Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFAE)

DFAE Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q3 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
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
41.7K
+ 4.84%
$936K - $1.04M
903K $23.7M
Nov 14, 2023 Q3 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
40.6K
+ 9.79%
$911K - $1.01M
455K $12M
Nov 07, 2023 Q3 2023
Americana Partners, LLC

Houston, TX
BUY
 -
37K
New
$829K - $918K
37K $970K
Oct 31, 2023 Q3 2023
Tci Wealth Advisors, Inc.

BUY
 -
36.9K
+ 13.23%
$828K - $917K
316K $8.29M
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
36.9K
+ 14.61%
$828K - $916K
289K $7.6M
Oct 18, 2023 Q3 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
36.1K
+ 45.69%
$810K - $897K
115K $3.02M
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
35.4K
+ 92.76%
$793K - $878K
73.5K $1.93M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
34.5K
New
$773K - $856K
34.5K $905K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
33.5K
+ 13.7%
$751K - $831K
278K $7.29M
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
32.5K
+ 9.0%
$730K - $808K
394K $10.3M
Oct 13, 2023 Q3 2023
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
31.6K
+ 4.44%
$708K - $784K
742K $19.5M
Nov 13, 2023 Q3 2023
Private Capital Management LLC

BUY
 -
31.3K
+ 12.6%
$702K - $777K
280K $7.34M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
28.9K
+ 36.15%
$649K - $718K
109K $2.86M
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
27.6K
+ 3.33%
$619K - $686K
857K $22.5M
Nov 07, 2023 Q3 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
25.5K
+ 11.31%
$573K - $634K
251K $6.6M
Nov 06, 2023 Q3 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
25.1K
+ 92.9%
$562K - $623K
52.1K $1.37M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
25.1K
+ 21.49%
$562K - $622K
142K $3.72M
Nov 20, 2023 Q3 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
24.7K
+ 15.29%
$553K - $612K
186K $4.88M
Nov 15, 2023 Q3 2023
Annandale Capital, LLC

Dallas, TX
BUY
 -
24.5K
+ 7.6%
$550K - $609K
348K $9.12M
Nov 02, 2023 Q3 2023
Ml & R Wealth Management LLC

BUY
 -
23.8K
+ 20.85%
$533K - $590K
138K $3.61M
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
23.4K
+ 5.13%
$526K - $582K
480K $12.6M
Oct 19, 2023 Q3 2023
Heritage Financial Services, LLC

BUY
 -
23.2K
New
$521K - $577K
23.2K $610K
Nov 09, 2023 Q3 2023
Wescott Financial Advisory Group, LLC

BUY
 -
22.7K
+ 8.82%
$509K - $563K
280K $7.35M
Oct 10, 2023 Q3 2023
West Financial Advisors, LLC

BUY
 -
21.7K
+ 2.61%
$487K - $539K
854K $22.4M
Nov 13, 2023 Q3 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
20.5K
+ 91.13%
$460K - $509K
43K $1.13M
Nov 14, 2023 Q3 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
20.5K
+ 67.12%
$459K - $508K
51K $1.34M
Oct 10, 2023 Q3 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
19.3K
+ 16.99%
$433K - $480K
133K $3.49M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
19.3K
+ 8.21%
$432K - $479K
254K $6.67M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
18.9K
+ 33.28%
$424K - $470K
75.8K $1.99M
Nov 14, 2023 Q3 2023
Financial Planning & Information Services, Inc.

BUY
 -
18.8K
+ 2.65%
$422K - $468K
729K $19.1M
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
18.8K
New
$422K - $467K
18.8K $494K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
18.7K
+ 3.51%
$420K - $465K
552K $14.5M
Nov 08, 2023 Q3 2023
Tru Independence LLC

BUY
 -
18.3K
+ 17.46%
$411K - $455K
123K $3.23M
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
18.3K
+ 4.45%
$410K - $454K
429K $11.3M
Nov 08, 2023 Q3 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
17.5K
+ 9.37%
$392K - $434K
204K $5.36M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
17.4K
New
$391K - $433K
17.4K $457K
Nov 02, 2023 Q3 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
16.8K
+ 2.57%
$378K - $418K
673K $17.7M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
16.8K
+ 19.65%
$377K - $417K
102K $2.69M
Oct 30, 2023 Q3 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
16.1K
+ 5.33%
$360K - $399K
317K $8.33M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
15.8K
+ 8.19%
$355K - $393K
209K $5.5M
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
15.6K
+ 9.3%
$350K - $387K
183K $4.81M
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
15.4K
+ 6.25%
$345K - $382K
261K $6.86M
Oct 30, 2023 Q3 2023
Aquire Wealth Advisors, LLC

BUY
 -
15.2K
+ 1.7%
$342K - $378K
911K $23.9M
Nov 15, 2023 Q3 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
15.2K
+ 9.21%
$340K - $377K
180K $4.73M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
15K
+ 3.4%
$336K - $372K
456K $12M
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

BUY
 -
14.4K
+ 3.57%
$322K - $357K
418K $11M
Oct 19, 2023 Q3 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
13.9K
New
$313K - $346K
13.9K $366K
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
13.7K
+ 5.86%
$307K - $340K
248K $6.5M
Oct 24, 2023 Q3 2023
Catalyst Private Wealth, LLC

BUY
 -
13.6K
+ 8.06%
$304K - $337K
182K $4.78M

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