Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr (DFAE)

DFAE Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q2 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
Aug 07, 2023 Q2 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
12.9K
+ 4.49%
$289K - $314K
301K $7.65M
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
12.9K
+ 58.36%
$289K - $314K
35K $889K
Aug 14, 2023 Q2 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
12.5K
+ 69.34%
$279K - $303K
30.5K $774K
Jul 19, 2023 Q2 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
12.2K
+ 5.77%
$274K - $297K
224K $5.7M
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
11.7K
+ 7.03%
$261K - $284K
178K $4.52M
Aug 08, 2023 Q2 2023
Ml & R Wealth Management LLC

BUY
 -
11.4K
+ 11.07%
$254K - $276K
114K $2.89M
Aug 03, 2023 Q2 2023
Advanced Research Investment Solutions, LLC

BUY
 -
11.2K
+ 23.08%
$252K - $273K
60K $1.52M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
11.1K
New
$248K - $269K
11.1K $281K
Aug 23, 2023 Q2 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
10.9K
+ 10.64%
$245K - $266K
114K $2.89M
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
10.8K
+ 16.04%
$243K - $264K
78.5K $1.99M
Aug 07, 2023 Q2 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
10.8K
+ 4.28%
$241K - $262K
263K $6.68M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
10.7K
New
$240K - $260K
10.7K $272K
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
10.6K
+ 47.31%
$237K - $257K
32.9K $836K
Aug 03, 2023 Q2 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
10.2K
+ 20.48%
$228K - $247K
59.9K $1.52M
Aug 15, 2023 Q2 2023
Girard Partners Ltd.

BUY
 -
9.75K
New
$218K - $237K
9.75K $248K
Aug 11, 2023 Q2 2023
Annandale Capital, LLC

Dallas, TX
BUY
 -
9.73K
+ 3.1%
$218K - $236K
323K $8.21M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
9.71K
+ 4.59%
$217K - $236K
222K $5.63M
Apr 12, 2024 Q2 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
9.55K
New
$214K - $232K
9.55K $242K
Aug 02, 2023 Q2 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
9.53K
+ 4.41%
$213K - $232K
226K $5.74M
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
9.03K
+ 7.09%
$202K - $219K
136K $3.47M
Oct 15, 2024 Q2 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
9K
+ 7.99%
$201K - $219K
122K $3.09M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
8.68K
New
$194K - $211K
8.68K $220K
Aug 03, 2023 Q2 2023
Tanager Wealth Management LLP

BUY
 -
8.65K
New
$194K - $210K
8.65K $220K
Aug 02, 2023 Q2 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
8.59K
New
$192K - $209K
8.59K $218K
Jul 11, 2023 Q2 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
8.57K
+ 16.78%
$192K - $208K
59.7K $1.52M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
8.41K
+ 7.77%
$188K - $204K
117K $2.96M
Jul 25, 2023 Q2 2023
Hutchinson Capital Management

San Rafael, CA
BUY
 -
7.98K
+ 19.44%
$179K - $194K
49K $1.25M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
7.25K
+ 10.56%
$162K - $176K
75.9K $1.93M
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
6.85K
+ 1.06%
$153K - $167K
656K $16.7M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
6.68K
+ 21.57%
$149K - $162K
37.6K $956K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
6.59K
+ 5.1%
$147K - $160K
136K $3.45M
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
6.36K
+ 1.56%
$142K - $155K
415K $10.5M
Jul 13, 2023 Q2 2023
Presidio Capital Management, LLC

BUY
 -
6.36K
+ 34.63%
$142K - $155K
24.7K $628K
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
6.26K
+ 4.63%
$140K - $152K
141K $3.59M
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
5.9K
+ 19.42%
$132K - $143K
36.3K $921K
Jul 05, 2023 Q2 2023
Uma Financial Services, Inc.

BUY
 -
5.78K
+ 1.45%
$129K - $141K
403K $10.2M
Jul 24, 2023 Q2 2023
Pb Mares Wealth Management LLC

BUY
 -
5.57K
+ 2.91%
$125K - $135K
197K $5.01M
Aug 11, 2023 Q2 2023
Tru Independence LLC

BUY
 -
5.52K
+ 5.55%
$124K - $134K
105K $2.66M
Jul 27, 2023 Q2 2023
Colony Family Offices, LLC

BUY
 -
5.43K
+ 1.45%
$122K - $132K
380K $9.65M
Aug 04, 2023 Q2 2023
Claris Advisors, LLC

BUY
 -
5.4K
+ 12.52%
$121K - $131K
48.5K $1.23M
Aug 04, 2023 Q2 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
5.4K
+ 24.98%
$121K - $131K
27K $686K
Aug 14, 2023 Q2 2023
Investmark Advisory Group LLC

BUY
 -
5.31K
+ 15.48%
$119K - $129K
39.6K $1.01M
Aug 02, 2023 Q2 2023
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
5.28K
+ 4.41%
$118K - $128K
125K $3.18M
Aug 09, 2023 Q2 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
5.23K
+ 1.27%
$117K - $127K
415K $10.5M
Jul 11, 2023 Q2 2023
180 Wealth Advisors, LLC

BUY
 -
5.17K
+ 23.47%
$116K - $126K
27.2K $691K
Jul 25, 2023 Q2 2023
Fort Henry Capital, LLC

BUY
 -
5.04K
+ 4.34%
$113K - $122K
121K $3.08M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
4.97K
+ 6.11%
$111K - $121K
86.4K $2.19M
Jul 24, 2023 Q2 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
4.67K
+ 10.9%
$105K - $113K
47.5K $1.21M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
4.49K
+ 3.05%
$101K - $109K
152K $3.85M

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