Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
601K+ 976.67% |
$14.6M - $17M
|
663K
$17M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
530K+ 1736.46% |
$12.9M - $15M
|
560K
$14.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
404K+ 1197.76% |
$9.82M - $11.4M
|
438K
$11.2M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
315KNew |
$7.66M - $8.92M
|
315K
$8.07M
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
BUY
|
- |
302K+ 490.56% |
$7.34M - $8.56M
|
364K
$9.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Chico Wealth Ria
|
BUY
|
- |
270KNew |
$6.55M - $7.63M
|
270K
$6.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
243K+ 103816.67% |
$5.9M - $6.88M
|
243K
$6.22M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
205K+ 42.79% |
$4.98M - $5.81M
|
685K
$17.5M
|
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
191KNew |
$4.64M - $5.41M
|
191K
$4.89M
|
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
180KNew |
$4.37M - $5.09M
|
180K
$4.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
180KNew |
$4.36M - $5.08M
|
180K
$4.6M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
173K+ 34.02% |
$4.19M - $4.88M
|
680K
$17.4M
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
164K+ 49.73% |
$3.99M - $4.65M
|
494K
$12.6M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
164K+ 47.12% |
$3.98M - $4.64M
|
512K
$13.1M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
132K+ 34.84% |
$3.2M - $3.73M
|
509K
$13M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
132K+ 173.32% |
$3.2M - $3.72M
|
207K
$5.31M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
128KNew |
$3.1M - $3.61M
|
128K
$3.27M
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
127K+ 55.5% |
$3.09M - $3.6M
|
356K
$9.11M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
123K+ 165.53% |
$3M - $3.49M
|
198K
$5.06M
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
117K+ 249.9% |
$2.84M - $3.32M
|
164K
$4.2M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
117K+ 13.77% |
$2.84M - $3.31M
|
967K
$24.7M
|
|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
106K+ 279.32% |
$2.58M - $3M
|
144K
$3.69M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
81.1K+ 356.4% |
$1.97M - $2.3M
|
104K
$2.66M
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
80.7KNew |
$1.96M - $2.28M
|
80.7K
$2.07M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
77K+ 133.62% |
$1.87M - $2.18M
|
135K
$3.44M
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
70.3KNew |
$1.71M - $1.99M
|
70.3K
$1.8M
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
69.4KNew |
$1.68M - $1.96M
|
69.4K
$1.77M
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
67.1K+ 39.78% |
$1.63M - $1.9M
|
236K
$6.03M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
66.2KNew |
$1.61M - $1.87M
|
66.2K
$1.69M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.9K+ 218.73% |
$1.58M - $1.84M
|
94.5K
$2.42M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
59.5K+ 192.88% |
$1.44M - $1.68M
|
90.3K
$2.31M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
59.4K+ 207.94% |
$1.44M - $1.68M
|
87.9K
$2.25M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
58.3K+ 411.96% |
$1.42M - $1.65M
|
72.5K
$1.85M
|
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
58.3KNew |
$1.42M - $1.65M
|
58.3K
$1.49M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
56.1KNew |
$1.36M - $1.59M
|
56.1K
$1.44M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
55.9K+ 1747.39% |
$1.36M - $1.58M
|
59.1K
$1.51M
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
53.9KNew |
$1.31M - $1.52M
|
53.9K
$1.38M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
52.6KNew |
$1.28M - $1.49M
|
52.6K
$1.34M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
52.1KNew |
$1.27M - $1.48M
|
52.1K
$1.33M
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
51.1K+ 132.12% |
$1.24M - $1.45M
|
89.8K
$2.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
48.5KNew |
$1.18M - $1.37M
|
48.5K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
42.9K+ 8.27% |
$1.04M - $1.22M
|
562K
$14.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
41.9K+ 77.56% |
$1.02M - $1.19M
|
95.9K
$2.45M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
41.3KNew |
$1M - $1.17M
|
41.3K
$1.06M
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
37.3K+ 236.99% |
$906K - $1.06M
|
53K
$1.36M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
36.4K+ 519.13% |
$883K - $1.03M
|
43.4K
$1.11M
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
34.9K+ 51.28% |
$847K - $987K
|
103K
$2.63M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
34.2K+ 60.76% |
$830K - $967K
|
90.4K
$2.31M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
34.1K+ 64.17% |
$827K - $964K
|
87.1K
$2.23M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
33.4K+ 47.88% |
$812K - $947K
|
103K
$2.64M
|