Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-44.1K- 16.4% |
$1.12M - $1.24M
|
225K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-68.7K- 4.07% |
$1.74M - $1.93M
|
1.62M
$40.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-70.7K- 16.11% |
$1.79M - $1.99M
|
368K
$9.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-75.4K- 14.68% |
$1.91M - $2.12M
|
439K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-82.1K- 26.4% |
$2.08M - $2.31M
|
229K
$5.73M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-123K- 7.92% |
$3.12M - $3.46M
|
1.43M
$35.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-129K- 10.89% |
$3.27M - $3.63M
|
1.05M
$26.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-257K- 79.09% |
$6.51M - $7.23M
|
67.8K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-319K- 19.9% |
$8.08M - $8.97M
|
1.28M
$32.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-545K- 52.1% |
$13.8M - $15.3M
|
501K
$12.5M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.2M- 97.15% |
$30.5M - $33.9M
|
35.3K
$882K
|