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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
42.3K+ 24.86% |
$1.04M - $1.18M
|
213K
$5.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42KNew |
$1.03M - $1.17M
|
42K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
41.9K+ 222.47% |
$1.03M - $1.17M
|
60.7K
$1.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
38K+ 11.07% |
$930K - $1.06M
|
382K
$9.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.7K+ 6.51% |
$921K - $1.05M
|
616K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
36.8K+ 13.07% |
$901K - $1.02M
|
318K
$8.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
36.2K+ 8.38% |
$886K - $1.01M
|
468K
$12M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
36K+ 39.25% |
$881K - $1M
|
128K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
35.9K+ 4.48% |
$878K - $999K
|
838K
$21.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
34.5K+ 4.06% |
$843K - $959K
|
884K
$22.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.8K+ 47.49% |
$827K - $941K
|
105K
$2.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.1K+ 11.13% |
$760K - $865K
|
310K
$7.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
30.8K+ 9.95% |
$754K - $858K
|
341K
$8.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
30.1K+ 7.29% |
$737K - $838K
|
443K
$11.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.4K+ 138.57% |
$719K - $818K
|
50.6K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
29.4K+ 78.83% |
$718K - $817K
|
66.6K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
29.1K+ 14.41% |
$711K - $809K
|
231K
$5.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26.8K+ 4.1% |
$656K - $747K
|
682K
$17.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
24.6K+ 13.15% |
$601K - $684K
|
211K
$5.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23.5K+ 14.62% |
$576K - $655K
|
185K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23.1K+ 3.5% |
$565K - $642K
|
683K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
22.4K+ 6.51% |
$549K - $624K
|
367K
$9.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21.9K+ 3.16% |
$535K - $608K
|
713K
$18.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
21.9K+ 2.13% |
$535K - $608K
|
1.05M
$26.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
21.7K+ 3.1% |
$531K - $604K
|
722K
$18.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
21.5K+ 0.62% |
$526K - $598K
|
3.5M
$89.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
21.1K+ 13.21% |
$516K - $587K
|
181K
$4.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
21.1K+ 5.06% |
$516K - $587K
|
438K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
20.7K+ 37.49% |
$507K - $577K
|
76.1K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
20.2K+ 1.99% |
$494K - $562K
|
1.04M
$26.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
20.1K+ 14.2% |
$491K - $558K
|
161K
$4.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
19.7K+ 10.4% |
$481K - $547K
|
209K
$5.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
19.4KNew |
$475K - $541K
|
19.4K
$497K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
19.3K+ 9.07% |
$473K - $538K
|
233K
$5.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19K+ 6.22% |
$465K - $529K
|
325K
$8.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
18.7K+ 8.69% |
$457K - $519K
|
233K
$5.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
18.6KNew |
$454K - $517K
|
18.6K
$475K
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
18.5K+ 7.4% |
$454K - $516K
|
269K
$6.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
17.7K+ 2.67% |
$434K - $494K
|
681K
$17.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
17.7K+ 2.31% |
$434K - $493K
|
784K
$20.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
17.3K+ 11.78% |
$424K - $482K
|
165K
$4.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
17.3K+ 17.89% |
$424K - $482K
|
114K
$2.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.3K+ 3.38% |
$422K - $480K
|
528K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.2K+ 23.96% |
$420K - $478K
|
88.9K
$2.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
17.1K+ 5.76% |
$418K - $476K
|
314K
$8.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
16.6K+ 4.43% |
$405K - $461K
|
391K
$10M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
16.2K+ 8.8% |
$396K - $451K
|
200K
$5.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
16K+ 2.21% |
$392K - $445K
|
741K
$19M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
15.8K+ 10.2% |
$385K - $438K
|
170K
$4.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
15.7KNew |
$384K - $436K
|
15.7K
$401K
|