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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-37.5K- 60.39% |
$839K - $911K
|
24.6K
$628K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.6K- 31.29% |
$864K - $938K
|
84.8K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-45.8K- 6.12% |
$1.03M - $1.11M
|
703K
$17.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-46.9K- 57.94% |
$1.05M - $1.14M
|
34K
$869K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-47.9K- 2.52% |
$1.07M - $1.16M
|
1.85M
$47.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-50.4K- 1.85% |
$1.13M - $1.23M
|
2.67M
$68.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-53.9K- 6.42% |
$1.21M - $1.31M
|
786K
$20.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-58.3K- 4.55% |
$1.3M - $1.42M
|
1.22M
$31.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-101K- 55.92% |
$2.26M - $2.45M
|
79.6K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-116K- 61.05% |
$2.59M - $2.82M
|
73.9K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-117K- 19.23% |
$2.61M - $2.83M
|
490K
$12.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-117K- 15.48% |
$2.62M - $2.85M
|
639K
$16.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-122K- 19.78% |
$2.74M - $2.97M
|
496K
$12.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-139K- 50.26% |
$3.1M - $3.37M
|
137K
$3.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-169K- 62.94% |
$3.79M - $4.12M
|
99.8K
$2.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-227K- 4.83% |
$5.08M - $5.52M
|
4.48M
$114M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-287K- 6.77% |
$6.43M - $6.98M
|
3.95M
$101M
|