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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
70.4KNew |
$1.79M - $1.98M
|
70.4K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
68.1K+ 61.91% |
$1.73M - $1.92M
|
178K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.3KNew |
$1.68M - $1.87M
|
66.3K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.9K+ 28.3% |
$1.6M - $1.77M
|
285K
$7.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
62.1K+ 97.98% |
$1.57M - $1.75M
|
125K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
61.9K+ 5.48% |
$1.57M - $1.74M
|
1.19M
$31.8M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
61.9KNew |
$1.57M - $1.74M
|
61.9K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.9K+ 19.64% |
$1.55M - $1.72M
|
371K
$9.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
59.1K+ 32.04% |
$1.5M - $1.66M
|
244K
$6.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
58.9KNew |
$1.49M - $1.66M
|
58.9K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
58K+ 9.73% |
$1.47M - $1.63M
|
654K
$17.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
56.9K+ 22.29% |
$1.44M - $1.6M
|
312K
$8.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
56.8K+ 29.86% |
$1.44M - $1.6M
|
247K
$6.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
56.7K+ 1.62% |
$1.44M - $1.6M
|
3.55M
$94.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
55.7K+ 486.97% |
$1.41M - $1.57M
|
67.1K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
53.7KNew |
$1.36M - $1.51M
|
53.7K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
52.8K+ 4.85% |
$1.34M - $1.49M
|
1.14M
$30.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
51.8K+ 8.38% |
$1.31M - $1.46M
|
670K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
51K+ 58.65% |
$1.29M - $1.44M
|
138K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.4K+ 1.0% |
$1.15M - $1.28M
|
4.58M
$122M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
45.4KNew |
$1.15M - $1.28M
|
45.4K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
45KNew |
$1.14M - $1.27M
|
45K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
44.8K+ 14.02% |
$1.14M - $1.26M
|
364K
$9.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
44.7K+ 7.98% |
$1.13M - $1.26M
|
605K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
41.1K+ 7.38% |
$1.04M - $1.16M
|
598K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
40.2K+ 4.94% |
$1.02M - $1.13M
|
853K
$22.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
40.1K+ 10.52% |
$1.02M - $1.13M
|
421K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
39.8K+ 204.61% |
$1.01M - $1.12M
|
59.2K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
38.8KNew |
$983K - $1.09M
|
38.8K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
38.3KNew |
$971K - $1.08M
|
38.3K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
38.2K+ 17.99% |
$970K - $1.08M
|
251K
$6.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
37.7K+ 2.56% |
$957K - $1.06M
|
1.51M
$40.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
37.6K+ 8.58% |
$953K - $1.06M
|
476K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
37KNew |
$938K - $1.04M
|
37K
$986K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36.5K+ 15.45% |
$925K - $1.03M
|
273K
$7.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
35.6K+ 8.13% |
$903K - $1M
|
473K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
35.1K+ 1.64% |
$889K - $987K
|
2.18M
$58M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
34.1K+ 9.64% |
$865K - $961K
|
388K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
34K+ 10.08% |
$862K - $957K
|
371K
$9.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
33.4K+ 97.5% |
$848K - $941K
|
67.7K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32.5K+ 8.5% |
$823K - $914K
|
414K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31.6K+ 53618.64% |
$802K - $891K
|
31.7K
$845K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
31K+ 2.38% |
$787K - $873K
|
1.34M
$35.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
30.9K+ 3.5% |
$784K - $870K
|
915K
$24.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
30.1K+ 2.87% |
$764K - $848K
|
1.08M
$28.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
29.6KNew |
$749K - $832K
|
29.6K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
29.3K+ 12.71% |
$744K - $826K
|
260K
$6.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
28.3K+ 10.17% |
$717K - $796K
|
306K
$8.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
27.8KNew |
$706K - $784K
|
27.8K
$742K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27.3K+ 41.46% |
$693K - $770K
|
93.3K
$2.49M
|