Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
116+ 0.18% |
$2.84K - $3.23K
|
63.9K
$1.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
112+ 0.17% |
$2.74K - $3.12K
|
65.3K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$2.45K - $2.78K
|
100
$2.63K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
90+ 0.24% |
$2.2K - $2.5K
|
38.4K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
86+ 0.91% |
$2.1K - $2.39K
|
9.52K
$250K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
81+ 0.1% |
$1.98K - $2.25K
|
84.7K
$2.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
80+ 0.14% |
$1.96K - $2.23K
|
57.3K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72+ 0.91% |
$1.76K - $2K
|
8K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
71+ 0.62% |
$1.74K - $1.98K
|
11.6K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
66+ 0.51% |
$1.61K - $1.84K
|
13.1K
$345K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
64+ 19.1% |
$1.57K - $1.78K
|
399
$10.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
62+ 0.35% |
$1.52K - $1.72K
|
17.7K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60+ 37.74% |
$1.47K - $1.67K
|
219
$5.75K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
50+ 0.42% |
$1.22K - $1.39K
|
12K
$314K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
36+ 0.09% |
$881 - $1K
|
39.4K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
34+ 0.08% |
$832 - $946
|
43.8K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
29+ 0.05% |
$709 - $807
|
63.3K
$1.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
23+ 0.29% |
$563 - $640
|
7.98K
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
23+ 0.12% |
$563 - $640
|
19.5K
$511K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
21+ 0.06% |
$514 - $584
|
35.9K
$941K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
20+ 0.96% |
$489 - $556
|
2.1K
$55.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 0.06% |
$245 - $278
|
16K
$420K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.78% |
$73.4 - $83.5
|
389
$10.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$24.5 - $27.8
|
1
$26.3
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1+ 0.01% |
$24.5 - $27.8
|
15.7K
$412K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.79% |
$24.5 - $27.8
|
127
$3.33K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1+ 0.0% |
$24.5 - $27.8
|
87.9K
$2.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.01% |
$24.5 - $27.8
|
11.3K
$297K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 0.01% |
$220 - $250
|
109K
$2.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-13- 0.05% |
$318 - $362
|
24.3K
$637K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-19- 0.24% |
$465 - $529
|
7.82K
$205K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-20- 0.12% |
$489 - $556
|
16.9K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-27- 3.15% |
$660 - $751
|
830
$21.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-27- 93.1% |
$660 - $751
|
2
$52.5
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-27- 0.17% |
$660 - $751
|
15.7K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-32- 0.22% |
$783 - $890
|
14.5K
$379K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-33- 0.47% |
$807 - $918
|
6.96K
$183K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-40- 0.14% |
$978 - $1.11K
|
28.1K
$736K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-58- 0.35% |
$1.42K - $1.61K
|
16.6K
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-65- 0.39% |
$1.59K - $1.81K
|
16.6K
$436K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-75- 0.11% |
$1.83K - $2.09K
|
67.9K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-77- 55.4% |
$1.88K - $2.14K
|
62
$1.63K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-120- 55.56% |
$2.94K - $3.34K
|
96
$2.52K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-137- 0.66% |
$3.35K - $3.81K
|
20.7K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-156- 0.12% |
$3.82K - $4.34K
|
128K
$3.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-159- 0.09% |
$3.89K - $4.42K
|
170K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-160- 1.38% |
$3.91K - $4.45K
|
11.4K
$300K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-167- 0.18% |
$4.08K - $4.65K
|
95.2K
$2.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-189- 1.56% |
$4.62K - $5.26K
|
11.9K
$312K
|