Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
15.8K+ 10.2% |
$385K - $438K
|
170K
$4.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
15.7KNew |
$384K - $436K
|
15.7K
$412K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15.1K+ 4.72% |
$370K - $421K
|
335K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15K+ 30.2% |
$367K - $417K
|
64.7K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14.9K+ 20.32% |
$364K - $414K
|
88K
$2.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
14.6K+ 2.55% |
$357K - $406K
|
588K
$15.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
14.5K+ 151.77% |
$355K - $404K
|
24.1K
$632K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
14.4K+ 2.69% |
$352K - $401K
|
549K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
14.3K+ 72.56% |
$349K - $397K
|
33.9K
$891K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
12.8K+ 24.27% |
$314K - $357K
|
65.6K
$1.72M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
12.6K+ 1.4% |
$309K - $351K
|
911K
$23.9M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.2KNew |
$300K - $341K
|
12.2K
$322K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.2K+ 20.89% |
$299K - $341K
|
70.8K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
11.9KNew |
$291K - $331K
|
11.9K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 8.59% |
$291K - $330K
|
150K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.8KNew |
$288K - $328K
|
11.8K
$309K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.8K+ 2.28% |
$288K - $328K
|
528K
$13.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
11.5K+ 4.73% |
$282K - $321K
|
255K
$6.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.3KNew |
$277K - $315K
|
11.3K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
11.3K+ 4.82% |
$276K - $314K
|
245K
$6.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
11.3K+ 23.26% |
$276K - $314K
|
59.8K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
11.1KNew |
$270K - $307K
|
11.1K
$290K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 4.36% |
$265K - $301K
|
259K
$6.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
10.6K+ 1.35% |
$260K - $296K
|
797K
$20.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
10.6K+ 7.08% |
$260K - $295K
|
161K
$4.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.4KNew |
$254K - $289K
|
10.4K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.4KNew |
$254K - $289K
|
10.4K
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10.4KNew |
$254K - $288K
|
10.4K
$272K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10.3K+ 18.72% |
$251K - $285K
|
65.1K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
10.2K+ 7.9% |
$250K - $284K
|
139K
$3.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
10.1KNew |
$247K - $281K
|
10.1K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.1K+ 90.7% |
$247K - $280K
|
21.2K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.82K+ 19.04% |
$240K - $273K
|
61.4K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
9.81K+ 2.81% |
$240K - $273K
|
358K
$9.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.48K+ 2.62% |
$232K - $264K
|
371K
$9.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.08K+ 42.0% |
$222K - $253K
|
30.7K
$806K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.82K+ 2.67% |
$216K - $245K
|
339K
$8.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
BUY
|
- |
8.76K+ 2.38% |
$214K - $244K
|
376K
$9.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8.54K+ 71.32% |
$209K - $237K
|
20.5K
$538K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.48K+ 4.67% |
$207K - $236K
|
190K
$4.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8.44K+ 5.49% |
$206K - $235K
|
162K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8.41K+ 1.88% |
$206K - $234K
|
456K
$12M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.35KNew |
$204K - $232K
|
8.35K
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.34K+ 103.12% |
$204K - $232K
|
16.4K
$431K
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
8.08KNew |
$198K - $225K
|
8.08K
$212K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7.9K+ 10.77% |
$193K - $220K
|
81.3K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
7.55KNew |
$185K - $210K
|
7.55K
$198K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.53K+ 10.72% |
$184K - $210K
|
77.8K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.4K+ 15.58% |
$181K - $206K
|
54.9K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
7.33K+ 61.27% |
$179K - $204K
|
19.3K
$506K
|