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
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

BUY
 -
683
+ 34150.0%
$15.6K - $18.5K
685 $17.5K
Jul 25, 2022 Q2 2022
Morris Financial Concepts, Inc.

BUY
 -
632
+ 311.33%
$14.5K - $17.1K
835 $21.4K
Aug 11, 2022 Q2 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
613
+ 1.42%
$14K - $16.6K
43.7K $1.12M
Aug 15, 2022 Q2 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
491
+ 0.99%
$11.2K - $13.3K
50.1K $1.28M
Aug 11, 2022 Q2 2022
Watchman Group, Inc.

Plano, TX
BUY
 -
380
+ 2.17%
$8.7K - $10.3K
17.9K $458K
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
358
+ 0.31%
$8.2K - $9.69K
116K $2.96M
Jul 22, 2022 Q2 2022
Orion Capital Management LLC

BUY
 -
283
New
$6.48K - $7.66K
283 $7.24K
Aug 15, 2022 Q2 2022
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
152
+ 1.62%
$3.48K - $4.11K
9.51K $243K
Jul 22, 2022 Q2 2022
First National Bank Sioux Falls

BUY
 -
88
+ 0.4%
$2.02K - $2.38K
21.9K $560K
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
70
+ 41.92%
$1.6K - $1.89K
237 $6.06K
Aug 01, 2022 Q2 2022
Schubert & CO

BUY
 -
45
+ 6.86%
$1.03K - $1.22K
701 $17.9K
Aug 11, 2022 Q2 2022
Avion Wealth

The Woodlands, TX
BUY
 -
40
New
$916 - $1.08K
40 $1.02K
Aug 12, 2022 Q2 2022
Burney CO

Reston, VA
BUY
 -
23
+ 0.17%
$527 - $622
13.9K $355K
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
BUY
 -
21
+ 0.06%
$481 - $568
37.1K $948K
Aug 04, 2022 Q2 2022
Concord Wealth Partners

BUY
 -
18
+ 0.55%
$412 - $487
3.27K $83.7K
Jul 25, 2022 Q2 2022
Private Ocean, LLC

BUY
 -
5
+ 0.66%
$115 - $135
760 $19.4K
Aug 11, 2022 Q2 2022
Operose Advisors LLC

Milwaukee, WI
BUY
 -
3
+ 0.59%
$68.7 - $81.2
512 $13.1K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 10, 2022 Q2 2022
Garrison Point Advisors, LLC

Walnut Creek, CA
SELL
 -
-13
- 0.14%
$298 - $352
9.11K $233K
Jul 08, 2022 Q2 2022
Baker Boyer National Bank

SELL
 -
-183
- 0.38%
$4.19K - $4.95K
47.8K $1.22M
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-227
- 2.06%
$5.2K - $6.14K
10.8K $276K
Aug 22, 2022 Q2 2022
City State Bank

Norwalk, IA
SELL
 -
-400
- 1.61%
$9.16K - $10.8K
24.5K $626K
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-498
Closed
$11.4K - $13.5K
0 $0
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-507
- 1.14%
$11.6K - $13.7K
43.9K $1.12M
Jul 08, 2022 Q2 2022
Stonnington Group, LLC

SELL
 -
-550
- 4.68%
$12.6K - $14.9K
11.2K $286K
Jul 22, 2022 Q2 2022
Rnc Capital Management LLC

SELL
 -
-600
- 4.95%
$13.7K - $16.2K
11.5K $295K
Aug 11, 2022 Q2 2022
Triad Financial Advisors, Inc.

Greensboro, NC
SELL
 -
-681
- 4.3%
$15.6K - $18.4K
15.2K $388K
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-903
- 67.84%
$20.7K - $24.4K
428 $11K
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-979
Closed
$22.4K - $26.5K
0 $0
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-1.31K
- 4.41%
$30K - $35.4K
28.4K $727K
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

SELL
 -
-2.37K
Closed
$54.2K - $64.1K
0 $0
Jul 28, 2022 Q2 2022
Andrews, Lucia Wealth Management LLC

SELL
 -
-2.96K
- 6.93%
$67.7K - $80K
39.7K $1.02M
Aug 02, 2022 Q2 2022
Carson Allaria Wealth Management, Ltd.

SELL
 -
-3.12K
- 17.74%
$71.5K - $84.5K
14.5K $371K
Aug 12, 2022 Q2 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-3.63K
- 17.66%
$83.1K - $98.3K
16.9K $433K
Aug 03, 2022 Q2 2022
Firethorn Wealth Partners, LLC

SELL
 -
-4.08K
- 12.51%
$93.4K - $110K
28.5K $730K
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-4.17K
- 13.3%
$95.6K - $113K
27.2K $696K
Jul 25, 2022 Q2 2022
Bristlecone Advisors, LLC

SELL
 -
-4.58K
- 9.68%
$105K - $124K
42.7K $1.09M
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-4.84K
- 30.91%
$111K - $131K
10.8K $277K
Aug 11, 2022 Q2 2022
Bluestein R H & CO LLC

Birmingham, MI
SELL
 -
-4.87K
- 29.91%
$111K - $132K
11.4K $292K
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

SELL
 -
-5.72K
- 10.27%
$131K - $155K
50K $1.28M
Jul 28, 2022 Q2 2022
Claris Advisors, LLC

SELL
 -
-6.39K
- 38.54%
$146K - $173K
10.2K $261K
Jul 20, 2022 Q2 2022
Applied Capital LLC

SELL
 -
-6.78K
- 31.59%
$155K - $183K
14.7K $375K
Jul 08, 2022 Q2 2022
Apella Capital, LLC

SELL
 -
-6.87K
- 23.51%
$157K - $186K
22.4K $572K
Aug 15, 2022 Q2 2022
Cahill Wealth Management, LLC

Portage, MI
SELL
 -
-8.31K
Closed
$190K - $225K
0 $0
Aug 03, 2022 Q2 2022
Tortoise Investment Management, LLC

SELL
 -
-9.92K
- 22.87%
$227K - $268K
33.4K $856K
Jul 27, 2022 Q2 2022
Modera Wealth Management, LLC

SELL
 -
-10K
Closed
$229K - $271K
0 $0
Jul 22, 2022 Q2 2022
Prairie View Partners, LLC

SELL
 -
-11.7K
- 24.05%
$267K - $316K
36.9K $943K
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

SELL
 -
-16.7K
Closed
$383K - $452K
0 $0
Oct 18, 2024 Q2 2022
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-19.5K
- 37.03%
$446K - $527K
33.1K $848K

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