Latest Institutional Transactions on Dimensional ETF Tr (DFAE)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
29.6KNew |
$749K - $832K
|
29.6K
$764K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.05K+ 1.54% |
$26.5K - $29.4K
|
69K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32.5K+ 8.5% |
$823K - $914K
|
414K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-246- 41.0% |
$6.24K - $6.92K
|
354
$9.15K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
25.6K+ 16.79% |
$650K - $721K
|
178K
$4.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
30.1K+ 2.87% |
$764K - $848K
|
1.08M
$27.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.9KNew |
$404K - $448K
|
15.9K
$412K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
27.8KNew |
$706K - $784K
|
27.8K
$719K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
45KNew |
$1.14M - $1.27M
|
45K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-32.6K- 11.49% |
$826K - $917K
|
251K
$6.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-435- 1.09% |
$11K - $12.2K
|
39.6K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-486- 2.88% |
$12.3K - $13.7K
|
16.4K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
809+ 4.19% |
$20.5K - $22.8K
|
20.1K
$520K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-8.59K- 35.48% |
$218K - $242K
|
15.6K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-620- 1.82% |
$15.7K - $17.5K
|
33.4K
$862K
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
25.7K+ 138.45% |
$652K - $724K
|
44.3K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
9.01K+ 0.87% |
$228K - $254K
|
1.05M
$27M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
61.9KNew |
$1.57M - $1.74M
|
61.9K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
10.8K+ 15.89% |
$274K - $304K
|
78.8K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12.8K- 25.23% |
$325K - $361K
|
38K
$981K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
152+ 0.57% |
$3.85K - $4.28K
|
26.6K
$688K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
807New |
$20.5K - $22.7K
|
807
$20.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-26.1K- 42.21% |
$661K - $733K
|
35.7K
$922K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
218K+ 24.33% |
$5.54M - $6.15M
|
1.12M
$28.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
18.5K+ 70.21% |
$469K - $521K
|
44.8K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
12+ 0.57% |
$304 - $338
|
2.11K
$54.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36.5K+ 15.45% |
$925K - $1.03M
|
273K
$7.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
863+ 5.17% |
$21.9K - $24.3K
|
17.6K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-29.3K- 25.43% |
$743K - $824K
|
85.9K
$2.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-14.7K- 11.55% |
$373K - $414K
|
112K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.84K+ 4.22% |
$173K - $193K
|
169K
$4.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
9.72K+ 4.18% |
$246K - $273K
|
242K
$6.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10.7K+ 19.02% |
$272K - $301K
|
67K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-8.49K- 5.26% |
$215K - $239K
|
153K
$3.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27.3K+ 41.46% |
$693K - $770K
|
93.3K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-69- 0.28% |
$1.75K - $1.94K
|
24.2K
$626K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.11K+ 5.17% |
$78.9K - $87.6K
|
63.3K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
37.7K+ 2.56% |
$957K - $1.06M
|
1.51M
$39.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-5.06K- 1.29% |
$128K - $142K
|
388K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.72K+ 1.03% |
$120K - $133K
|
462K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-9.19K- 8.83% |
$233K - $259K
|
94.8K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
56.7K+ 1.62% |
$1.44M - $1.6M
|
3.55M
$91.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-295- 10.9% |
$7.48K - $8.3K
|
2.41K
$62.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-3.68K- 3.52% |
$93.2K - $103K
|
101K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
75.3K+ 12.22% |
$1.91M - $2.12M
|
692K
$17.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
11.6K+ 3.09% |
$295K - $327K
|
388K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17K+ 3.22% |
$432K - $479K
|
545K
$14.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.58K+ 40.1% |
$167K - $185K
|
23K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
39.8K+ 204.61% |
$1.01M - $1.12M
|
59.2K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
12.5K+ 6.26% |
$318K - $353K
|
213K
$5.5M
|