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 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
17.3K+ 17.89% |
$424K - $482K
|
114K
$2.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
64.9K+ 6.1% |
$1.59M - $1.81M
|
1.13M
$29.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
41.9K+ 222.47% |
$1.03M - $1.17M
|
60.7K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-693- 17.59% |
$17K - $19.3K
|
3.25K
$83.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
64+ 19.1% |
$1.57K - $1.78K
|
399
$10.3K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.06K+ 9.98% |
$26K - $29.5K
|
11.7K
$302K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
21.1K+ 13.21% |
$516K - $587K
|
181K
$4.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.4KNew |
$254K - $289K
|
10.4K
$269K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
44.8KNew |
$1.1M - $1.25M
|
44.8K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
968+ 31.11% |
$23.7K - $26.9K
|
4.08K
$105K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
80+ 0.14% |
$1.96K - $2.23K
|
57.3K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.36K+ 13.81% |
$82.2K - $93.5K
|
27.7K
$716K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42KNew |
$1.03M - $1.17M
|
42K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.03K- 2.24% |
$49.7K - $56.5K
|
88.8K
$2.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
10.2K+ 7.9% |
$250K - $284K
|
139K
$3.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.53K- 13.71% |
$61.8K - $70.2K
|
15.9K
$411K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-851- 1.31% |
$20.8K - $23.7K
|
64.2K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
299New |
$7.31K - $8.32K
|
299
$7.73K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.77K+ 10.69% |
$43.2K - $49.2K
|
18.3K
$473K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
882+ 1.27% |
$21.6K - $24.5K
|
70.6K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
15.8K+ 10.2% |
$385K - $438K
|
170K
$4.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-134K- 10.21% |
$3.29M - $3.74M
|
1.18M
$30.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 16.83% |
$40.6K - $46.2K
|
8.21K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.13K- 1.32% |
$101K - $115K
|
310K
$8M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-167- 0.18% |
$4.08K - $4.65K
|
95.2K
$2.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-317- 2.81% |
$7.75K - $8.82K
|
11K
$283K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.34K- 8.19% |
$32.8K - $37.3K
|
15K
$388K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
11.1KNew |
$270K - $307K
|
11.1K
$286K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
356K+ 31.95% |
$8.7M - $9.9M
|
1.47M
$38M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-114K- 6.43% |
$2.78M - $3.16M
|
1.65M
$42.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-33- 0.47% |
$807 - $918
|
6.96K
$180K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-622- 2.43% |
$15.2K - $17.3K
|
25K
$646K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
14.4K+ 2.69% |
$352K - $401K
|
549K
$14.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.32K+ 2.48% |
$32.3K - $36.7K
|
54.6K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72+ 0.91% |
$1.76K - $2K
|
8K
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-600- 5.24% |
$14.7K - $16.7K
|
10.8K
$280K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
81+ 0.1% |
$1.98K - $2.25K
|
84.7K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.23KNew |
$152K - $173K
|
6.23K
$161K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
67.7K+ 26.88% |
$1.66M - $1.88M
|
320K
$8.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.63K+ 10.02% |
$138K - $157K
|
61.9K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.34K+ 2.72% |
$131K - $148K
|
201K
$5.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.12K+ 56.88% |
$51.9K - $59K
|
5.85K
$151K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.23K+ 1.68% |
$30K - $34.1K
|
74.2K
$1.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-16.7K- 43.22% |
$408K - $465K
|
21.9K
$567K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
49.9K+ 10.55% |
$1.22M - $1.39M
|
523K
$13.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.4K+ 138.57% |
$719K - $818K
|
50.6K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-5.56K- 2.62% |
$136K - $155K
|
207K
$5.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.36K- 93.13% |
$33.2K - $37.7K
|
100
$2.58K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.12K- 10.54% |
$101K - $115K
|
35K
$904K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
36.2K+ 8.38% |
$886K - $1.01M
|
468K
$12.1M
|