Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr (DFAE)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
547+ 0.6% |
$12.2K - $13.3K
|
91.7K
$2.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
547+ 0.97% |
$12.2K - $13.3K
|
56.9K
$1.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
528+ 4.93% |
$11.8K - $12.8K
|
11.2K
$298K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
511+ 0.9% |
$11.4K - $12.4K
|
57.3K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
363New |
$8.12K - $8.82K
|
363
$9.61K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
261+ 1.91% |
$5.84K - $6.34K
|
14K
$370K
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
254+ 0.95% |
$5.68K - $6.17K
|
26.9K
$712K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
200+ 0.88% |
$4.48K - $4.86K
|
22.9K
$607K
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
189+ 0.73% |
$4.23K - $4.59K
|
26.2K
$694K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
168+ 1.28% |
$3.76K - $4.08K
|
13.3K
$352K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
133+ 0.73% |
$2.98K - $3.23K
|
18.3K
$483K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
100+ 0.31% |
$2.24K - $2.43K
|
31.9K
$844K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
94+ 123.68% |
$2.1K - $2.28K
|
170
$4.5K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
74New |
$1.66K - $1.8K
|
74
$1.96K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
57+ 0.37% |
$1.28K - $1.39K
|
15.6K
$412K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
33New |
$739 - $802
|
33
$874
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 116.67% |
$470 - $510
|
39
$1.03K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17+ 0.28% |
$380 - $413
|
6.1K
$162K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9+ 2.86% |
$201 - $219
|
324
$8.58K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9New |
$201 - $219
|
9
$238
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4+ 0.76% |
$89.5 - $97.2
|
527
$14K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 1.35% |
$22.4 - $24.3
|
75
$1.99K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2- 0.01% |
$44.8 - $48.6
|
17.4K
$462K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 0.04% |
$157 - $170
|
16K
$424K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-25- 0.65% |
$560 - $608
|
3.84K
$102K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-30- 0.11% |
$671 - $729
|
27.5K
$728K
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-43- 0.18% |
$962 - $1.04K
|
24.1K
$637K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-80- 18.82% |
$1.79K - $1.94K
|
345
$9.14K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-83- 0.68% |
$1.86K - $2.02K
|
12.1K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-122- 1.25% |
$2.73K - $2.96K
|
9.6K
$254K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-140- 1.44% |
$3.13K - $3.4K
|
9.6K
$254K
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-157- 0.05% |
$3.51K - $3.82K
|
317K
$8.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-167- 1.3% |
$3.74K - $4.06K
|
12.7K
$336K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-195- 1.38% |
$4.36K - $4.74K
|
14K
$370K
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-241- 0.41% |
$5.39K - $5.86K
|
58.7K
$1.55M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-269- 15.01% |
$6.02K - $6.54K
|
1.52K
$40.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-280- 1.2% |
$6.27K - $6.8K
|
23.1K
$611K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-317- 0.49% |
$7.09K - $7.7K
|
63.8K
$1.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-327- 17.48% |
$7.32K - $7.95K
|
1.54K
$40.9K
|
|
|
Jul 05, 2023
Q2 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-372- 0.78% |
$8.33K - $9.04K
|
47.1K
$1.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-430- 1.77% |
$9.62K - $10.4K
|
23.9K
$634K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-530- 1.14% |
$11.9K - $12.9K
|
45.9K
$1.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-614- 22.55% |
$13.7K - $14.9K
|
2.11K
$55.8K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-701- 0.86% |
$15.7K - $17K
|
81.2K
$2.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-749- 3.08% |
$16.8K - $18.2K
|
23.6K
$625K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-824- 5.87% |
$18.4K - $20K
|
13.2K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-885- 98.66% |
$19.8K - $21.5K
|
12
$318
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-980- 1.65% |
$21.9K - $23.8K
|
58.4K
$1.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-980- 2.76% |
$21.9K - $23.8K
|
34.5K
$914K
|