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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 34.09% |
$341 - $373
|
59
$1.53K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5+ 0.1% |
$114 - $124
|
5.17K
$134K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.59MNew |
$34.5M - $38.4M
|
1.59M
$41.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
59.3KNew |
$1.28M - $1.43M
|
59.3K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
51.4K+ 41.2% |
$1.11M - $1.24M
|
176K
$4.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
13.2KNew |
$285K - $317K
|
13.2K
$340K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9.25KNew |
$200K - $223K
|
9.25K
$239K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
9.07KNew |
$196K - $219K
|
9.07K
$234K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.66KNew |
$187K - $209K
|
8.66K
$224K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.67K+ 13.78% |
$79.4K - $88.5K
|
30.3K
$784K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.26KNew |
$48.8K - $54.4K
|
2.26K
$58.3K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.23KNew |
$48.3K - $53.9K
|
2.23K
$57.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.83KNew |
$39.6K - $44.2K
|
1.83K
$47.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.83KNew |
$39.6K - $44.2K
|
1.83K
$47.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24KNew |
$26.8K - $29.8K
|
1.24K
$32K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.08KNew |
$23.3K - $26K
|
1.08K
$27.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
77New |
$1.67K - $1.86K
|
77
$1.99K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
33New |
$714 - $796
|
33
$853
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
11New |
$238 - $265
|
11
$284
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7New |
$151 - $169
|
7
$181
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
12.2M+ 2870.4% |
$275M - $304M
|
12.7M
$327M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
349K+ 472.68% |
$7.83M - $8.67M
|
423K
$10.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
37KNew |
$829K - $918K
|
37K
$956K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18.8KNew |
$422K - $467K
|
18.8K
$487K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.11K+ 9.12% |
$47.3K - $52.4K
|
25.2K
$652K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.14K+ 573.37% |
$25.6K - $28.3K
|
1.34K
$34.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.05KNew |
$23.6K - $26.1K
|
1.05K
$27.1K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
932New |
$20.9K - $23.1K
|
932
$24.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
571+ 2.42% |
$12.8K - $14.2K
|
24.2K
$625K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
193New |
$4.33K - $4.79K
|
193
$4.99K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
102New |
$2.29K - $2.53K
|
102
$2.64K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
59+ 0.02% |
$1.32K - $1.46K
|
351K
$9.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
54New |
$1.21K - $1.34K
|
54
$1.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
34+ 0.26% |
$763 - $844
|
13.2K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7+ 1.33% |
$157 - $174
|
534
$13.8K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 0.21% |
$135 - $149
|
2.93K
$75.8K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
221KNew |
$4.94M - $5.37M
|
221K
$5.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
30.8KNew |
$688K - $747K
|
30.8K
$795K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.5K+ 37.87% |
$527K - $572K
|
85.7K
$2.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
11.1KNew |
$248K - $269K
|
11.1K
$286K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.7KNew |
$240K - $260K
|
10.7K
$277K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
363New |
$8.12K - $8.82K
|
363
$9.38K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9New |
$201 - $219
|
9
$233
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9+ 2.86% |
$201 - $219
|
324
$8.38K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.2KNew |
$659K - $737K
|
30.2K
$782K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
16K+ 17.76% |
$348K - $389K
|
106K
$2.74M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
13.4KNew |
$292K - $327K
|
13.4K
$347K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
10.8K+ 96.17% |
$235K - $263K
|
22.1K
$570K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.05KNew |
$197K - $221K
|
9.05K
$234K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
2.91K+ 11.27% |
$63.3K - $70.8K
|
28.7K
$742K
|
|