Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.11MNew |
$24.1M - $26.9M
|
1.11M
$27.8M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.05M+ 3818.43% |
$22.9M - $25.6M
|
1.08M
$27.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
981K+ 55.57% |
$21.4M - $23.9M
|
2.75M
$69.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
835K+ 42.94% |
$18.2M - $20.3M
|
2.78M
$70M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
517K+ 704.21% |
$11.3M - $12.6M
|
591K
$14.9M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
420KNew |
$9.14M - $10.2M
|
420K
$10.6M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
366KNew |
$7.96M - $8.91M
|
366K
$9.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
360K+ 39.04% |
$7.84M - $8.77M
|
1.28M
$32.3M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
352K+ 36.33% |
$7.66M - $8.57M
|
1.32M
$33.2M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
235K+ 9.44% |
$5.11M - $5.72M
|
2.72M
$68.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
233KNew |
$5.08M - $5.68M
|
233K
$5.87M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
229K+ 566.32% |
$4.98M - $5.58M
|
269K
$6.78M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
217K+ 37.72% |
$4.73M - $5.3M
|
794K
$20M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
217KNew |
$4.72M - $5.28M
|
217K
$5.46M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
217KNew |
$4.72M - $5.28M
|
217K
$5.46M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
190KNew |
$4.13M - $4.62M
|
190K
$4.78M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
174K+ 8.6% |
$3.8M - $4.25M
|
2.2M
$55.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
162K+ 473.88% |
$3.53M - $3.95M
|
197K
$4.95M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
152KNew |
$3.3M - $3.7M
|
152K
$3.82M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
147K+ 17.32% |
$3.2M - $3.58M
|
995K
$25.1M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
136K+ 28.29% |
$2.97M - $3.32M
|
619K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
127K+ 26.36% |
$2.76M - $3.08M
|
607K
$15.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
115K+ 40.95% |
$2.52M - $2.81M
|
397K
$10M
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
111K+ 15.9% |
$2.42M - $2.7M
|
809K
$20.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
109K+ 358.58% |
$2.38M - $2.66M
|
140K
$3.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
99.4KNew |
$2.16M - $2.42M
|
99.4K
$2.5M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
94.7K+ 14.32% |
$2.06M - $2.31M
|
756K
$19M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
91.7K+ 121.08% |
$2M - $2.23M
|
167K
$4.22M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
88.1K+ 19.99% |
$1.92M - $2.15M
|
529K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
81KNew |
$1.76M - $1.97M
|
81K
$2.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
79.1K+ 742.18% |
$1.72M - $1.93M
|
89.7K
$2.26M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75.9K+ 21.57% |
$1.65M - $1.85M
|
428K
$10.8M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
69.4K+ 39.98% |
$1.51M - $1.69M
|
243K
$6.12M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.4K+ 1.45% |
$1.47M - $1.64M
|
4.71M
$119M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
65.7K+ 231.92% |
$1.43M - $1.6M
|
94K
$2.37M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
64.5K+ 36.15% |
$1.4M - $1.57M
|
243K
$6.12M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
61.5K+ 27.04% |
$1.34M - $1.5M
|
289K
$7.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
60.5K+ 8.41% |
$1.32M - $1.47M
|
780K
$19.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
58.4KNew |
$1.27M - $1.42M
|
58.4K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
57.5KNew |
$1.25M - $1.4M
|
57.5K
$1.45M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
55.1K+ 9.78% |
$1.2M - $1.34M
|
619K
$15.6M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
53.8K+ 36.54% |
$1.17M - $1.31M
|
201K
$5.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
53.4K+ 18.32% |
$1.16M - $1.3M
|
345K
$8.69M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
51.4K+ 25.53% |
$1.12M - $1.25M
|
253K
$6.36M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
50.7K+ 38.96% |
$1.1M - $1.24M
|
181K
$4.55M
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
49.9K+ 13.11% |
$1.09M - $1.22M
|
430K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
49.7KNew |
$1.08M - $1.21M
|
49.7K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
47.3K+ 512.38% |
$1.03M - $1.15M
|
56.5K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
46.6K+ 34.31% |
$1.02M - $1.14M
|
182K
$4.59M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
44.8K+ 13.8% |
$975K - $1.09M
|
369K
$9.29M
|