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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
968+ 31.11% |
$23.7K - $26.9K
|
4.08K
$104K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
882+ 1.27% |
$21.6K - $24.5K
|
70.6K
$1.8M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
881+ 1.31% |
$21.5K - $24.5K
|
68.3K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
879New |
$21.5K - $24.5K
|
879
$22.4K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
859+ 32.61% |
$21K - $23.9K
|
3.49K
$89.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
778+ 5.45% |
$19K - $21.6K
|
15.1K
$384K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
753+ 0.64% |
$18.4K - $20.9K
|
118K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
741+ 1.18% |
$18.1K - $20.6K
|
63.5K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
547+ 6.61% |
$13.4K - $15.2K
|
8.82K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
510+ 4.54% |
$12.5K - $14.2K
|
11.7K
$300K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
499New |
$12.2K - $13.9K
|
499
$12.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
396+ 0.8% |
$9.69K - $11K
|
49.8K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
385+ 3.9% |
$9.42K - $10.7K
|
10.3K
$262K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
375+ 4.74% |
$9.17K - $10.4K
|
8.28K
$211K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
361New |
$8.83K - $10K
|
361
$9.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
361New |
$8.83K - $10K
|
361
$9.21K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
340+ 0.96% |
$8.32K - $9.46K
|
35.8K
$914K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
325+ 0.32% |
$7.95K - $9.04K
|
101K
$2.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
299New |
$7.31K - $8.32K
|
299
$7.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
214+ 1.51% |
$5.23K - $5.95K
|
14.4K
$367K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
195+ 0.33% |
$4.77K - $5.42K
|
58.9K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
191+ 5.04% |
$4.67K - $5.31K
|
3.98K
$102K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
125New |
$3.06K - $3.48K
|
125
$3.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
116+ 0.18% |
$2.84K - $3.23K
|
63.9K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$2.45K - $2.78K
|
100
$2.55K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
81+ 0.1% |
$1.98K - $2.25K
|
84.7K
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
80+ 0.14% |
$1.96K - $2.23K
|
57.3K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72+ 0.91% |
$1.76K - $2K
|
8K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
71+ 0.62% |
$1.74K - $1.98K
|
11.6K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
66+ 0.51% |
$1.61K - $1.84K
|
13.1K
$335K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
64+ 19.1% |
$1.57K - $1.78K
|
399
$10.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60+ 37.74% |
$1.47K - $1.67K
|
219
$5.59K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
50+ 0.42% |
$1.22K - $1.39K
|
12K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
34+ 0.08% |
$832 - $946
|
43.8K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
29+ 0.05% |
$709 - $807
|
63.3K
$1.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
23+ 0.29% |
$563 - $640
|
7.98K
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
21+ 0.06% |
$514 - $584
|
35.9K
$915K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 0.06% |
$245 - $278
|
16K
$408K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.78% |
$73.4 - $83.5
|
389
$9.92K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1+ 0.0% |
$24.5 - $27.8
|
87.9K
$2.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.79% |
$24.5 - $27.8
|
127
$3.24K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$24.5 - $27.8
|
1
$25.5
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
413KNew |
$9.92M - $10.9M
|
413K
$10.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
108K+ 5.23% |
$2.6M - $2.84M
|
2.17M
$55.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.42KNew |
$226K - $248K
|
9.42K
$240K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.04KNew |
$193K - $212K
|
8.04K
$205K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.79KNew |
$187K - $205K
|
7.79K
$199K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.23K+ 6.05% |
$150K - $164K
|
109K
$2.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.17KNew |
$76.2K - $83.4K
|
3.17K
$80.9K
|
|