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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.73M+ 127.46% |
$42.3M - $48.1M
|
3.09M
$79.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.31MNew |
$31.9M - $36.3M
|
1.31M
$33.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
690KNew |
$16.9M - $19.2M
|
690K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
558K+ 143.77% |
$13.6M - $15.5M
|
945K
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
410K+ 46.45% |
$10M - $11.4M
|
1.29M
$33.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
356K+ 31.95% |
$8.7M - $9.9M
|
1.47M
$38M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
278K+ 6.54% |
$6.81M - $7.75M
|
4.54M
$117M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
275KNew |
$6.73M - $7.66M
|
275K
$7.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
197K+ 52.81% |
$4.81M - $5.47M
|
569K
$14.7M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
160K+ 254.14% |
$3.9M - $4.44M
|
222K
$5.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
156KNew |
$3.81M - $4.34M
|
156K
$4.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
143K+ 4.54% |
$3.5M - $3.98M
|
3.3M
$85.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
142K+ 44.25% |
$3.48M - $3.95M
|
463K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
100K+ 39.59% |
$2.46M - $2.79M
|
354K
$9.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
100K+ 17.08% |
$2.45M - $2.79M
|
688K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
98.3K+ 1.91% |
$2.41M - $2.74M
|
5.26M
$136M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
77.1K+ 14.24% |
$1.88M - $2.14M
|
618K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75K+ 60.1% |
$1.83M - $2.09M
|
200K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
74.9K+ 15.41% |
$1.83M - $2.08M
|
561K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.7K+ 13.33% |
$1.8M - $2.05M
|
627K
$16.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
68.1KNew |
$1.67M - $1.9M
|
68.1K
$1.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
67.7K+ 26.88% |
$1.66M - $1.88M
|
320K
$8.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
66.4K+ 17.88% |
$1.62M - $1.85M
|
438K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
64.9K+ 6.1% |
$1.59M - $1.81M
|
1.13M
$29.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.8K+ 14.32% |
$1.58M - $1.8M
|
517K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
62.3K+ 19.53% |
$1.52M - $1.73M
|
381K
$9.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
59.8K+ 2.87% |
$1.46M - $1.66M
|
2.14M
$55.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
53.4K+ 6.05% |
$1.31M - $1.49M
|
936K
$24.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
53K+ 6.98% |
$1.3M - $1.47M
|
813K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
52.7K+ 18.49% |
$1.29M - $1.46M
|
337K
$8.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
52.4K+ 80.6% |
$1.28M - $1.46M
|
117K
$3.04M
|
|
|
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
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
49.3K+ 11.51% |
$1.21M - $1.37M
|
478K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
49.2K+ 8.8% |
$1.2M - $1.37M
|
609K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
46.6K+ 9.14% |
$1.14M - $1.3M
|
557K
$14.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46K+ 14.17% |
$1.13M - $1.28M
|
371K
$9.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
45KNew |
$1.1M - $1.25M
|
45K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
44.8KNew |
$1.1M - $1.25M
|
44.8K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
42.3K+ 24.86% |
$1.04M - $1.18M
|
213K
$5.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42KNew |
$1.03M - $1.17M
|
42K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
41.9K+ 222.47% |
$1.03M - $1.17M
|
60.7K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
36.8K+ 13.07% |
$901K - $1.02M
|
318K
$8.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
36.2K+ 8.38% |
$886K - $1.01M
|
468K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
35.9K+ 4.48% |
$878K - $999K
|
838K
$21.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
34.5K+ 4.06% |
$843K - $959K
|
884K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.8K+ 47.49% |
$827K - $941K
|
105K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.1K+ 11.13% |
$760K - $865K
|
310K
$8.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
30.8K+ 9.95% |
$754K - $858K
|
341K
$8.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
30.1K+ 7.29% |
$737K - $838K
|
443K
$11.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.4K+ 138.57% |
$719K - $818K
|
50.6K
$1.31M
|