Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
979K+ 174.66% |
$22.3M - $24.3M
|
1.54M
$39.4M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
545K+ 120.18% |
$12.4M - $13.6M
|
999K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
487K+ 14.28% |
$11.1M - $12.1M
|
3.9M
$99.8M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
427K+ 41.0% |
$9.71M - $10.6M
|
1.47M
$37.6M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
403KNew |
$9.17M - $10M
|
403K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
381K+ 56.61% |
$8.66M - $9.48M
|
1.05M
$27M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
342K+ 166.27% |
$7.78M - $8.51M
|
548K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
318K+ 263.81% |
$7.23M - $7.91M
|
439K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
265K+ 143.95% |
$6.04M - $6.61M
|
450K
$11.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
257K+ 14.22% |
$5.84M - $6.39M
|
2.06M
$52.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
237KNew |
$5.39M - $5.9M
|
237K
$6.07M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
226K+ 131.45% |
$5.13M - $5.62M
|
397K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
190K+ 140.96% |
$4.32M - $4.72M
|
325K
$8.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
187K+ 13.45% |
$4.24M - $4.64M
|
1.57M
$40.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
184K+ 11.54% |
$4.18M - $4.58M
|
1.78M
$45.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
184K+ 11.54% |
$4.18M - $4.58M
|
1.78M
$45.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
173KNew |
$3.93M - $4.3M
|
173K
$4.43M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
150K+ 3.01% |
$3.4M - $3.72M
|
5.12M
$131M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
147K+ 14.65% |
$3.34M - $3.65M
|
1.15M
$29.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
143K+ 19.09% |
$3.25M - $3.56M
|
892K
$22.8M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
138K+ 38.01% |
$3.14M - $3.44M
|
502K
$12.8M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
138K+ 7.7% |
$3.14M - $3.43M
|
1.93M
$49.4M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
123K+ 16.73% |
$2.81M - $3.07M
|
861K
$22M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
123K+ 4.29% |
$2.8M - $3.06M
|
2.99M
$76.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
115K+ 8.52% |
$2.62M - $2.87M
|
1.47M
$37.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111K+ 25.72% |
$2.53M - $2.76M
|
543K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
101K+ 13.79% |
$2.29M - $2.5M
|
830K
$21.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
97.7K+ 45.47% |
$2.22M - $2.43M
|
313K
$8M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
95.5KNew |
$2.17M - $2.38M
|
95.5K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
95.2K+ 13.11% |
$2.16M - $2.37M
|
822K
$21M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
94.1K+ 546.72% |
$2.14M - $2.34M
|
111K
$2.85M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
93.3K+ 26.53% |
$2.12M - $2.32M
|
445K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
88.1K+ 20.96% |
$2M - $2.19M
|
509K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
81K+ 47.89% |
$1.84M - $2.01M
|
250K
$6.4M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
76.5K+ 20.52% |
$1.74M - $1.9M
|
449K
$11.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
75.8K+ 77.47% |
$1.72M - $1.89M
|
174K
$4.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
75.6K+ 27.88% |
$1.72M - $1.88M
|
347K
$8.87M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
71.5K+ 32.63% |
$1.63M - $1.78M
|
291K
$7.43M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
67.3KNew |
$1.53M - $1.67M
|
67.3K
$1.72M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
65.1K+ 10.02% |
$1.48M - $1.62M
|
715K
$18.3M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
64.6K+ 137.76% |
$1.47M - $1.61M
|
111K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
61.8K+ 14.9% |
$1.41M - $1.54M
|
477K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61.6K+ 40.2% |
$1.4M - $1.53M
|
215K
$5.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
61.1K+ 14.33% |
$1.39M - $1.52M
|
488K
$12.5M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
60.3K+ 20.66% |
$1.37M - $1.5M
|
352K
$9.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
55.5K+ 15.75% |
$1.26M - $1.38M
|
408K
$10.4M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
55K+ 4.0% |
$1.25M - $1.37M
|
1.43M
$36.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
54.5K+ 7.9% |
$1.24M - $1.36M
|
745K
$19.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
54.1K+ 35.89% |
$1.23M - $1.35M
|
205K
$5.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
51.2K+ 5.66% |
$1.17M - $1.27M
|
956K
$24.5M
|