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 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-304- 0.13% |
$7.71K - $8.56K
|
229K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
14.4KNew |
$366K - $406K
|
14.4K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.5KNew |
$38K - $42.2K
|
1.5K
$40.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$5.07K - $5.63K
|
200
$5.36K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-319K- 19.9% |
$8.08M - $8.97M
|
1.28M
$34.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.64K+ 7.77% |
$66.9K - $74.2K
|
36.6K
$980K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-12.4K- 6.87% |
$315K - $350K
|
169K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-68.7K- 4.07% |
$1.74M - $1.93M
|
1.62M
$43.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-21.5K- 8.77% |
$545K - $605K
|
224K
$6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
135+ 1.19% |
$3.42K - $3.8K
|
11.5K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
34.1K+ 9.64% |
$865K - $961K
|
388K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-11- 1.25% |
$279 - $310
|
868
$23.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
199KNew |
$5.06M - $5.61M
|
199K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
45.4KNew |
$1.15M - $1.28M
|
45.4K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.81K+ 2.63% |
$173K - $192K
|
266K
$7.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 72.13% |
$259K - $288K
|
24.4K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
113KNew |
$2.87M - $3.18M
|
113K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$400K - $444K
|
15.8K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
53.7KNew |
$1.36M - $1.51M
|
53.7K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.18KNew |
$29.8K - $33.1K
|
1.18K
$31.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
51K+ 58.65% |
$1.29M - $1.44M
|
138K
$3.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-890- 0.75% |
$22.6K - $25.1K
|
117K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-180- 49.86% |
$4.56K - $5.07K
|
181
$4.85K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
61.9K+ 5.48% |
$1.57M - $1.74M
|
1.19M
$31.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
40.1K+ 10.52% |
$1.02M - $1.13M
|
421K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
97+ 0.67% |
$2.46K - $2.73K
|
14.5K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
115K+ 16.78% |
$2.93M - $3.25M
|
803K
$21.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
6.93K+ 1.93% |
$176K - $195K
|
365K
$9.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-551- 3.37% |
$14K - $15.5K
|
15.8K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
4.58K+ 1.93% |
$116K - $129K
|
241K
$6.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.37K- 1.38% |
$238K - $264K
|
670K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.42K- 2.08% |
$36K - $40K
|
66.9K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
326K+ 57.31% |
$8.27M - $9.18M
|
895K
$24M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
515+ 6.22% |
$13.1K - $14.5K
|
8.8K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
29.3K+ 12.71% |
$744K - $826K
|
260K
$6.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
13+ 0.1% |
$330 - $366
|
13.1K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
634+ 1.12% |
$16.1K - $17.8K
|
57.4K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.52K+ 2.65% |
$38.5K - $42.7K
|
58.9K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.88K- 3.69% |
$98.3K - $109K
|
101K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 10.04% |
$382K - $425K
|
135K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
40.2K+ 4.94% |
$1.02M - $1.13M
|
853K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
14.1K+ 2.56% |
$357K - $396K
|
563K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.3K+ 82.96% |
$83.7K - $93K
|
7.28K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
13.6KNew |
$346K - $384K
|
13.6K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
94New |
$2.38K - $2.65K
|
94
$2.52K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.9K+ 8.99% |
$150K - $166K
|
71.5K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-545K- 52.1% |
$13.8M - $15.3M
|
501K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.72K- 0.33% |
$43.6K - $48.4K
|
515K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-180- 49.86% |
$4.56K - $5.07K
|
181
$4.85K
|