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 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
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
8.17K+ 5.09% |
$207K - $230K
|
169K
$4.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.8K+ 21.79% |
$198K - $219K
|
43.6K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
7.41K+ 12.4% |
$188K - $209K
|
67.2K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
7.11K+ 25.33% |
$180K - $200K
|
35.2K
$908K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.84K+ 4.22% |
$173K - $193K
|
169K
$4.37M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.59K+ 11.25% |
$167K - $186K
|
65.2K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.58K+ 40.1% |
$167K - $185K
|
23K
$594K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.42K+ 1.9% |
$163K - $181K
|
345K
$8.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6.14K+ 3.08% |
$156K - $173K
|
206K
$5.31M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
6.01K+ 8.35% |
$152K - $169K
|
78K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.71K+ 1.7% |
$145K - $161K
|
341K
$8.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.6K+ 16.64% |
$142K - $157K
|
39.2K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.73K+ 7.27% |
$120K - $133K
|
69.8K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.72K+ 1.03% |
$120K - $133K
|
462K
$11.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.52K+ 0.68% |
$115K - $127K
|
668K
$17.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.31K+ 6.08% |
$109K - $121K
|
75.2K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.05K+ 6.37% |
$103K - $114K
|
67.6K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.92K+ 15.79% |
$99.3K - $110K
|
28.7K
$742K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.11K+ 5.17% |
$78.9K - $87.6K
|
63.3K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.8K+ 11.4% |
$71K - $78.8K
|
27.4K
$707K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.17K+ 1.57% |
$55K - $61K
|
140K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.81K+ 22.42% |
$45.9K - $51K
|
9.89K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.1K+ 1.62% |
$27.9K - $31K
|
69K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.07K+ 12.77% |
$27K - $30K
|
9.41K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.05K+ 1.54% |
$26.5K - $29.4K
|
69K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
863+ 5.17% |
$21.9K - $24.3K
|
17.6K
$454K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
814+ 4.18% |
$20.6K - $22.9K
|
20.3K
$524K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
809+ 4.19% |
$20.5K - $22.8K
|
20.1K
$520K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
807New |
$20.5K - $22.7K
|
807
$20.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
296+ 0.22% |
$7.51K - $8.33K
|
135K
$3.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
294+ 0.49% |
$7.46K - $8.28K
|
60.2K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
218+ 0.58% |
$5.53K - $6.14K
|
37.8K
$978K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
165+ 50.0% |
$4.18K - $4.64K
|
495
$12.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
152+ 0.57% |
$3.85K - $4.28K
|
26.6K
$688K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
76+ 122.58% |
$1.93K - $2.14K
|
138
$3.57K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
54+ 0.57% |
$1.37K - $1.52K
|
9.57K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
50+ 0.07% |
$1.27K - $1.41K
|
69.7K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
49+ 0.49% |
$1.24K - $1.38K
|
10.1K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
35+ 0.22% |
$888 - $985
|
16.2K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23+ 0.06% |
$583 - $647
|
39.4K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12New |
$304 - $338
|
12
$310
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
12+ 0.57% |
$304 - $338
|
2.11K
$54.5K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.22M+ 3676.33% |
$54.3M - $61.7M
|
2.28M
$58.9M
|
|