Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.65M+ 1171.06% |
$138M - $157M
|
6.14M
$157M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.22M+ 3676.33% |
$54.3M - $61.7M
|
2.28M
$58.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.73M+ 127.46% |
$42.3M - $48.1M
|
3.09M
$79M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.31MNew |
$31.9M - $36.3M
|
1.31M
$33.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
690KNew |
$16.9M - $19.2M
|
690K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
558K+ 143.77% |
$13.6M - $15.5M
|
945K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
410K+ 46.45% |
$10M - $11.4M
|
1.29M
$33.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
394KNew |
$9.63M - $10.9M
|
394K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
356K+ 31.95% |
$8.7M - $9.9M
|
1.47M
$37.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
278K+ 6.54% |
$6.81M - $7.75M
|
4.54M
$116M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
275KNew |
$6.73M - $7.66M
|
275K
$7.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
270KNew |
$6.6M - $7.51M
|
270K
$6.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
246K+ 37.83% |
$6.02M - $6.85M
|
897K
$23M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
197K+ 52.81% |
$4.81M - $5.47M
|
569K
$14.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
160K+ 254.14% |
$3.9M - $4.44M
|
222K
$5.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
156KNew |
$3.81M - $4.34M
|
156K
$3.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
143K+ 4.54% |
$3.5M - $3.98M
|
3.3M
$84.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
142K+ 44.25% |
$3.48M - $3.95M
|
463K
$11.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
115KNew |
$2.82M - $3.2M
|
115K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
100K+ 39.59% |
$2.46M - $2.79M
|
354K
$9.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
100K+ 17.08% |
$2.45M - $2.79M
|
688K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
98.3K+ 1.91% |
$2.41M - $2.74M
|
5.26M
$135M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
98K+ 6.73% |
$2.4M - $2.73M
|
1.55M
$39.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
77.1K+ 14.24% |
$1.88M - $2.14M
|
618K
$15.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75K+ 60.1% |
$1.83M - $2.09M
|
200K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
74.9K+ 15.41% |
$1.83M - $2.08M
|
561K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.7K+ 13.33% |
$1.8M - $2.05M
|
627K
$16M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
68.1KNew |
$1.67M - $1.9M
|
68.1K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
67.7K+ 26.88% |
$1.66M - $1.88M
|
320K
$8.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
66.4K+ 17.88% |
$1.62M - $1.85M
|
438K
$11.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
64.9K+ 6.1% |
$1.59M - $1.81M
|
1.13M
$28.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.8K+ 14.32% |
$1.58M - $1.8M
|
517K
$13.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
63.1K+ 134.69% |
$1.54M - $1.76M
|
110K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
62.3K+ 19.53% |
$1.52M - $1.73M
|
381K
$9.76M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
62.1K+ 146.09% |
$1.52M - $1.73M
|
105K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
59.8K+ 2.87% |
$1.46M - $1.66M
|
2.14M
$54.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
55.9K+ 30.98% |
$1.37M - $1.55M
|
236K
$6.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
53.4K+ 6.05% |
$1.31M - $1.49M
|
936K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
53K+ 6.98% |
$1.3M - $1.47M
|
813K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
52.7K+ 18.49% |
$1.29M - $1.46M
|
337K
$8.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
52.4K+ 80.6% |
$1.28M - $1.46M
|
117K
$3.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
50.7K+ 9.28% |
$1.24M - $1.41M
|
596K
$15.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
49.9K+ 10.55% |
$1.22M - $1.39M
|
523K
$13.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
49.3K+ 11.51% |
$1.21M - $1.37M
|
478K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
49.2K+ 8.8% |
$1.2M - $1.37M
|
609K
$15.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
48.8K+ 9.31% |
$1.19M - $1.36M
|
573K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
46.6K+ 9.14% |
$1.14M - $1.3M
|
557K
$14.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46K+ 14.17% |
$1.13M - $1.28M
|
371K
$9.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
45KNew |
$1.1M - $1.25M
|
45K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
44.8KNew |
$1.1M - $1.25M
|
44.8K
$1.15M
|