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 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-411- 1.11% |
$10.4K - $11.6K
|
36.6K
$977K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-435- 1.09% |
$11K - $12.2K
|
39.6K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-475- 1.41% |
$12K - $13.4K
|
33.3K
$887K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-485- 0.55% |
$12.3K - $13.7K
|
88.3K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-486- 2.88% |
$12.3K - $13.7K
|
16.4K
$437K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-511- 0.83% |
$13K - $14.4K
|
60.9K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-551- 3.37% |
$14K - $15.5K
|
15.8K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-587- 10.52% |
$14.9K - $16.5K
|
4.99K
$133K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-620- 1.82% |
$15.7K - $17.5K
|
33.4K
$890K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-660- 0.71% |
$16.7K - $18.6K
|
91.7K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-697- 1.09% |
$17.7K - $19.6K
|
63.2K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-706- 1.24% |
$17.9K - $19.9K
|
56.2K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-809- 5.14% |
$20.5K - $22.8K
|
14.9K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-890- 0.75% |
$22.6K - $25.1K
|
117K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-925- 6.4% |
$23.5K - $26K
|
13.5K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.05K- 10.82% |
$26.6K - $29.5K
|
8.63K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.06K- 0.25% |
$27K - $30K
|
432K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.19K- 3.28% |
$30.1K - $33.4K
|
35K
$932K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.21K- 4.61% |
$30.7K - $34.1K
|
25.1K
$669K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.38K- 46.6% |
$34.9K - $38.8K
|
1.58K
$42.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.42K- 0.82% |
$36K - $39.9K
|
172K
$4.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.42K- 2.08% |
$36K - $40K
|
66.9K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.44K- 0.24% |
$36.5K - $40.5K
|
607K
$16.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 7.4% |
$39.9K - $44.3K
|
19.7K
$525K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-1.61K- 1.69% |
$40.7K - $45.2K
|
93.3K
$2.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-1.64K- 0.45% |
$41.5K - $46.1K
|
365K
$9.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 12.34% |
$42.8K - $47.5K
|
12K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.72K- 0.33% |
$43.6K - $48.4K
|
515K
$13.7M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.82K- 4.97% |
$46.1K - $51.1K
|
34.7K
$926K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.88K- 0.36% |
$47.7K - $52.9K
|
526K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.88K- 6.54% |
$47.7K - $52.9K
|
26.9K
$717K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.96K- 1.8% |
$49.6K - $55.1K
|
107K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.05K- 1.03% |
$52K - $57.8K
|
198K
$5.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.38K- 9.73% |
$60.4K - $67.1K
|
22.1K
$590K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.4K- 11.61% |
$60.8K - $67.5K
|
18.3K
$487K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.47K- 1.57% |
$62.6K - $69.5K
|
155K
$4.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.51K- 17.57% |
$63.6K - $70.6K
|
11.8K
$314K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.86K- 0.12% |
$72.5K - $80.5K
|
2.42M
$64.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.13K- 1.11% |
$79.3K - $88K
|
279K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.17K- 95.0% |
$80.5K - $89.3K
|
167
$4.45K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-3.68K- 3.52% |
$93.2K - $103K
|
101K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.68K- 9.56% |
$93.3K - $104K
|
34.8K
$928K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.88K- 3.69% |
$98.3K - $109K
|
101K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.24K- 7.2% |
$108K - $119K
|
54.7K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.27K- 6.71% |
$108K - $120K
|
59.4K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.94K- 12.86% |
$125K - $139K
|
33.4K
$892K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-5.06K- 1.29% |
$128K - $142K
|
388K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.33K- 4.18% |
$135K - $150K
|
122K
$3.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.66K- 1.53% |
$143K - $159K
|
365K
$9.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-6.41K- 10.64% |
$163K - $180K
|
53.8K
$1.44M
|