Purchases and Sales Made in Q4 2021 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
595K+ 1264.23% |
$15.7M - $16.9M
|
642K
$16.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
519KNew |
$13.7M - $14.7M
|
519K
$13.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
427K+ 529.14% |
$11.3M - $12.1M
|
507K
$12.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
417K+ 667.02% |
$11M - $11.8M
|
479K
$12.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
316K+ 510.68% |
$8.36M - $8.94M
|
378K
$9.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
303K+ 646.23% |
$8.01M - $8.57M
|
350K
$8.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
284KNew |
$7.52M - $8.05M
|
284K
$7.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
273K+ 364.34% |
$7.22M - $7.73M
|
348K
$8.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
251K+ 42.01% |
$6.65M - $7.12M
|
850K
$21.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
229KNew |
$6.06M - $6.48M
|
229K
$5.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
219K+ 502.97% |
$5.8M - $6.21M
|
263K
$6.66M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
169KNew |
$4.46M - $4.77M
|
169K
$4.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
168KNew |
$4.44M - $4.76M
|
168K
$4.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
120KNew |
$3.18M - $3.4M
|
120K
$3.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
108K+ 151.36% |
$2.86M - $3.06M
|
180K
$4.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
72.7KNew |
$1.92M - $2.06M
|
72.7K
$1.84M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
69.7KNew |
$1.84M - $1.97M
|
69.7K
$1.77M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
68KNew |
$1.8M - $1.93M
|
68K
$1.72M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
63.1KNew |
$1.67M - $1.79M
|
63.1K
$1.6M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.6KNew |
$1.63M - $1.74M
|
61.6K
$1.56M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
60.5K+ 649.55% |
$1.6M - $1.71M
|
69.8K
$1.77M
|
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
60.1KNew |
$1.59M - $1.7M
|
60.1K
$1.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
56.1K+ 133.75% |
$1.48M - $1.59M
|
98.1K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55.2KNew |
$1.46M - $1.56M
|
55.2K
$1.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
50.9KNew |
$1.35M - $1.44M
|
50.9K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
46.9KNew |
$1.24M - $1.33M
|
46.9K
$1.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
42.5KNew |
$1.12M - $1.2M
|
42.5K
$1.08M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
39KNew |
$1.03M - $1.1M
|
39K
$987K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
38.4K+ 147.78% |
$1.01M - $1.09M
|
64.3K
$1.63M
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
33.8KNew |
$893K - $956K
|
33.8K
$855K
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
BUY
|
- |
33.6K+ 119.89% |
$889K - $951K
|
61.6K
$1.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
33.1K+ 60.45% |
$874K - $936K
|
87.7K
$2.22M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
31KNew |
$819K - $876K
|
31K
$784K
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
30.6KNew |
$809K - $866K
|
30.6K
$774K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
30.5KNew |
$808K - $865K
|
30.5K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.5KNew |
$807K - $864K
|
30.5K
$773K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
30.1K+ 125.69% |
$795K - $851K
|
54K
$1.37M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
29.6KNew |
$783K - $838K
|
29.6K
$750K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
28K+ 30.63% |
$741K - $794K
|
120K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
27.9K+ 50.49% |
$738K - $790K
|
83.2K
$2.11M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
26.8KNew |
$709K - $759K
|
26.8K
$679K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.5K+ 47.57% |
$701K - $750K
|
82.2K
$2.08M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
25.8KNew |
$682K - $730K
|
25.8K
$653K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.4K+ 39.82% |
$673K - $720K
|
89.3K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24.7K+ 21.26% |
$653K - $699K
|
141K
$3.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
24.5KNew |
$649K - $695K
|
24.5K
$621K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
23.9KNew |
$632K - $676K
|
23.9K
$605K
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
23.5KNew |
$622K - $666K
|
23.5K
$596K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
23.3K+ 151.04% |
$616K - $659K
|
38.7K
$980K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22.8K+ 282.4% |
$602K - $645K
|
30.8K
$781K
|