Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr (DFAE)

DFAE Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q1 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
May 10, 2023 Q1 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
40.8K
+ 23.84%
$889K - $995K
212K $5.37M
Apr 28, 2023 Q1 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
38.4K
+ 21.6%
$837K - $936K
216K $5.48M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
38.3K
+ 54.88%
$835K - $934K
108K $2.74M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
37.4K
+ 26.15%
$816K - $912K
181K $4.58M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
36K
+ 27.95%
$783K - $876K
165K $4.17M
May 11, 2023 Q1 2023
Private Capital Management LLC

BUY
 -
35.5K
+ 23.14%
$773K - $865K
189K $4.78M
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
33.4K
+ 18.27%
$727K - $813K
216K $5.47M
Apr 17, 2023 Q1 2023
Shore Point Advisors, LLC

BUY
 -
31.8K
+ 11.17%
$693K - $776K
317K $8.03M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
31K
+ 22.9%
$674K - $754K
166K $4.21M
May 09, 2023 Q1 2023
Colony Family Offices, LLC

BUY
 -
30.4K
+ 8.82%
$661K - $740K
375K $9.49M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
29.6K
+ 92.02%
$644K - $721K
61.7K $1.56M
Apr 18, 2023 Q1 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
29.3K
+ 17.55%
$638K - $714K
196K $4.97M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
29K
+ 11.38%
$632K - $707K
284K $7.2M
Apr 25, 2023 Q1 2023
Ledyard National Bank

BUY
 -
29K
+ 4.18%
$632K - $707K
722K $18.3M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
28.9K
+ 15.42%
$629K - $703K
216K $5.47M
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
28.4K
+ 7.49%
$619K - $693K
408K $10.3M
Aug 23, 2023 Q1 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
28.2K
+ 37.76%
$614K - $686K
103K $2.6M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
27K
+ 26.31%
$588K - $657K
130K $3.28M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
25.7K
New
$559K - $625K
25.7K $650K
Apr 10, 2023 Q1 2023
Level Financial Advisors, Inc.

BUY
 -
25.6K
+ 23.32%
$557K - $622K
135K $3.42M
May 05, 2023 Q1 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
25.4K
New
$554K - $620K
25.4K $644K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
25.3K
+ 13.17%
$550K - $616K
217K $5.5M
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
24.4K
New
$530K - $593K
24.4K $617K
Apr 12, 2023 Q1 2023
Bridgewater Advisors Inc.

BUY
 -
23.6K
+ 25.82%
$515K - $576K
115K $2.92M
May 09, 2023 Q1 2023
Wealth Dimensions Group, Ltd.

BUY
 -
23.3K
+ 18.1%
$508K - $568K
152K $3.85M
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
22.4K
New
$487K - $545K
22.4K $566K
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
22.3K
+ 13.47%
$486K - $544K
188K $4.77M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
21.8K
+ 168.78%
$474K - $530K
34.7K $878K
Apr 17, 2023 Q1 2023
Baker Boyer National Bank

BUY
 -
21.6K
+ 29.66%
$471K - $527K
94.5K $2.39M
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
21.5K
+ 10.39%
$468K - $523K
228K $5.78M
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
19.6K
+ 18.0%
$427K - $478K
129K $3.26M
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
19.3K
+ 17.85%
$420K - $470K
127K $3.23M
May 04, 2023 Q1 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
18.9K
+ 14.76%
$412K - $461K
147K $3.73M
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
18.8K
+ 16.2%
$409K - $458K
135K $3.41M
May 15, 2023 Q1 2023
Forum Private Client Group LLC

BUY
 -
18.8K
+ 13.41%
$409K - $457K
159K $4.02M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
18.6K
+ 3.58%
$404K - $452K
537K $13.6M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
18.4K
New
$400K - $447K
18.4K $465K
May 03, 2023 Q1 2023
Presidio Capital Management, LLC

BUY
 -
18.4K
New
$400K - $447K
18.4K $465K
Apr 11, 2023 Q1 2023
Rvw Wealth, LLC

BUY
 -
18.2K
+ 2.59%
$397K - $444K
722K $18.3M
May 15, 2023 Q1 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
18K
New
$392K - $439K
18K $456K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
17K
+ 91.36%
$370K - $414K
35.6K $902K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
16.8K
+ 2.91%
$366K - $409K
595K $15.1M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
16.7K
+ 8.54%
$363K - $406K
212K $5.37M
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
16.5K
+ 2.63%
$359K - $402K
644K $16.3M
May 12, 2023 Q1 2023
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
16K
+ 4.79%
$349K - $390K
350K $8.87M
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
16K
+ 17.76%
$348K - $389K
106K $2.68M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
15.4K
+ 5.62%
$334K - $374K
288K $7.3M
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
15.2K
+ 30.32%
$332K - $371K
65.5K $1.66M
May 12, 2023 Q1 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
14.3K
+ 6.02%
$312K - $349K
252K $6.38M

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