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 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.12K- 10.54% |
$101K - $115K
|
35K
$895K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.13K- 1.32% |
$101K - $115K
|
310K
$7.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-4.16K- 1.95% |
$102K - $116K
|
209K
$5.36M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-4.34K- 6.01% |
$106K - $121K
|
67.9K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-4.64K- 1.25% |
$114K - $129K
|
366K
$9.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-4.66K- 7.21% |
$114K - $130K
|
59.9K
$1.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-4.9K- 6.38% |
$120K - $136K
|
72K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.02K- 12.87% |
$123K - $140K
|
34K
$870K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.36K- 11.59% |
$131K - $149K
|
40.9K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-5.56K- 2.62% |
$136K - $155K
|
207K
$5.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.59K- 10.62% |
$137K - $155K
|
47K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.64K- 1.87% |
$138K - $157K
|
296K
$7.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-5.68K- 2.43% |
$139K - $158K
|
228K
$5.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.71K- 1.22% |
$140K - $159K
|
463K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-6.18K- 2.63% |
$151K - $172K
|
229K
$5.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.21K- 6.82% |
$152K - $173K
|
84.8K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-6.44K- 31.08% |
$157K - $179K
|
14.3K
$365K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-6.53K- 4.23% |
$160K - $182K
|
148K
$3.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-8.49K- 18.07% |
$208K - $236K
|
38.5K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-9.92K- 15.48% |
$243K - $276K
|
54.2K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 14.58% |
$266K - $302K
|
63.6K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11.4K- 1.65% |
$278K - $316K
|
679K
$17.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-12.3K- 95.35% |
$301K - $342K
|
600
$15.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-14.7K- 2.47% |
$360K - $409K
|
581K
$14.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-16.7K- 43.22% |
$408K - $465K
|
21.9K
$561K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.6K- 3.82% |
$456K - $518K
|
469K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-21.8K- 8.12% |
$534K - $608K
|
247K
$6.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-24.3K- 5.88% |
$593K - $675K
|
388K
$9.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-24.5K- 5.6% |
$599K - $682K
|
413K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-24.9K- 41.1% |
$610K - $694K
|
35.7K
$915K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-26K- 19.31% |
$636K - $723K
|
109K
$2.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-41.9K- 7.67% |
$1.02M - $1.16M
|
504K
$12.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-54.3K- 3.12% |
$1.33M - $1.51M
|
1.69M
$43.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-56.5K- 16.62% |
$1.38M - $1.57M
|
283K
$7.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-64.3K- 11.12% |
$1.57M - $1.79M
|
514K
$13.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-78.8K- 31.22% |
$1.93M - $2.19M
|
174K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-83.8K- 45.18% |
$2.05M - $2.33M
|
102K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-90.9K- 40.5% |
$2.22M - $2.53M
|
134K
$3.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-105K- 6.66% |
$2.57M - $2.93M
|
1.47M
$37.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-114K- 6.43% |
$2.78M - $3.16M
|
1.65M
$42.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-114K- 6.43% |
$2.78M - $3.16M
|
1.65M
$42.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-134K- 10.93% |
$3.27M - $3.72M
|
1.09M
$27.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-134K- 10.21% |
$3.29M - $3.74M
|
1.18M
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-167K- 13.77% |
$4.09M - $4.65M
|
1.05M
$26.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-272K- 10.03% |
$6.65M - $7.56M
|
2.44M
$62.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-504K- 77.8% |
$12.3M - $14M
|
144K
$3.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.28M- 34.63% |
$31.4M - $35.7M
|
2.42M
$62M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.34M- 45.53% |
$32.7M - $37.2M
|
1.6M
$41M
|