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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
361New |
$8.83K - $10K
|
361
$9.24K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.6K- 3.82% |
$456K - $518K
|
469K
$12M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
753+ 0.64% |
$18.4K - $20.9K
|
118K
$3.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-20- 0.12% |
$489 - $556
|
16.9K
$432K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.86K+ 5.29% |
$45.5K - $51.8K
|
37.1K
$948K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
547+ 6.61% |
$13.4K - $15.2K
|
8.82K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.34K+ 1.23% |
$131K - $148K
|
439K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.7K+ 13.33% |
$1.8M - $2.05M
|
627K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.64K+ 10.72% |
$40K - $45.5K
|
16.9K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
778+ 5.45% |
$19K - $21.6K
|
15.1K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.2K+ 23.96% |
$420K - $478K
|
88.9K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-160- 1.38% |
$3.91K - $4.45K
|
11.4K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 14.58% |
$266K - $302K
|
63.6K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
22.4K+ 6.51% |
$549K - $624K
|
367K
$9.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-504K- 77.8% |
$12.3M - $14M
|
144K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
11.3K+ 4.82% |
$276K - $314K
|
245K
$6.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
690KNew |
$16.9M - $19.2M
|
690K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
20.7K+ 37.49% |
$507K - $577K
|
76.1K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.84K+ 123.18% |
$45.1K - $51.3K
|
3.34K
$85.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.83K+ 2.25% |
$143K - $162K
|
264K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
36.8K+ 13.07% |
$901K - $1.02M
|
318K
$8.15M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-9.92K- 15.48% |
$243K - $276K
|
54.2K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
98.3K+ 1.91% |
$2.41M - $2.74M
|
5.26M
$135M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
741+ 1.18% |
$18.1K - $20.6K
|
63.5K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-114K- 6.43% |
$2.78M - $3.16M
|
1.65M
$42.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-685- 1.3% |
$16.8K - $19.1K
|
51.9K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-156- 0.12% |
$3.82K - $4.34K
|
128K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$2.45K - $2.78K
|
100
$2.56K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-3.38K- 1.43% |
$82.7K - $94.1K
|
234K
$5.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.01% |
$24.5 - $27.8
|
11.3K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
278K+ 6.54% |
$6.81M - $7.75M
|
4.54M
$116M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.8KNew |
$288K - $328K
|
11.8K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.1K+ 1.42% |
$100K - $114K
|
294K
$7.51M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.14K+ 13.03% |
$175K - $199K
|
61.9K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-27- 3.15% |
$660 - $751
|
830
$21.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.4K+ 15.58% |
$181K - $206K
|
54.9K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
100K+ 39.59% |
$2.46M - $2.79M
|
354K
$9.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
879New |
$21.5K - $24.5K
|
879
$22.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
275KNew |
$6.73M - $7.66M
|
275K
$7.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-167K- 13.77% |
$4.09M - $4.65M
|
1.05M
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
361New |
$8.83K - $10K
|
361
$9.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15K+ 30.2% |
$367K - $417K
|
64.7K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
29.4K+ 78.83% |
$718K - $817K
|
66.6K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
410K+ 46.45% |
$10M - $11.4M
|
1.29M
$33.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.06K+ 74.63% |
$148K - $169K
|
14.2K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.82K+ 19.04% |
$240K - $273K
|
61.4K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-4.64K- 1.25% |
$114K - $129K
|
366K
$9.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
14.3K+ 72.56% |
$349K - $397K
|
33.9K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
29.1K+ 14.41% |
$711K - $809K
|
231K
$5.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
7.55KNew |
$185K - $210K
|
7.55K
$193K
|