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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
17.7K+ 11.57% |
$402K - $439K
|
170K
$4.36M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
17.5K+ 14.95% |
$397K - $435K
|
134K
$3.44M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
17.3K+ 48.93% |
$394K - $431K
|
52.8K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
16.5KNew |
$376K - $411K
|
16.5K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
16.1K+ 7.57% |
$367K - $402K
|
229K
$5.87M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
15.4K+ 7.92% |
$350K - $383K
|
210K
$5.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
14.7K+ 11.45% |
$334K - $365K
|
143K
$3.66M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
14K+ 5.13% |
$317K - $347K
|
286K
$7.32M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
13.9KNew |
$316K - $345K
|
13.9K
$355K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
13.5K+ 1.57% |
$307K - $336K
|
874K
$22.4M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
13.5K+ 7.27% |
$307K - $336K
|
199K
$5.09M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13.5K+ 20.57% |
$306K - $335K
|
79K
$2.02M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
13.3KNew |
$303K - $332K
|
13.3K
$341K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13.3K+ 25.83% |
$302K - $331K
|
64.7K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
13.3K+ 26.96% |
$302K - $330K
|
62.5K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
13.2KNew |
$299K - $328K
|
13.2K
$337K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
12.5K+ 5.25% |
$285K - $312K
|
251K
$6.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11.9KNew |
$270K - $296K
|
11.9K
$304K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.8KNew |
$269K - $294K
|
11.8K
$303K
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
11.5K+ 18.74% |
$261K - $286K
|
72.7K
$1.86M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 31.57% |
$257K - $281K
|
47.1K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
11.3K+ 21.06% |
$256K - $281K
|
64.8K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11.2KNew |
$255K - $279K
|
11.2K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.2K+ 13.01% |
$254K - $277K
|
96.8K
$2.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
10.9K+ 15.1% |
$249K - $272K
|
83.4K
$2.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10.9K+ 10.71% |
$247K - $271K
|
112K
$2.88M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10.8K+ 2.03% |
$246K - $269K
|
543K
$13.9M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.6KNew |
$242K - $264K
|
10.6K
$272K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
10.5K+ 2.37% |
$239K - $261K
|
455K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
10.1K+ 4.56% |
$229K - $251K
|
231K
$5.92M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.5K+ 1.97% |
$216K - $236K
|
491K
$12.6M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
9.41K+ 51.45% |
$214K - $234K
|
27.7K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.18K+ 15.62% |
$209K - $228K
|
67.9K
$1.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.91K+ 4.05% |
$203K - $222K
|
229K
$5.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.61K+ 57.38% |
$196K - $214K
|
23.6K
$605K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
8.27K+ 8.1% |
$188K - $206K
|
110K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
8.24K+ 6.69% |
$187K - $205K
|
131K
$3.36M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
8.24KNew |
$187K - $205K
|
8.24K
$211K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8.23KNew |
$187K - $205K
|
8.23K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.17K+ 4.47% |
$186K - $203K
|
191K
$4.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7.86K+ 16.08% |
$179K - $196K
|
56.8K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.51K+ 16.52% |
$171K - $187K
|
53K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.41K+ 53.4% |
$169K - $184K
|
21.3K
$545K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.27K+ 63.16% |
$165K - $181K
|
18.8K
$481K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.15K+ 13.3% |
$162K - $178K
|
60.9K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
6.8K+ 12.62% |
$155K - $169K
|
60.7K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.75K+ 2.28% |
$153K - $168K
|
303K
$7.74M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.2K+ 1.91% |
$141K - $154K
|
331K
$8.48M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.1K+ 23.06% |
$139K - $152K
|
32.5K
$833K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.78K+ 9.63% |
$131K - $144K
|
65.7K
$1.68M
|