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
Oct 27, 2023 Q3 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
868
+ 1.87%
$19.5K - $21.6K
47.4K $1.24M
Nov 09, 2023 Q3 2023
American Investment Services, Inc.

BUY
 -
785
+ 0.97%
$17.6K - $19.5K
82K $2.15M
Oct 18, 2023 Q3 2023
Ddd Partners, LLC

BUY
 -
762
+ 2.83%
$17.1K - $18.9K
27.7K $726K
Oct 11, 2023 Q3 2023
Sageworth Trust CO

BUY
 -
690
+ 0.39%
$15.5K - $17.1K
178K $4.66M
Oct 18, 2023 Q3 2023
Washington Trust Advisors, Inc.

BUY
 -
678
+ 398.82%
$15.2K - $16.8K
848 $22.3K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
667
+ 0.94%
$15K - $16.6K
71.8K $1.89M
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
638
+ 3.71%
$14.3K - $15.8K
17.8K $468K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
629
+ 20966.67%
$14.1K - $15.6K
632 $16.6K
Oct 30, 2023 Q3 2023
Wolff Wiese Magana LLC

BUY
 -
571
+ 2.42%
$12.8K - $14.2K
24.2K $635K
Nov 13, 2023 Q3 2023
Seven Mile Advisory

Ewing, NJ
BUY
 -
556
+ 0.41%
$12.5K - $13.8K
137K $3.59M
Oct 17, 2023 Q3 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
521
+ 0.87%
$11.7K - $12.9K
60.4K $1.58M
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

BUY
 -
514
+ 2.25%
$11.5K - $12.8K
23.3K $612K
Nov 09, 2023 Q3 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
453
+ 0.88%
$10.2K - $11.2K
51.7K $1.36M
Oct 30, 2023 Q3 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
405
+ 7.28%
$9.08K - $10.1K
5.97K $157K
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

BUY
 -
398
+ 2.25%
$8.93K - $9.88K
18.1K $476K
Nov 09, 2023 Q3 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
374
+ 1.46%
$8.39K - $9.29K
26.1K $684K
Nov 14, 2023 Q3 2023
Fortress Wealth Management, Inc.

BUY
 -
314
+ 1.2%
$7.04K - $7.8K
26.5K $697K
Oct 18, 2023 Q3 2023
Caprock Group, Inc.

BUY
 -
303
+ 3.23%
$6.8K - $7.52K
9.68K $254K
Oct 30, 2023 Q3 2023
Redw Wealth LLC

BUY
 -
300
+ 2.67%
$6.73K - $7.45K
11.5K $303K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
291
+ 831.43%
$6.53K - $7.23K
326 $8.56K
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
245
+ 2.16%
$5.5K - $6.08K
11.6K $305K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
233
New
$5.23K - $5.79K
233 $6.12K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
231
New
$5.18K - $5.74K
231 $6.06K
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
193
+ 1.28%
$4.33K - $4.79K
15.2K $400K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
193
New
$4.33K - $4.79K
193 $5.07K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
189
New
$4.24K - $4.69K
189 $4.96K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
176
New
$3.95K - $4.37K
176 $4.62K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
166
+ 1383.33%
$3.72K - $4.12K
178 $4.67K
Oct 30, 2023 Q3 2023
Lauterbach Financial Advisors, LLC

BUY
 -
128
+ 1.01%
$2.87K - $3.18K
12.8K $337K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
102
New
$2.29K - $2.53K
102 $2.68K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
82
+ 0.6%
$1.84K - $2.04K
13.8K $363K
Oct 20, 2023 Q3 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
75
+ 0.1%
$1.68K - $1.86K
72.4K $1.9M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
67
New
$1.5K - $1.66K
67 $1.76K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
59
+ 0.02%
$1.32K - $1.46K
351K $9.22M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
56
+ 0.46%
$1.26K - $1.39K
12.2K $322K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
54
New
$1.21K - $1.34K
54 $1.42K
Nov 02, 2023 Q3 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
34
+ 0.26%
$763 - $844
13.2K $348K
Oct 24, 2023 Q3 2023
Prosperity Planning, Inc.

BUY
 -
19
+ 0.11%
$426 - $472
17.5K $458K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
15
+ 4.35%
$336 - $372
360 $9.45K
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
9
+ 12.0%
$202 - $223
84 $2.21K
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
7
+ 1.33%
$157 - $174
534 $14K
Nov 13, 2023 Q3 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
6
+ 0.21%
$135 - $149
2.93K $77K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
4
+ 10.26%
$89.7 - $99.3
43 $1.13K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 17, 2023 Q3 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-1
- 0.07%
$22.4 - $24.8
1.52K $40K
Nov 14, 2023 Q3 2023
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-12
- 0.12%
$269 - $298
9.59K $252K
Oct 25, 2023 Q3 2023
Highland Financial Advisors, LLC

SELL
 -
-24
- 0.07%
$538 - $596
34.1K $894K
Oct 10, 2023 Q3 2023
Avondale Wealth Management

SELL
 -
-35
- 0.01%
$785 - $869
343K $9.01M

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