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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.48K+ 2.62% |
$232K - $264K
|
371K
$9.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15.1K+ 4.72% |
$370K - $421K
|
335K
$8.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
52.4K+ 80.6% |
$1.28M - $1.46M
|
117K
$2.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
10.6K+ 7.08% |
$260K - $295K
|
161K
$4.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
187+ 0.53% |
$4.57K - $5.2K
|
35.8K
$906K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
11.9KNew |
$291K - $331K
|
11.9K
$302K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.4KNew |
$254K - $289K
|
10.4K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
5.72K+ 9.42% |
$140K - $159K
|
66.4K
$1.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-75- 0.11% |
$1.83K - $2.09K
|
67.9K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-671- 6.98% |
$16.4K - $18.7K
|
8.94K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-865- 7.58% |
$21.2K - $24.1K
|
10.5K
$267K
|
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
BUY
|
- |
8.76K+ 2.38% |
$214K - $244K
|
376K
$9.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.46K- 3.59% |
$60K - $68.3K
|
65.9K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
191+ 5.04% |
$4.67K - $5.31K
|
3.98K
$101K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.12K+ 6.46% |
$101K - $115K
|
68K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
375+ 4.74% |
$9.17K - $10.4K
|
8.28K
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.17K+ 1.39% |
$53K - $60.3K
|
158K
$4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
492+ 0.04% |
$12K - $13.7K
|
1.1M
$27.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
11.5K+ 4.73% |
$282K - $321K
|
255K
$6.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
66.4K+ 17.88% |
$1.62M - $1.85M
|
438K
$11.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.17K+ 3.64% |
$53.1K - $60.3K
|
61.7K
$1.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
366+ 0.35% |
$8.95K - $10.2K
|
104K
$2.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-78.8K- 31.22% |
$1.93M - $2.19M
|
174K
$4.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-189- 1.56% |
$4.62K - $5.26K
|
11.9K
$302K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-340- 2.04% |
$8.32K - $9.46K
|
16.4K
$414K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
17.1K+ 5.76% |
$418K - $476K
|
314K
$7.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
53.4K+ 6.05% |
$1.31M - $1.49M
|
936K
$23.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
343+ 0.92% |
$8.39K - $9.54K
|
37.6K
$953K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-24.5K- 5.6% |
$599K - $682K
|
413K
$10.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.18K- 3.95% |
$28.9K - $32.9K
|
28.8K
$729K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-56.5K- 16.62% |
$1.38M - $1.57M
|
283K
$7.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-494- 2.27% |
$12.1K - $13.7K
|
21.3K
$538K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
90+ 0.24% |
$2.2K - $2.5K
|
38.4K
$972K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-676- 2.35% |
$16.5K - $18.8K
|
28K
$710K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.41K+ 2.6% |
$58.9K - $66.9K
|
94.9K
$2.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
396+ 0.8% |
$9.69K - $11K
|
49.8K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.59K- 10.62% |
$137K - $155K
|
47K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
240+ 0.92% |
$5.87K - $6.68K
|
26.5K
$670K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.35KNew |
$204K - $232K
|
8.35K
$211K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46K+ 14.17% |
$1.13M - $1.28M
|
371K
$9.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$24.5 - $27.8
|
1
$25.3
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.96K+ 2.19% |
$72.3K - $82.2K
|
138K
$3.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8.44K+ 5.49% |
$206K - $235K
|
162K
$4.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
10.6K+ 1.35% |
$260K - $296K
|
797K
$20.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.52K+ 0.88% |
$135K - $153K
|
631K
$16M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
8.08KNew |
$198K - $225K
|
8.08K
$205K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
55.9K+ 30.98% |
$1.37M - $1.55M
|
236K
$5.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
146+ 0.88% |
$3.57K - $4.06K
|
16.7K
$423K
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
18.5K+ 7.4% |
$454K - $516K
|
269K
$6.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.64K- 1.87% |
$138K - $157K
|
296K
$7.49M
|