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 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.49K+ 32.5% |
$139K - $155K
|
22.4K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.58K- 5.27% |
$192K - $213K
|
136K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.63K+ 0.72% |
$66.7K - $74K
|
370K
$9.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.4KNew |
$391K - $435K
|
15.4K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.33K+ 9.62% |
$110K - $122K
|
49.3K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
154+ 0.25% |
$3.91K - $4.34K
|
62.1K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
5.28K+ 2.26% |
$134K - $148K
|
239K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
9.13K+ 1.91% |
$232K - $257K
|
487K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.37K+ 14.89% |
$60K - $66.6K
|
18.3K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.97K+ 0.58% |
$101K - $112K
|
687K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.4K- 3.07% |
$365K - $405K
|
455K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
114K+ 3.47% |
$2.9M - $3.22M
|
3.41M
$91.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.44K+ 1.82% |
$214K - $238K
|
472K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.82K- 4.97% |
$46.1K - $51.1K
|
34.7K
$930K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-13K- 24.94% |
$329K - $366K
|
39.1K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
30.9K+ 3.5% |
$784K - $870K
|
915K
$24.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-411- 1.11% |
$10.4K - $11.6K
|
36.6K
$982K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.39KNew |
$238K - $264K
|
9.39K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.79% |
$25.4 - $28.2
|
128
$3.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14+ 2.51% |
$355 - $394
|
572
$15.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.9K+ 28.3% |
$1.6M - $1.77M
|
285K
$7.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.2K- 11.43% |
$258K - $286K
|
78.7K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-60- 27.4% |
$1.52K - $1.69K
|
159
$4.26K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-475- 1.41% |
$12K - $13.4K
|
33.3K
$891K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.7K+ 362.98% |
$322K - $357K
|
16.2K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.85KNew |
$72.3K - $80.3K
|
2.85K
$76.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.44K- 0.24% |
$36.5K - $40.5K
|
607K
$16.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.86K- 0.12% |
$72.5K - $80.5K
|
2.42M
$64.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.4K+ 194.97% |
$263K - $292K
|
15.7K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
121KNew |
$3.07M - $3.41M
|
121K
$3.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.82K+ 1.35% |
$96.8K - $108K
|
286K
$7.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
25+ 5.01% |
$634 - $704
|
524
$14K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.64K+ 0.58% |
$66.9K - $74.3K
|
458K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
126KNew |
$3.19M - $3.54M
|
126K
$3.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-14.1K- 8.56% |
$357K - $397K
|
151K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-227- 2.4% |
$5.76K - $6.39K
|
9.22K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.4K- 11.61% |
$60.8K - $67.5K
|
18.3K
$489K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.9K+ 19.64% |
$1.55M - $1.72M
|
371K
$9.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
355K+ 37.54% |
$9M - $9.99M
|
1.3M
$34.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
26.4K+ 12.62% |
$671K - $744K
|
236K
$6.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
62.1K+ 97.98% |
$1.57M - $1.75M
|
125K
$3.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.29K+ 23.01% |
$58.2K - $64.5K
|
12.3K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
76.9KNew |
$1.95M - $2.17M
|
76.9K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
6.29K+ 1.25% |
$160K - $177K
|
510K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
14.3KNew |
$362K - $402K
|
14.3K
$383K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
8.45KNew |
$214K - $238K
|
8.45K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
33.4K+ 97.5% |
$848K - $941K
|
67.7K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
197+ 1.31% |
$5K - $5.55K
|
15.3K
$409K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.02K+ 14.72% |
$76.6K - $85K
|
23.5K
$630K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-24.6K- 24.47% |
$625K - $693K
|
76K
$2.04M
|