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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.81M+ 45.79% |
$71.3M - $79.1M
|
8.94M
$228M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
218K+ 24.33% |
$5.54M - $6.15M
|
1.12M
$28.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
210KNew |
$5.33M - $5.91M
|
210K
$5.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
201KNew |
$5.09M - $5.65M
|
201K
$5.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
126K+ 15.82% |
$3.2M - $3.55M
|
923K
$23.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
107K+ 72.35% |
$2.71M - $3.01M
|
255K
$6.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
93.9K+ 89.69% |
$2.38M - $2.64M
|
199K
$5.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
89.5K+ 9.57% |
$2.27M - $2.52M
|
1.03M
$26.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
85.2KNew |
$2.16M - $2.4M
|
85.2K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
82.6K+ 30.61% |
$2.1M - $2.33M
|
353K
$8.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
81.8KNew |
$2.07M - $2.3M
|
81.8K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
75.3K+ 12.22% |
$1.91M - $2.12M
|
692K
$17.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
73.9K+ 17.88% |
$1.87M - $2.08M
|
487K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
70.4KNew |
$1.79M - $1.98M
|
70.4K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
68.1K+ 61.91% |
$1.73M - $1.92M
|
178K
$4.54M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
61.9KNew |
$1.57M - $1.74M
|
61.9K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
58.9KNew |
$1.49M - $1.66M
|
58.9K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
58K+ 9.73% |
$1.47M - $1.63M
|
654K
$16.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
56.9K+ 22.29% |
$1.44M - $1.6M
|
312K
$7.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
56.8K+ 29.86% |
$1.44M - $1.6M
|
247K
$6.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
56.7K+ 1.62% |
$1.44M - $1.6M
|
3.55M
$90.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
45KNew |
$1.14M - $1.27M
|
45K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
39.8K+ 204.61% |
$1.01M - $1.12M
|
59.2K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
38.8KNew |
$983K - $1.09M
|
38.8K
$989K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
37.7K+ 2.56% |
$957K - $1.06M
|
1.51M
$38.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
37KNew |
$938K - $1.04M
|
37K
$944K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36.5K+ 15.45% |
$925K - $1.03M
|
273K
$6.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
35.6K+ 8.13% |
$903K - $1M
|
473K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32.5K+ 8.5% |
$823K - $914K
|
414K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
30.1K+ 2.87% |
$764K - $848K
|
1.08M
$27.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
29.6KNew |
$749K - $832K
|
29.6K
$754K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
28.3K+ 10.17% |
$717K - $796K
|
306K
$7.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
27.8KNew |
$706K - $784K
|
27.8K
$710K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27.3K+ 41.46% |
$693K - $770K
|
93.3K
$2.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
26.5K+ 6.77% |
$671K - $745K
|
417K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
25.7K+ 138.45% |
$652K - $724K
|
44.3K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
25.6K+ 16.79% |
$650K - $721K
|
178K
$4.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
25.4K+ 3.73% |
$644K - $715K
|
707K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
24.7KNew |
$626K - $695K
|
24.7K
$629K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
22.9K+ 13.7% |
$581K - $645K
|
190K
$4.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
20.2K+ 6.02% |
$511K - $567K
|
355K
$9.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.3K+ 16.49% |
$489K - $543K
|
136K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
18.5K+ 70.21% |
$469K - $521K
|
44.8K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
18.3K+ 4.93% |
$465K - $516K
|
390K
$9.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17K+ 3.22% |
$432K - $479K
|
545K
$13.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
16.6K+ 2.91% |
$422K - $469K
|
589K
$15M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
16K+ 1.75% |
$405K - $450K
|
927K
$23.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.9KNew |
$404K - $448K
|
15.9K
$406K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15.1K+ 17.14% |
$383K - $425K
|
103K
$2.63M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
14.1K+ 3.05% |
$357K - $396K
|
476K
$12.1M
|