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 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-47- 0.22% |
$1.05K - $1.17K
|
21.2K
$556K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-48- 0.05% |
$1.08K - $1.19K
|
91.3K
$2.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-57- 0.08% |
$1.28K - $1.42K
|
72.2K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-120- 0.2% |
$2.69K - $2.98K
|
58.6K
$1.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-180- 0.38% |
$4.04K - $4.47K
|
46.9K
$1.23M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-205- 0.04% |
$4.6K - $5.09K
|
516K
$13.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-243- 0.69% |
$5.45K - $6.03K
|
34.8K
$913K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-279- 1.17% |
$6.26K - $6.93K
|
23.5K
$616K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-303- 1.32% |
$6.8K - $7.52K
|
22.6K
$593K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-475- 4.95% |
$10.7K - $11.8K
|
9.13K
$240K
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-515- 4.26% |
$11.6K - $12.8K
|
11.6K
$304K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-584- 0.75% |
$13.1K - $14.5K
|
76.9K
$2.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-586- 6.01% |
$13.1K - $14.6K
|
9.16K
$241K
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-758- 4.47% |
$17K - $18.8K
|
16.2K
$425K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-809- 0.75% |
$18.1K - $20.1K
|
107K
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-936- 6.53% |
$21K - $23.2K
|
13.4K
$351K
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1.08K- 1.1% |
$24.1K - $26.7K
|
96.3K
$2.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.8K- 5.47% |
$40.5K - $44.8K
|
31.2K
$819K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.87K- 3.7% |
$42K - $46.5K
|
48.7K
$1.28M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.87K- 13.4% |
$42K - $46.5K
|
12.1K
$318K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.99K- 1.46% |
$44.6K - $49.4K
|
134K
$3.52M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.01K- 1.11% |
$45.1K - $50K
|
179K
$4.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-2.04K- 3.76% |
$45.7K - $50.6K
|
52.1K
$1.37M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.43K- 7.62% |
$54.5K - $60.3K
|
29.4K
$773K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.79K- 0.82% |
$62.5K - $69.2K
|
335K
$8.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.87K- 13.2% |
$64.3K - $71.2K
|
18.9K
$495K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-2.9K- 0.7% |
$65K - $71.9K
|
411K
$10.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.9K- 6.11% |
$65.1K - $72.1K
|
44.6K
$1.17M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.98K- 5.64% |
$66.8K - $73.9K
|
49.8K
$1.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.08K- 18.98% |
$69K - $76.4K
|
13.1K
$345K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.08K- 6.36% |
$69.1K - $76.5K
|
45.4K
$1.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.16K- 2.63% |
$70.8K - $78.3K
|
117K
$3.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.34K- 9.54% |
$74.9K - $82.9K
|
31.7K
$831K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-3.46K- 1.67% |
$77.6K - $85.9K
|
203K
$5.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.57K- 0.58% |
$80.1K - $88.6K
|
612K
$16.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.69K- 1.15% |
$82.8K - $91.6K
|
318K
$8.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-3.71K- 26.58% |
$83.2K - $92.1K
|
10.3K
$269K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-3.77K- 1.09% |
$84.7K - $93.7K
|
341K
$8.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.94K- 14.26% |
$88.4K - $97.9K
|
23.7K
$622K
|
|
|
Oct 10, 2023
Q3 2023
|
Fort Henry Capital, LLC
|
SELL
|
- |
-4.12K- 3.4% |
$92.5K - $102K
|
117K
$3.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-4.38K- 14.16% |
$98.2K - $109K
|
26.5K
$697K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4.95K- 21.0% |
$111K - $123K
|
18.6K
$489K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-5.44K- 5.68% |
$122K - $135K
|
90.3K
$2.37M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-5.74K- 8.4% |
$129K - $143K
|
62.6K
$1.64M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.4K- 10.72% |
$143K - $159K
|
53.3K
$1.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-6.5K- 5.47% |
$146K - $161K
|
112K
$2.95M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-6.62K- 11.04% |
$148K - $164K
|
53.3K
$1.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-7.02K- 8.95% |
$158K - $174K
|
71.5K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-7.25K- 0.6% |
$163K - $180K
|
1.21M
$31.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-8.83K- 14.71% |
$198K - $219K
|
51.2K
$1.34M
|