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 |
---|---|---|---|---|---|---|---|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
30.8KNew |
$688K - $747K
|
30.8K
$796K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.5K+ 37.87% |
$527K - $572K
|
85.7K
$2.22M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
11.1KNew |
$248K - $269K
|
11.1K
$287K
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.7KNew |
$240K - $260K
|
10.7K
$277K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
363New |
$8.12K - $8.82K
|
363
$9.39K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9New |
$201 - $219
|
9
$233
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9+ 2.86% |
$201 - $219
|
324
$8.38K
|
|
Q1 2023 | |||||||
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
233KNew |
$5.08M - $5.68M
|
233K
$6.03M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.2KNew |
$659K - $737K
|
30.2K
$782K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
16K+ 17.76% |
$348K - $389K
|
106K
$2.74M
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
13.4KNew |
$292K - $327K
|
13.4K
$347K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
10.8K+ 96.17% |
$235K - $263K
|
22.1K
$570K
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.05KNew |
$197K - $221K
|
9.05K
$234K
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
2.91K+ 11.27% |
$63.3K - $70.8K
|
28.7K
$743K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.11KNew |
$24.2K - $27.1K
|
1.11K
$28.8K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
419+ 41.36% |
$9.13K - $10.2K
|
1.43K
$37K
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
144+ 0.96% |
$3.14K - $3.51K
|
15.1K
$391K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
78New |
$1.7K - $1.9K
|
78
$2.02K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
30New |
$653 - $731
|
30
$776
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$109 - $122
|
5
$129
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
40.7K+ 104.78% |
$841K - $925K
|
79.5K
$2.06M
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.68K+ 12.27% |
$55.5K - $61K
|
24.6K
$635K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.26KNew |
$46.8K - $51.5K
|
2.26K
$58.6K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.72KNew |
$35.7K - $39.2K
|
1.72K
$44.6K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.17KNew |
$24.2K - $26.6K
|
1.17K
$30.3K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
880New |
$18.2K - $20K
|
880
$22.8K
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
668New |
$13.8K - $15.2K
|
668
$17.3K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
496+ 3.23% |
$10.3K - $11.3K
|
15.9K
$410K
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
434New |
$8.98K - $9.86K
|
434
$11.2K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
197New |
$4.07K - $4.48K
|
197
$5.1K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
162New |
$3.35K - $3.68K
|
162
$4.19K
|
|
Q3 2022 | |||||||
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
638K+ 139.99% |
$13.3M - $15.1M
|
1.09M
$28.3M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
232K+ 1129.12% |
$4.83M - $5.51M
|
253K
$6.55M
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
85.4K+ 51.96% |
$1.78M - $2.02M
|
250K
$6.46M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
31.3KNew |
$650K - $740K
|
31.3K
$808K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
15KNew |
$311K - $354K
|
15K
$387K
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
14KNew |
$290K - $331K
|
14K
$361K
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
3.45K+ 3.03% |
$71.7K - $81.6K
|
117K
$3.04M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
199New |
$4.14K - $4.71K
|
199
$5.15K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
134New |
$2.79K - $3.17K
|
134
$3.47K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
50+ 7.13% |
$1.04K - $1.18K
|
751
$19.4K
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
10+ 1.23% |
$208 - $237
|
825
$21.3K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$573K - $677K
|
25K
$647K
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.7KNew |
$199K - $235K
|
8.7K
$225K
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.77KNew |
$132K - $156K
|
5.77K
$149K
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40New |
$916 - $1.08K
|
40
$1.03K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
18+ 0.55% |
$412 - $487
|
3.27K
$84.6K
|
|
Q1 2022 | |||||||
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
45New |
$1.09K - $1.27K
|
45
$1.16K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
350New |
$9.26K - $9.91K
|
350
$9.05K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
346New |
$9.15K - $9.8K
|
346
$8.95K
|