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 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.52K+ 2.65% |
$38.5K - $42.7K
|
58.9K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.5K+ 2.48% |
$38.1K - $42.3K
|
62.2K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.5KNew |
$38K - $42.2K
|
1.5K
$40K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.45K+ 13.28% |
$36.9K - $40.9K
|
12.4K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.34K+ 21.54% |
$34K - $37.8K
|
7.57K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.22K+ 15.63% |
$31K - $34.4K
|
9.04K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.19K+ 4.95% |
$30.2K - $33.6K
|
25.3K
$673K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.18KNew |
$29.8K - $33.1K
|
1.18K
$31.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.13K+ 6.17% |
$28.7K - $31.8K
|
19.4K
$518K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.1K+ 1.62% |
$27.9K - $31K
|
69K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.08K+ 1.14% |
$27.5K - $30.5K
|
96.3K
$2.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.07K+ 12.77% |
$27K - $30K
|
9.41K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.06K+ 0.8% |
$27K - $29.9K
|
135K
$3.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 4.81% |
$26.8K - $29.7K
|
23K
$613K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.05K+ 1.54% |
$26.5K - $29.4K
|
69K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.03K+ 9.92% |
$26.2K - $29.1K
|
11.4K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
863+ 5.17% |
$21.9K - $24.3K
|
17.6K
$468K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
826New |
$20.9K - $23.3K
|
826
$22K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
814+ 4.18% |
$20.6K - $22.9K
|
20.3K
$541K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
809+ 4.19% |
$20.5K - $22.8K
|
20.1K
$536K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
807New |
$20.5K - $22.7K
|
807
$21.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
803+ 0.7% |
$20.4K - $22.6K
|
115K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
798+ 1.24% |
$20.2K - $22.5K
|
65K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
729+ 1.13% |
$18.5K - $20.5K
|
65K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
726+ 0.23% |
$18.4K - $20.4K
|
315K
$8.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
634+ 1.12% |
$16.1K - $17.8K
|
57.4K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
590+ 0.8% |
$15K - $16.6K
|
74.8K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
548+ 0.8% |
$13.9K - $15.4K
|
68.7K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
515+ 6.22% |
$13.1K - $14.5K
|
8.8K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
447New |
$11.3K - $12.6K
|
447
$11.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
383+ 2.83% |
$9.71K - $10.8K
|
13.9K
$371K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
368+ 3.55% |
$9.33K - $10.4K
|
10.7K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
314+ 2.68% |
$7.96K - $8.84K
|
12K
$320K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
296+ 0.22% |
$7.51K - $8.33K
|
135K
$3.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
294+ 0.49% |
$7.46K - $8.28K
|
60.2K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
290New |
$7.35K - $8.16K
|
290
$7.73K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
260+ 0.19% |
$6.59K - $7.32K
|
140K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
254New |
$6.44K - $7.15K
|
254
$6.77K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
234+ 0.28% |
$5.93K - $6.59K
|
85K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
225+ 2250.0% |
$5.71K - $6.33K
|
235
$6.27K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
218+ 0.58% |
$5.53K - $6.14K
|
37.8K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
205New |
$5.2K - $5.77K
|
205
$5.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$5.07K - $5.63K
|
200
$5.33K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
197+ 1.31% |
$5K - $5.55K
|
15.3K
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
185+ 8.16% |
$4.69K - $5.21K
|
2.45K
$65.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
181+ 1.58% |
$4.59K - $5.1K
|
11.6K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
166+ 0.6% |
$4.21K - $4.67K
|
27.9K
$743K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
165+ 50.0% |
$4.18K - $4.64K
|
495
$13.2K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
154+ 0.25% |
$3.91K - $4.34K
|
62.1K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
153+ 1.0% |
$3.88K - $4.31K
|
15.5K
$412K
|