Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFAE)

DFAE Quotes by TradingView

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
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.12K
New
$41.7K - $48.2K
2.12K $56.5K
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
1.91K
New
$37.6K - $43.4K
1.91K $50.9K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
1.87K
New
$36.8K - $42.5K
1.87K $49.8K
Jan 20, 2023 Q4 2022
Baker Boyer National Bank

BUY
 -
1.79K
+ 2.52%
$35.2K - $40.7K
72.9K $1.94M
Feb 13, 2023 Q4 2022
Steward Financial Group LLC

BUY
 -
1.72K
New
$33.9K - $39.2K
1.72K $46K
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
1.7K
+ 5.24%
$33.5K - $38.7K
34.2K $913K
Jan 20, 2023 Q4 2022
Orion Capital Management LLC

BUY
 -
1.57K
+ 181.22%
$30.9K - $35.8K
2.44K $65.1K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
1.5K
New
$29.4K - $34K
1.5K $39.9K
Jan 17, 2023 Q4 2022
Bridge Advisory, LLC

BUY
 -
1.47K
+ 8.66%
$28.9K - $33.4K
18.4K $491K
Feb 06, 2023 Q4 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
1.18K
+ 5.3%
$23.3K - $26.9K
23.5K $627K
Jan 09, 2023 Q4 2022
Bromfield Sneider Wealth Advisors

BUY
 -
1.05K
New
$20.6K - $23.8K
1.05K $27.9K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
880
New
$17.3K - $20K
880 $23.5K
Feb 13, 2023 Q4 2022
Parsons Capital Management Inc

BUY
 -
783
+ 5.56%
$15.4K - $17.8K
14.9K $396K
Feb 14, 2023 Q4 2022
Van Den Berg Management I, Inc

Austin, TX
BUY
 -
668
New
$13.1K - $15.2K
668 $17.8K
Jan 26, 2023 Q4 2022
Lauterbach Financial Advisors, LLC

BUY
 -
541
+ 4.39%
$10.6K - $12.3K
12.9K $343K
Feb 13, 2023 Q4 2022
Resolute Financial, LLC

BUY
 -
496
+ 3.23%
$9.76K - $11.3K
15.9K $423K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
491
+ 3.02%
$9.66K - $11.2K
16.8K $447K
Jan 11, 2023 Q4 2022
Sawyer & Company, Inc

BUY
 -
434
New
$8.54K - $9.86K
434 $11.6K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
421
+ 825.49%
$8.28K - $9.57K
472 $12.6K
Feb 06, 2023 Q4 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
279
+ 1.7%
$5.49K - $6.34K
16.7K $445K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
253
+ 0.88%
$4.98K - $5.75K
29K $774K
May 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
237
+ 0.41%
$4.66K - $5.39K
58.5K $1.56M
Feb 06, 2023 Q4 2022
Burney CO

Reston, VA
BUY
 -
214
+ 1.59%
$4.21K - $4.86K
13.6K $364K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
204
New
$4.01K - $4.64K
204 $5.44K
Feb 14, 2023 Q4 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
197
New
$3.87K - $4.48K
197 $5.25K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
162
New
$3.19K - $3.68K
162 $4.32K
Feb 14, 2023 Q4 2022
Ddd Partners, LLC

BUY
 -
58
+ 0.23%
$1.14K - $1.32K
25.2K $673K
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
37
+ 100.0%
$728 - $841
74 $1.97K
Jan 24, 2023 Q4 2022
Cordant, Inc.

Portland, OR
BUY
 -
36
+ 0.1%
$708 - $818
36.1K $962K
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

BUY
 -
14
+ 0.55%
$275 - $318
2.57K $68.5K
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
6
+ 9.68%
$118 - $136
68 $1.81K
Feb 13, 2023 Q4 2022
Operose Advisors LLC

Milwaukee, WI
BUY
 -
4
+ 0.77%
$78.7 - $90.9
523 $13.9K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
3
+ 50.0%
$59 - $68.2
9 $240
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
3
New
$59 - $68.2
3 $80
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

SELL
 -
-150
- 12.2%
$2.95K - $3.41K
1.08K $28.8K
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

SELL
 -
-243
- 2.27%
$4.78K - $5.52K
10.5K $279K
Feb 10, 2023 Q4 2022
Sequoia Financial Advisors, LLC

SELL
 -
-268
- 0.04%
$5.27K - $6.09K
662K $17.7M
Feb 14, 2023 Q4 2022
Triad Financial Advisors, Inc.

Greensboro, NC
SELL
 -
-358
- 2.76%
$7.04K - $8.14K
12.6K $337K
Feb 01, 2023 Q4 2022
Marshall Financial Group LLC

SELL
 -
-487
- 0.81%
$9.58K - $11.1K
59.7K $1.59M
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-510
Closed
$10K - $11.6K
0 $0
Feb 02, 2023 Q4 2022
Total Wealth Planning, LLC

SELL
 -
-570
- 0.72%
$11.2K - $13K
78.4K $2.09M
Feb 08, 2023 Q4 2022
Okabena Investment Services Inc

Minneapolis, MN
SELL
 -
-683
- 1.66%
$13.4K - $15.5K
40.4K $1.08M
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-756
- 98.69%
$14.9K - $17.2K
10 $267
Feb 10, 2023 Q4 2022
Wealth Dimensions Group, Ltd.

SELL
 -
-1.1K
- 0.85%
$21.6K - $25K
129K $3.44M
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-1.17K
- 57.07%
$23.1K - $26.7K
883 $23.5K
Feb 09, 2023 Q4 2022
Greenspring Advisors, LLC

SELL
 -
-1.21K
- 9.67%
$23.8K - $27.5K
11.3K $302K
Feb 06, 2023 Q4 2022
Grand Wealth Management, LLC

Grand Rapids, MI
SELL
 -
-1.3K
- 84.51%
$25.5K - $29.5K
238 $6.35K
Feb 10, 2023 Q4 2022
Sageworth Trust CO Of South Dakota

SELL
 -
-1.33K
- 24.03%
$26.1K - $30.1K
4.19K $112K

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