Purchases and Sales Made in Q2 2021 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
215K+ 70.1% |
$5.99M - $6.47M
|
522K
$13.3M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
61.4KNew |
$1.71M - $1.85M
|
61.4K
$1.57M
|
|
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
BUY
|
- |
47.8KNew |
$1.33M - $1.44M
|
47.8K
$1.22M
|
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
BUY
|
- |
42.2K+ 57.51% |
$1.18M - $1.27M
|
116K
$2.96M
|
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
35.1K+ 3136.1% |
$978K - $1.06M
|
36.2K
$927K
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34.7K+ 66.17% |
$966K - $1.04M
|
87K
$2.23M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
30.7KNew |
$855K - $923K
|
30.7K
$785K
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.8K+ 97.28% |
$803K - $867K
|
58.4K
$1.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
24.5KNew |
$682K - $736K
|
24.5K
$626K
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
23.5KNew |
$654K - $706K
|
23.5K
$600K
|
|
|
Aug 11, 2023
Q2 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
23.5KNew |
$654K - $706K
|
23.5K
$600K
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.3KNew |
$649K - $701K
|
23.3K
$596K
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.6K+ 110.9% |
$602K - $650K
|
41.1K
$1.05M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20KNew |
$558K - $602K
|
20K
$512K
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.8KNew |
$524K - $566K
|
18.8K
$481K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 76.38% |
$513K - $555K
|
42.5K
$1.09M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.9K+ 60.04% |
$500K - $540K
|
47.8K
$1.22M
|
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
16.7K+ 41.18% |
$466K - $503K
|
57.3K
$1.47M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
16KNew |
$445K - $481K
|
16K
$409K
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
15.8KNew |
$439K - $474K
|
15.8K
$403K
|
|
|
Aug 10, 2021
Q2 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
14.4K+ 60.28% |
$401K - $434K
|
38.3K
$980K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.7K+ 21.49% |
$382K - $413K
|
77.6K
$1.99M
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
13.4K+ 3688.98% |
$373K - $403K
|
13.8K
$352K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
13.1KNew |
$364K - $393K
|
13.1K
$334K
|
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
12.3K+ 126.77% |
$343K - $370K
|
22K
$563K
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12K+ 117.42% |
$334K - $361K
|
22.2K
$568K
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
11.7K+ 63.54% |
$326K - $352K
|
30.1K
$769K
|
|
|
Jul 14, 2021
Q2 2021
|
Fort Henry Capital, LLC
|
BUY
|
- |
11.4KNew |
$319K - $344K
|
11.4K
$293K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.4KNew |
$317K - $342K
|
11.4K
$291K
|
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
10.9K+ 1237.97% |
$303K - $327K
|
11.7K
$300K
|
|
|
Nov 16, 2021
Q2 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
10.8KNew |
$300K - $324K
|
10.8K
$275K
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.4KNew |
$290K - $313K
|
10.4K
$266K
|
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
10KNew |
$279K - $301K
|
10K
$256K
|
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.76KNew |
$244K - $264K
|
8.76K
$224K
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.41KNew |
$234K - $253K
|
8.41K
$215K
|
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.28KNew |
$231K - $249K
|
8.28K
$212K
|
|
|
Aug 03, 2021
Q2 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.27KNew |
$231K - $249K
|
8.27K
$212K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.99KNew |
$223K - $240K
|
7.99K
$204K
|
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.95K+ 35.73% |
$221K - $239K
|
30.2K
$772K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.8KNew |
$217K - $235K
|
7.8K
$200K
|
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.7KNew |
$214K - $232K
|
7.7K
$197K
|
|
|
Jul 13, 2021
Q2 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.56K+ 6.61% |
$211K - $227K
|
122K
$3.12M
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
7K+ 23.8% |
$195K - $211K
|
36.4K
$932K
|
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.76K+ 102.93% |
$160K - $173K
|
11.3K
$290K
|
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.74K+ 94.54% |
$160K - $173K
|
11.8K
$302K
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.43K+ 68.42% |
$151K - $163K
|
13.4K
$342K
|
|
|
Aug 31, 2021
Q2 2021
|
Applied Capital LLC
|
BUY
|
- |
5.41K+ 54.51% |
$151K - $163K
|
15.3K
$392K
|
|
|
Jul 19, 2021
Q2 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
4.95K+ 55.71% |
$138K - $149K
|
13.8K
$354K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
4.94K+ 395.28% |
$138K - $149K
|
6.19K
$158K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.33K+ 302.2% |
$65K - $70.2K
|
3.11K
$79.5K
|