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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-90.9K- 40.5% |
$2.22M - $2.53M
|
134K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
29+ 0.05% |
$709 - $807
|
63.3K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
62.3K+ 19.53% |
$1.52M - $1.73M
|
381K
$9.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
59.8K+ 2.87% |
$1.46M - $1.66M
|
2.14M
$55.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-21.8K- 8.12% |
$534K - $608K
|
247K
$6.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8.41K+ 1.88% |
$206K - $234K
|
456K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
66+ 0.51% |
$1.61K - $1.84K
|
13.1K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.32K+ 7.21% |
$106K - $120K
|
64.2K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
45KNew |
$1.1M - $1.25M
|
45K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-917- 1.73% |
$22.4K - $25.5K
|
52.1K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
16K+ 2.21% |
$392K - $445K
|
741K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
197K+ 52.81% |
$4.81M - $5.47M
|
569K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 8.59% |
$291K - $330K
|
150K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
35.9K+ 4.48% |
$878K - $999K
|
838K
$21.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.01K+ 0.92% |
$123K - $139K
|
551K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.08K+ 42.0% |
$222K - $253K
|
30.7K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.3KNew |
$277K - $315K
|
11.3K
$293K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
12.8K+ 24.27% |
$314K - $357K
|
65.6K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1+ 0.0% |
$24.5 - $27.8
|
87.9K
$2.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.11K- 3.17% |
$27.1K - $30.8K
|
33.7K
$872K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
142K+ 44.25% |
$3.48M - $3.95M
|
463K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.1K+ 11.13% |
$760K - $865K
|
310K
$8.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
15.7KNew |
$384K - $436K
|
15.7K
$405K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
49.3K+ 11.51% |
$1.21M - $1.37M
|
478K
$12.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
7.3K+ 22.0% |
$179K - $203K
|
40.5K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.78% |
$73.4 - $83.5
|
389
$10.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-5.68K- 2.43% |
$139K - $158K
|
228K
$5.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
5.65K+ 2.37% |
$138K - $157K
|
244K
$6.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-41.9K- 7.67% |
$1.02M - $1.16M
|
504K
$13M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
2.61K+ 11.95% |
$63.9K - $72.7K
|
24.5K
$633K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.11K- 11.13% |
$27.2K - $30.9K
|
8.86K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.9K+ 10.18% |
$144K - $164K
|
63.9K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
195+ 0.33% |
$4.77K - $5.42K
|
58.9K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
100K+ 17.08% |
$2.45M - $2.79M
|
688K
$17.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
17.7K+ 2.67% |
$434K - $494K
|
681K
$17.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
68.1KNew |
$1.67M - $1.9M
|
68.1K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
499New |
$12.2K - $13.9K
|
499
$12.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.65K- 12.61% |
$40.4K - $45.9K
|
11.4K
$296K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.08K- 13.31% |
$50.9K - $57.8K
|
13.5K
$350K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.1K+ 2.32% |
$174K - $197K
|
313K
$8.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7.9K+ 10.77% |
$193K - $220K
|
81.3K
$2.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4K- 4.83% |
$97.7K - $111K
|
78.7K
$2.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23.5K+ 14.62% |
$576K - $655K
|
185K
$4.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.79% |
$24.5 - $27.8
|
127
$3.28K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.28M- 34.63% |
$31.4M - $35.7M
|
2.42M
$62.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
34.5K+ 4.06% |
$843K - $959K
|
884K
$22.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.65K+ 4.38% |
$89.2K - $101K
|
87K
$2.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 4.36% |
$265K - $301K
|
259K
$6.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-272K- 10.03% |
$6.65M - $7.56M
|
2.44M
$63M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8.54K+ 71.32% |
$209K - $237K
|
20.5K
$530K
|