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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.44K- 39.28% |
$155K - $169K
|
9.95K
$254K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-210- 0.93% |
$5.05K - $5.52K
|
22.5K
$573K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
413KNew |
$9.92M - $10.9M
|
413K
$10.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
830+ 3.89% |
$19.9K - $21.8K
|
22.2K
$565K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
358+ 0.91% |
$8.6K - $9.42K
|
39.6K
$1.01M
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21+ 0.93% |
$478 - $522
|
2.29K
$58.3K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
368New |
$8.37K - $9.16K
|
368
$9.39K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 34.09% |
$341 - $373
|
59
$1.51K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
558New |
$12.7K - $13.9K
|
558
$14.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.2K+ 13.01% |
$254K - $277K
|
96.8K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-24K- 13.81% |
$545K - $596K
|
150K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
342K+ 166.27% |
$7.78M - $8.51M
|
548K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
16.5KNew |
$376K - $411K
|
16.5K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.17K+ 4.47% |
$186K - $203K
|
191K
$4.87M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
2.38K+ 8.07% |
$54K - $59.1K
|
31.8K
$811K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.5K+ 1.97% |
$216K - $236K
|
491K
$12.5M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.17K+ 59.78% |
$49.3K - $54K
|
5.8K
$148K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-167K- 80.92% |
$3.8M - $4.16M
|
39.4K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
108+ 0.34% |
$2.46K - $2.69K
|
31.7K
$808K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22+ 8.12% |
$500 - $547
|
293
$7.47K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-935- 10.23% |
$21.3K - $23.3K
|
8.21K
$209K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
215New |
$4.89K - $5.35K
|
215
$5.48K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.96KNew |
$67.4K - $73.7K
|
2.96K
$75.6K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
14K+ 5.13% |
$317K - $347K
|
286K
$7.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
170New |
$3.87K - $4.23K
|
170
$4.34K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.69K+ 4983.78% |
$83.9K - $91.8K
|
3.76K
$96K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-878- 2.23% |
$20K - $21.8K
|
38.5K
$983K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5+ 0.1% |
$114 - $124
|
5.17K
$132K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-718- 47.17% |
$15.5K - $17.3K
|
804
$20.5K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-4.97K- 2.67% |
$108K - $120K
|
181K
$4.62M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.26KNew |
$48.8K - $54.4K
|
2.26K
$57.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.59MNew |
$34.5M - $38.4M
|
1.59M
$40.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.83KNew |
$39.6K - $44.2K
|
1.83K
$46.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-10.7K- 20.83% |
$230K - $257K
|
40.5K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
51.4K+ 41.2% |
$1.11M - $1.24M
|
176K
$4.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
11New |
$238 - $265
|
11
$281
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24KNew |
$26.8K - $29.8K
|
1.24K
$31.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.08KNew |
$23.3K - $26K
|
1.08K
$27.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.67K+ 13.78% |
$79.4K - $88.5K
|
30.3K
$773K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
77New |
$1.67K - $1.86K
|
77
$1.96K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.22K- 28.43% |
$48K - $53.5K
|
5.58K
$142K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 86.58% |
$4.33K - $4.82K
|
31
$791
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
33New |
$714 - $796
|
33
$842
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
9.07KNew |
$196K - $219K
|
9.07K
$231K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
59.3KNew |
$1.28M - $1.43M
|
59.3K
$1.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-4.76K- 32.52% |
$103K - $115K
|
9.88K
$252K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9.25KNew |
$200K - $223K
|
9.25K
$236K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7New |
$151 - $169
|
7
$179
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.46K- 6.72% |
$74.8K - $83.4K
|
48K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.66KNew |
$187K - $209K
|
8.66K
$221K
|
|