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 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.1K+ 2.32% |
$174K - $197K
|
313K
$8M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
6.88K+ 4.29% |
$168K - $191K
|
167K
$4.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.77K+ 3.24% |
$166K - $188K
|
215K
$5.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.54K+ 11.47% |
$160K - $182K
|
63.5K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.44K+ 1.96% |
$157K - $179K
|
335K
$8.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.23KNew |
$152K - $173K
|
6.23K
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.14K+ 11.98% |
$150K - $171K
|
57.4K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.06K+ 74.63% |
$148K - $169K
|
14.2K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
5.99K+ 2.59% |
$146K - $167K
|
237K
$6.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.9K+ 10.18% |
$144K - $164K
|
63.9K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.83K+ 2.25% |
$143K - $162K
|
264K
$6.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
5.72K+ 9.42% |
$140K - $159K
|
66.4K
$1.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
5.65K+ 2.37% |
$138K - $157K
|
244K
$6.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.63K+ 10.02% |
$138K - $157K
|
61.9K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.52K+ 0.88% |
$135K - $153K
|
631K
$16.1M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.41K+ 10.16% |
$132K - $150K
|
58.6K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.34K+ 1.23% |
$131K - $148K
|
439K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.34K+ 2.72% |
$131K - $148K
|
201K
$5.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.16K+ 2.48% |
$126K - $143K
|
213K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.01K+ 0.92% |
$123K - $139K
|
551K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.6K+ 0.7% |
$113K - $128K
|
662K
$16.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.35K+ 0.66% |
$106K - $121K
|
664K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.32K+ 7.21% |
$106K - $120K
|
64.2K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.22K+ 44.62% |
$103K - $117K
|
13.7K
$350K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.12K+ 6.46% |
$101K - $115K
|
68K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.1K+ 1.42% |
$100K - $114K
|
294K
$7.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.94K+ 284.07% |
$96.4K - $110K
|
5.33K
$136K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.94K+ 19.11% |
$96.3K - $110K
|
24.6K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.7K+ 1.89% |
$90.6K - $103K
|
199K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.68K+ 1.32% |
$90K - $102K
|
282K
$7.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.65K+ 4.38% |
$89.2K - $101K
|
87K
$2.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.58K+ 6.58% |
$87.5K - $99.5K
|
58K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.36K+ 13.81% |
$82.2K - $93.5K
|
27.7K
$709K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.36K+ 2.56% |
$82.1K - $93.3K
|
135K
$3.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.32K+ 10.97% |
$81.3K - $92.5K
|
33.6K
$860K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.18K+ 5.57% |
$77.8K - $88.4K
|
60.2K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.17K+ 16.04% |
$77.6K - $88.3K
|
23K
$588K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.96K+ 2.19% |
$72.3K - $82.2K
|
138K
$3.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
2.61K+ 11.95% |
$63.9K - $72.7K
|
24.5K
$627K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.51K+ 0.35% |
$61.3K - $69.7K
|
717K
$18.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.5K+ 1207.73% |
$61.2K - $69.6K
|
2.71K
$69.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.42K+ 4.16% |
$59.3K - $67.4K
|
60.7K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.41K+ 2.6% |
$58.9K - $66.9K
|
94.9K
$2.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
2.35K+ 14.03% |
$57.5K - $65.4K
|
19.1K
$489K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.2K+ 0.71% |
$53.7K - $61.1K
|
311K
$7.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.17K+ 3.64% |
$53.1K - $60.3K
|
61.7K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.17K+ 1.39% |
$53K - $60.3K
|
158K
$4.04M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.13K+ 14.36% |
$52.1K - $59.2K
|
16.9K
$434K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.12K+ 56.88% |
$51.9K - $59K
|
5.85K
$150K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.05K+ 0.45% |
$50.2K - $57.1K
|
462K
$11.8M
|