Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
668K+ 24.05% |
$15M - $16.2M
|
3.45M
$88.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
536KNew |
$12M - $13M
|
536K
$13.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
508K+ 1994.85% |
$11.4M - $12.3M
|
533K
$13.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
427KNew |
$9.55M - $10.4M
|
427K
$10.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
399K+ 203.28% |
$8.94M - $9.71M
|
596K
$15.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
BUY
|
- |
343KNew |
$7.69M - $8.34M
|
343K
$8.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
308K+ 220.72% |
$6.9M - $7.49M
|
448K
$11.5M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
304K+ 57.4% |
$6.8M - $7.38M
|
833K
$21.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
295KNew |
$6.6M - $7.17M
|
295K
$7.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
221KNew |
$4.94M - $5.37M
|
221K
$5.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
197K+ 14.95% |
$4.42M - $4.8M
|
1.52M
$38.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
194K+ 60.03% |
$4.33M - $4.71M
|
516K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
192K+ 24.19% |
$4.3M - $4.67M
|
986K
$25.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
158K+ 22.5% |
$3.54M - $3.84M
|
861K
$22M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
155K+ 5.63% |
$3.46M - $3.76M
|
2.9M
$74.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
137K+ 462.39% |
$3.07M - $3.34M
|
167K
$4.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
137K+ 277.9% |
$3.06M - $3.32M
|
186K
$4.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
136KNew |
$3.05M - $3.31M
|
136K
$3.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
122K+ 56.45% |
$2.73M - $2.96M
|
338K
$8.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
115K+ 22.89% |
$2.56M - $2.78M
|
615K
$15.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
109K+ 4.97% |
$2.45M - $2.66M
|
2.31M
$59.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
107K+ 14.82% |
$2.39M - $2.6M
|
829K
$21.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
94.6K+ 691.43% |
$2.12M - $2.3M
|
108K
$2.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
94.4K+ 45.94% |
$2.11M - $2.29M
|
300K
$7.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
91.6K+ 14.81% |
$2.05M - $2.23M
|
710K
$18.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
91.5K+ 9.19% |
$2.05M - $2.22M
|
1.09M
$27.8M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.8K+ 246.53% |
$1.96M - $2.13M
|
123K
$3.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
86.7K+ 10.72% |
$1.94M - $2.11M
|
896K
$22.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
84.2K+ 20.05% |
$1.88M - $2.05M
|
504K
$12.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
78.8K+ 10.1% |
$1.76M - $1.91M
|
859K
$22M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
78.4K+ 50.13% |
$1.75M - $1.91M
|
235K
$6.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
77.5KNew |
$1.73M - $1.88M
|
77.5K
$1.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
76.5K+ 42.31% |
$1.71M - $1.86M
|
257K
$6.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
75.3K+ 20.59% |
$1.68M - $1.83M
|
441K
$11.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
69K+ 27.32% |
$1.54M - $1.68M
|
322K
$8.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
68.1K+ 9.52% |
$1.52M - $1.65M
|
783K
$20M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64K+ 49.35% |
$1.43M - $1.55M
|
194K
$4.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
63.3KNew |
$1.42M - $1.54M
|
63.3K
$1.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
59.5K+ 31.5% |
$1.33M - $1.45M
|
248K
$6.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.9K+ 10.24% |
$1.23M - $1.34M
|
592K
$15.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
53.8K+ 22.14% |
$1.2M - $1.31M
|
297K
$7.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
52.4K+ 26.69% |
$1.17M - $1.27M
|
249K
$6.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.3K+ 12.23% |
$1.17M - $1.27M
|
480K
$12.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
52.2K+ 31.19% |
$1.17M - $1.27M
|
220K
$5.62M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
48.6K+ 18.89% |
$1.09M - $1.18M
|
306K
$7.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.6K+ 4.4% |
$1.07M - $1.16M
|
1.13M
$28.9M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
45.6K+ 24.26% |
$1.02M - $1.11M
|
234K
$5.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
45.2KNew |
$1.01M - $1.1M
|
45.2K
$1.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
44.9K+ 15.8% |
$1M - $1.09M
|
329K
$8.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
43.2K+ 21.5% |
$968K - $1.05M
|
244K
$6.25M
|