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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.69K+ 4983.78% |
$83.9K - $91.8K
|
3.76K
$110K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-878- 2.23% |
$20K - $21.8K
|
38.5K
$1.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5+ 0.1% |
$114 - $124
|
5.17K
$151K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-718- 47.17% |
$15.5K - $17.3K
|
804
$23.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.26KNew |
$48.8K - $54.4K
|
2.26K
$66.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.83KNew |
$39.6K - $44.2K
|
1.83K
$53.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.59MNew |
$34.5M - $38.4M
|
1.59M
$46.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
51.4K+ 41.2% |
$1.11M - $1.24M
|
176K
$5.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-10.7K- 20.83% |
$230K - $257K
|
40.5K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
11New |
$238 - $265
|
11
$322
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.08KNew |
$23.3K - $26K
|
1.08K
$31.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.67K+ 13.78% |
$79.4K - $88.5K
|
30.3K
$888K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
77New |
$1.67K - $1.86K
|
77
$2.25K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
33New |
$714 - $796
|
33
$966
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 86.58% |
$4.33K - $4.82K
|
31
$908
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
59.3KNew |
$1.28M - $1.43M
|
59.3K
$1.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9.25KNew |
$200K - $223K
|
9.25K
$271K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7New |
$151 - $169
|
7
$205
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.46K- 6.72% |
$74.8K - $83.4K
|
48K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.66KNew |
$187K - $209K
|
8.66K
$254K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
13.2KNew |
$285K - $317K
|
13.2K
$385K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.83KNew |
$39.6K - $44.2K
|
1.83K
$53.6K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.23KNew |
$48.3K - $53.9K
|
2.23K
$65.4K
|
|
| Q3 2023 | |||||||
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-9.55KClosed |
$214K - $237K
|
0
$0
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
193New |
$4.33K - $4.79K
|
193
$5.65K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
932New |
$20.9K - $23.1K
|
932
$27.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.14K+ 573.37% |
$25.6K - $28.3K
|
1.34K
$39.2K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 0.21% |
$135 - $149
|
2.93K
$85.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7+ 1.33% |
$157 - $174
|
534
$15.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.05KNew |
$23.6K - $26.1K
|
1.05K
$30.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
102New |
$2.29K - $2.53K
|
102
$2.99K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
37KNew |
$829K - $918K
|
37K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
59+ 0.02% |
$1.32K - $1.46K
|
351K
$10.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
12.2M+ 2870.4% |
$275M - $304M
|
12.7M
$371M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
34+ 0.26% |
$763 - $844
|
13.2K
$388K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-586- 6.01% |
$13.1K - $14.6K
|
9.16K
$268K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
571+ 2.42% |
$12.8K - $14.2K
|
24.2K
$708K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.11K+ 9.12% |
$47.3K - $52.4K
|
25.2K
$739K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-17.8K- 2.54% |
$400K - $442K
|
685K
$20.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
54New |
$1.21K - $1.34K
|
54
$1.58K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-279- 1.17% |
$6.26K - $6.93K
|
23.5K
$688K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.5K+ 37.87% |
$527K - $572K
|
85.7K
$2.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.7KNew |
$240K - $260K
|
10.7K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9New |
$201 - $219
|
9
$264
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
363New |
$8.12K - $8.82K
|
363
$10.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9+ 2.86% |
$201 - $219
|
324
$9.49K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
221KNew |
$4.94M - $5.37M
|
221K
$6.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-11.7K- 24.76% |
$263K - $285K
|
35.7K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-30.6K- 20.15% |
$684K - $743K
|
121K
$3.55M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-30.6K- 20.15% |
$684K - $743K
|
121K
$3.55M
|
|