Purchases and Sales Made in Q3 2021 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.65K+ 43.23% |
$125K - $137K
|
15.4K
$406K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.4K+ 49.67% |
$119K - $130K
|
13.3K
$349K
|
|
|
Oct 21, 2021
Q3 2021
|
Applied Capital LLC
|
BUY
|
- |
3.4K+ 22.16% |
$91.5K - $100K
|
18.7K
$493K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.08K+ 39.97% |
$82.9K - $90.7K
|
10.8K
$284K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.88K+ 28.02% |
$77.5K - $84.8K
|
13.1K
$346K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.85K+ 12.84% |
$76.9K - $84.1K
|
25.1K
$660K
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
2.66K+ 8.67% |
$71.7K - $78.4K
|
33.3K
$878K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.46K+ 4.0% |
$66.2K - $72.4K
|
63.9K
$1.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.43K+ 30.45% |
$65.5K - $71.7K
|
10.4K
$274K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.37K+ 12.61% |
$64K - $70K
|
21.2K
$558K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.28K+ 6.3% |
$61.4K - $67.2K
|
38.5K
$1.01M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
2.04K+ 14.26% |
$55.1K - $60.3K
|
16.4K
$431K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.76K+ 165.88% |
$47.3K - $51.7K
|
2.81K
$74.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.73K+ 405.85% |
$46.7K - $51.1K
|
2.16K
$56.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.52KNew |
$41K - $44.8K
|
1.52K
$40K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.45K+ 12.37% |
$39.1K - $42.8K
|
13.2K
$347K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.44K+ 13.84% |
$38.8K - $42.4K
|
11.8K
$311K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.42K+ 2723.08% |
$38.2K - $41.7K
|
1.47K
$38.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.03K+ 12.43% |
$27.8K - $30.4K
|
9.32K
$245K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
962New |
$25.9K - $28.4K
|
962
$25.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
868New |
$23.4K - $25.6K
|
868
$22.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
856+ 4.17% |
$23.1K - $25.2K
|
21.4K
$563K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
650+ 10.5% |
$17.5K - $19.2K
|
6.84K
$180K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
468New |
$12.6K - $13.8K
|
468
$12.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
395+ 197.5% |
$10.6K - $11.6K
|
595
$15.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
378+ 2.75% |
$10.2K - $11.1K
|
14.1K
$372K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
229+ 0.76% |
$6.17K - $6.75K
|
30.3K
$797K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
152+ 6.17% |
$4.1K - $4.48K
|
2.62K
$68.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.78% |
$80.9 - $88.4
|
386
$10.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-344Closed |
$9.27K - $10.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-370Closed |
$9.97K - $10.9K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-601- 5.3% |
$16.2K - $17.7K
|
10.7K
$283K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-1.55K- 11.59% |
$41.6K - $45.5K
|
11.8K
$310K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-3.39K- 4.89% |
$91.4K - $100K
|
65.9K
$1.74M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.84K- 24.28% |
$238K - $261K
|
27.6K
$726K
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
SELL
|
- |
-10.7KClosed |
$288K - $315K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-15K- 61.23% |
$404K - $442K
|
9.49K
$250K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-19.6KClosed |
$529K - $578K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-41.1KClosed |
$1.11M - $1.21M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-56.5KClosed |
$1.52M - $1.67M
|
0
$0
|