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 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
10+ 1.23% |
$201 - $237
|
825
$21.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
199New |
$4K - $4.71K
|
199
$5.15K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-84- 0.79% |
$1.69K - $1.99K
|
10.5K
$273K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.41K- 61.61% |
$48.4K - $57K
|
1.5K
$38.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
15KNew |
$301K - $354K
|
15K
$388K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
134New |
$2.69K - $3.17K
|
134
$3.47K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
232K+ 1129.12% |
$4.67M - $5.51M
|
253K
$6.55M
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
14KNew |
$281K - $331K
|
14K
$362K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
638K+ 139.99% |
$12.8M - $15.1M
|
1.09M
$28.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-388- 2.64% |
$7.79K - $9.19K
|
14.3K
$370K
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
3.45K+ 3.03% |
$69.3K - $81.6K
|
117K
$3.04M
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-8.12K- 37.14% |
$163K - $192K
|
13.7K
$356K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$573K - $677K
|
25K
$648K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-618KClosed |
$14.2M - $16.7M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.7KNew |
$199K - $235K
|
8.7K
$225K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40New |
$916 - $1.08K
|
40
$1.04K
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-4.87K- 29.91% |
$111K - $132K
|
11.4K
$295K
|
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
SELL
|
- |
-61KClosed |
$1.4M - $1.65M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-180KClosed |
$4.12M - $4.86M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16.7KClosed |
$383K - $452K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.77KNew |
$132K - $156K
|
5.77K
$149K
|
|
| Q1 2022 | |||||||
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-63.1KClosed |
$1.53M - $1.79M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-883Closed |
$21.4K - $25K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.3KClosed |
$31.6K - $36.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-20KClosed |
$486K - $566K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-15.2KClosed |
$369K - $430K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-7Closed |
$170 - $198
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
45New |
$1.09K - $1.27K
|
45
$1.17K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.3K- 50.39% |
$31.5K - $36.7K
|
1.28K
$33K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
350New |
$9.26K - $9.91K
|
350
$9.07K
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-400KClosed |
$10.6M - $11.3M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.74KClosed |
$125K - $134K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
346New |
$9.15K - $9.8K
|
346
$8.96K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.81KClosed |
$74.4K - $79.6K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-300Closed |
$7.94K - $8.49K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.81KClosed |
$218K - $235K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-251KClosed |
$6.82M - $7.5M
|
0
$0
|
|