K+ 115.88% |
$18.5M - $23.4M
|
1.51M
$49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
797KNew |
$18.2M - $23.1M
|
797K
$25.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
438KNew |
$10M - $12.7M
|
438K
$14.2M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
320K+ 21.7% |
$7.31M - $9.25M
|
1.79M
$58.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
177KNew |
$4.04M - $5.12M
|
177K
$5.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
130K+ 127.48% |
$2.96M - $3.75M
|
231K
$7.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
111KNew |
$2.54M - $3.21M
|
111K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
62KNew |
$1.42M - $1.8M
|
62K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
60.3KNew |
$1.38M - $1.74M
|
60.3K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
57.6K+ 415.77% |
$1.32M - $1.67M
|
71.4K
$2.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
43.2KNew |
$988K - $1.25M
|
43.2K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
27.6K+ 18.9% |
$632K - $800K
|
174K
$5.65M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
21.5KNew |
$492K - $622K
|
21.5K
$698K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
16KNew |
$365K - $462K
|
16K
$519K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
14.8K+ 4.89% |
$339K - $429K
|
318K
$10.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
14.3K+ 24.82% |
$326K - $413K
|
71.8K
$2.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
14.2KNew |
$324K - $411K
|
14.2K
$461K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
10.2KNew |
$233K - $295K
|
10.2K
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.79KNew |
$224K - $284K
|
9.79K
$318K
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
8.49KNew |
$194K - $246K
|
8.49K
$276K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.28KNew |
$189K - $240K
|
8.28K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.46KNew |
$171K - $216K
|
7.46K
$243K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7.32KNew |
$167K - $212K
|
7.32K
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.24K+ 3.46% |
$166K - $210K
|
217K
$7.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
7.24K+ 3.46% |
$166K - $210K
|
217K
$7.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.5KNew |
$126K - $159K
|
5.5K
$179K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.84K+ 24.49% |
$111K - $140K
|
24.6K
$800K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
4.74K+ 41.69% |
$108K - $137K
|
16.1K
$524K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$36.4K - $46K
|
1.59K
$51.7K
|
|