Latest Institutional Transactions on Dimensional ETF Tr (DFAE)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
39+ 0.47% |
$937 - $1.03K
|
8.27K
$229K
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
47KNew |
$1.13M - $1.24M
|
47K
$1.3M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
668+ 21.4% |
$16.1K - $17.6K
|
3.79K
$105K
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
19.8K+ 9.44% |
$475K - $520K
|
229K
$6.36M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
140K+ 44.68% |
$3.36M - $3.67M
|
452K
$12.5M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-55.5K- 22.08% |
$1.33M - $1.46M
|
196K
$5.43M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
633+ 5.59% |
$15.2K - $16.6K
|
12K
$332K
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-54.6K- 46.19% |
$1.31M - $1.44M
|
63.7K
$1.77M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.2M+ 8838.21% |
$28.8M - $31.6M
|
1.21M
$33.6M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3- 0.02% |
$72.1 - $78.9
|
19.7K
$545K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
91K+ 5.52% |
$2.19M - $2.39M
|
1.74M
$48.3M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
857New |
$20.6K - $22.5K
|
857
$23.8K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-38.7K- 11.71% |
$931K - $1.02M
|
292K
$8.1M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.2K+ 19.47% |
$1.52M - $1.66M
|
388K
$10.8M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.56K+ 167.63% |
$230K - $251K
|
15.3K
$423K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
104+ 45.02% |
$2.5K - $2.74K
|
335
$9.29K
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.5K+ 2.4% |
$36.1K - $39.5K
|
64.1K
$1.78M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
449+ 3.27% |
$10.8K - $11.8K
|
14.2K
$393K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
892+ 51.21% |
$21.4K - $23.5K
|
2.63K
$73K
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.43K+ 14.02% |
$34.3K - $37.5K
|
11.6K
$322K
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 1.36% |
$24.6K - $27K
|
74.5K
$2.07M
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-16.2K- 20.46% |
$388K - $425K
|
62.8K
$1.74M
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27.3K+ 12.94% |
$657K - $719K
|
239K
$6.62M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.43K+ 3.56% |
$34.3K - $37.6K
|
41.5K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-10.7K- 0.6% |
$257K - $281K
|
1.77M
$49M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-778K- 52.99% |
$18.7M - $20.5M
|
690K
$19.1M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.6K+ 0.47% |
$38.4K - $42.1K
|
345K
$9.55M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
16.3K+ 6.06% |
$391K - $428K
|
285K
$7.89M
|
|
Aug 14, 2024
Q2 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
166K+ 143.58% |
$3.99M - $4.37M
|
282K
$7.81M
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
51.7K+ 5.1% |
$1.24M - $1.36M
|
1.06M
$29.5M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.9K+ 98.75% |
$454K - $497K
|
38.1K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
259KNew |
$6.21M - $6.8M
|
259K
$7.17M
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.37K+ 2.72% |
$32.8K - $36K
|
51.6K
$1.43M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.41K- 6.99% |
$106K - $116K
|
58.7K
$1.63M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
360K+ 9.24% |
$8.65M - $9.47M
|
4.26M
$118M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
61.4K+ 7.47% |
$1.48M - $1.61M
|
883K
$24.5M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.7K+ 14.45% |
$113K - $124K
|
37.2K
$1.03M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
790+ 1.62% |
$19K - $20.8K
|
49.7K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
774+ 107.05% |
$18.6K - $20.4K
|
1.5K
$41.5K
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.22K- 2.56% |
$29.2K - $32K
|
46.3K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
83.1K+ 17.44% |
$2M - $2.19M
|
560K
$15.5M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.36K+ 0.82% |
$56.6K - $62K
|
289K
$8.03M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-986K- 64.08% |
$23.7M - $25.9M
|
553K
$15.3M
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
35.3K+ 16.16% |
$848K - $928K
|
254K
$7.03M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.74K+ 5.51% |
$89.9K - $98.4K
|
71.7K
$1.99M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.78K- 1.77% |
$211K - $231K
|
488K
$13.5M
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
12K+ 1.86% |
$289K - $316K
|
660K
$18.3M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
251K+ 455.82% |
$6.02M - $6.59M
|
306K
$8.47M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.84K+ 15.1% |
$68.1K - $74.6K
|
21.6K
$599K
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
95.1K+ 27.01% |
$2.29M - $2.5M
|
447K
$12.4M
|