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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.3K- 8.88% |
$576K - $630K
|
260K
$6.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-26.9K- 32.48% |
$612K - $669K
|
55.9K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-30.5K- 34.06% |
$693K - $758K
|
59K
$1.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-38.3K- 40.33% |
$871K - $953K
|
56.7K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-40.9K- 46.25% |
$929K - $1.02M
|
47.5K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-42.6K- 40.61% |
$968K - $1.06M
|
62.2K
$1.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-51.2K- 19.66% |
$1.17M - $1.27M
|
209K
$5.54M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-57.2K- 32.35% |
$1.3M - $1.42M
|
120K
$3.17M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-58.3K- 8.56% |
$1.33M - $1.45M
|
622K
$16.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-61.4K- 6.95% |
$1.4M - $1.53M
|
822K
$21.7M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-62.3K- 73.27% |
$1.42M - $1.55M
|
22.7K
$601K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-84.1K- 20.62% |
$1.91M - $2.09M
|
324K
$8.57M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-86.8K- 2.32% |
$1.97M - $2.16M
|
3.66M
$96.9M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-110K- 6.23% |
$2.49M - $2.73M
|
1.65M
$43.7M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-114K- 47.13% |
$2.59M - $2.84M
|
128K
$3.38M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-114K- 98.84% |
$2.6M - $2.84M
|
1.34K
$35.5K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-151K- 26.76% |
$3.43M - $3.76M
|
413K
$10.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-153K- 26.69% |
$3.48M - $3.81M
|
420K
$11.1M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-167K- 80.92% |
$3.8M - $4.16M
|
39.4K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-171K- 64.14% |
$3.88M - $4.25M
|
95.5K
$2.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-224K- 81.09% |
$5.09M - $5.57M
|
52.2K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-302K- 61.65% |
$6.87M - $7.51M
|
188K
$4.97M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-305K- 91.25% |
$6.92M - $7.58M
|
29.2K
$773K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-312K- 50.52% |
$7.09M - $7.76M
|
305K
$8.08M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-419KClosed |
$9.53M - $10.4M
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-524K- 41.03% |
$11.9M - $13M
|
753K
$19.9M
|