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
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.84K+ 4.22% |
$173K - $193K
|
169K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.81K+ 2.63% |
$173K - $192K
|
266K
$6.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.8K+ 1.99% |
$172K - $191K
|
348K
$8.7M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.59K+ 11.25% |
$167K - $186K
|
65.2K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.58K+ 40.1% |
$167K - $185K
|
23K
$575K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.42K+ 1.9% |
$163K - $181K
|
345K
$8.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
6.29K+ 1.25% |
$160K - $177K
|
510K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6.14K+ 3.08% |
$156K - $173K
|
206K
$5.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.11KNew |
$155K - $172K
|
6.11K
$153K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
6.01K+ 8.35% |
$152K - $169K
|
78K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.93KNew |
$150K - $167K
|
5.93K
$148K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.9K+ 8.99% |
$150K - $166K
|
71.5K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.71K+ 1.7% |
$145K - $161K
|
341K
$8.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.6K+ 16.64% |
$142K - $157K
|
39.2K
$981K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.49K+ 32.5% |
$139K - $155K
|
22.4K
$560K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5.45KNew |
$138K - $153K
|
5.45K
$136K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
5.38KNew |
$136K - $151K
|
5.38K
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
5.28K+ 2.26% |
$134K - $148K
|
239K
$5.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.18K+ 4.41% |
$131K - $146K
|
123K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.77K+ 7.85% |
$121K - $134K
|
65.5K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.73K+ 7.27% |
$120K - $133K
|
69.8K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.72K+ 1.03% |
$120K - $133K
|
462K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
4.58K+ 1.93% |
$116K - $129K
|
241K
$6.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.52K+ 0.68% |
$115K - $127K
|
668K
$16.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.33K+ 3.97% |
$110K - $122K
|
114K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.33K+ 9.62% |
$110K - $122K
|
49.3K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.31K+ 6.08% |
$109K - $121K
|
75.2K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.05K+ 6.37% |
$103K - $114K
|
67.6K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.97K+ 0.58% |
$101K - $112K
|
687K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.92K+ 15.79% |
$99.3K - $110K
|
28.7K
$719K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.82K+ 1.35% |
$96.8K - $108K
|
286K
$7.16M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.52K+ 28.76% |
$89.3K - $99.2K
|
15.8K
$395K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.35K+ 0.57% |
$84.9K - $94.2K
|
591K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.3K+ 82.96% |
$83.7K - $93K
|
7.28K
$182K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.2K+ 1.88% |
$81.1K - $90.1K
|
173K
$4.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.15K+ 4.83% |
$79.9K - $88.7K
|
68.5K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.11K+ 5.17% |
$78.9K - $87.6K
|
63.3K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.03K+ 6.77% |
$76.9K - $85.4K
|
47.8K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3.03K+ 5.54% |
$76.7K - $85.2K
|
57.6K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.02K+ 14.72% |
$76.6K - $85K
|
23.5K
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.85KNew |
$72.3K - $80.3K
|
2.85K
$71.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.8K+ 11.4% |
$71K - $78.8K
|
27.4K
$684K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.64K+ 0.58% |
$66.9K - $74.3K
|
458K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.64K+ 7.77% |
$66.9K - $74.2K
|
36.6K
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.63K+ 0.72% |
$66.7K - $74K
|
370K
$9.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
2.46K+ 0.89% |
$62.4K - $69.2K
|
278K
$6.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.37K+ 14.89% |
$60K - $66.6K
|
18.3K
$457K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2.32K+ 3.63% |
$58.9K - $65.4K
|
66.2K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.29K+ 23.01% |
$58.2K - $64.5K
|
12.3K
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.17K+ 1.57% |
$55K - $61K
|
140K
$3.51M
|