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 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-325- 1.96% |
$8.24K - $9.15K
|
16.3K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.03K+ 6.77% |
$76.9K - $85.4K
|
47.8K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$301K - $335K
|
11.9K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
35.6K+ 8.13% |
$903K - $1M
|
473K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
2.46K+ 0.89% |
$62.4K - $69.2K
|
278K
$7.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
8.1K+ 4.03% |
$206K - $228K
|
209K
$5.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.15K+ 4.83% |
$79.9K - $88.7K
|
68.5K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
38.8KNew |
$983K - $1.09M
|
38.8K
$989K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-33.8K- 16.0% |
$858K - $952K
|
178K
$4.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
260+ 0.19% |
$6.59K - $7.32K
|
140K
$3.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
290New |
$7.35K - $8.16K
|
290
$7.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.38K- 9.73% |
$60.4K - $67.1K
|
22.1K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8.54K+ 122.59% |
$216K - $240K
|
15.5K
$395K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.16K+ 3.72% |
$54.9K - $60.9K
|
60.3K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
25.4K+ 3.73% |
$644K - $715K
|
707K
$18M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.94K- 12.86% |
$125K - $139K
|
33.4K
$853K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
218+ 0.58% |
$5.53K - $6.14K
|
37.8K
$965K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
35+ 0.22% |
$888 - $985
|
16.2K
$414K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
20.2K+ 6.02% |
$511K - $567K
|
355K
$9.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.42K- 0.82% |
$36K - $39.9K
|
172K
$4.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12New |
$304 - $338
|
12
$306
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.68K- 9.56% |
$93.3K - $104K
|
34.8K
$888K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
13.8KNew |
$351K - $390K
|
13.8K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
210KNew |
$5.33M - $5.91M
|
210K
$5.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-50- 0.3% |
$1.27K - $1.41K
|
16.5K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
81.8KNew |
$2.07M - $2.3M
|
81.8K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
70.4KNew |
$1.79M - $1.98M
|
70.4K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10.7K+ 5.18% |
$271K - $301K
|
217K
$5.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
37KNew |
$938K - $1.04M
|
37K
$944K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.18K+ 4.41% |
$131K - $146K
|
123K
$3.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.77K+ 7.85% |
$121K - $134K
|
65.5K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
89.5K+ 9.57% |
$2.27M - $2.52M
|
1.03M
$26.2M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.73K+ 7.27% |
$120K - $133K
|
69.8K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.88K- 6.54% |
$47.7K - $52.9K
|
26.9K
$686K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-263- 0.94% |
$6.67K - $7.4K
|
27.8K
$709K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 12.34% |
$42.8K - $47.5K
|
12K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
82.6K+ 30.61% |
$2.1M - $2.33M
|
353K
$8.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
54+ 0.57% |
$1.37K - $1.52K
|
9.57K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
126K+ 15.82% |
$3.2M - $3.55M
|
923K
$23.5M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.33K- 4.18% |
$135K - $150K
|
122K
$3.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15.1K+ 17.14% |
$383K - $425K
|
103K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.05K+ 1.54% |
$26.5K - $29.4K
|
69K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32.5K+ 8.5% |
$823K - $914K
|
414K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-246- 41.0% |
$6.24K - $6.92K
|
354
$9.03K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
25.6K+ 16.79% |
$650K - $721K
|
178K
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
30.1K+ 2.87% |
$764K - $848K
|
1.08M
$27.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.9KNew |
$404K - $448K
|
15.9K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
27.8KNew |
$706K - $784K
|
27.8K
$710K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
45KNew |
$1.14M - $1.27M
|
45K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
29.6KNew |
$749K - $832K
|
29.6K
$754K
|