Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
51.2K+ 5.66% |
$1.17M - $1.27M
|
956K
$24.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
50.8K+ 6.7% |
$1.15M - $1.26M
|
808K
$20.9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.9KNew |
$1.11M - $1.22M
|
48.9K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
47.7K+ 18.13% |
$1.09M - $1.19M
|
311K
$8.06M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
46.7K+ 4.84% |
$1.06M - $1.16M
|
1.01M
$26.2M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
45.2K+ 9.53% |
$1.03M - $1.13M
|
520K
$13.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
43.9K+ 18.12% |
$998K - $1.09M
|
286K
$7.41M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
43.5K+ 4.56% |
$989K - $1.08M
|
997K
$25.8M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
43K+ 1060.01% |
$979K - $1.07M
|
47.1K
$1.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
42.7K+ 13.11% |
$970K - $1.06M
|
368K
$9.53M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41.8K+ 3.78% |
$951K - $1.04M
|
1.15M
$29.8M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
40.2K+ 127.55% |
$913K - $999K
|
71.7K
$1.86M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
39.3KNew |
$894K - $978K
|
39.3K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
37.8K+ 13.03% |
$859K - $939K
|
328K
$8.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
37.5K+ 15.37% |
$852K - $932K
|
281K
$7.28M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
36.6K+ 13.2% |
$832K - $910K
|
314K
$8.12M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
35.3K+ 35.77% |
$802K - $877K
|
134K
$3.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
34.4K+ 10.28% |
$781K - $855K
|
368K
$9.54M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
34.2K+ 17.8% |
$778K - $851K
|
226K
$5.86M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
34.1K+ 13.5% |
$775K - $848K
|
287K
$7.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
33.6K+ 7.91% |
$764K - $836K
|
458K
$11.9M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
32.7K+ 9.06% |
$744K - $814K
|
394K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
32.2K+ 11.39% |
$732K - $801K
|
315K
$8.16M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
31.4K+ 8.07% |
$715K - $782K
|
421K
$10.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
31K+ 26.53% |
$706K - $772K
|
148K
$3.83M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.6K+ 26.54% |
$651K - $712K
|
136K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
28.6K+ 192.06% |
$650K - $711K
|
43.4K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
28.6K+ 14.01% |
$650K - $711K
|
232K
$6.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
28.3K+ 5.33% |
$643K - $703K
|
558K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
28.2K+ 10.9% |
$642K - $702K
|
287K
$7.44M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
27.5K+ 3.68% |
$625K - $684K
|
775K
$20.1M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.4K+ 5.78% |
$623K - $682K
|
501K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27K+ 6.88% |
$614K - $671K
|
419K
$10.9M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
26.6K+ 3.8% |
$605K - $662K
|
727K
$18.8M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
25.3K+ 12.59% |
$575K - $629K
|
226K
$5.85M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
25.2K+ 13.06% |
$573K - $627K
|
218K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
24K+ 12.85% |
$546K - $598K
|
211K
$5.46M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23.3KNew |
$530K - $580K
|
23.3K
$603K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23.3K+ 26.46% |
$529K - $579K
|
111K
$2.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
22.7K+ 4.66% |
$516K - $565K
|
510K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22.4K+ 10.2% |
$510K - $558K
|
242K
$6.28M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.5K+ 717700.0% |
$490K - $536K
|
21.5K
$558K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
21.2K+ 107.06% |
$482K - $527K
|
41K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.8K+ 4.38% |
$474K - $518K
|
497K
$12.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
20K+ 15.36% |
$456K - $498K
|
150K
$3.9M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20K+ 14.45% |
$455K - $498K
|
159K
$4.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
BUY
|
- |
19.8K+ 5.97% |
$451K - $493K
|
352K
$9.11M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
19K+ 5.17% |
$432K - $472K
|
386K
$9.99M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
18.9K+ 11.26% |
$430K - $470K
|
187K
$4.84M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
18.4K+ 5.78% |
$419K - $459K
|
337K
$8.74M
|