Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
15.3M+ 6263.9% |
$388M - $431M
|
15.5M
$414M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.81M+ 45.79% |
$71.3M - $79.1M
|
8.94M
$238M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.21M+ 3933.05% |
$30.6M - $34M
|
1.24M
$33M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
841KNew |
$21.3M - $23.7M
|
841K
$22.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
558KNew |
$14.2M - $15.7M
|
558K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
355K+ 37.54% |
$9M - $9.99M
|
1.3M
$34.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
352K+ 23.94% |
$8.92M - $9.9M
|
1.82M
$48.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
326K+ 57.31% |
$8.27M - $9.18M
|
895K
$23.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
277KNew |
$7.02M - $7.79M
|
277K
$7.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
251K+ 11.01% |
$6.36M - $7.06M
|
2.53M
$67.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
249KNew |
$6.3M - $7M
|
249K
$6.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
218K+ 24.33% |
$5.54M - $6.15M
|
1.12M
$29.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
216K+ 13.07% |
$5.48M - $6.08M
|
1.87M
$49.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
216K+ 13.07% |
$5.48M - $6.08M
|
1.87M
$49.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
210KNew |
$5.33M - $5.91M
|
210K
$5.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
210K+ 498.78% |
$5.32M - $5.9M
|
252K
$6.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
201KNew |
$5.09M - $5.65M
|
201K
$5.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
199KNew |
$5.06M - $5.61M
|
199K
$5.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
197KNew |
$5.01M - $5.56M
|
197K
$5.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
191KNew |
$4.84M - $5.38M
|
191K
$5.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
159KNew |
$4.03M - $4.47M
|
159K
$4.24M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
131KNew |
$3.32M - $3.69M
|
131K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
126K+ 15.82% |
$3.2M - $3.55M
|
923K
$24.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
126KNew |
$3.19M - $3.54M
|
126K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
124KNew |
$3.14M - $3.49M
|
124K
$3.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
121KNew |
$3.07M - $3.41M
|
121K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
115K+ 16.78% |
$2.93M - $3.25M
|
803K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
115KNew |
$2.92M - $3.25M
|
115K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
114K+ 3.47% |
$2.9M - $3.22M
|
3.41M
$91M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
113KNew |
$2.87M - $3.18M
|
113K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
109K+ 39.47% |
$2.76M - $3.06M
|
384K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
107K+ 72.35% |
$2.71M - $3.01M
|
255K
$6.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
93.9K+ 89.69% |
$2.38M - $2.64M
|
199K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93.4K+ 7.23% |
$2.37M - $2.63M
|
1.39M
$37M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
89.5K+ 9.57% |
$2.27M - $2.52M
|
1.03M
$27.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
85.2KNew |
$2.16M - $2.4M
|
85.2K
$2.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
84.1KNew |
$2.13M - $2.37M
|
84.1K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
82.6K+ 30.61% |
$2.1M - $2.33M
|
353K
$9.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
82.5K+ 47.48% |
$2.09M - $2.32M
|
256K
$6.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
81.8KNew |
$2.07M - $2.3M
|
81.8K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
76.9KNew |
$1.95M - $2.17M
|
76.9K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
75.3K+ 12.22% |
$1.91M - $2.12M
|
692K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
74.6KNew |
$1.89M - $2.1M
|
74.6K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
74.2KNew |
$1.88M - $2.09M
|
74.2K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
73.9K+ 17.88% |
$1.87M - $2.08M
|
487K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
73.8K+ 12.7% |
$1.87M - $2.08M
|
655K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
72.8KNew |
$1.85M - $2.05M
|
72.8K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
72.6KNew |
$1.84M - $2.04M
|
72.6K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
71.9K+ 24.3% |
$1.82M - $2.02M
|
368K
$9.81M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.2K+ 11.35% |
$1.8M - $2M
|
698K
$18.6M
|