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 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
11.6K+ 3.09% |
$295K - $327K
|
388K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$288K - $320K
|
11.4K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
11.4KNew |
$288K - $320K
|
11.4K
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.3K+ 16.54% |
$287K - $318K
|
79.6K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
11.3KNew |
$287K - $318K
|
11.3K
$301K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
11.1K+ 13.62% |
$281K - $312K
|
92.3K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
10.9K+ 6.97% |
$276K - $306K
|
167K
$4.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
10.8K+ 15.89% |
$274K - $304K
|
78.8K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10.7K+ 19.02% |
$272K - $301K
|
67K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10.7K+ 5.18% |
$271K - $301K
|
217K
$5.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.4K+ 194.97% |
$263K - $292K
|
15.7K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
10.4K+ 4.44% |
$263K - $291K
|
244K
$6.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 72.13% |
$259K - $288K
|
24.4K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.2KNew |
$258K - $287K
|
10.2K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
10.1KNew |
$256K - $284K
|
10.1K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
9.9KNew |
$251K - $279K
|
9.9K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
9.82K+ 7.98% |
$249K - $276K
|
133K
$3.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.79K+ 0.89% |
$248K - $275K
|
1.11M
$29.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
9.72K+ 4.18% |
$246K - $273K
|
242K
$6.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
9.56K+ 5.63% |
$243K - $269K
|
179K
$4.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.39KNew |
$238K - $264K
|
9.39K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9.37K+ 13.27% |
$238K - $264K
|
80K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
9.33KNew |
$237K - $263K
|
9.33K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
9.13K+ 1.91% |
$232K - $257K
|
487K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.12KNew |
$231K - $257K
|
9.12K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
9.01K+ 0.87% |
$228K - $254K
|
1.05M
$27.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
8.87KNew |
$225K - $250K
|
8.87K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.8KNew |
$223K - $248K
|
8.8K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
8.64KNew |
$219K - $243K
|
8.64K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8.54K+ 122.59% |
$216K - $240K
|
15.5K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.5K+ 10.92% |
$216K - $239K
|
86.3K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
8.45KNew |
$214K - $238K
|
8.45K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
8.45KNew |
$214K - $238K
|
8.45K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.44K+ 1.82% |
$214K - $238K
|
472K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
8.44KNew |
$214K - $238K
|
8.44K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
8.17K+ 5.09% |
$207K - $230K
|
169K
$4.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
8.1K+ 4.03% |
$206K - $228K
|
209K
$5.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.99K+ 2.56% |
$203K - $225K
|
321K
$8.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.8K+ 21.79% |
$198K - $219K
|
43.6K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
7.41K+ 12.4% |
$188K - $209K
|
67.2K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
7.11K+ 25.33% |
$180K - $200K
|
35.2K
$937K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
6.93K+ 1.93% |
$176K - $195K
|
365K
$9.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.84K+ 4.22% |
$173K - $193K
|
169K
$4.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.81K+ 2.63% |
$173K - $192K
|
266K
$7.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.8K+ 1.99% |
$172K - $191K
|
348K
$9.27M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.59K+ 11.25% |
$167K - $186K
|
65.2K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.58K+ 40.1% |
$167K - $185K
|
23K
$613K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.42K+ 1.9% |
$163K - $181K
|
345K
$9.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
6.29K+ 1.25% |
$160K - $177K
|
510K
$13.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6.14K+ 3.08% |
$156K - $173K
|
206K
$5.48M
|