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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.42K- 23.09% |
$55K - $60.1K
|
8.05K
$206K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.43K- 0.39% |
$55.2K - $60.4K
|
619K
$15.8M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.6K- 20.72% |
$59.1K - $64.7K
|
9.95K
$255K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.62K- 12.68% |
$59.6K - $65.2K
|
18K
$462K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2.64K- 2.66% |
$59.9K - $65.6K
|
96.5K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.77K- 16.93% |
$62.9K - $68.8K
|
13.6K
$347K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.83K- 4.69% |
$64.3K - $70.4K
|
57.4K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.9K- 10.86% |
$65.9K - $72.2K
|
23.8K
$609K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.92K- 19.11% |
$66.4K - $72.6K
|
12.4K
$316K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.98K- 4.06% |
$67.8K - $74.2K
|
70.5K
$1.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.21K- 16.39% |
$73.1K - $79.9K
|
16.4K
$419K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-3.24K- 25.57% |
$73.8K - $80.7K
|
9.44K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.28K- 14.62% |
$74.6K - $81.6K
|
19.2K
$490K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.32K- 1.06% |
$75.5K - $82.6K
|
310K
$7.93M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3.48K- 25.99% |
$79.1K - $86.6K
|
9.91K
$254K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.5K- 12.8% |
$79.7K - $87.2K
|
23.9K
$610K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.71K- 3.5% |
$84.3K - $92.3K
|
102K
$2.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-4.27K- 18.45% |
$97.2K - $106K
|
18.9K
$483K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4.64K- 10.7% |
$106K - $116K
|
38.8K
$992K
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-5K- 4.45% |
$114K - $124K
|
107K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-5.39K- 2.16% |
$122K - $134K
|
244K
$6.24M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.75K- 0.47% |
$131K - $143K
|
1.21M
$30.9M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.85K- 0.88% |
$133K - $146K
|
662K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.88K- 1.57% |
$156K - $171K
|
432K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.04K- 0.16% |
$160K - $175K
|
4.33M
$111M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.63K- 62.6% |
$174K - $190K
|
4.56K
$117K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-7.72K- 9.76% |
$175K - $192K
|
71.3K
$1.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-8.91K- 43.88% |
$203K - $222K
|
11.4K
$292K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-9.67K- 40.59% |
$220K - $241K
|
14.2K
$362K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-9.84K- 29.83% |
$224K - $245K
|
23.1K
$592K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-11.2K- 7.5% |
$255K - $279K
|
138K
$3.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12.3K- 17.39% |
$280K - $306K
|
58.5K
$1.5M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-13.2K- 21.09% |
$300K - $329K
|
49.4K
$1.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-14.3K- 8.3% |
$325K - $355K
|
158K
$4.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16K- 2.37% |
$364K - $398K
|
659K
$16.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16.4K- 4.58% |
$372K - $407K
|
341K
$8.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-17.2K- 13.57% |
$391K - $428K
|
110K
$2.8M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.9K- 9.88% |
$407K - $445K
|
163K
$4.18M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-18.2K- 29.82% |
$414K - $453K
|
42.9K
$1.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-19.2K- 12.02% |
$438K - $479K
|
141K
$3.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-20.4K- 25.93% |
$464K - $508K
|
58.3K
$1.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-21.2K- 5.34% |
$483K - $529K
|
377K
$9.65M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-21.8K- 39.73% |
$495K - $542K
|
33K
$845K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-23.7K- 7.72% |
$538K - $589K
|
283K
$7.23M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-24K- 13.81% |
$545K - $596K
|
150K
$3.83M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-24.9K- 28.5% |
$567K - $621K
|
62.6K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-25.1K- 8.54% |
$570K - $623K
|
268K
$6.87M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-25.2K- 28.51% |
$573K - $627K
|
63.1K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.3K- 8.88% |
$576K - $630K
|
260K
$6.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-26.9K- 32.48% |
$612K - $669K
|
55.9K
$1.43M
|