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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
256+ 0.69% |
$6.15K - $6.73K
|
37.3K
$1.03M
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.04K+ 9.4% |
$145K - $159K
|
70.3K
$1.95M
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-36K- 28.19% |
$866K - $948K
|
91.8K
$2.55M
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
25.4KNew |
$611K - $669K
|
25.4K
$706K
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26+ 0.07% |
$625 - $684
|
39.3K
$1.09M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.93KNew |
$191K - $209K
|
7.93K
$220K
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.08KNew |
$194K - $213K
|
8.08K
$224K
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
46.9KNew |
$1.13M - $1.23M
|
46.9K
$1.3M
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.23K+ 252.04% |
$53.5K - $58.6K
|
3.11K
$86.3K
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-206- 1.68% |
$4.95K - $5.42K
|
12.1K
$335K
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-3- 0.02% |
$72.1 - $78.9
|
16.9K
$468K
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.11K- 6.59% |
$50.7K - $55.5K
|
29.9K
$830K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.44K+ 7.03% |
$34.5K - $37.8K
|
21.9K
$607K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
14.4K+ 3.13% |
$345K - $378K
|
473K
$13.1M
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.94K+ 4.22% |
$191K - $209K
|
196K
$5.43M
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-4.09K- 12.96% |
$98.4K - $108K
|
27.5K
$762K
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.82K+ 3.96% |
$91.7K - $100K
|
100K
$2.78M
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.5K+ 8.08% |
$277K - $303K
|
154K
$4.28M
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
44.3K+ 39.75% |
$1.06M - $1.16M
|
156K
$4.31M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.34K+ 42.1% |
$104K - $114K
|
14.7K
$406K
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-10.7K- 0.6% |
$257K - $281K
|
1.77M
$49M
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.99K- 26.43% |
$144K - $157K
|
16.7K
$462K
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.38K- 2.51% |
$129K - $141K
|
209K
$5.78M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
828+ 9.6% |
$19.9K - $21.8K
|
9.45K
$262K
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-6.41K- 9.5% |
$154K - $169K
|
61.1K
$1.69M
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16.4K+ 28.9% |
$394K - $431K
|
73.2K
$2.03M
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-19.5K- 18.2% |
$470K - $514K
|
87.9K
$2.44M
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
9.87K+ 4.82% |
$237K - $260K
|
215K
$5.95M
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
21.1K+ 6.44% |
$507K - $555K
|
349K
$9.67M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.12K- 6.97% |
$123K - $135K
|
68.3K
$1.89M
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.3K- 7.64% |
$31.3K - $34.3K
|
15.8K
$437K
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-26.3K- 7.19% |
$633K - $693K
|
340K
$9.43M
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.16K+ 5.2% |
$75.8K - $83K
|
63.8K
$1.77M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
8.53K+ 11.4% |
$205K - $224K
|
83.3K
$2.31M
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-7.21K- 2.53% |
$173K - $190K
|
278K
$7.7M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
11.2K+ 129.92% |
$269K - $294K
|
19.8K
$549K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-365- 23.67% |
$8.77K - $9.6K
|
1.18K
$32.6K
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
950+ 1.42% |
$22.8K - $25K
|
68K
$1.89M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
575+ 78.77% |
$13.8K - $15.1K
|
1.31K
$36.2K
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
686+ 1.97% |
$16.5K - $18K
|
35.5K
$984K
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-7.78K- 5.62% |
$187K - $204K
|
131K
$3.62M
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6.46K+ 2.72% |
$155K - $170K
|
244K
$6.76M
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-456- 2.56% |
$11K - $12K
|
17.4K
$481K
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
121K+ 4.67% |
$2.9M - $3.18M
|
2.71M
$75.1M
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32.6K+ 10.48% |
$784K - $858K
|
344K
$9.53M
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-10- 0.04% |
$240 - $263
|
28.1K
$779K
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
403+ 0.67% |
$9.68K - $10.6K
|
60.7K
$1.68M
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
217+ 0.76% |
$5.21K - $5.71K
|
28.7K
$796K
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-6.14K- 0.92% |
$147K - $161K
|
664K
$18.4M
|