Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr (DFAE)
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 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
5.9K+ 12.46% |
$128K - $144K
|
53.3K
$1.35M
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
5.9K+ 12.62% |
$128K - $144K
|
52.6K
$1.33M
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
5.81K+ 13.96% |
$127K - $142K
|
47.4K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
5.63K+ 4.93% |
$123K - $137K
|
120K
$3.03M
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5.58K+ 2.16% |
$122K - $136K
|
264K
$6.69M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.38K+ 36.42% |
$117K - $131K
|
20.2K
$511K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
5.07K+ 14.08% |
$110K - $123K
|
41.1K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.99K+ 6.9% |
$109K - $122K
|
77.3K
$1.96M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.95K+ 7.78% |
$108K - $121K
|
68.6K
$1.74M
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
4.8K+ 1.01% |
$105K - $117K
|
482K
$12.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.72K+ 5.22% |
$103K - $115K
|
95.2K
$2.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
4.57K+ 15.22% |
$99.5K - $111K
|
34.6K
$876K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.49K+ 9.92% |
$97.7K - $109K
|
49.7K
$1.26M
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.13K+ 1.02% |
$90K - $101K
|
410K
$10.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.95K+ 2.11% |
$86.1K - $96.3K
|
192K
$4.85M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3.9K+ 13.88% |
$84.8K - $94.9K
|
31.9K
$809K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.81K+ 6.41% |
$83K - $92.9K
|
63.3K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.78K+ 2.48% |
$82.4K - $92.2K
|
156K
$3.96M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.76KNew |
$81.9K - $91.6K
|
3.76K
$95.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
3.69K+ 20.0% |
$80.3K - $89.8K
|
22.1K
$560K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.68K+ 20.04% |
$80.2K - $89.6K
|
22K
$558K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.27K+ 36.62% |
$71.2K - $79.6K
|
12.2K
$309K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
2.91K+ 11.27% |
$63.3K - $70.8K
|
28.7K
$727K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.85K+ 1396.57% |
$62.1K - $69.4K
|
3.05K
$77.3K
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.78K+ 4.3% |
$60.6K - $67.8K
|
67.5K
$1.71M
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.77K+ 1.46% |
$60.4K - $67.5K
|
192K
$4.87M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.74K+ 2.5% |
$59.8K - $66.8K
|
113K
$2.85M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.61K+ 6.88% |
$56.8K - $63.6K
|
40.5K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.54K+ 4.73% |
$55.4K - $61.9K
|
56.3K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.43K+ 10.77% |
$53K - $59.3K
|
25K
$634K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.35K+ 3.56% |
$51.1K - $57.1K
|
68.2K
$1.73M
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.31K+ 6.95% |
$50.4K - $56.3K
|
35.6K
$902K
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.16K+ 1.82% |
$47K - $52.6K
|
121K
$3.06M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.9K+ 9.1% |
$41.3K - $46.2K
|
22.7K
$575K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.86K+ 8.98% |
$40.4K - $45.2K
|
22.5K
$571K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.83K+ 12.28% |
$39.8K - $44.5K
|
16.7K
$423K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.79KNew |
$39K - $43.7K
|
1.79K
$45.4K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.71K+ 13.42% |
$37.2K - $41.6K
|
14.4K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.45K+ 1.9% |
$31.6K - $35.3K
|
77.7K
$1.97M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.4K+ 11.1% |
$30.5K - $34.2K
|
14K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.4K+ 5.55% |
$30.5K - $34.1K
|
26.6K
$675K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 4.59% |
$29K - $32.4K
|
30.4K
$769K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.3K+ 11.97% |
$28.2K - $31.6K
|
12.1K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.19K+ 2.68% |
$26K - $29.1K
|
45.8K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.11KNew |
$24.2K - $27.1K
|
1.11K
$28.2K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.09K+ 1.96% |
$23.8K - $26.6K
|
56.8K
$1.44M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.09K+ 49.93% |
$23.7K - $26.5K
|
3.26K
$82.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.08K+ 6.61% |
$23.5K - $26.3K
|
17.4K
$442K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.04K+ 7.85% |
$22.7K - $25.4K
|
14.3K
$363K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1K+ 6.66% |
$21.8K - $24.4K
|
16K
$405K
|