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 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-7.1K- 40.17% |
$180K - $200K
|
10.6K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.33K- 3.4% |
$186K - $206K
|
208K
$5.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7.39K- 8.41% |
$187K - $208K
|
80.5K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.58K- 5.27% |
$192K - $213K
|
136K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.6K- 7.76% |
$193K - $214K
|
90.3K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-7.8K- 2.45% |
$198K - $220K
|
311K
$8.28M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.02K- 37.82% |
$203K - $226K
|
13.2K
$351K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.19K- 23.41% |
$208K - $231K
|
26.8K
$715K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.38K- 1.23% |
$212K - $236K
|
674K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.43K- 20.61% |
$214K - $237K
|
32.5K
$866K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-8.49K- 5.26% |
$215K - $239K
|
153K
$4.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-8.59K- 35.48% |
$218K - $242K
|
15.6K
$416K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-8.61K- 14.86% |
$218K - $242K
|
49.4K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-9.19K- 8.83% |
$233K - $259K
|
94.8K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.37K- 1.38% |
$238K - $264K
|
670K
$17.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.2K- 11.43% |
$258K - $286K
|
78.7K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.3K- 3.86% |
$287K - $319K
|
282K
$7.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-12.4K- 6.87% |
$315K - $350K
|
169K
$4.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12.8K- 25.23% |
$325K - $361K
|
38K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-13K- 24.94% |
$329K - $366K
|
39.1K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-14.1K- 8.56% |
$357K - $397K
|
151K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.4K- 3.07% |
$365K - $405K
|
455K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-14.7K- 11.55% |
$373K - $414K
|
112K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 10.04% |
$382K - $425K
|
135K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-21.5K- 8.77% |
$545K - $605K
|
224K
$5.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.2K- 2.99% |
$562K - $624K
|
718K
$19.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22.6K- 44.62% |
$573K - $636K
|
28K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23.1K- 40.26% |
$586K - $650K
|
34.3K
$914K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-23.2K- 3.25% |
$589K - $653K
|
690K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-24.2K- 9.78% |
$613K - $681K
|
223K
$5.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-24.6K- 24.47% |
$625K - $693K
|
76K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-25K- 11.98% |
$634K - $704K
|
184K
$4.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-26.1K- 42.21% |
$661K - $733K
|
35.7K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.3K- 42.49% |
$667K - $740K
|
35.6K
$949K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-28K- 3.87% |
$709K - $787K
|
694K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-29.3K- 25.43% |
$743K - $824K
|
85.9K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-32.6K- 11.49% |
$826K - $917K
|
251K
$6.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-33.8K- 16.0% |
$858K - $952K
|
178K
$4.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-44.1K- 16.4% |
$1.12M - $1.24M
|
225K
$6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-68.7K- 4.07% |
$1.74M - $1.93M
|
1.62M
$43.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-70.7K- 16.11% |
$1.79M - $1.99M
|
368K
$9.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-75.4K- 14.68% |
$1.91M - $2.12M
|
439K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-82.1K- 26.4% |
$2.08M - $2.31M
|
229K
$6.11M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-123K- 7.92% |
$3.12M - $3.46M
|
1.43M
$38.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-129K- 10.89% |
$3.27M - $3.63M
|
1.05M
$28.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-257K- 79.09% |
$6.51M - $7.23M
|
67.8K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-319K- 19.9% |
$8.08M - $8.97M
|
1.28M
$34.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-545K- 52.1% |
$13.8M - $15.3M
|
501K
$13.4M
|