Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr (DFAE)

DFAE Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q2 2022. 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
Jul 28, 2022 Q2 2022
Sageworth Trust CO

BUY
 -
50.5K
New
$1.16M - $1.37M
50.5K $1.28M
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
50.2K
+ 121.35%
$1.15M - $1.36M
91.5K $2.32M
Aug 04, 2022 Q2 2022
Highland Financial Advisors, LLC

BUY
 -
43.4K
New
$993K - $1.17M
43.4K $1.1M
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
43.3K
+ 569.27%
$992K - $1.17M
50.9K $1.29M
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
42.6K
+ 31.49%
$974K - $1.15M
178K $4.5M
Aug 04, 2022 Q2 2022
Brighton Jones LLC

BUY
 -
41.9K
+ 40.52%
$958K - $1.13M
145K $3.68M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
41K
New
$938K - $1.11M
41K $1.04M
Aug 05, 2022 Q2 2022
Wealth Dimensions Group, Ltd.

BUY
 -
40.9K
+ 59.01%
$937K - $1.11M
110K $2.79M
Aug 16, 2022 Q2 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
38.4K
+ 42.78%
$880K - $1.04M
128K $3.25M
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
37.7K
+ 34.92%
$864K - $1.02M
146K $3.69M
Jul 21, 2022 Q2 2022
Shore Point Advisors, LLC

BUY
 -
36.1K
+ 14.84%
$826K - $976K
279K $7.07M
Jul 13, 2022 Q2 2022
Rvw Wealth, LLC

BUY
 -
35.4K
New
$811K - $958K
35.4K $897K
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
34.8K
+ 158.98%
$797K - $942K
56.7K $1.44M
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

BUY
 -
34.5K
New
$789K - $932K
34.5K $873K
Jul 19, 2022 Q2 2022
Tci Wealth Advisors, Inc.

BUY
 -
34.2K
+ 252.94%
$784K - $927K
47.8K $1.21M
Jul 22, 2022 Q2 2022
Steward Financial Group LLC

BUY
 -
32.6K
+ 1404.48%
$747K - $883K
35K $886K
Aug 02, 2022 Q2 2022
American Investment Services, Inc.

BUY
 -
31.6K
+ 60.76%
$725K - $856K
83.7K $2.12M
Jul 21, 2022 Q2 2022
Sol Capital Management CO

BUY
 -
31.6K
+ 171.34%
$723K - $855K
50K $1.27M
Aug 05, 2022 Q2 2022
Forum Private Client Group LLC

BUY
 -
31.2K
+ 38.71%
$715K - $845K
112K $2.84M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
30.2K
New
$693K - $818K
30.2K $766K
Jul 22, 2022 Q2 2022
Annapolis Financial Services, LLC

BUY
 -
30.2K
+ 35.44%
$691K - $816K
115K $2.92M
Aug 09, 2022 Q2 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
29.6K
+ 40.79%
$677K - $800K
102K $2.58M
Aug 09, 2022 Q2 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
28.4K
+ 34.79%
$651K - $770K
110K $2.79M
Aug 15, 2022 Q2 2022
Rbf Capital, LLC

San Francisco, CA
BUY
 -
25K
New
$573K - $677K
25K $633K
Aug 09, 2022 Q2 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
24.7K
+ 50.54%
$566K - $668K
73.6K $1.86M
Jul 27, 2022 Q2 2022
Waddell & Associates, LLC

BUY
 -
24.2K
New
$554K - $654K
24.2K $612K
Jul 15, 2022 Q2 2022
Wolff Wiese Magana LLC

BUY
 -
24K
New
$549K - $648K
24K $607K
Aug 02, 2022 Q2 2022
Uma Financial Services, Inc.

BUY
 -
23.5K
+ 18.45%
$539K - $637K
151K $3.83M
Aug 12, 2022 Q2 2022
Hutchinson Capital Management

San Rafael, CA
BUY
 -
22.3K
New
$511K - $604K
22.3K $566K
Aug 10, 2022 Q2 2022
Bridgeworth, LLC

Birmingham, AL
BUY
 -
21.9K
New
$501K - $592K
21.9K $554K
Jul 28, 2022 Q2 2022
Wescott Financial Advisory Group, LLC

BUY
 -
21.8K
New
$499K - $589K
21.8K $551K
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

BUY
 -
21.1K
+ 3.75%
$483K - $571K
583K $14.8M
Jul 27, 2022 Q2 2022
Fort Henry Capital, LLC

BUY
 -
21K
+ 46.31%
$481K - $568K
66.3K $1.68M
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

BUY
 -
20.6K
+ 50.24%
$472K - $557K
61.6K $1.56M
Aug 10, 2022 Q2 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
20.6K
New
$472K - $557K
20.6K $522K
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
20.6K
+ 108.77%
$471K - $556K
39.5K $999K
Aug 11, 2022 Q2 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
19.4K
New
$445K - $525K
19.4K $492K
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

BUY
 -
19.1K
+ 32.29%
$437K - $517K
78.2K $1.98M
Jul 07, 2022 Q2 2022
Wipfli Financial Advisors Llc,

BUY
 -
18K
+ 4.11%
$412K - $487K
456K $11.6M
Aug 11, 2022 Q2 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
17.6K
+ 77.54%
$403K - $477K
40.3K $1.02M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
16.2K
+ 69.16%
$371K - $438K
39.6K $1M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
15.7K
+ 54.91%
$360K - $426K
44.4K $1.12M
Jul 19, 2022 Q2 2022
Pinnacle Financial Group, LLC

BUY
 -
15.2K
+ 107.28%
$347K - $410K
29.3K $742K
Aug 12, 2022 Q2 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
13.6K
New
$312K - $368K
13.6K $345K
Jul 22, 2022 Q2 2022
Truist Financial Corp

BUY
 -
13.2K
New
$301K - $356K
13.2K $333K
Jul 13, 2022 Q2 2022
Bridge Advisory, LLC

BUY
 -
12.8K
New
$294K - $347K
12.8K $325K
Jul 26, 2022 Q2 2022
Caprock Group, Inc.

BUY
 -
12.8K
New
$293K - $346K
12.8K $324K
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
12.8K
+ 14.11%
$292K - $345K
103K $2.61M
Jul 25, 2022 Q2 2022
First Purpose Wealth LLC

BUY
 -
12.4K
+ 12.09%
$285K - $337K
115K $2.92M

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