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 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.86K+ 5.29% |
$45.5K - $51.8K
|
37.1K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.84K+ 123.18% |
$45.1K - $51.3K
|
3.34K
$85.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.77K+ 10.69% |
$43.2K - $49.2K
|
18.3K
$468K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.7K+ 135.06% |
$41.6K - $47.3K
|
2.96K
$75.7K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.64K+ 10.72% |
$40K - $45.5K
|
16.9K
$432K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.59K+ 7.01% |
$38.8K - $44.1K
|
24.2K
$619K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.45K+ 0.96% |
$35.5K - $40.3K
|
153K
$3.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.32K+ 2.48% |
$32.3K - $36.7K
|
54.6K
$1.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.23K+ 1.68% |
$30K - $34.1K
|
74.2K
$1.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.23K+ 1.89% |
$30K - $34.1K
|
66K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.16K+ 2.1% |
$28.3K - $32.2K
|
56.3K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.06K+ 9.98% |
$26K - $29.5K
|
11.7K
$299K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
968+ 31.11% |
$23.7K - $26.9K
|
4.08K
$104K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
927+ 1.01% |
$22.7K - $25.8K
|
92.4K
$2.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
900+ 3.54% |
$22K - $25K
|
26.3K
$674K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
882+ 1.27% |
$21.6K - $24.5K
|
70.6K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
879New |
$21.5K - $24.5K
|
879
$22.5K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
859+ 32.61% |
$21K - $23.9K
|
3.49K
$89.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
778+ 5.45% |
$19K - $21.6K
|
15.1K
$385K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
753+ 0.64% |
$18.4K - $20.9K
|
118K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
741+ 1.18% |
$18.1K - $20.6K
|
63.5K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
631+ 1.1% |
$15.4K - $17.6K
|
58.2K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
606+ 1.08% |
$14.8K - $16.9K
|
56.9K
$1.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
547+ 6.61% |
$13.4K - $15.2K
|
8.82K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
510+ 4.54% |
$12.5K - $14.2K
|
11.7K
$301K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
499New |
$12.2K - $13.9K
|
499
$12.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
492+ 0.04% |
$12K - $13.7K
|
1.1M
$28.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
416+ 5.23% |
$10.2K - $11.6K
|
8.38K
$214K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
396+ 0.8% |
$9.69K - $11K
|
49.8K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
385+ 3.9% |
$9.42K - $10.7K
|
10.3K
$262K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
375+ 4.74% |
$9.17K - $10.4K
|
8.28K
$212K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
366+ 0.35% |
$8.95K - $10.2K
|
104K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
361New |
$8.83K - $10K
|
361
$9.24K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
361New |
$8.83K - $10K
|
361
$9.24K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
344+ 1.41% |
$8.41K - $9.57K
|
24.8K
$635K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
343+ 0.92% |
$8.39K - $9.54K
|
37.6K
$963K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
340+ 0.96% |
$8.32K - $9.46K
|
35.8K
$917K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
325+ 0.32% |
$7.95K - $9.04K
|
101K
$2.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
299New |
$7.31K - $8.32K
|
299
$7.65K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
240+ 0.92% |
$5.87K - $6.68K
|
26.5K
$677K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
214+ 1.51% |
$5.23K - $5.95K
|
14.4K
$368K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
195+ 0.33% |
$4.77K - $5.42K
|
58.9K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
191+ 5.04% |
$4.67K - $5.31K
|
3.98K
$102K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
187+ 0.53% |
$4.57K - $5.2K
|
35.8K
$915K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
146+ 0.88% |
$3.57K - $4.06K
|
16.7K
$428K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
125New |
$3.06K - $3.48K
|
125
$3.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
116+ 0.18% |
$2.84K - $3.23K
|
63.9K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
112+ 0.17% |
$2.74K - $3.12K
|
65.3K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$2.45K - $2.78K
|
100
$2.56K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
90+ 0.24% |
$2.2K - $2.5K
|
38.4K
$982K
|