Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.59MNew |
$34.5M - $38.4M
|
1.59M
$40.4M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.38MNew |
$29.8M - $33.2M
|
1.38M
$34.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
689K+ 61.55% |
$14.9M - $16.6M
|
1.81M
$45.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
667KNew |
$14.4M - $16.1M
|
667K
$16.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
541K+ 12.23% |
$11.7M - $13M
|
4.97M
$126M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
510K+ 17.56% |
$11M - $12.3M
|
3.41M
$86.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
464K+ 4829.14% |
$10M - $11.2M
|
474K
$12M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
454KNew |
$9.82M - $10.9M
|
454K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
290KNew |
$6.27M - $6.99M
|
290K
$7.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
289K+ 654.57% |
$6.26M - $6.98M
|
334K
$8.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
283KNew |
$6.12M - $6.82M
|
283K
$7.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
277K+ 36.33% |
$6M - $6.69M
|
1.04M
$26.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
276KNew |
$5.98M - $6.66M
|
276K
$7M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
252K+ 113.16% |
$5.44M - $6.06M
|
474K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
221KNew |
$4.79M - $5.33M
|
221K
$5.6M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
217K+ 857.88% |
$4.68M - $5.22M
|
242K
$6.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
213KNew |
$4.61M - $5.14M
|
213K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
206KNew |
$4.45M - $4.96M
|
206K
$5.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
204KNew |
$4.41M - $4.91M
|
204K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
193KNew |
$4.18M - $4.66M
|
193K
$4.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
191K+ 38.25% |
$4.13M - $4.6M
|
690K
$17.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
186K+ 33.77% |
$4.03M - $4.49M
|
738K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
183KNew |
$3.96M - $4.42M
|
183K
$4.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
179K+ 14.84% |
$3.88M - $4.32M
|
1.39M
$35.1M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
173K+ 96.42% |
$3.73M - $4.16M
|
352K
$8.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
172KNew |
$3.71M - $4.14M
|
172K
$4.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
170K+ 35.9% |
$3.67M - $4.09M
|
642K
$16.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
158K+ 13.22% |
$3.42M - $3.81M
|
1.35M
$34.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
156K+ 10.86% |
$3.38M - $3.77M
|
1.59M
$40.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
156K+ 10.86% |
$3.38M - $3.77M
|
1.59M
$40.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
156K+ 26.27% |
$3.37M - $3.76M
|
749K
$19M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
150KNew |
$3.24M - $3.62M
|
150K
$3.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
150K+ 6.15% |
$3.24M - $3.62M
|
2.59M
$65.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
140K+ 325.27% |
$3.02M - $3.37M
|
183K
$4.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
137K+ 111.52% |
$2.97M - $3.31M
|
261K
$6.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
125K+ 40.62% |
$2.7M - $3.01M
|
432K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
118KNew |
$2.55M - $2.84M
|
118K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
116K+ 616.78% |
$2.51M - $2.79M
|
135K
$3.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
99.2KNew |
$2.14M - $2.39M
|
99.2K
$2.51M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
98.6KNew |
$2.13M - $2.38M
|
98.6K
$2.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
93.8K+ 17.77% |
$2.03M - $2.26M
|
622K
$15.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
93.4K+ 40.28% |
$2.02M - $2.25M
|
325K
$8.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
90.4KNew |
$1.96M - $2.18M
|
90.4K
$2.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
90.3K+ 23.47% |
$1.95M - $2.18M
|
475K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
88.4KNew |
$1.91M - $2.13M
|
88.4K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
88.3KNew |
$1.91M - $2.13M
|
88.3K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
84.9K+ 13.23% |
$1.84M - $2.05M
|
726K
$18.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
81.3K+ 40.37% |
$1.76M - $1.96M
|
283K
$7.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
81K+ 1176.25% |
$1.75M - $1.95M
|
87.9K
$2.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
77.7K+ 22.66% |
$1.68M - $1.87M
|
420K
$10.6M
|