Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
14.8KNew |
$291K - $336K
|
14.8K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.1K+ 6.87% |
$277K - $320K
|
219K
$5.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
13.4K+ 39.6% |
$264K - $305K
|
47.4K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.9KNew |
$254K - $293K
|
12.9K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.7KNew |
$250K - $289K
|
12.7K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
12.7K+ 40.11% |
$250K - $289K
|
44.4K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
12.7K+ 61.45% |
$249K - $288K
|
33.3K
$888K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$240K - $277K
|
12.2K
$325K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
12.1KNew |
$239K - $276K
|
12.1K
$323K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.8KNew |
$213K - $246K
|
10.8K
$289K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
10.7KNew |
$210K - $242K
|
10.7K
$284K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
10.6K+ 40.8% |
$208K - $240K
|
36.4K
$972K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
10.4K+ 5.74% |
$205K - $237K
|
192K
$5.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3K+ 3.03% |
$203K - $235K
|
352K
$9.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.3K+ 57.3% |
$203K - $234K
|
28.3K
$755K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.3K+ 32.3% |
$202K - $233K
|
42.1K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.2KNew |
$201K - $232K
|
10.2K
$272K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
9.9K+ 7.61% |
$195K - $225K
|
140K
$3.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.77KNew |
$192K - $222K
|
9.77K
$260K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.73K+ 14.74% |
$191K - $221K
|
75.7K
$2.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9.23KNew |
$181K - $210K
|
9.23K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
8.92KNew |
$176K - $203K
|
8.92K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
8K+ 35.51% |
$157K - $182K
|
30.5K
$814K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.8KNew |
$153K - $177K
|
7.8K
$208K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.8K+ 25.86% |
$153K - $177K
|
37.9K
$1.01M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
7.32K+ 13.91% |
$144K - $166K
|
59.9K
$1.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.82K+ 11.99% |
$134K - $155K
|
63.7K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.36K+ 11.98% |
$125K - $145K
|
59.5K
$1.59M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
4.81KNew |
$94.6K - $109K
|
4.81K
$128K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
4.76K+ 34.24% |
$93.7K - $108K
|
18.7K
$498K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4.75KNew |
$93.4K - $108K
|
4.75K
$127K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.53K+ 4.65% |
$89.1K - $103K
|
102K
$2.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.32K+ 20.77% |
$85K - $98.2K
|
25.1K
$670K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.28KNew |
$84.1K - $97.2K
|
4.28K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4.03KNew |
$79.3K - $91.7K
|
4.03K
$108K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.03K+ 6.51% |
$79.2K - $91.5K
|
65.9K
$1.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.91K+ 29.07% |
$76.9K - $88.9K
|
17.4K
$463K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.68K+ 1153.92% |
$72.4K - $83.7K
|
4K
$107K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.42KNew |
$67.2K - $77.7K
|
3.42K
$91.1K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 22.03% |
$66.1K - $76.4K
|
18.6K
$496K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3.01K+ 215.21% |
$59.3K - $68.5K
|
4.41K
$118K
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
2.9K+ 0.88% |
$57.1K - $66K
|
334K
$8.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.68K+ 12.27% |
$52.8K - $61K
|
24.6K
$655K
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.67K+ 4.49% |
$52.5K - $60.7K
|
62.1K
$1.66M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
2.52K+ 10.59% |
$49.6K - $57.3K
|
26.3K
$702K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.48K+ 10.72% |
$48.8K - $56.3K
|
25.6K
$683K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.45K+ 12.59% |
$48.1K - $55.6K
|
21.9K
$583K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.37K+ 4.33% |
$46.7K - $53.9K
|
57.2K
$1.53M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.26KNew |
$44.5K - $51.5K
|
2.26K
$60.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.18KNew |
$42.8K - $49.5K
|
2.18K
$58K
|