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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.45K- 2.84% |
$60K - $68.2K
|
83.8K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 0.06% |
$245 - $278
|
16K
$439K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-24.9K- 41.1% |
$610K - $694K
|
35.7K
$980K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
510+ 4.54% |
$12.5K - $14.2K
|
11.7K
$322K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-27- 93.1% |
$660 - $751
|
2
$54.9
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.73M+ 127.46% |
$42.3M - $48.1M
|
3.09M
$84.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-379- 0.16% |
$9.27K - $10.5K
|
233K
$6.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
23+ 0.29% |
$563 - $640
|
7.98K
$219K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
340+ 0.96% |
$8.32K - $9.46K
|
35.8K
$983K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
44.2K+ 11.96% |
$1.06M - $1.16M
|
414K
$11.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 4.26% |
$2.4K - $2.63K
|
2.45K
$67.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.66K- 0.37% |
$87.9K - $96.2K
|
993K
$27.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
533New |
$12.8K - $14K
|
533
$14.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
21New |
$505 - $552
|
21
$576
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2New |
$48.1 - $52.6
|
2
$54.9
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.04KNew |
$193K - $212K
|
8.04K
$221K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
716+ 4.32% |
$17.2K - $18.8K
|
17.3K
$474K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24+ 0.68% |
$577 - $631
|
3.53K
$96.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.17KNew |
$76.2K - $83.4K
|
3.17K
$87K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-24.5K- 46.01% |
$588K - $644K
|
28.7K
$788K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.79KNew |
$187K - $205K
|
7.79K
$214K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
739New |
$17.8K - $19.4K
|
739
$20.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
36+ 20.93% |
$865 - $947
|
208
$5.71K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
108K+ 5.23% |
$2.6M - $2.84M
|
2.17M
$59.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.13KNew |
$27.1K - $29.7K
|
1.13K
$31K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
105New |
$2.52K - $2.76K
|
105
$2.88K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-210- 0.93% |
$5.05K - $5.52K
|
22.5K
$616K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.44K- 39.28% |
$155K - $169K
|
9.95K
$273K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
413KNew |
$9.92M - $10.9M
|
413K
$11.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
358+ 0.91% |
$8.6K - $9.42K
|
39.6K
$1.09M
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
368New |
$8.37K - $9.16K
|
368
$10.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.2K+ 13.01% |
$254K - $277K
|
96.8K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-24K- 13.81% |
$545K - $596K
|
150K
$4.1M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
16.5KNew |
$376K - $411K
|
16.5K
$453K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
342K+ 166.27% |
$7.78M - $8.51M
|
548K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.17K+ 4.47% |
$186K - $203K
|
191K
$5.24M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
2.38K+ 8.07% |
$54K - $59.1K
|
31.8K
$873K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.5K+ 1.97% |
$216K - $236K
|
491K
$13.5M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
108+ 0.34% |
$2.46K - $2.69K
|
31.7K
$869K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-167K- 80.92% |
$3.8M - $4.16M
|
39.4K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22+ 8.12% |
$500 - $547
|
293
$8.04K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-935- 10.23% |
$21.3K - $23.3K
|
8.21K
$225K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
215New |
$4.89K - $5.35K
|
215
$5.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.96KNew |
$67.4K - $73.7K
|
2.96K
$81.2K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
14K+ 5.13% |
$317K - $347K
|
286K
$7.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
170New |
$3.87K - $4.23K
|
170
$4.66K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.69K+ 4983.78% |
$83.9K - $91.8K
|
3.76K
$103K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-878- 2.23% |
$20K - $21.8K
|
38.5K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5+ 0.1% |
$114 - $124
|
5.17K
$142K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-718- 47.17% |
$15.5K - $17.3K
|
804
$22.1K
|
|