Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.1K+ 40.22% |
$803K - $936K
|
115K
$3.05M
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
32.5K+ 197.75% |
$788K - $919K
|
48.9K
$1.29M
|
|
May 12, 2022
Q1 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
31.5K+ 233.35% |
$765K - $892K
|
45K
$1.19M
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
31.2KNew |
$758K - $883K
|
31.2K
$826K
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
30.5K+ 99.79% |
$740K - $863K
|
61K
$1.62M
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
29.6K+ 113.19% |
$718K - $837K
|
55.7K
$1.47M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.4KNew |
$715K - $833K
|
29.4K
$780K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.1K+ 20.7% |
$708K - $825K
|
170K
$4.5M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
28.6KNew |
$696K - $811K
|
28.6K
$759K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.2K+ 131.41% |
$613K - $714K
|
44.4K
$1.18M
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
24.3K+ 90.68% |
$591K - $688K
|
51.1K
$1.35M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.1K+ 52.31% |
$561K - $653K
|
67.2K
$1.78M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
22.6K+ 900.16% |
$550K - $641K
|
25.1K
$666K
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
20.8K+ 32.31% |
$505K - $588K
|
85.1K
$2.25M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9KNew |
$459K - $535K
|
18.9K
$500K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
18.8K+ 63.68% |
$458K - $534K
|
48.4K
$1.28M
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18.6K+ 60.13% |
$452K - $527K
|
49.6K
$1.31M
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
17.7K+ 2110.6% |
$431K - $502K
|
18.6K
$492K
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
17.4K+ 24.88% |
$421K - $491K
|
87.1K
$2.31M
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
17.3KNew |
$419K - $489K
|
17.3K
$457K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
16.7KNew |
$406K - $473K
|
16.7K
$443K
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
16.3KNew |
$395K - $460K
|
16.3K
$431K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.8K+ 62.89% |
$384K - $448K
|
41K
$1.08M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.7KNew |
$380K - $443K
|
15.7K
$415K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.6K+ 13.03% |
$378K - $441K
|
135K
$3.58M
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
15.3K+ 17.44% |
$372K - $433K
|
103K
$2.73M
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 20.46% |
$361K - $421K
|
87.6K
$2.32M
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
13.8KNew |
$334K - $389K
|
13.8K
$364K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.4K+ 71.48% |
$325K - $378K
|
32.1K
$849K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
12.3K+ 299.37% |
$300K - $349K
|
16.5K
$436K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.7K+ 115.28% |
$285K - $332K
|
21.9K
$580K
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
11.6K+ 16.53% |
$282K - $328K
|
81.8K
$2.17M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11KNew |
$267K - $311K
|
11K
$291K
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
10.8K+ 141.57% |
$262K - $306K
|
18.4K
$488K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10K+ 286.8% |
$244K - $284K
|
13.5K
$358K
|
|
Apr 27, 2022
Q1 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
9.98K+ 28.25% |
$242K - $283K
|
45.3K
$1.2M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.98K+ 10.17% |
$242K - $282K
|
108K
$2.86M
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
9.53K+ 3706.61% |
$231K - $270K
|
9.78K
$259K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.91K+ 36.73% |
$216K - $252K
|
33.2K
$878K
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
8.73K+ 109.33% |
$212K - $247K
|
16.7K
$443K
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
8.52K+ 140.24% |
$207K - $241K
|
14.6K
$387K
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
8.47K+ 21.72% |
$206K - $240K
|
47.4K
$1.26M
|
|
May 10, 2022
Q1 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
8.31KNew |
$202K - $235K
|
8.31K
$220K
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
8.25KNew |
$200K - $233K
|
8.25K
$218K
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.24K+ 63.41% |
$200K - $233K
|
21.2K
$562K
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
7.73K+ 95.14% |
$188K - $219K
|
15.9K
$420K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.61KNew |
$185K - $215K
|
7.61K
$201K
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
7.33K+ 20.75% |
$178K - $208K
|
42.7K
$1.13M
|
|
Apr 15, 2022
Q1 2022
|
Baker Boyer National Bank
|
BUY
|
- |
7.26K+ 17.81% |
$176K - $206K
|
48K
$1.27M
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.26K+ 41.16% |
$176K - $205K
|
24.9K
$659K
|