Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr (DFAE)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
12.3KNew |
$281K - $331K
|
12.3K
$312K
|
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
12.1KNew |
$276K - $326K
|
12.1K
$308K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 21.49% |
$276K - $326K
|
68.1K
$1.74M
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11.9KNew |
$273K - $322K
|
11.9K
$304K
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
11.5K+ 24.33% |
$264K - $312K
|
59K
$1.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
11.5K+ 13.24% |
$264K - $312K
|
98.7K
$2.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.5K+ 6.76% |
$263K - $311K
|
181K
$4.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.6KNew |
$243K - $287K
|
10.6K
$271K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
10KNew |
$230K - $272K
|
10K
$256K
|
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.89KNew |
$227K - $268K
|
9.89K
$252K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.7KNew |
$199K - $235K
|
8.7K
$222K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.08K+ 13.73% |
$185K - $219K
|
66.9K
$1.71M
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
6.75K+ 2.86% |
$154K - $183K
|
242K
$6.19M
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
6.68K+ 39.98% |
$153K - $181K
|
23.4K
$597K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
6.64K+ 80.54% |
$152K - $180K
|
14.9K
$380K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.32K+ 22.64% |
$145K - $171K
|
34.2K
$873K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.31K+ 9.72% |
$145K - $171K
|
71.3K
$1.82M
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
6.31K+ 20.24% |
$144K - $171K
|
37.5K
$955K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.25K+ 29.45% |
$143K - $169K
|
27.5K
$701K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.77KNew |
$132K - $156K
|
5.77K
$147K
|
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
BUY
|
- |
5.54K+ 15.28% |
$127K - $150K
|
41.8K
$1.07M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.54K+ 141.17% |
$127K - $150K
|
9.47K
$241K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.54K+ 141.17% |
$127K - $150K
|
9.47K
$241K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
5.52KNew |
$126K - $149K
|
5.52K
$141K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
5.08K+ 27.66% |
$116K - $137K
|
23.4K
$598K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.13K+ 8.53% |
$94.6K - $112K
|
52.6K
$1.34M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.1K+ 17.71% |
$93.9K - $111K
|
27.3K
$695K
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
4.07K+ 23.56% |
$93.2K - $110K
|
21.3K
$544K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.02K+ 51.06% |
$92K - $109K
|
11.9K
$303K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4K+ 4.6% |
$91.6K - $108K
|
91.1K
$2.32M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3.91KNew |
$89.5K - $106K
|
3.91K
$99.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.85K+ 9.01% |
$88.1K - $104K
|
46.5K
$1.19M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.68KNew |
$84.3K - $99.6K
|
3.68K
$93.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.41K+ 9.78% |
$78.2K - $92.4K
|
38.3K
$978K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3KNew |
$68.7K - $81.2K
|
3K
$76.5K
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.87KNew |
$65.8K - $77.7K
|
2.87K
$73.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.73K+ 3.88% |
$62.5K - $73.8K
|
73.1K
$1.86M
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.66K+ 18.24% |
$61K - $72.1K
|
17.3K
$440K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
2.59K+ 22.87% |
$59.4K - $70.2K
|
13.9K
$355K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.53K+ 28.38% |
$57.9K - $68.5K
|
11.4K
$292K
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.4K+ 24.53% |
$55K - $64.9K
|
12.2K
$311K
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.22K+ 4.11% |
$50.7K - $60K
|
56.1K
$1.43M
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 1.79% |
$36K - $42.5K
|
89.2K
$2.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.46K+ 13.86% |
$33.3K - $39.4K
|
12K
$305K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.43K+ 12.84% |
$32.7K - $38.7K
|
12.6K
$321K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.36K+ 4.09% |
$31.1K - $36.7K
|
34.5K
$881K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.04KNew |
$23.7K - $28K
|
1.04K
$26.4K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.01KNew |
$23.2K - $27.4K
|
1.01K
$25.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
815New |
$18.7K - $22.1K
|
815
$20.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
796+ 6.91% |
$18.2K - $21.5K
|
12.3K
$314K
|