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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.2K+ 21.21% |
$310K - $347K
|
81.4K
$2.05M
|
|
|
May 09, 2023
Q1 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
14.2K+ 41.19% |
$310K - $346K
|
48.7K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.2K+ 84.72% |
$309K - $346K
|
31K
$779K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14KNew |
$306K - $342K
|
14K
$354K
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
14K+ 15.75% |
$304K - $340K
|
103K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
13.8K+ 10.62% |
$301K - $336K
|
144K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
13.4KNew |
$292K - $327K
|
13.4K
$338K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13.2K+ 330.08% |
$288K - $322K
|
17.2K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13K+ 9.7% |
$284K - $317K
|
147K
$3.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.9KNew |
$282K - $315K
|
12.9K
$326K
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
12.7K+ 26.93% |
$276K - $308K
|
59.6K
$1.5M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.6K+ 2.97% |
$274K - $307K
|
437K
$11M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
12.2KNew |
$267K - $298K
|
12.2K
$308K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
12K+ 3.74% |
$262K - $293K
|
334K
$8.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
11.9K+ 7.81% |
$259K - $290K
|
164K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.6K+ 776.82% |
$253K - $283K
|
13.1K
$331K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11.6K+ 2.46% |
$252K - $282K
|
483K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
11.5K+ 63.28% |
$251K - $280K
|
29.7K
$747K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
11.1KNew |
$242K - $271K
|
11.1K
$280K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
11.1K+ 6.92% |
$242K - $271K
|
172K
$4.33M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
11.1K+ 251.28% |
$242K - $270K
|
15.5K
$390K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10.9K+ 19.2% |
$237K - $265K
|
67.6K
$1.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
10.8K+ 96.17% |
$235K - $263K
|
22.1K
$555K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
10.8K+ 64.59% |
$235K - $262K
|
27.4K
$691K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
10.7KNew |
$233K - $261K
|
10.7K
$270K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10.2KNew |
$222K - $248K
|
10.2K
$257K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
9.74KNew |
$212K - $237K
|
9.74K
$245K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
9.71K+ 5.59% |
$212K - $237K
|
183K
$4.62M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
9.56K+ 3.56% |
$208K - $233K
|
278K
$7M
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
9.45KNew |
$206K - $230K
|
9.45K
$238K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.26K+ 14.48% |
$202K - $226K
|
73.2K
$1.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.23KNew |
$201K - $225K
|
9.23K
$232K
|
|
|
Apr 20, 2023
Q1 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
9.21K+ 8.62% |
$201K - $224K
|
116K
$2.92M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.05KNew |
$197K - $221K
|
9.05K
$228K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
8.89K+ 13.52% |
$194K - $217K
|
74.7K
$1.88M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
8.22K+ 3.3% |
$179K - $200K
|
257K
$6.48M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.13K+ 45.16% |
$177K - $198K
|
26.1K
$658K
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.08K+ 6.18% |
$176K - $197K
|
139K
$3.5M
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7.82K+ 2.56% |
$170K - $191K
|
313K
$7.89M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
7.57K+ 17.16% |
$165K - $185K
|
51.7K
$1.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
7.45K+ 61.41% |
$162K - $182K
|
19.6K
$493K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.13K+ 16.96% |
$155K - $174K
|
49.2K
$1.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.1K+ 19.86% |
$155K - $173K
|
42.8K
$1.08M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
7.05K+ 1.69% |
$154K - $172K
|
423K
$10.7M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.9K+ 60.94% |
$150K - $168K
|
18.2K
$459K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.68K+ 15.05% |
$146K - $163K
|
51.1K
$1.29M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
6.24K+ 16.38% |
$136K - $152K
|
44.3K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6.08KNew |
$132K - $148K
|
6.08K
$153K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.08K+ 11.4% |
$132K - $148K
|
59.4K
$1.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5.97K+ 32.1% |
$130K - $145K
|
24.6K
$618K
|