Latest Institutional Purchases of Dimensional ETF Tr (DFAE)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
218K+ 24.33% |
$5.54M - $6.15M
|
1.12M
$28.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
201KNew |
$5.09M - $5.65M
|
201K
$5.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
107K+ 72.35% |
$2.71M - $3.01M
|
255K
$6.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
93.9K+ 89.69% |
$2.38M - $2.64M
|
199K
$5.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
85.2KNew |
$2.16M - $2.4M
|
85.2K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
75.3K+ 12.22% |
$1.91M - $2.12M
|
692K
$17.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
73.9K+ 17.88% |
$1.87M - $2.08M
|
487K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
68.1K+ 61.91% |
$1.73M - $1.92M
|
178K
$4.6M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
61.9KNew |
$1.57M - $1.74M
|
61.9K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
58.9KNew |
$1.49M - $1.66M
|
58.9K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
58K+ 9.73% |
$1.47M - $1.63M
|
654K
$16.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
56.9K+ 22.29% |
$1.44M - $1.6M
|
312K
$8.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
56.8K+ 29.86% |
$1.44M - $1.6M
|
247K
$6.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
56.7K+ 1.62% |
$1.44M - $1.6M
|
3.55M
$91.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
45KNew |
$1.14M - $1.27M
|
45K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
39.8K+ 204.61% |
$1.01M - $1.12M
|
59.2K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
37.7K+ 2.56% |
$957K - $1.06M
|
1.51M
$39.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36.5K+ 15.45% |
$925K - $1.03M
|
273K
$7.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32.5K+ 8.5% |
$823K - $914K
|
414K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
30.1K+ 2.87% |
$764K - $848K
|
1.08M
$27.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
29.6KNew |
$749K - $832K
|
29.6K
$764K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
28.3K+ 10.17% |
$717K - $796K
|
306K
$7.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
27.8KNew |
$706K - $784K
|
27.8K
$719K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27.3K+ 41.46% |
$693K - $770K
|
93.3K
$2.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
26.5K+ 6.77% |
$671K - $745K
|
417K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
25.7K+ 138.45% |
$652K - $724K
|
44.3K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
25.6K+ 16.79% |
$650K - $721K
|
178K
$4.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
24.7KNew |
$626K - $695K
|
24.7K
$638K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
22.9K+ 13.7% |
$581K - $645K
|
190K
$4.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.3K+ 16.49% |
$489K - $543K
|
136K
$3.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
18.5K+ 70.21% |
$469K - $521K
|
44.8K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
18.3K+ 4.93% |
$465K - $516K
|
390K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17K+ 3.22% |
$432K - $479K
|
545K
$14.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
16.6K+ 2.91% |
$422K - $469K
|
589K
$15.2M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
16K+ 1.75% |
$405K - $450K
|
927K
$24M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.9KNew |
$404K - $448K
|
15.9K
$412K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
14.1K+ 3.05% |
$357K - $396K
|
476K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
12.5K+ 6.26% |
$318K - $353K
|
213K
$5.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
12.4K+ 1.58% |
$315K - $349K
|
797K
$20.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
11.6K+ 3.09% |
$295K - $327K
|
388K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.3K+ 16.54% |
$287K - $318K
|
79.6K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
10.8K+ 15.89% |
$274K - $304K
|
78.8K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10.7K+ 19.02% |
$272K - $301K
|
67K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
10.4K+ 4.44% |
$263K - $291K
|
244K
$6.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
10.1KNew |
$256K - $284K
|
10.1K
$261K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.79K+ 0.89% |
$248K - $275K
|
1.11M
$28.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
9.72K+ 4.18% |
$246K - $273K
|
242K
$6.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
9.01K+ 0.87% |
$228K - $254K
|
1.05M
$27M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.5K+ 10.92% |
$216K - $239K
|
86.3K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
8.45KNew |
$214K - $238K
|
8.45K
$218K
|