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 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.07K- 5.48% |
$23.2K - $26K
|
18.4K
$466K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.25K- 4.89% |
$27.3K - $30.5K
|
24.4K
$617K
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.46K- 0.4% |
$31.8K - $35.6K
|
361K
$9.15M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-1.61K- 3.59% |
$35K - $39.1K
|
43.1K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.61K- 1.44% |
$35K - $39.1K
|
110K
$2.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.9K- 3.18% |
$41.4K - $46.3K
|
57.8K
$1.46M
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-1.98K- 47.21% |
$43.1K - $48.2K
|
2.21K
$56K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.03K- 0.59% |
$44.2K - $49.5K
|
342K
$8.65M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.17K- 5.95% |
$47.2K - $52.8K
|
34.3K
$868K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3.15K- 5.07% |
$68.5K - $76.7K
|
58.9K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.44K- 0.98% |
$74.9K - $83.7K
|
349K
$8.83M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-3.46K- 13.12% |
$75.3K - $84.2K
|
22.9K
$580K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.46K- 1.06% |
$75.4K - $84.3K
|
323K
$8.17M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.53K- 14.05% |
$76.9K - $86K
|
21.6K
$547K
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-3.58K- 14.79% |
$78K - $87.2K
|
20.6K
$522K
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.82K- 1.94% |
$83.1K - $93K
|
193K
$4.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.96K- 5.06% |
$86.3K - $96.5K
|
74.4K
$1.88M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4K- 18.16% |
$87K - $97.3K
|
18K
$456K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.25K- 99.37% |
$92.5K - $104K
|
27
$684
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.26K- 6.23% |
$92.8K - $104K
|
64.1K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.96K- 3.25% |
$108K - $121K
|
148K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.3K- 18.49% |
$115K - $129K
|
23.3K
$591K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.81K- 6.24% |
$126K - $141K
|
87.3K
$2.21M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-6.12K- 30.13% |
$133K - $149K
|
14.2K
$359K
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-6.61K- 11.62% |
$144K - $161K
|
50.3K
$1.27M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-7.31K- 12.77% |
$159K - $178K
|
49.9K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-8.65K- 1.32% |
$188K - $211K
|
649K
$16.4M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.98K- 88.06% |
$196K - $219K
|
1.22K
$30.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-9.32K- 5.82% |
$203K - $227K
|
151K
$3.82M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.1K- 0.24% |
$221K - $247K
|
4.24M
$107M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-10.3K- 27.18% |
$224K - $250K
|
27.5K
$697K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.5K- 12.4% |
$251K - $281K
|
81.5K
$2.07M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-15.9K- 19.67% |
$346K - $387K
|
65K
$1.65M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-16.9K- 1.4% |
$368K - $412K
|
1.19M
$30.2M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-17.1K- 2.23% |
$372K - $416K
|
749K
$19M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-18.2K- 63.62% |
$396K - $443K
|
10.4K
$263K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18.4K- 85.77% |
$401K - $448K
|
3.05K
$77.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-21.5K- 7.53% |
$468K - $524K
|
264K
$6.68M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-24.6K- 28.41% |
$537K - $600K
|
62.1K
$1.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-29.5K- 38.38% |
$643K - $719K
|
47.4K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-31.8K- 14.54% |
$693K - $776K
|
187K
$4.74M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.1K- 26.32% |
$960K - $1.07M
|
123K
$3.13M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-46K- 23.26% |
$1M - $1.12M
|
152K
$3.84M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-46K- 23.26% |
$1M - $1.12M
|
152K
$3.84M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-58.3K- 6.5% |
$1.27M - $1.42M
|
839K
$21.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-63.9K- 41.21% |
$1.39M - $1.56M
|
91.2K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Chico Wealth Ria
|
SELL
|
- |
-70.3K- 18.79% |
$1.53M - $1.71M
|
304K
$7.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-71.7K- 70.26% |
$1.56M - $1.75M
|
30.3K
$768K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-79.3K- 40.37% |
$1.73M - $1.93M
|
117K
$2.97M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-79.6K- 18.74% |
$1.73M - $1.94M
|
345K
$8.74M
|