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 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.72K+ 0.89% |
$130K - $142K
|
648K
$16.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.57K+ 9.06% |
$127K - $139K
|
67.1K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
5.33K+ 33.32% |
$121K - $133K
|
21.3K
$546K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.97K+ 9.69% |
$113K - $124K
|
56.2K
$1.44M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.95K+ 4.37% |
$113K - $123K
|
118K
$3.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
4.95K+ 13.2% |
$113K - $123K
|
42.5K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.81K+ 7.01% |
$109K - $120K
|
73.4K
$1.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.77K+ 2.6% |
$108K - $119K
|
188K
$4.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4.75K+ 2.34% |
$108K - $118K
|
208K
$5.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.73K+ 5.23% |
$108K - $118K
|
95.2K
$2.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
4.48K+ 4.57% |
$102K - $111K
|
102K
$2.62M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.34K+ 0.96% |
$98.8K - $108K
|
458K
$11.7M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.24K+ 1.92% |
$96.4K - $105K
|
225K
$5.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.74K+ 35.73% |
$85.1K - $93.2K
|
14.2K
$364K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.69K+ 4983.78% |
$83.9K - $91.8K
|
3.76K
$96.3K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.67K+ 3.94% |
$83.4K - $91.3K
|
96.7K
$2.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.57K+ 5.01% |
$81.1K - $88.7K
|
74.8K
$1.91M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.53K+ 12.37% |
$80.3K - $87.8K
|
32.1K
$820K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.5KNew |
$79.7K - $87.2K
|
3.5K
$89.7K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3.46K+ 6.31% |
$78.6K - $86K
|
58.2K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.45K+ 5.06% |
$78.5K - $85.9K
|
71.7K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.33K+ 17.02% |
$75.8K - $82.9K
|
22.9K
$587K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.16K+ 3.9% |
$71.9K - $78.7K
|
84.4K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.11K+ 5.99% |
$70.7K - $77.3K
|
55K
$1.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.1K+ 6.13% |
$70.5K - $77.2K
|
53.7K
$1.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.96KNew |
$67.4K - $73.7K
|
2.96K
$75.8K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.83K+ 5.97% |
$64.3K - $70.4K
|
50.2K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.76K+ 5.25% |
$62.8K - $68.7K
|
55.4K
$1.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
2.74K+ 1.99% |
$62.3K - $68.2K
|
140K
$3.59M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.71K+ 90.54% |
$61.6K - $67.4K
|
5.7K
$146K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.69K+ 0.4% |
$61.3K - $67K
|
670K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.66K+ 4.4% |
$60.6K - $66.3K
|
63.2K
$1.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.57K+ 2.79% |
$58.5K - $64K
|
94.7K
$2.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.54K+ 0.7% |
$57.8K - $63.3K
|
366K
$9.37M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.49K+ 4.32% |
$56.6K - $61.9K
|
60K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
2.38K+ 8.07% |
$54K - $59.1K
|
31.8K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.37K+ 13.68% |
$53.8K - $58.9K
|
19.7K
$503K
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.31K+ 1.64% |
$52.4K - $57.4K
|
143K
$3.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.28K+ 6.03% |
$51.9K - $56.8K
|
40.1K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.17K+ 59.78% |
$49.3K - $54K
|
5.8K
$148K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.12K+ 12.56% |
$48.2K - $52.7K
|
19K
$486K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.1K+ 1.47% |
$47.6K - $52.1K
|
144K
$3.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.89K+ 2.9% |
$43K - $47K
|
67.1K
$1.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.78K+ 3.4% |
$40.5K - $44.4K
|
54.3K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.74KNew |
$39.6K - $43.3K
|
1.74K
$44.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
1.71K+ 0.6% |
$38.8K - $42.4K
|
285K
$7.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.63K+ 18.83% |
$37.2K - $40.7K
|
10.3K
$264K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.59K+ 8.42% |
$36.1K - $39.5K
|
20.4K
$523K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.33K+ 1.82% |
$30.3K - $33.2K
|
74.6K
$1.91M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.23K+ 6.44% |
$27.9K - $30.6K
|
20.3K
$520K
|