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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
15+ 0.04% |
$341 - $373
|
34.8K
$888K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 34.09% |
$341 - $373
|
59
$1.51K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
14+ 0.11% |
$318 - $348
|
12.3K
$314K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8+ 0.91% |
$182 - $199
|
884
$22.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5+ 0.1% |
$114 - $124
|
5.17K
$132K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5+ 0.01% |
$114 - $124
|
43.8K
$1.12M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5+ 0.02% |
$114 - $124
|
28.1K
$717K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
4+ 0.05% |
$91 - $99.5
|
8.61K
$220K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3+ 0.0% |
$68.2 - $74.6
|
126K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$22.7 - $24.9
|
11.4K
$291K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-12- 0.09% |
$273 - $299
|
13.7K
$350K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-13- 0.02% |
$296 - $323
|
57.4K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-20- 0.12% |
$455 - $498
|
17.1K
$436K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-40- 22.73% |
$910 - $995
|
136
$3.47K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74- 0.91% |
$1.68K - $1.84K
|
8.05K
$205K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-172- 0.41% |
$3.91K - $4.28K
|
41.9K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-174- 0.34% |
$3.96K - $4.33K
|
51.7K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-220- 63.77% |
$5K - $5.47K
|
125
$3.19K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-226- 8.78% |
$5.14K - $5.62K
|
2.35K
$59.9K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-246- 9.71% |
$5.59K - $6.12K
|
2.29K
$58.4K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-250- 0.07% |
$5.69K - $6.22K
|
343K
$8.76M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-281- 54.88% |
$6.39K - $6.99K
|
231
$5.9K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-286- 0.1% |
$6.5K - $7.12K
|
275K
$7.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-289- 0.45% |
$6.57K - $7.19K
|
64.2K
$1.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-305- 0.67% |
$6.94K - $7.59K
|
45.1K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-350- 0.49% |
$7.96K - $8.71K
|
71.5K
$1.82M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-395- 0.09% |
$8.98K - $9.83K
|
446K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-403- 1.41% |
$9.16K - $10K
|
28.2K
$720K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-523- 4.95% |
$11.9K - $13K
|
10K
$256K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-697- 2.99% |
$15.8K - $17.3K
|
22.6K
$578K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-733- 1.12% |
$16.7K - $18.2K
|
64.4K
$1.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-787- 3.5% |
$17.9K - $19.6K
|
21.7K
$554K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-797- 4.59% |
$18.1K - $19.8K
|
16.6K
$423K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-878- 2.23% |
$20K - $21.8K
|
38.5K
$984K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-935- 10.23% |
$21.3K - $23.3K
|
8.21K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.1K- 3.36% |
$25.1K - $27.5K
|
31.8K
$812K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.31K- 1.44% |
$29.9K - $32.7K
|
90K
$2.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.4K- 0.65% |
$31.7K - $34.7K
|
214K
$5.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.4K- 0.65% |
$31.7K - $34.7K
|
214K
$5.46M
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-1.5K- 3.99% |
$34.1K - $37.3K
|
36.1K
$923K
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-1.51K- 3.69% |
$34.2K - $37.4K
|
39.3K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.57K- 10.75% |
$35.8K - $39.2K
|
13.1K
$334K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.6K- 26.63% |
$36.3K - $39.7K
|
4.39K
$112K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.65K- 11.34% |
$37.5K - $41K
|
12.9K
$329K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 8.37% |
$38.4K - $42K
|
18.5K
$472K
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.75K- 6.7% |
$39.8K - $43.5K
|
24.4K
$622K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.79K- 5.35% |
$40.6K - $44.4K
|
31.6K
$806K
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.84K- 3.38% |
$41.8K - $45.7K
|
52.5K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-2.31K- 1.96% |
$52.5K - $57.4K
|
116K
$2.95M
|