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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
96+ 0.05% |
$2.08K - $2.31K
|
203K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
85+ 0.1% |
$1.84K - $2.05K
|
89.5K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
78+ 0.75% |
$1.69K - $1.88K
|
10.5K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
77New |
$1.67K - $1.86K
|
77
$1.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
40+ 0.04% |
$865 - $964
|
112K
$2.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
36+ 15.45% |
$779 - $868
|
269
$6.83K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
33New |
$714 - $796
|
33
$838
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
28+ 3.3% |
$606 - $675
|
876
$22.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
23+ 0.02% |
$497 - $555
|
117K
$2.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
21+ 0.35% |
$454 - $506
|
5.99K
$152K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
16+ 0.31% |
$346 - $386
|
5.16K
$131K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
11New |
$238 - $265
|
11
$279
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7New |
$151 - $169
|
7
$178
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.02% |
$130 - $145
|
34.8K
$883K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.33% |
$21.6 - $24.1
|
44
$1.12K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1+ 0.02% |
$21.6 - $24.1
|
4.93K
$125K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.13% |
$43.3 - $48.2
|
1.54K
$39.2K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-10- 11.9% |
$216 - $241
|
74
$1.88K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12- 6.74% |
$260 - $289
|
166
$4.22K
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-16- 0.03% |
$346 - $386
|
62.6K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-56- 0.46% |
$1.21K - $1.35K
|
12.2K
$310K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-62- 0.1% |
$1.34K - $1.49K
|
60.3K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-91- 0.78% |
$1.97K - $2.19K
|
11.5K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-122- 0.7% |
$2.64K - $2.94K
|
17.3K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-143- 0.74% |
$3.09K - $3.45K
|
19.1K
$485K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-154- 0.66% |
$3.33K - $3.71K
|
23.2K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-177- 1.53% |
$3.83K - $4.27K
|
11.4K
$289K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 86.58% |
$4.33K - $4.82K
|
31
$787
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-224- 0.06% |
$4.85K - $5.4K
|
389K
$9.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-230- 0.24% |
$4.97K - $5.55K
|
95K
$2.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-366- 2.1% |
$7.92K - $8.82K
|
17.1K
$434K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-400- 0.55% |
$8.65K - $9.64K
|
71.8K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-482- 2.7% |
$10.4K - $11.6K
|
17.4K
$441K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-495- 1.08% |
$10.7K - $11.9K
|
45.4K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Chico Wealth Ria
|
SELL
|
- |
-531- 0.16% |
$11.5K - $12.8K
|
332K
$8.43M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-718- 47.17% |
$15.5K - $17.3K
|
804
$20.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-762- 1.43% |
$16.5K - $18.4K
|
52.5K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-798- 1.72% |
$17.3K - $19.2K
|
45.5K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-839- 3.61% |
$18.1K - $20.2K
|
22.4K
$570K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-841- 1.89% |
$18.2K - $20.3K
|
43.8K
$1.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 3.2% |
$23.6K - $26.3K
|
33K
$838K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.11K- 5.89% |
$24.1K - $26.8K
|
17.8K
$451K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.34K- 94.78% |
$29.1K - $32.4K
|
74
$1.88K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.5K- 9.36% |
$32.4K - $36.2K
|
14.5K
$369K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.51K- 10.94% |
$32.7K - $36.5K
|
12.3K
$313K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.54K- 0.21% |
$33.4K - $37.2K
|
748K
$19M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.59K- 2.97% |
$34.3K - $38.2K
|
51.9K
$1.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-1.7K- 5.11% |
$36.8K - $41K
|
31.6K
$801K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.72K- 4.58% |
$37.2K - $41.4K
|
35.8K
$910K
|