Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q1 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.23K+ 6.44% |
$27.9K - $30.6K
|
20.3K
$516K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.17K+ 5.88% |
$26.5K - $29K
|
21K
$533K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.13K+ 1.1% |
$25.6K - $28K
|
103K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.07K+ 396.28% |
$24.2K - $26.5K
|
1.34K
$33.9K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.04K+ 3.8% |
$23.7K - $26K
|
28.5K
$724K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.03K+ 0.69% |
$23.4K - $25.6K
|
151K
$3.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
976+ 3.91% |
$22.2K - $24.3K
|
26K
$659K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
936+ 3.14% |
$21.3K - $23.3K
|
30.7K
$780K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
931+ 0.4% |
$21.2K - $23.2K
|
234K
$5.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
920+ 5.34% |
$20.9K - $22.9K
|
18.1K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
853+ 0.26% |
$19.4K - $21.2K
|
331K
$8.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
847+ 17.19% |
$19.3K - $21.1K
|
5.77K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
797+ 1.07% |
$18.1K - $19.8K
|
75.5K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
793+ 1.7% |
$18K - $19.7K
|
47.5K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
750+ 285.17% |
$17.1K - $18.7K
|
1.01K
$25.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
705+ 2.98% |
$16K - $17.5K
|
24.4K
$618K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
663+ 7.71% |
$15.1K - $16.5K
|
9.26K
$235K
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
641+ 3.43% |
$14.6K - $15.9K
|
19.3K
$491K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
558New |
$12.7K - $13.9K
|
558
$14.2K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
557+ 335.54% |
$12.7K - $13.9K
|
723
$18.4K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
514+ 1.44% |
$11.7K - $12.8K
|
36.3K
$923K
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
404+ 0.19% |
$9.19K - $10.1K
|
211K
$5.37M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
368New |
$8.37K - $9.16K
|
368
$9.35K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
314+ 5.09% |
$7.14K - $7.81K
|
6.48K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
310+ 1.39% |
$7.05K - $7.71K
|
22.7K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
302+ 3.06% |
$6.87K - $7.51K
|
10.2K
$258K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
261+ 0.49% |
$5.94K - $6.49K
|
53.2K
$1.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
215New |
$4.89K - $5.35K
|
215
$5.46K
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
190+ 0.56% |
$4.32K - $4.73K
|
33.9K
$862K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
170New |
$3.87K - $4.23K
|
170
$4.32K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
163+ 0.98% |
$3.71K - $4.06K
|
16.8K
$426K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
159New |
$3.62K - $3.96K
|
159
$4.04K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
144+ 1.29% |
$3.27K - $3.58K
|
11.3K
$288K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
133+ 179.73% |
$3.02K - $3.31K
|
207
$5.26K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
121+ 1.24% |
$2.75K - $3.01K
|
9.87K
$251K
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
108+ 0.34% |
$2.46K - $2.69K
|
31.7K
$804K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
102+ 0.12% |
$2.32K - $2.54K
|
87.5K
$2.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
90+ 7.23% |
$2.05K - $2.24K
|
1.34K
$33.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
77+ 113.24% |
$1.75K - $1.92K
|
145
$3.68K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
65+ 30.37% |
$1.48K - $1.62K
|
279
$7.09K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
63+ 0.35% |
$1.43K - $1.57K
|
17.8K
$453K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
57+ 17.48% |
$1.3K - $1.42K
|
383
$9.73K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
43+ 0.12% |
$978 - $1.07K
|
37K
$940K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
40+ 0.24% |
$910 - $995
|
16.9K
$429K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
34+ 0.05% |
$773 - $846
|
71K
$1.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
32+ 0.05% |
$728 - $796
|
67.5K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22+ 8.12% |
$500 - $547
|
293
$7.44K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21+ 0.93% |
$478 - $522
|
2.29K
$58.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
19+ 0.12% |
$432 - $473
|
16.5K
$418K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
16+ 0.83% |
$364 - $398
|
1.94K
$49.3K
|