Latest Institutional Purchases of Dimensional ETF Tr (DFAE)

DFAE Quotes by TradingView

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
Jan 13, 2025 Q4 2024
Catalyst Private Wealth, LLC

BUY
 -
10.4K
+ 4.44%
$263K - $291K
244K $7.92M
Feb 10, 2025 Q4 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
10.2K
New
$258K - $287K
10.2K $331K
Jan 14, 2025 Q4 2024
Safeguard Financial, LLC

BUY
 -
10.1K
New
$256K - $284K
10.1K $328K
Feb 07, 2025 Q4 2024
Simplicity Wealth,Llc

BUY
 -
8.8K
New
$223K - $248K
8.8K $286K
Feb 14, 2025 Q4 2024
10 Elms LLP

Tulsa, OK
BUY
 -
1.5K
New
$38K - $42.2K
1.5K $48.8K
Feb 10, 2025 Q4 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
1.45K
+ 13.28%
$36.9K - $40.9K
12.4K $403K
Feb 07, 2025 Q4 2024
Hm Payson & CO

Portland, ME
BUY
 -
1.34K
+ 21.54%
$34K - $37.8K
7.57K $246K
Feb 06, 2025 Q4 2024
Live Oak Investment Partners

Austin, TX
BUY
 -
826
New
$20.9K - $23.3K
826 $26.8K
Jan 31, 2025 Q4 2024
Beta Wealth Group, Inc.

BUY
 -
729
+ 1.13%
$18.5K - $20.5K
65K $2.11M
Apr 01, 2025 Q4 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
641
+ 160.65%
$16.3K - $18K
1.04K $33.8K
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
205
New
$5.2K - $5.77K
205 $6.66K
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
165
+ 50.0%
$4.18K - $4.64K
495 $16.1K
Jan 23, 2025 Q4 2024
Total Clarity Wealth Management, Inc.

BUY
 -
152
+ 0.57%
$3.85K - $4.28K
26.6K $865K
Feb 06, 2025 Q4 2024
Centennial Bank/Ar/

Conway, AR
BUY
 -
133
New
$3.37K - $3.74K
133 $4.32K
Feb 14, 2025 Q4 2024
Spurstone Advisory Services, LLC

Higganum, CT
BUY
 -
96
New
$2.43K - $2.7K
96 $3.12K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
30
New
$761 - $845
30 $975
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
14
+ 1.69%
$355 - $394
844 $27.4K
Feb 14, 2025 Q4 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
6
New
$152 - $169
6 $195
Q3 2024
Oct 10, 2024 Q3 2024
Factory Mutual Insurance CO

Waltham, MA
BUY
 -
1.73M
+ 127.46%
$42.3M - $48.1M
3.09M $100M
Nov 12, 2024 Q3 2024
Financial Planning & Information Services, Inc.

BUY
 -
35.9K
+ 4.48%
$878K - $999K
838K $27.2M
Nov 08, 2024 Q3 2024
Ariadne Wealth Management, LP

Santa Barbara, CA
BUY
 -
15.7K
New
$384K - $436K
15.7K $510K
Oct 24, 2024 Q3 2024
Inscription Capital, LLC

Houston, TX
BUY
 -
11.9K
New
$291K - $331K
11.9K $387K
Nov 14, 2024 Q3 2024
Marshall Wace, LLP

London, X0
BUY
 -
11.8K
New
$288K - $328K
11.8K $383K
Oct 31, 2024 Q3 2024
Rhs Financial, LLC

BUY
 -
11.1K
New
$270K - $307K
11.1K $359K
Nov 07, 2024 Q3 2024
Bcu Wealth Advisors, LLC

Vernon Hills, IL
BUY
 -
7.3K
+ 22.0%
$179K - $203K
40.5K $1.32M
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.51K
+ 0.35%
$61.3K - $69.7K
717K $23.3M
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 $551K
Oct 15, 2024 Q3 2024
Websterrogers Financial Advisors, LLC

BUY
 -
510
+ 4.54%
$12.5K - $14.2K
11.7K $382K
Oct 01, 2024 Q3 2024
Bridge Advisory, LLC

BUY
 -
340
+ 0.96%
$8.32K - $9.46K
35.8K $1.16M
Jul 14, 2025 Q3 2024
Painted Porch Advisors LLC

Santa Barbara, CA
BUY
 -
320
New
$7.83K - $8.9K
320 $10.4K
Oct 18, 2024 Q3 2024
West Branch Capital LLC

BUY
 -
125
New
$3.06K - $3.48K
125 $4.06K
Oct 07, 2024 Q3 2024
Williams & Novak, LLC

Westlake Village, CA
BUY
 -
23
+ 0.29%
$563 - $640
7.98K $259K
Oct 21, 2024 Q3 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1
New
$24.5 - $27.8
1 $32.5
Q2 2024
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
413K
New
$9.92M - $10.9M
413K $13.4M
Jul 30, 2024 Q2 2024
Private Ocean, LLC

BUY
 -
108K
+ 5.23%
$2.6M - $2.84M
2.17M $70.6M
Mar 11, 2025 Q2 2024
Private Capital Management LLC

BUY
 -
44.2K
+ 11.96%
$1.06M - $1.16M
414K $13.5M
Aug 05, 2024 Q2 2024
Vista Private Wealth Partners. LLC

BUY
 -
3.17K
New
$76.2K - $83.4K
3.17K $103K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
1.13K
New
$27.1K - $29.7K
1.13K $36.7K
Jul 31, 2024 Q2 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
739
New
$17.8K - $19.4K
739 $24K
Aug 08, 2024 Q2 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
533
New
$12.8K - $14K
533 $17.3K
Jul 10, 2024 Q2 2024
Walden Wealth Partners LLC

Beachwood, OH
BUY
 -
358
+ 0.91%
$8.6K - $9.42K
39.6K $1.29M
Jul 26, 2024 Q2 2024
Evolution Advisers, Inc.

BUY
 -
105
New
$2.52K - $2.76K
105 $3.41K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
100
+ 4.26%
$2.4K - $2.63K
2.45K $79.5K
Jul 31, 2024 Q2 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
36
+ 20.93%
$865 - $947
208 $6.76K
Aug 05, 2024 Q2 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
24
+ 0.68%
$577 - $631
3.53K $115K
Aug 08, 2024 Q2 2024
Phillips Financial Management, LLC

BUY
 -
21
New
$505 - $552
21 $683
Aug 07, 2024 Q2 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
2
New
$48.1 - $52.6
2 $65
Q1 2024
May 13, 2024 Q1 2024
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
342K
+ 166.27%
$7.78M - $8.51M
548K $17.8M
May 13, 2024 Q1 2024
Texas Capital Bank Wealth Management Services Inc

BUY
 -
16.5K
New
$376K - $411K
16.5K $537K

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