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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
375+ 4.74% |
$9.17K - $10.4K
|
8.28K
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.17K+ 1.39% |
$53K - $60.3K
|
158K
$4.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-340- 2.04% |
$8.32K - $9.46K
|
16.4K
$423K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
396+ 0.8% |
$9.69K - $11K
|
49.8K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46K+ 14.17% |
$1.13M - $1.28M
|
371K
$9.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$24.5 - $27.8
|
1
$25.9
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.64K- 1.87% |
$138K - $157K
|
296K
$7.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
77.1K+ 14.24% |
$1.88M - $2.14M
|
618K
$16M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.21K- 6.82% |
$152K - $173K
|
84.8K
$2.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.51K+ 0.35% |
$61.3K - $69.7K
|
717K
$18.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
325+ 0.32% |
$7.95K - $9.04K
|
101K
$2.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-159- 0.09% |
$3.89K - $4.42K
|
170K
$4.39M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
125New |
$3.06K - $3.48K
|
125
$3.23K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10.4KNew |
$254K - $288K
|
10.4K
$268K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
385+ 3.9% |
$9.42K - $10.7K
|
10.3K
$265K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.05K- 11.81% |
$50.2K - $57.1K
|
15.3K
$396K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.13K+ 14.36% |
$52.1K - $59.2K
|
16.9K
$438K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.45K- 2.84% |
$60K - $68.2K
|
83.8K
$2.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.71K- 1.22% |
$140K - $159K
|
463K
$12M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 0.06% |
$245 - $278
|
16K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
510+ 4.54% |
$12.5K - $14.2K
|
11.7K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-24.9K- 41.1% |
$610K - $694K
|
35.7K
$924K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
7.19K+ 6.21% |
$176K - $200K
|
123K
$3.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-54.3K- 3.12% |
$1.33M - $1.51M
|
1.69M
$43.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
14.5K+ 151.77% |
$355K - $404K
|
24.1K
$622K
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.73M+ 127.46% |
$42.3M - $48.1M
|
3.09M
$79.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-27- 93.1% |
$660 - $751
|
2
$51.7
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-379- 0.16% |
$9.27K - $10.5K
|
233K
$6.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
21+ 0.06% |
$514 - $584
|
35.9K
$927K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
30.1K+ 7.29% |
$737K - $838K
|
443K
$11.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
23+ 0.29% |
$563 - $640
|
7.98K
$206K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.16K+ 2.48% |
$126K - $143K
|
213K
$5.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
2.35K+ 14.03% |
$57.5K - $65.4K
|
19.1K
$494K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
340+ 0.96% |
$8.32K - $9.46K
|
35.8K
$926K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-986K- 64.08% |
$23.7M - $25.9M
|
553K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
5+ 3.68% |
$120 - $132
|
141
$3.64K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-459- 4.63% |
$11K - $12.1K
|
9.45K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 4.26% |
$2.4K - $2.63K
|
2.45K
$63.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.66K- 0.37% |
$87.9K - $96.2K
|
993K
$25.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.3KNew |
$55.2K - $60.4K
|
2.3K
$59.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
21New |
$505 - $552
|
21
$543
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
533New |
$12.8K - $14K
|
533
$13.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.04KNew |
$193K - $212K
|
8.04K
$208K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2New |
$48.1 - $52.6
|
2
$51.7
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.03K- 43.48% |
$24.8K - $27.1K
|
1.34K
$34.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
716+ 4.32% |
$17.2K - $18.8K
|
17.3K
$447K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24+ 0.68% |
$577 - $631
|
3.53K
$91.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.46KNew |
$59K - $64.6K
|
2.46K
$63.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.17KNew |
$76.2K - $83.4K
|
3.17K
$82K
|
|