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 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.59K+ 11.25% |
$167K - $186K
|
65.2K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.58K+ 40.1% |
$167K - $185K
|
23K
$594K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.42K+ 1.9% |
$163K - $181K
|
345K
$8.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6.14K+ 3.08% |
$156K - $173K
|
206K
$5.31M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
6.01K+ 8.35% |
$152K - $169K
|
78K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.71K+ 1.7% |
$145K - $161K
|
341K
$8.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.6K+ 16.64% |
$142K - $157K
|
39.2K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.18K+ 4.41% |
$131K - $146K
|
123K
$3.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.77K+ 7.85% |
$121K - $134K
|
65.5K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.73K+ 7.27% |
$120K - $133K
|
69.8K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.72K+ 1.03% |
$120K - $133K
|
462K
$11.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.52K+ 0.68% |
$115K - $127K
|
668K
$17.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.33K+ 3.97% |
$110K - $122K
|
114K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.31K+ 6.08% |
$109K - $121K
|
75.2K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.05K+ 6.37% |
$103K - $114K
|
67.6K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.92K+ 15.79% |
$99.3K - $110K
|
28.7K
$742K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.35K+ 0.57% |
$84.9K - $94.2K
|
591K
$15.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.15K+ 4.83% |
$79.9K - $88.7K
|
68.5K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.11K+ 5.17% |
$78.9K - $87.6K
|
63.3K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.03K+ 6.77% |
$76.9K - $85.4K
|
47.8K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.8K+ 11.4% |
$71K - $78.8K
|
27.4K
$707K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
2.46K+ 0.89% |
$62.4K - $69.2K
|
278K
$7.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.17K+ 1.57% |
$55K - $61K
|
140K
$3.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.16K+ 3.72% |
$54.9K - $60.9K
|
60.3K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.09K+ 10.81% |
$52.9K - $58.7K
|
21.4K
$552K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.91K+ 8.7% |
$48.4K - $53.7K
|
23.9K
$616K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.81K+ 22.42% |
$45.9K - $51K
|
9.89K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.6K+ 0.78% |
$40.7K - $45.1K
|
208K
$5.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.22K+ 15.63% |
$31K - $34.4K
|
9.04K
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.13K+ 6.17% |
$28.7K - $31.8K
|
19.4K
$502K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.1K+ 1.62% |
$27.9K - $31K
|
69K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.08K+ 1.14% |
$27.5K - $30.5K
|
96.3K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.07K+ 12.77% |
$27K - $30K
|
9.41K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 4.81% |
$26.8K - $29.7K
|
23K
$594K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.05K+ 1.54% |
$26.5K - $29.4K
|
69K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.03K+ 9.92% |
$26.2K - $29.1K
|
11.4K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
863+ 5.17% |
$21.9K - $24.3K
|
17.6K
$454K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
814+ 4.18% |
$20.6K - $22.9K
|
20.3K
$524K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
809+ 4.19% |
$20.5K - $22.8K
|
20.1K
$520K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
807New |
$20.5K - $22.7K
|
807
$20.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
729+ 1.13% |
$18.5K - $20.5K
|
65K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
726+ 0.23% |
$18.4K - $20.4K
|
315K
$8.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
296+ 0.22% |
$7.51K - $8.33K
|
135K
$3.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
294+ 0.49% |
$7.46K - $8.28K
|
60.2K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
290New |
$7.35K - $8.16K
|
290
$7.49K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
260+ 0.19% |
$6.59K - $7.32K
|
140K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
234+ 0.28% |
$5.93K - $6.59K
|
85K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
218+ 0.58% |
$5.53K - $6.14K
|
37.8K
$978K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
185+ 8.16% |
$4.69K - $5.21K
|
2.45K
$63.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
165+ 50.0% |
$4.18K - $4.64K
|
495
$12.8K
|