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 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
185+ 8.16% |
$4.69K - $5.21K
|
2.45K
$67.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
447New |
$11.3K - $12.6K
|
447
$12.3K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.7KNew |
$297K - $329K
|
11.7K
$321K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
124KNew |
$3.14M - $3.49M
|
124K
$3.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
14.6KNew |
$371K - $412K
|
14.6K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
729+ 1.13% |
$18.5K - $20.5K
|
65K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 8.33% |
$2.49K - $2.76K
|
1.28K
$35K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.22K+ 15.63% |
$31K - $34.4K
|
9.04K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.91K+ 8.7% |
$48.4K - $53.7K
|
23.9K
$654K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
290New |
$7.35K - $8.16K
|
290
$7.95K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.94K- 12.86% |
$125K - $139K
|
33.4K
$917K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
70.4KNew |
$1.79M - $1.98M
|
70.4K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
13.8KNew |
$351K - $390K
|
13.8K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.9KNew |
$404K - $448K
|
15.9K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
29.6KNew |
$749K - $832K
|
29.6K
$811K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
152+ 0.57% |
$3.85K - $4.28K
|
26.6K
$730K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.05K- 10.82% |
$26.6K - $29.5K
|
8.63K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-7.1K- 40.17% |
$180K - $200K
|
10.6K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-6.41K- 10.64% |
$163K - $180K
|
53.8K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.38K- 46.6% |
$34.9K - $38.8K
|
1.58K
$43.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
85.2KNew |
$2.16M - $2.4M
|
85.2K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
10.1KNew |
$256K - $284K
|
10.1K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
165+ 50.0% |
$4.18K - $4.64K
|
495
$13.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
10.4K+ 4.44% |
$263K - $291K
|
244K
$6.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
8.45KNew |
$214K - $238K
|
8.45K
$232K
|
|
| Q3 2024 | |||||||
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-120- 55.56% |
$2.94K - $3.34K
|
96
$2.63K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-83.8K- 45.18% |
$2.05M - $2.33M
|
102K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$2.45K - $2.78K
|
100
$2.74K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
690KNew |
$16.9M - $19.2M
|
690K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
7.55KNew |
$185K - $210K
|
7.55K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15K+ 30.2% |
$367K - $417K
|
64.7K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.8KNew |
$288K - $328K
|
11.8K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
35.9K+ 4.48% |
$878K - $999K
|
838K
$23M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-607- 4.14% |
$14.8K - $16.9K
|
14K
$385K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
15.7KNew |
$384K - $436K
|
15.7K
$430K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
7.3K+ 22.0% |
$179K - $203K
|
40.5K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.11K- 11.13% |
$27.2K - $30.9K
|
8.86K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-693- 17.59% |
$17K - $19.3K
|
3.25K
$89K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
11.1KNew |
$270K - $307K
|
11.1K
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72+ 0.91% |
$1.76K - $2K
|
8K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-600- 5.24% |
$14.7K - $16.7K
|
10.8K
$298K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.36K- 93.13% |
$33.2K - $37.7K
|
100
$2.74K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
11.9KNew |
$291K - $331K
|
11.9K
$327K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-865- 7.58% |
$21.2K - $24.1K
|
10.5K
$289K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-671- 6.98% |
$16.4K - $18.7K
|
8.94K
$245K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$24.5 - $27.8
|
1
$27.4
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
125New |
$3.06K - $3.48K
|
125
$3.43K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.21K- 6.82% |
$152K - $173K
|
84.8K
$2.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.51K+ 0.35% |
$61.3K - $69.7K
|
717K
$19.7M
|
|
|
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
$465K
|
|