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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
960+ 203.39% |
$20.9K - $23.4K
|
1.43K
$36.3K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
923+ 0.9% |
$20.1K - $22.5K
|
104K
$2.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
832+ 2.87% |
$18.1K - $20.3K
|
29.8K
$755K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
796+ 3.66% |
$17.3K - $19.4K
|
22.5K
$570K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
767+ 4.42% |
$16.7K - $18.7K
|
18.1K
$459K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
711+ 29.13% |
$15.5K - $17.3K
|
3.15K
$79.8K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
640+ 1.27% |
$13.9K - $15.6K
|
50.9K
$1.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
450+ 1.91% |
$9.8K - $11K
|
24K
$607K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
446+ 13.05% |
$9.71K - $10.9K
|
3.86K
$97.8K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
434+ 0.94% |
$9.45K - $10.6K
|
46.5K
$1.18M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
425New |
$9.26K - $10.4K
|
425
$10.8K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
419+ 41.36% |
$9.13K - $10.2K
|
1.43K
$36.3K
|
|
|
May 03, 2023
Q1 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
366+ 0.33% |
$7.97K - $8.92K
|
112K
$2.83M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
335+ 1.57% |
$7.3K - $8.16K
|
21.7K
$550K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
328+ 90.86% |
$7.14K - $7.99K
|
689
$17.5K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
315New |
$6.86K - $7.67K
|
315
$7.98K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
280+ 1.21% |
$6.1K - $6.82K
|
23.3K
$591K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
276+ 0.26% |
$6.01K - $6.72K
|
106K
$2.68M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
227+ 0.03% |
$4.94K - $5.53K
|
696K
$17.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
179+ 0.14% |
$3.9K - $4.36K
|
129K
$3.28M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
162+ 0.68% |
$3.53K - $3.95K
|
24.1K
$611K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
144+ 0.96% |
$3.14K - $3.51K
|
15.1K
$383K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
120+ 0.23% |
$2.61K - $2.92K
|
52.8K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
78New |
$1.7K - $1.9K
|
78
$1.98K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
76New |
$1.66K - $1.85K
|
76
$1.93K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
75+ 0.24% |
$1.63K - $1.83K
|
31.8K
$805K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
59+ 0.43% |
$1.29K - $1.44K
|
13.7K
$347K
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
39+ 0.12% |
$849 - $950
|
33.3K
$842K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35New |
$762 - $853
|
35
$887
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
30New |
$653 - $731
|
30
$760
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14+ 1.59% |
$305 - $341
|
897
$22.7K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 100.0% |
$196 - $219
|
18
$456
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$109 - $122
|
5
$127
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3+ 0.12% |
$65.3 - $73.1
|
2.57K
$65.1K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.11% |
$43.6 - $48.7
|
1.87K
$47.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-10- 0.03% |
$218 - $244
|
30.5K
$773K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-11- 0.23% |
$240 - $268
|
4.8K
$122K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-16- 0.13% |
$348 - $390
|
12.2K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-45- 0.46% |
$980 - $1.1K
|
9.72K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-94- 0.43% |
$2.05K - $2.29K
|
21.8K
$551K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-116- 0.86% |
$2.53K - $2.83K
|
13.4K
$339K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-150- 1.05% |
$3.27K - $3.65K
|
14.2K
$359K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-237- 0.41% |
$5.16K - $5.77K
|
58.3K
$1.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-432- 1.63% |
$9.41K - $10.5K
|
26K
$659K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-570- 1.58% |
$12.4K - $13.9K
|
35.5K
$899K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-714- 0.78% |
$15.6K - $17.4K
|
91.1K
$2.31M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-785- 0.45% |
$17.1K - $19.1K
|
175K
$4.43M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-789- 2.36% |
$17.2K - $19.2K
|
32.6K
$825K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-883- 0.43% |
$19.2K - $21.5K
|
206K
$5.21M
|