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 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
66+ 0.51% |
$1.61K - $1.84K
|
13.1K
$340K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
64+ 19.1% |
$1.57K - $1.78K
|
399
$10.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60+ 37.74% |
$1.47K - $1.67K
|
219
$5.66K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
29+ 0.05% |
$709 - $807
|
63.3K
$1.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
23+ 0.29% |
$563 - $640
|
7.98K
$206K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
21+ 0.06% |
$514 - $584
|
35.9K
$927K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 0.06% |
$245 - $278
|
16K
$414K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.78% |
$73.4 - $83.5
|
389
$10.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.79% |
$24.5 - $27.8
|
127
$3.28K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$24.5 - $27.8
|
1
$25.9
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
413KNew |
$9.92M - $10.9M
|
413K
$10.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
108K+ 5.23% |
$2.6M - $2.84M
|
2.17M
$56.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.42KNew |
$226K - $248K
|
9.42K
$243K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.04KNew |
$193K - $212K
|
8.04K
$208K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.79KNew |
$187K - $205K
|
7.79K
$201K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.17KNew |
$76.2K - $83.4K
|
3.17K
$82K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.46KNew |
$59K - $64.6K
|
2.46K
$63.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.3KNew |
$55.2K - $60.4K
|
2.3K
$59.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.13KNew |
$27.1K - $29.7K
|
1.13K
$29.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
830+ 3.89% |
$19.9K - $21.8K
|
22.2K
$573K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
739New |
$17.8K - $19.4K
|
739
$19.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
716+ 4.32% |
$17.2K - $18.8K
|
17.3K
$447K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
575+ 78.77% |
$13.8K - $15.1K
|
1.31K
$33.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
533New |
$12.8K - $14K
|
533
$13.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
358+ 0.91% |
$8.6K - $9.42K
|
39.6K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
105New |
$2.52K - $2.76K
|
105
$2.71K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 4.26% |
$2.4K - $2.63K
|
2.45K
$63.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
36+ 20.93% |
$865 - $947
|
208
$5.38K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24+ 0.68% |
$577 - $631
|
3.53K
$91.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
21New |
$505 - $552
|
21
$543
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
5+ 3.68% |
$120 - $132
|
141
$3.64K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2New |
$48.1 - $52.6
|
2
$51.7
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
342K+ 166.27% |
$7.78M - $8.51M
|
548K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
16.5KNew |
$376K - $411K
|
16.5K
$427K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
14K+ 5.13% |
$317K - $347K
|
286K
$7.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.2K+ 13.01% |
$254K - $277K
|
96.8K
$2.5M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.5K+ 1.97% |
$216K - $236K
|
491K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.17K+ 4.47% |
$186K - $203K
|
191K
$4.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.69K+ 4983.78% |
$83.9K - $91.8K
|
3.76K
$97.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.96KNew |
$67.4K - $73.7K
|
2.96K
$76.6K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
2.38K+ 8.07% |
$54K - $59.1K
|
31.8K
$822K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.17K+ 59.78% |
$49.3K - $54K
|
5.8K
$150K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
558New |
$12.7K - $13.9K
|
558
$14.4K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
368New |
$8.37K - $9.16K
|
368
$9.51K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
215New |
$4.89K - $5.35K
|
215
$5.56K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
170New |
$3.87K - $4.23K
|
170
$4.39K
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
108+ 0.34% |
$2.46K - $2.69K
|
31.7K
$818K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22+ 8.12% |
$500 - $547
|
293
$7.57K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21+ 0.93% |
$478 - $522
|
2.29K
$59.1K
|
|