Latest Institutional Purchases of Dimensional ETF Tr (DFAE)

DFAE Quotes by TradingView

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
Aug 11, 2025 Q2 2025
Atlantic Private Wealth, LLC

BUY
 -
1.41K
New
$32.3K - $40.9K
1.41K $45.9K
Aug 13, 2025 Q2 2025
Banco De Sabadell, S.A

Miami, FL
BUY
 -
1.06K
New
$24.2K - $30.6K
1.06K $34.4K
Jul 28, 2025 Q2 2025
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
577
New
$13.2K - $16.7K
577 $18.8K
Aug 01, 2025 Q2 2025
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
521
New
$11.9K - $15.1K
521 $16.9K
Aug 14, 2025 Q2 2025
Main Street Financial Solutions, LLC

BUY
 -
431
+ 5.36%
$9.86K - $12.5K
8.47K $275K
Aug 11, 2025 Q2 2025
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
413
New
$9.45K - $12K
413 $13.4K
Aug 13, 2025 Q2 2025
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
408
New
$9.33K - $11.8K
408 $13.3K
Aug 08, 2025 Q2 2025
Glassman Wealth Services

BUY
 -
350
+ 26.12%
$8K - $10.1K
1.69K $54.9K
Aug 29, 2025 Q2 2025
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
290
New
$6.63K - $8.4K
290 $9.43K
Jul 21, 2025 Q2 2025
Team Financial Group, LLC

Temecula, CA
BUY
 -
276
New
$6.31K - $7.99K
276 $8.97K
Aug 13, 2025 Q2 2025
Russell Investments Group, Ltd.

BUY
 -
175
New
$4K - $5.07K
175 $5.69K
Jul 07, 2025 Q2 2025
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
81
New
$1.85K - $2.34K
81 $2.63K
Jul 25, 2025 Q2 2025
North Rock Partners, LLC

BUY
 -
48
New
$1.1K - $1.39K
48 $1.56K
Aug 14, 2025 Q2 2025
Premier Financial Group

Eureka, CA
BUY
 -
2
New
$45.7 - $57.9
2 $65
Jul 29, 2025 Q2 2025
Schubert & CO

BUY
 -
1
+ 0.01%
$22.9 - $29
8.41K $273K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 19, 2025 Q1 2025
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
74K
New
$1.82M - $1.99M
74K $2.4M
May 02, 2025 Q1 2025
Cable Hill Partners, LLC

Portland, OR
BUY
 -
56.5K
+ 2.3%
$1.39M - $1.52M
2.52M $81.9M
Apr 14, 2025 Q1 2025
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
40.6K
New
$999K - $1.09M
40.6K $1.32M
May 13, 2025 Q1 2025
Cowa, LLC

Tulsa, OK
BUY
 -
36.5K
+ 187.97%
$900K - $981K
56K $1.82M
Apr 29, 2025 Q1 2025
Financial Counselors Inc

BUY
 -
21.3K
New
$525K - $572K
21.3K $692K
May 15, 2025 Q1 2025
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
16.2K
New
$399K - $435K
16.2K $527K
Apr 22, 2025 Q1 2025
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
13K
+ 6.11%
$321K - $349K
226K $7.34M
May 15, 2025 Q1 2025
Fiducient Advisors LLC

BUY
 -
11.8K
New
$291K - $318K
11.8K $384K
May 15, 2025 Q1 2025
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
8.9K
New
$219K - $239K
8.9K $289K
Apr 15, 2025 Q1 2025
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
8.62K
+ 85.0%
$212K - $232K
18.8K $610K
May 13, 2025 Q1 2025
Tableaux LLC

Stockbridge, MA
BUY
 -
8.44K
New
$208K - $227K
8.44K $274K
Apr 29, 2025 Q1 2025
Brown Advisory Inc

BUY
 -
8.24K
New
$203K - $221K
8.24K $268K
May 15, 2025 Q1 2025
Hrt Financial LP

New York, NY
BUY
 -
8.06K
New
$199K - $216K
8.06K $262K
Apr 15, 2025 Q1 2025
Baker Ellis Asset Management LLC

BUY
 -
7.84K
New
$193K - $211K
7.84K $255K
Apr 25, 2025 Q1 2025
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
4.03K
New
$99.2K - $108K
4.03K $131K
May 12, 2025 Q1 2025
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
3.8K
+ 6.45%
$93.5K - $102K
62.7K $2.04M
May 06, 2025 Q1 2025
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
2.55K
+ 44.03%
$62.9K - $68.6K
8.35K $272K
Apr 22, 2025 Q1 2025
Eq Wealth Advisors, LLC

Dallas, TX
BUY
 -
2K
New
$49.3K - $53.7K
2K $65K
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
916
New
$22.6K - $24.6K
916 $29.8K
May 15, 2025 Q1 2025
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
600
+ 0.94%
$14.8K - $16.1K
64.2K $2.09M
Apr 07, 2025 Q1 2025
Eastover Investment Advisors LLC

BUY
 -
375
+ 1.96%
$9.24K - $10.1K
19.5K $633K
May 15, 2025 Q1 2025
Private Wealth Asset Management, LLC

Cedar Rapids, IA
BUY
 -
296
New
$7.29K - $7.95K
296 $9.62K
May 08, 2025 Q1 2025
Eastern Bank

BUY
 -
222
New
$5.47K - $5.96K
222 $7.22K
Apr 25, 2025 Q1 2025
Barnes Dennig Private Wealth Management LLC

Cincinnati, OH
BUY
 -
149
New
$3.67K - $4K
149 $4.84K
May 02, 2025 Q1 2025
Transce3nd, LLC

Kyle, TX
BUY
 -
42
+ 44.68%
$1.03K - $1.13K
136 $4.42K
May 02, 2025 Q1 2025
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
13
New
$320 - $349
13 $423
Q4 2024
Jan 15, 2025 Q4 2024
Empirical Asset Management, LLC

BUY
 -
85.2K
New
$2.16M - $2.4M
85.2K $2.77M
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
59.1K
+ 32.04%
$1.5M - $1.66M
244K $7.92M
Jan 24, 2025 Q4 2024
Archer Investment Management, LLC

Austin, TX
BUY
 -
29.6K
New
$749K - $832K
29.6K $960K
Apr 11, 2025 Q4 2024
Clg LLC

Long Beach, CA
BUY
 -
19.4K
New
$491K - $545K
19.4K $629K
Apr 02, 2025 Q4 2024
Clark Asset Management, LLC

Stratham, NH
BUY
 -
16.8K
New
$425K - $472K
16.8K $544K
Feb 05, 2025 Q4 2024
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
14.7K
+ 29.57%
$374K - $415K
64.6K $2.1M
Feb 14, 2025 Q4 2024
Novak & Powell Financial Services, Inc.

St. Petersburg, FL
BUY
 -
14.4K
New
$366K - $406K
14.4K $468K

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