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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23.5K+ 14.62% |
$576K - $655K
|
185K
$4.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23.1K+ 3.5% |
$565K - $642K
|
683K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
22.4K+ 6.51% |
$549K - $624K
|
367K
$9.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21.9K+ 3.16% |
$535K - $608K
|
713K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
21.7K+ 3.1% |
$531K - $604K
|
722K
$18.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
21.1K+ 13.21% |
$516K - $587K
|
181K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
21.1K+ 5.06% |
$516K - $587K
|
438K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
20.7K+ 37.49% |
$507K - $577K
|
76.1K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19K+ 6.22% |
$465K - $529K
|
325K
$8.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
17.3K+ 11.78% |
$424K - $482K
|
165K
$4.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
17.3K+ 17.89% |
$424K - $482K
|
114K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.2K+ 23.96% |
$420K - $478K
|
88.9K
$2.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
15.8K+ 10.2% |
$385K - $438K
|
170K
$4.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
15.7KNew |
$384K - $436K
|
15.7K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15K+ 30.2% |
$367K - $417K
|
64.7K
$1.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
14.5K+ 151.77% |
$355K - $404K
|
24.1K
$622K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
14.4K+ 2.69% |
$352K - $401K
|
549K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
14.3K+ 72.56% |
$349K - $397K
|
33.9K
$877K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
12.8K+ 24.27% |
$314K - $357K
|
65.6K
$1.7M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.2KNew |
$300K - $341K
|
12.2K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
11.9KNew |
$291K - $331K
|
11.9K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 8.59% |
$291K - $330K
|
150K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.8KNew |
$288K - $328K
|
11.8K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.3KNew |
$277K - $315K
|
11.3K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
11.3K+ 4.82% |
$276K - $314K
|
245K
$6.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
11.1KNew |
$270K - $307K
|
11.1K
$286K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 4.36% |
$265K - $301K
|
259K
$6.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.4KNew |
$254K - $289K
|
10.4K
$269K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10.4KNew |
$254K - $288K
|
10.4K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.82K+ 19.04% |
$240K - $273K
|
61.4K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
9.81K+ 2.81% |
$240K - $273K
|
358K
$9.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.08K+ 42.0% |
$222K - $253K
|
30.7K
$794K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8.54K+ 71.32% |
$209K - $237K
|
20.5K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8.41K+ 1.88% |
$206K - $234K
|
456K
$11.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7.9K+ 10.77% |
$193K - $220K
|
81.3K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
7.55KNew |
$185K - $210K
|
7.55K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.4K+ 15.58% |
$181K - $206K
|
54.9K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
7.3K+ 22.0% |
$179K - $203K
|
40.5K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
7.19K+ 6.21% |
$176K - $200K
|
123K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.14K+ 13.03% |
$175K - $199K
|
61.9K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.77K+ 3.24% |
$166K - $188K
|
215K
$5.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.23KNew |
$152K - $173K
|
6.23K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.14K+ 11.98% |
$150K - $171K
|
57.4K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.06K+ 74.63% |
$148K - $169K
|
14.2K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
5.99K+ 2.59% |
$146K - $167K
|
237K
$6.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.9K+ 10.18% |
$144K - $164K
|
63.9K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.83K+ 2.25% |
$143K - $162K
|
264K
$6.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
5.65K+ 2.37% |
$138K - $157K
|
244K
$6.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.63K+ 10.02% |
$138K - $157K
|
61.9K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.34K+ 1.23% |
$131K - $148K
|
439K
$11.3M
|