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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
133New |
$3.37K - $3.74K
|
133
$3.44K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-129K- 10.89% |
$3.27M - $3.63M
|
1.05M
$27.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13.2K+ 2.39% |
$334K - $371K
|
564K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-316- 3.85% |
$8.01K - $8.9K
|
7.89K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
15K+ 3.23% |
$379K - $421K
|
478K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
841KNew |
$21.3M - $23.7M
|
841K
$21.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
8.44KNew |
$214K - $238K
|
8.44K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
205New |
$5.2K - $5.77K
|
205
$5.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
18.1K+ 5.84% |
$459K - $509K
|
328K
$8.47M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.06K+ 0.8% |
$27K - $29.9K
|
135K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
9.56K+ 5.63% |
$243K - $269K
|
179K
$4.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
210K+ 498.78% |
$5.32M - $5.9M
|
252K
$6.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.65K+ 550.5% |
$41.7K - $46.3K
|
1.95K
$50.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12.8K+ 7.06% |
$324K - $359K
|
194K
$5M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
826New |
$20.9K - $23.3K
|
826
$21.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-182- 0.79% |
$4.62K - $5.12K
|
22.8K
$589K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
14.7K+ 29.57% |
$374K - $415K
|
64.6K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.51% |
$50.7 - $56.3
|
391
$10.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
11.1K+ 13.62% |
$281K - $312K
|
92.3K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.19K- 23.41% |
$208K - $231K
|
26.8K
$693K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-1.64K- 0.45% |
$41.5K - $46.1K
|
365K
$9.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
17.3K+ 4.46% |
$439K - $487K
|
406K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-7- 0.08% |
$178 - $197
|
8.81K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.7K+ 21.96% |
$424K - $470K
|
92.8K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
447New |
$11.3K - $12.6K
|
447
$11.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
73.8K+ 12.7% |
$1.87M - $2.08M
|
655K
$16.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
185+ 8.16% |
$4.69K - $5.21K
|
2.45K
$63.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
153+ 1.0% |
$3.88K - $4.31K
|
15.5K
$400K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
38+ 0.65% |
$964 - $1.07K
|
5.89K
$152K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.35K+ 0.57% |
$84.9K - $94.2K
|
591K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
52.8K+ 4.85% |
$1.34M - $1.49M
|
1.14M
$29.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
216K+ 13.07% |
$5.48M - $6.08M
|
1.87M
$48.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-925- 6.4% |
$23.5K - $26K
|
13.5K
$350K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
13.5K+ 2.14% |
$343K - $380K
|
644K
$16.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-1.61K- 1.69% |
$40.7K - $45.2K
|
93.3K
$2.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
124KNew |
$3.14M - $3.49M
|
124K
$3.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.7KNew |
$297K - $329K
|
11.7K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
26K+ 1.07% |
$660K - $732K
|
2.46M
$63.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$288K - $320K
|
11.4K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
9.9KNew |
$251K - $279K
|
9.9K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.33K+ 3.97% |
$110K - $122K
|
114K
$2.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.08K+ 1.14% |
$27.5K - $30.5K
|
96.3K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
14.6KNew |
$371K - $412K
|
14.6K
$378K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
84.1KNew |
$2.13M - $2.37M
|
84.1K
$2.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.13K+ 6.17% |
$28.7K - $31.8K
|
19.4K
$502K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
558KNew |
$14.2M - $15.7M
|
558K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
251K+ 11.01% |
$6.36M - $7.06M
|
2.53M
$65.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
277KNew |
$7.02M - $7.79M
|
277K
$7.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
729+ 1.13% |
$18.5K - $20.5K
|
65K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17.4K+ 3.32% |
$441K - $489K
|
540K
$14M
|