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 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.16K+ 2.48% |
$126K - $143K
|
213K
$5.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.01K+ 0.92% |
$123K - $139K
|
551K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.6K+ 0.7% |
$113K - $128K
|
662K
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.32K+ 7.21% |
$106K - $120K
|
64.2K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.1K+ 1.42% |
$100K - $114K
|
294K
$7.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.94K+ 284.07% |
$96.4K - $110K
|
5.33K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.68K+ 1.32% |
$90K - $102K
|
282K
$7.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.65K+ 4.38% |
$89.2K - $101K
|
87K
$2.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.36K+ 13.81% |
$82.2K - $93.5K
|
27.7K
$716K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.17K+ 16.04% |
$77.6K - $88.3K
|
23K
$594K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.51K+ 0.35% |
$61.3K - $69.7K
|
717K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.42K+ 4.16% |
$59.3K - $67.4K
|
60.7K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
2.35K+ 14.03% |
$57.5K - $65.4K
|
19.1K
$494K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.17K+ 1.39% |
$53K - $60.3K
|
158K
$4.08M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.13K+ 14.36% |
$52.1K - $59.2K
|
16.9K
$438K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.12K+ 56.88% |
$51.9K - $59K
|
5.85K
$151K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.86K+ 5.29% |
$45.5K - $51.8K
|
37.1K
$958K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.84K+ 123.18% |
$45.1K - $51.3K
|
3.34K
$86.4K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.64K+ 10.72% |
$40K - $45.5K
|
16.9K
$437K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.32K+ 2.48% |
$32.3K - $36.7K
|
54.6K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.23K+ 1.68% |
$30K - $34.1K
|
74.2K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.06K+ 9.98% |
$26K - $29.5K
|
11.7K
$302K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
968+ 31.11% |
$23.7K - $26.9K
|
4.08K
$105K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
882+ 1.27% |
$21.6K - $24.5K
|
70.6K
$1.82M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
881+ 1.31% |
$21.5K - $24.5K
|
68.3K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
879New |
$21.5K - $24.5K
|
879
$22.7K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
859+ 32.61% |
$21K - $23.9K
|
3.49K
$90.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
778+ 5.45% |
$19K - $21.6K
|
15.1K
$389K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
753+ 0.64% |
$18.4K - $20.9K
|
118K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
741+ 1.18% |
$18.1K - $20.6K
|
63.5K
$1.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
547+ 6.61% |
$13.4K - $15.2K
|
8.82K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
510+ 4.54% |
$12.5K - $14.2K
|
11.7K
$304K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
499New |
$12.2K - $13.9K
|
499
$12.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
396+ 0.8% |
$9.69K - $11K
|
49.8K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
385+ 3.9% |
$9.42K - $10.7K
|
10.3K
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
375+ 4.74% |
$9.17K - $10.4K
|
8.28K
$214K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
361New |
$8.83K - $10K
|
361
$9.33K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
361New |
$8.83K - $10K
|
361
$9.33K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
340+ 0.96% |
$8.32K - $9.46K
|
35.8K
$926K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
325+ 0.32% |
$7.95K - $9.04K
|
101K
$2.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
299New |
$7.31K - $8.32K
|
299
$7.73K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
214+ 1.51% |
$5.23K - $5.95K
|
14.4K
$372K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
195+ 0.33% |
$4.77K - $5.42K
|
58.9K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
191+ 5.04% |
$4.67K - $5.31K
|
3.98K
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
125New |
$3.06K - $3.48K
|
125
$3.23K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
116+ 0.18% |
$2.84K - $3.23K
|
63.9K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$2.45K - $2.78K
|
100
$2.59K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
80+ 0.14% |
$1.96K - $2.23K
|
57.3K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72+ 0.91% |
$1.76K - $2K
|
8K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
71+ 0.62% |
$1.74K - $1.98K
|
11.6K
$300K
|