Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFAE)
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 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
13.6K+ 14.1% |
$304K - $337K
|
110K
$2.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
13.4K+ 3.44% |
$300K - $332K
|
403K
$10.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 1.92% |
$295K - $327K
|
699K
$18.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.1K+ 15.23% |
$295K - $326K
|
99.5K
$2.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
12.4K+ 3.29% |
$279K - $308K
|
390K
$10.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
12.4K+ 5.61% |
$279K - $308K
|
234K
$6.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
12K+ 43.94% |
$269K - $298K
|
39.3K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$266K - $295K
|
11.9K
$312K
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.6K+ 8.56% |
$260K - $287K
|
147K
$3.85M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
11.6K+ 24.05% |
$259K - $287K
|
59.6K
$1.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
11.5K+ 105.16% |
$259K - $286K
|
22.5K
$590K
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
11.5K+ 6.86% |
$257K - $284K
|
178K
$4.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10.8K+ 14.19% |
$242K - $267K
|
86.7K
$2.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Chico Wealth Ria
|
BUY
|
- |
10.6K+ 3.31% |
$239K - $264K
|
333K
$8.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
10.5K+ 1.42% |
$235K - $261K
|
749K
$19.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.4KNew |
$233K - $258K
|
10.4K
$273K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
9.99K+ 22.65% |
$224K - $248K
|
54.1K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
BUY
|
- |
9.6KNew |
$215K - $238K
|
9.6K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
9.27K+ 3.53% |
$208K - $230K
|
272K
$7.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
9.26K+ 8.02% |
$208K - $230K
|
125K
$3.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
9.17K+ 11.34% |
$206K - $228K
|
90K
$2.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.64K+ 22.97% |
$194K - $215K
|
46.3K
$1.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.38K+ 0.74% |
$188K - $208K
|
1.14M
$29.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.05K+ 1.27% |
$181K - $200K
|
642K
$16.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8K+ 1.61% |
$179K - $199K
|
504K
$13.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.83K+ 2.47% |
$176K - $194K
|
325K
$8.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.76K+ 3.12% |
$174K - $193K
|
256K
$6.73M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.69KNew |
$150K - $166K
|
6.69K
$176K
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
6.64K+ 27.73% |
$149K - $165K
|
30.6K
$802K
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
6.41K+ 13.21% |
$144K - $159K
|
54.9K
$1.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6.4K+ 18.54% |
$144K - $159K
|
40.9K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.14K+ 4.5% |
$138K - $152K
|
143K
$3.74M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.13K+ 14.62% |
$137K - $152K
|
48K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.03K+ 1.82% |
$135K - $150K
|
337K
$8.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.93K+ 11.07% |
$133K - $147K
|
59.5K
$1.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
5.87K+ 1.92% |
$132K - $146K
|
312K
$8.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.87K+ 40.05% |
$132K - $146K
|
20.5K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.5K+ 41.37% |
$123K - $137K
|
18.8K
$493K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.38K+ 9.48% |
$121K - $134K
|
62.2K
$1.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
5.27K+ 21.32% |
$118K - $131K
|
30K
$787K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.27K+ 24.67% |
$118K - $131K
|
26.6K
$699K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
5.27K+ 26.36% |
$118K - $131K
|
25.2K
$663K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.1KNew |
$114K - $127K
|
5.1K
$134K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5.09K+ 1.92% |
$114K - $126K
|
270K
$7.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5K+ 3.29% |
$112K - $124K
|
157K
$4.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4.98K+ 16.48% |
$112K - $124K
|
35.2K
$924K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
4.85K+ 38.14% |
$109K - $120K
|
17.6K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.6K+ 13.98% |
$103K - $114K
|
37.5K
$985K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.6K+ 16.89% |
$103K - $114K
|
31.8K
$835K
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4.59K+ 1.21% |
$103K - $114K
|
385K
$10.1M
|