Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr (DFAE)

DFAE Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q2 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
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
2.9M
+ 426.21%
$66.3M - $78.4M
3.58M $90.1M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.82M
+ 411.96%
$64.6M - $76.3M
3.5M $88.2M
Aug 12, 2022 Q2 2022
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
2.26M
New
$51.7M - $61.1M
2.26M $56.9M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
824K
+ 2799.45%
$18.9M - $22.3M
854K $21.5M
Aug 02, 2022 Q2 2022
3 D/L Capital Management, LLC

BUY
 -
747K
New
$17.1M - $20.2M
747K $18.8M
Jul 14, 2022 Q2 2022
West Financial Advisors, LLC

BUY
 -
585K
+ 4250.51%
$13.4M - $15.8M
599K $15.1M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
516K
New
$11.8M - $14M
516K $13M
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
515K
New
$11.8M - $13.9M
515K $13M
Oct 23, 2023 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
460K
+ 809.89%
$10.5M - $12.4M
517K $13M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
315K
+ 56.15%
$7.2M - $8.51M
875K $22M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
282K
New
$6.45M - $7.62M
282K $7.09M
Jul 19, 2022 Q2 2022
Ledyard National Bank

BUY
 -
260K
New
$5.95M - $7.03M
260K $6.55M
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
BUY
 -
256K
+ 798.69%
$5.86M - $6.93M
288K $7.25M
Aug 05, 2022 Q2 2022
Aveo Capital Partners, LLC

BUY
 -
255K
+ 189.57%
$5.84M - $6.9M
390K $9.81M
Aug 15, 2022 Q2 2022
Perritt Capital Management Inc

Chicago, IL
BUY
 -
254K
New
$5.83M - $6.89M
254K $6.41M
Jul 29, 2022 Q2 2022
Aptus Capital Advisors, LLC

BUY
 -
231K
+ 438.82%
$5.28M - $6.24M
283K $7.13M
Jul 11, 2022 Q2 2022
Cva Family Office, LLC

BUY
 -
220K
+ 429.85%
$5.03M - $5.95M
271K $6.82M
Jul 27, 2022 Q2 2022
Founders Financial Securities LLC

BUY
 -
205K
New
$4.7M - $5.55M
205K $5.16M
Aug 12, 2022 Q2 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
204K
New
$4.68M - $5.53M
204K $5.15M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
196K
+ 1188.53%
$4.48M - $5.3M
212K $5.34M
Aug 04, 2022 Q2 2022
Evoke Wealth, LLC

BUY
 -
172K
+ 17.74%
$3.93M - $4.64M
1.14M $28.7M
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
151K
+ 63.41%
$3.46M - $4.09M
390K $9.81M
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
120K
New
$2.74M - $3.24M
120K $3.01M
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
118K
+ 130.83%
$2.71M - $3.2M
208K $5.25M
Aug 12, 2022 Q2 2022
Cpwm, LLC

Seattle, WA
BUY
 -
117K
+ 601.92%
$2.68M - $3.17M
137K $3.44M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
117K
+ 263.87%
$2.68M - $3.17M
162K $4.07M
Jul 19, 2022 Q2 2022
Northland Capital Management LLC

BUY
 -
114K
New
$2.61M - $3.08M
114K $2.87M
Jul 14, 2022 Q2 2022
Vista Wealth Management Group, LLC

BUY
 -
111K
New
$2.55M - $3.01M
111K $2.8M
Aug 15, 2022 Q2 2022
Portfolio Solutions, LLC

Troy, MI
BUY
 -
106K
+ 182.0%
$2.43M - $2.87M
164K $4.14M
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

BUY
 -
105K
+ 568.11%
$2.42M - $2.85M
124K $3.12M
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
95.2K
+ 18.6%
$2.18M - $2.57M
607K $15.3M
Aug 12, 2022 Q2 2022
Wealthquest Corp

Cincinnati, OH
BUY
 -
94.8K
+ 114.01%
$2.17M - $2.57M
178K $4.48M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
92.3K
New
$2.11M - $2.5M
92.3K $2.33M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
86.9K
+ 91.96%
$1.99M - $2.35M
181K $4.57M
Aug 10, 2022 Q2 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
78.7K
+ 48.02%
$1.8M - $2.13M
243K $6.11M
Aug 25, 2022 Q2 2022
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
74K
+ 38.68%
$1.69M - $2M
265K $6.68M
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

BUY
 -
72.4K
+ 75.56%
$1.66M - $1.96M
168K $4.24M
Aug 15, 2022 Q2 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
69.5K
New
$1.59M - $1.88M
69.5K $1.75M
Aug 01, 2022 Q2 2022
Awm Capital, LLC

BUY
 -
69.4K
+ 19.06%
$1.59M - $1.88M
433K $10.9M
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

BUY
 -
68.3K
+ 103.11%
$1.56M - $1.85M
134K $3.39M
Aug 15, 2022 Q2 2022
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
63.6K
New
$1.46M - $1.72M
63.6K $1.6M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
61.2K
New
$1.4M - $1.66M
61.2K $1.54M
Aug 02, 2022 Q2 2022
Colony Family Offices, LLC

BUY
 -
61K
New
$1.4M - $1.65M
61K $1.54M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
60.2K
+ 11.81%
$1.38M - $1.63M
570K $14.3M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
59.8K
+ 57.58%
$1.37M - $1.62M
164K $4.12M
Aug 11, 2022 Q2 2022
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
59.2K
+ 131.59%
$1.36M - $1.6M
104K $2.62M
Aug 12, 2022 Q2 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
58.2K
+ 947.27%
$1.33M - $1.57M
64.3K $1.62M
Aug 03, 2022 Q2 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
52K
+ 166.63%
$1.19M - $1.41M
83.2K $2.09M
Aug 01, 2022 Q2 2022
Morling Financial Advisors, LLC

BUY
 -
51K
New
$1.17M - $1.38M
51K $1.28M

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