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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-206- 0.21% |
$5.04K - $5.73K
|
97.9K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-222- 0.81% |
$5.43K - $6.18K
|
27.3K
$715K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-227- 0.62% |
$5.55K - $6.32K
|
36.5K
$959K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-280- 0.4% |
$6.85K - $7.79K
|
69.6K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-290- 0.57% |
$7.09K - $8.07K
|
50.8K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-300- 2.92% |
$7.34K - $8.35K
|
9.97K
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-317- 2.81% |
$7.75K - $8.82K
|
11K
$287K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-340- 2.04% |
$8.32K - $9.46K
|
16.4K
$429K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-379- 0.16% |
$9.27K - $10.5K
|
233K
$6.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-395- 0.38% |
$9.66K - $11K
|
104K
$2.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-482- 0.11% |
$11.8K - $13.4K
|
457K
$12M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-494- 2.27% |
$12.1K - $13.7K
|
21.3K
$558K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-600- 5.24% |
$14.7K - $16.7K
|
10.8K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-607- 4.14% |
$14.8K - $16.9K
|
14K
$369K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-612- 5.95% |
$15K - $17K
|
9.68K
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-622- 2.43% |
$15.2K - $17.3K
|
25K
$657K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-655- 0.38% |
$16K - $18.2K
|
173K
$4.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-671- 6.98% |
$16.4K - $18.7K
|
8.94K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-676- 2.35% |
$16.5K - $18.8K
|
28K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-685- 1.3% |
$16.8K - $19.1K
|
51.9K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-693- 17.59% |
$17K - $19.3K
|
3.25K
$85.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-734- 3.66% |
$18K - $20.4K
|
19.3K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-759- 0.17% |
$18.6K - $21.1K
|
433K
$11.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-825- 1.35% |
$20.2K - $23K
|
60.3K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-851- 1.31% |
$20.8K - $23.7K
|
64.2K
$1.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-865- 7.58% |
$21.2K - $24.1K
|
10.5K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-917- 1.73% |
$22.4K - $25.5K
|
52.1K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-979- 0.83% |
$23.9K - $27.2K
|
117K
$3.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-992- 1.43% |
$24.3K - $27.6K
|
68.3K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.11K- 3.17% |
$27.1K - $30.8K
|
33.7K
$885K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.11K- 11.13% |
$27.2K - $30.9K
|
8.86K
$233K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.18K- 3.95% |
$28.9K - $32.9K
|
28.8K
$755K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.2K- 4.37% |
$29.4K - $33.4K
|
26.3K
$690K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.25K- 79.05% |
$30.5K - $34.6K
|
330
$8.66K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.34K- 8.19% |
$32.8K - $37.3K
|
15K
$394K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.36K- 93.13% |
$33.2K - $37.7K
|
100
$2.63K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.4K- 3.72% |
$34.1K - $38.8K
|
36.1K
$949K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.49K- 3.57% |
$36.3K - $41.3K
|
40.1K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.65K- 12.61% |
$40.4K - $45.9K
|
11.4K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.66K- 3.58% |
$40.5K - $46.1K
|
44.6K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 16.83% |
$40.6K - $46.2K
|
8.21K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.87K- 3.18% |
$45.6K - $51.9K
|
56.7K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.03K- 2.24% |
$49.7K - $56.5K
|
88.8K
$2.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.05K- 11.81% |
$50.2K - $57.1K
|
15.3K
$402K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.08K- 13.31% |
$50.9K - $57.8K
|
13.5K
$355K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-2.14K- 0.77% |
$52.4K - $59.6K
|
275K
$7.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.16K- 1.04% |
$52.9K - $60.2K
|
206K
$5.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.35K- 9.66% |
$57.4K - $65.3K
|
21.9K
$576K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.45K- 2.84% |
$60K - $68.2K
|
83.8K
$2.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.46K- 3.59% |
$60K - $68.3K
|
65.9K
$1.73M
|