Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
508+ 1.33% |
$10.2K - $12K
|
38.8K
$991K
|
|
|
Nov 01, 2022
Q3 2022
|
Claris Advisors, LLC
|
BUY
|
- |
498+ 4.89% |
$10K - $11.8K
|
10.7K
$273K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
409+ 3.44% |
$8.22K - $9.69K
|
12.3K
$314K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
403+ 3.06% |
$8.1K - $9.54K
|
13.6K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
376+ 1.32% |
$7.55K - $8.9K
|
28.8K
$735K
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
346+ 2.84% |
$6.95K - $8.19K
|
12.5K
$320K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
319New |
$6.41K - $7.55K
|
319
$8.14K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
268+ 0.44% |
$5.38K - $6.35K
|
61.9K
$1.58M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
227+ 0.97% |
$4.56K - $5.38K
|
23.7K
$604K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
199New |
$4K - $4.71K
|
199
$5.08K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
199New |
$4K - $4.71K
|
199
$5.08K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
154+ 1.11% |
$3.09K - $3.65K
|
14.1K
$360K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
134New |
$2.69K - $3.17K
|
134
$3.42K
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
BUY
|
- |
50+ 0.45% |
$1K - $1.18K
|
11.2K
$287K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
50+ 7.13% |
$1K - $1.18K
|
751
$19.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
41+ 0.43% |
$824 - $971
|
9.51K
$243K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 1.65% |
$402 - $474
|
1.23K
$31.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
10+ 1.23% |
$201 - $237
|
825
$21.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7+ 1.37% |
$141 - $166
|
519
$13.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 40.0% |
$40.2 - $47.4
|
7
$179
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1- -0.0% |
$20.1 - $23.7
|
30.2K
$772K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1- 0.01% |
$20.1 - $23.7
|
19.4K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-49- 4.84% |
$984 - $1.16K
|
964
$24.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-84- 0.79% |
$1.69K - $1.99K
|
10.5K
$269K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-118- 1.09% |
$2.37K - $2.79K
|
10.7K
$273K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-177- 0.13% |
$3.56K - $4.19K
|
137K
$3.49M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-237Closed |
$4.76K - $5.61K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-388- 2.64% |
$7.79K - $9.19K
|
14.3K
$365K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-431- 3.11% |
$8.66K - $10.2K
|
13.4K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-434- 2.51% |
$8.72K - $10.3K
|
16.8K
$430K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-679- 99.12% |
$13.6K - $16.1K
|
6
$153
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-835- 3.48% |
$16.8K - $19.8K
|
23.1K
$590K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-881- 7.7% |
$17.7K - $20.9K
|
10.6K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.02K- 2.76% |
$20.5K - $24.2K
|
36K
$920K
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.34K- 46.52% |
$26.8K - $31.6K
|
1.54K
$39.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.44K- 8.48% |
$28.8K - $34K
|
15.5K
$395K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.18K- 14.39% |
$43.9K - $51.7K
|
13K
$332K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.41K- 61.61% |
$48.4K - $57K
|
1.5K
$38.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.59K- 7.57% |
$52K - $61.3K
|
31.6K
$807K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.12K- 16.08% |
$62.6K - $73.8K
|
16.3K
$415K
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.17K- 6.86% |
$63.7K - $75K
|
43K
$1.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-3.33K- 3.71% |
$66.8K - $78.8K
|
86.2K
$2.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.46K- 10.03% |
$69.6K - $82K
|
31.1K
$793K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.48K- 12.22% |
$70K - $82.5K
|
25K
$639K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-3.64K- 16.3% |
$73.2K - $86.3K
|
18.7K
$478K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.64K- 98.99% |
$73.2K - $86.3K
|
37
$945
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-4.49K- 25.1% |
$90.2K - $106K
|
13.4K
$342K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.85K- 4.75% |
$97.4K - $115K
|
97.2K
$2.48M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-5.04K- 2.38% |
$101K - $119K
|
207K
$5.29M
|