Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr (DFAE)
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 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-23K- 37.75% |
$528K - $623K
|
38K
$962K
|
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
SELL
|
- |
-28.3K- 10.49% |
$648K - $765K
|
241K
$6.11M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-30.5K- 34.72% |
$699K - $826K
|
57.4K
$1.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-31.2KClosed |
$714K - $844K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-41KClosed |
$938K - $1.11M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47.8K- 71.16% |
$1.1M - $1.29M
|
19.4K
$491K
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-52.1KClosed |
$1.19M - $1.41M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53.8K- 97.59% |
$1.23M - $1.46M
|
1.33K
$33.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-60.5K- 30.59% |
$1.39M - $1.64M
|
137K
$3.48M
|
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
SELL
|
- |
-61KClosed |
$1.4M - $1.65M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-63.9K- 17.95% |
$1.46M - $1.73M
|
292K
$7.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-84.9K- 52.6% |
$1.94M - $2.3M
|
76.5K
$1.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-92.2KClosed |
$2.11M - $2.49M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-93.4K- 18.9% |
$2.14M - $2.53M
|
401K
$10.1M
|
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-97.9K- 67.94% |
$2.24M - $2.65M
|
46.2K
$1.17M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-112K- 53.92% |
$2.56M - $3.03M
|
95.6K
$2.42M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-129K- 71.86% |
$2.96M - $3.49M
|
50.5K
$1.28M
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-180KClosed |
$4.12M - $4.86M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-232K- 96.3% |
$5.31M - $6.28M
|
8.91K
$226K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-315KClosed |
$7.22M - $8.53M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-618KClosed |
$14.2M - $16.7M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-649K- 97.92% |
$14.9M - $17.6M
|
13.8K
$350K
|