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 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
26.7K+ 40.55% |
$677K - $752K
|
92.6K
$2.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
26.5K+ 6.77% |
$671K - $745K
|
417K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
26.4K+ 12.62% |
$671K - $744K
|
236K
$6.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
26K+ 1.07% |
$660K - $732K
|
2.46M
$65.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
25.7K+ 138.45% |
$652K - $724K
|
44.3K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
25.6K+ 16.79% |
$650K - $721K
|
178K
$4.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
25.4K+ 3.73% |
$644K - $715K
|
707K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
24.7KNew |
$626K - $695K
|
24.7K
$658K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
22.9K+ 13.7% |
$581K - $645K
|
190K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
22.1KNew |
$561K - $623K
|
22.1K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21.8K+ 0.41% |
$552K - $613K
|
5.28M
$141M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
20.2K+ 6.02% |
$511K - $567K
|
355K
$9.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.3K+ 16.49% |
$489K - $543K
|
136K
$3.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
18.5K+ 70.21% |
$469K - $521K
|
44.8K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
18.3K+ 4.93% |
$465K - $516K
|
390K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
18.1K+ 5.84% |
$459K - $509K
|
328K
$8.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17.4K+ 3.32% |
$441K - $489K
|
540K
$14.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
17.3K+ 4.46% |
$439K - $487K
|
406K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17K+ 3.22% |
$432K - $479K
|
545K
$14.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.7K+ 21.96% |
$424K - $470K
|
92.8K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
16.6K+ 2.91% |
$422K - $469K
|
589K
$15.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16.3K+ 17.48% |
$414K - $459K
|
110K
$2.92M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
16K+ 1.75% |
$405K - $450K
|
927K
$24.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.9KNew |
$404K - $448K
|
15.9K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$400K - $444K
|
15.8K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.4KNew |
$391K - $435K
|
15.4K
$412K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15.1K+ 17.14% |
$383K - $425K
|
103K
$2.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
15K+ 3.23% |
$379K - $421K
|
478K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
14.8K+ 31.53% |
$376K - $417K
|
61.8K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
14.7K+ 29.57% |
$374K - $415K
|
64.6K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
14.6KNew |
$371K - $412K
|
14.6K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
14.4KNew |
$366K - $406K
|
14.4K
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
14.3KNew |
$362K - $402K
|
14.3K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
14.1K+ 2.56% |
$357K - $396K
|
563K
$15M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
14.1K+ 3.05% |
$357K - $396K
|
476K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
13.8KNew |
$351K - $390K
|
13.8K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
13.6KNew |
$346K - $384K
|
13.6K
$364K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
13.5K+ 2.14% |
$343K - $380K
|
644K
$17.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13.2K+ 2.39% |
$334K - $371K
|
564K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12.8K+ 2.73% |
$324K - $360K
|
481K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12.8K+ 7.06% |
$324K - $359K
|
194K
$5.16M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.7K+ 362.98% |
$322K - $357K
|
16.2K
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
12.5K+ 6.26% |
$318K - $353K
|
213K
$5.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
12.5KNew |
$318K - $353K
|
12.5K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.4K+ 1.88% |
$315K - $350K
|
674K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
12.4K+ 1.58% |
$315K - $349K
|
797K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.1K+ 18.16% |
$307K - $340K
|
78.7K
$2.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
11.9KNew |
$302K - $336K
|
11.9K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$301K - $335K
|
11.9K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.7KNew |
$297K - $329K
|
11.7K
$312K
|