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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10.4KNew |
$254K - $288K
|
10.4K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.1K+ 90.7% |
$247K - $280K
|
21.2K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.82K+ 19.04% |
$240K - $273K
|
61.4K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
9.81K+ 2.81% |
$240K - $273K
|
358K
$9.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.08K+ 42.0% |
$222K - $253K
|
30.7K
$783K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8.54K+ 71.32% |
$209K - $237K
|
20.5K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8.41K+ 1.88% |
$206K - $234K
|
456K
$11.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7.9K+ 10.77% |
$193K - $220K
|
81.3K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
7.55KNew |
$185K - $210K
|
7.55K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.4K+ 15.58% |
$181K - $206K
|
54.9K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
7.33K+ 61.27% |
$179K - $204K
|
19.3K
$492K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
7.3K+ 22.0% |
$179K - $203K
|
40.5K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
7.19K+ 6.21% |
$176K - $200K
|
123K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.14K+ 13.03% |
$175K - $199K
|
61.9K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.1K+ 2.32% |
$174K - $197K
|
313K
$7.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.77K+ 3.24% |
$166K - $188K
|
215K
$5.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.23KNew |
$152K - $173K
|
6.23K
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.14K+ 11.98% |
$150K - $171K
|
57.4K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.06K+ 74.63% |
$148K - $169K
|
14.2K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
5.99K+ 2.59% |
$146K - $167K
|
237K
$6.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.9K+ 10.18% |
$144K - $164K
|
63.9K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.83K+ 2.25% |
$143K - $162K
|
264K
$6.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
5.65K+ 2.37% |
$138K - $157K
|
244K
$6.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.63K+ 10.02% |
$138K - $157K
|
61.9K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.52K+ 0.88% |
$135K - $153K
|
631K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.34K+ 1.23% |
$131K - $148K
|
439K
$11.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.16K+ 2.48% |
$126K - $143K
|
213K
$5.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.01K+ 0.92% |
$123K - $139K
|
551K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.6K+ 0.7% |
$113K - $128K
|
662K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.32K+ 7.21% |
$106K - $120K
|
64.2K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.1K+ 1.42% |
$100K - $114K
|
294K
$7.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.94K+ 284.07% |
$96.4K - $110K
|
5.33K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.68K+ 1.32% |
$90K - $102K
|
282K
$7.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.65K+ 4.38% |
$89.2K - $101K
|
87K
$2.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.36K+ 13.81% |
$82.2K - $93.5K
|
27.7K
$707K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.17K+ 16.04% |
$77.6K - $88.3K
|
23K
$586K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.51K+ 0.35% |
$61.3K - $69.7K
|
717K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.42K+ 4.16% |
$59.3K - $67.4K
|
60.7K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.41K+ 2.6% |
$58.9K - $66.9K
|
94.9K
$2.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
2.35K+ 14.03% |
$57.5K - $65.4K
|
19.1K
$487K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.17K+ 1.39% |
$53K - $60.3K
|
158K
$4.02M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.13K+ 14.36% |
$52.1K - $59.2K
|
16.9K
$432K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.12K+ 56.88% |
$51.9K - $59K
|
5.85K
$149K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.86K+ 5.29% |
$45.5K - $51.8K
|
37.1K
$945K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.84K+ 123.18% |
$45.1K - $51.3K
|
3.34K
$85.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.77K+ 10.69% |
$43.2K - $49.2K
|
18.3K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.64K+ 10.72% |
$40K - $45.5K
|
16.9K
$431K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.32K+ 2.48% |
$32.3K - $36.7K
|
54.6K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.23K+ 1.68% |
$30K - $34.1K
|
74.2K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.06K+ 9.98% |
$26K - $29.5K
|
11.7K
$298K
|