Latest Institutional Purchases of Dimensional ETF Tr (DFAE)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
13.8KNew |
$351K - $390K
|
13.8K
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
12.5K+ 6.26% |
$318K - $353K
|
213K
$5.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
12.4K+ 1.58% |
$315K - $349K
|
797K
$20.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$301K - $335K
|
11.9K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
11.6K+ 3.09% |
$295K - $327K
|
388K
$9.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.3K+ 16.54% |
$287K - $318K
|
79.6K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
10.8K+ 15.89% |
$274K - $304K
|
78.8K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10.7K+ 19.02% |
$272K - $301K
|
67K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10.7K+ 5.18% |
$271K - $301K
|
217K
$5.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
10.4K+ 4.44% |
$263K - $291K
|
244K
$6.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
10.1KNew |
$256K - $284K
|
10.1K
$257K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.79K+ 0.89% |
$248K - $275K
|
1.11M
$28.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
9.72K+ 4.18% |
$246K - $273K
|
242K
$6.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
9.01K+ 0.87% |
$228K - $254K
|
1.05M
$26.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8.54K+ 122.59% |
$216K - $240K
|
15.5K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.5K+ 10.92% |
$216K - $239K
|
86.3K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
8.45KNew |
$214K - $238K
|
8.45K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
8.17K+ 5.09% |
$207K - $230K
|
169K
$4.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
8.1K+ 4.03% |
$206K - $228K
|
209K
$5.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.8K+ 21.79% |
$198K - $219K
|
43.6K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
7.41K+ 12.4% |
$188K - $209K
|
67.2K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
7.11K+ 25.33% |
$180K - $200K
|
35.2K
$897K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.84K+ 4.22% |
$173K - $193K
|
169K
$4.31M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.59K+ 11.25% |
$167K - $186K
|
65.2K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.58K+ 40.1% |
$167K - $185K
|
23K
$587K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.42K+ 1.9% |
$163K - $181K
|
345K
$8.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6.14K+ 3.08% |
$156K - $173K
|
206K
$5.24M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
6.01K+ 8.35% |
$152K - $169K
|
78K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.71K+ 1.7% |
$145K - $161K
|
341K
$8.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.6K+ 16.64% |
$142K - $157K
|
39.2K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.18K+ 4.41% |
$131K - $146K
|
123K
$3.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.77K+ 7.85% |
$121K - $134K
|
65.5K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.73K+ 7.27% |
$120K - $133K
|
69.8K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.72K+ 1.03% |
$120K - $133K
|
462K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.52K+ 0.68% |
$115K - $127K
|
668K
$17.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.31K+ 6.08% |
$109K - $121K
|
75.2K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.05K+ 6.37% |
$103K - $114K
|
67.6K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.92K+ 15.79% |
$99.3K - $110K
|
28.7K
$733K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.15K+ 4.83% |
$79.9K - $88.7K
|
68.5K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.11K+ 5.17% |
$78.9K - $87.6K
|
63.3K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.03K+ 6.77% |
$76.9K - $85.4K
|
47.8K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.8K+ 11.4% |
$71K - $78.8K
|
27.4K
$698K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
2.46K+ 0.89% |
$62.4K - $69.2K
|
278K
$7.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.17K+ 1.57% |
$55K - $61K
|
140K
$3.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.16K+ 3.72% |
$54.9K - $60.9K
|
60.3K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.81K+ 22.42% |
$45.9K - $51K
|
9.89K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.1K+ 1.62% |
$27.9K - $31K
|
69K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.07K+ 12.77% |
$27K - $30K
|
9.41K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.05K+ 1.54% |
$26.5K - $29.4K
|
69K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
863+ 5.17% |
$21.9K - $24.3K
|
17.6K
$448K
|