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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-756- 98.69% |
$14.9K - $17.2K
|
10
$258
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
668New |
$13.1K - $15.2K
|
668
$17.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.74K- 17.66% |
$53.8K - $62.2K
|
12.8K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.72KNew |
$33.9K - $39.2K
|
1.72K
$44.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
496+ 3.23% |
$9.76K - $11.3K
|
15.9K
$410K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.21K- 50.03% |
$43.5K - $50.3K
|
2.21K
$57.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
162New |
$3.19K - $3.68K
|
162
$4.19K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.68K+ 12.27% |
$52.8K - $61K
|
24.6K
$635K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.3K- 84.51% |
$25.5K - $29.5K
|
238
$6.15K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.26KNew |
$44.5K - $51.5K
|
2.26K
$58.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-243- 2.27% |
$4.78K - $5.52K
|
10.5K
$270K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 12.2% |
$2.95K - $3.41K
|
1.08K
$27.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.17KNew |
$23K - $26.6K
|
1.17K
$30.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
434New |
$8.54K - $9.86K
|
434
$11.2K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-237Closed |
$4.76K - $5.61K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-4.49K- 25.1% |
$90.2K - $106K
|
13.4K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-49- 4.84% |
$984 - $1.16K
|
964
$24.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-177- 0.13% |
$3.56K - $4.19K
|
137K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
31.3KNew |
$628K - $740K
|
31.3K
$808K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
85.4K+ 51.96% |
$1.72M - $2.02M
|
250K
$6.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
10+ 1.23% |
$201 - $237
|
825
$21.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
199New |
$4K - $4.71K
|
199
$5.14K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-84- 0.79% |
$1.69K - $1.99K
|
10.5K
$272K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.41K- 61.61% |
$48.4K - $57K
|
1.5K
$38.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
15KNew |
$301K - $354K
|
15K
$387K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
232K+ 1129.12% |
$4.67M - $5.51M
|
253K
$6.54M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
134New |
$2.69K - $3.17K
|
134
$3.46K
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
14KNew |
$281K - $331K
|
14K
$361K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
638K+ 139.99% |
$12.8M - $15.1M
|
1.09M
$28.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-388- 2.64% |
$7.79K - $9.19K
|
14.3K
$369K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
50+ 7.13% |
$1K - $1.18K
|
751
$19.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
3.45K+ 3.03% |
$69.3K - $81.6K
|
117K
$3.03M
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-8.12K- 37.14% |
$163K - $192K
|
13.7K
$355K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.7KNew |
$199K - $235K
|
8.7K
$225K
|
|
|
Aug 15, 2022
Q2 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$573K - $677K
|
25K
$646K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-618KClosed |
$14.2M - $16.7M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40New |
$916 - $1.08K
|
40
$1.03K
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-4.87K- 29.91% |
$111K - $132K
|
11.4K
$295K
|
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
SELL
|
- |
-61KClosed |
$1.4M - $1.65M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-180KClosed |
$4.12M - $4.86M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16.7KClosed |
$383K - $452K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.77KNew |
$132K - $156K
|
5.77K
$149K
|
|
| Q1 2022 | |||||||
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-63.1KClosed |
$1.53M - $1.79M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-883Closed |
$21.4K - $25K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.3KClosed |
$31.6K - $36.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-20KClosed |
$486K - $566K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-15.2KClosed |
$369K - $430K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-7Closed |
$170 - $198
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
45New |
$1.09K - $1.27K
|
45
$1.16K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.3K- 50.39% |
$31.5K - $36.7K
|
1.28K
$32.9K
|
|