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 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.44K+ 3.79% |
$99.4K - $108K
|
122K
$3.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
4.22K+ 3.77% |
$94.4K - $102K
|
116K
$2.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.21K+ 2.31% |
$94.3K - $102K
|
187K
$4.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.15K+ 1.91% |
$92.8K - $101K
|
221K
$5.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.04K+ 1.86% |
$90.4K - $98.2K
|
221K
$5.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.83K+ 7.71% |
$85.7K - $93.1K
|
53.5K
$1.37M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.56K+ 8.77% |
$79.6K - $86.4K
|
44.1K
$1.13M
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
3.42K+ 5.26% |
$76.5K - $83K
|
68.4K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3K+ 16.36% |
$67.2K - $73K
|
21.4K
$547K
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
BUY
|
- |
2.88K+ 3.04% |
$64.4K - $69.9K
|
97.4K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
2.83K+ 15.4% |
$63.4K - $68.8K
|
21.2K
$543K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.73K+ 9.0% |
$61.1K - $66.3K
|
33.1K
$846K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.66K+ 19.93% |
$59.6K - $64.7K
|
16K
$410K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.65K+ 13.13% |
$59.2K - $64.3K
|
22.8K
$584K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.58K+ 0.74% |
$57.8K - $62.7K
|
351K
$8.99M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.5K+ 4.98% |
$56K - $60.8K
|
52.8K
$1.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.48K+ 8.14% |
$55.6K - $60.4K
|
33K
$844K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.41K+ 8.07% |
$53.9K - $58.5K
|
32.2K
$825K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.39K+ 19.53% |
$53.5K - $58.1K
|
14.6K
$375K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
2.15K+ 10.97% |
$48.1K - $52.2K
|
21.7K
$556K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.13K+ 23.12% |
$47.7K - $51.8K
|
11.4K
$291K
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
BUY
|
- |
1.95K+ 1.11% |
$43.6K - $47.4K
|
177K
$4.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.8K+ 2.33% |
$40.4K - $43.8K
|
79.1K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.78K+ 258.35% |
$39.8K - $43.3K
|
2.47K
$63.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.72K+ 7.18% |
$38.5K - $41.8K
|
25.7K
$657K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.61K+ 13.26% |
$36K - $39.1K
|
13.7K
$352K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.61K+ 6.26% |
$36K - $39.1K
|
27.3K
$698K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.59K+ 14.29% |
$35.6K - $38.6K
|
12.7K
$325K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.53K+ 37.9% |
$34.2K - $37.2K
|
5.56K
$142K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.52K+ 3.43% |
$34K - $37K
|
45.9K
$1.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.38K+ 2.77% |
$31K - $33.6K
|
51.3K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32K+ 40.44% |
$29.5K - $32.1K
|
4.58K
$117K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
1.23K+ 13.05% |
$27.6K - $30K
|
10.7K
$273K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.23K+ 2.69% |
$27.5K - $29.9K
|
47K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.14K+ 23.75% |
$25.5K - $27.7K
|
5.94K
$152K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.07K+ 4.73% |
$23.9K - $25.9K
|
23.6K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.06K+ 0.4% |
$23.8K - $25.8K
|
265K
$6.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.06K+ 1.11% |
$23.7K - $25.8K
|
96.2K
$2.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.03K+ 6.19% |
$23.1K - $25.1K
|
17.7K
$454K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.02K+ 53.11% |
$22.7K - $24.7K
|
2.93K
$74.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1K+ 21.05% |
$22.4K - $24.3K
|
5.75K
$147K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
949+ 7.33% |
$21.2K - $23.1K
|
13.9K
$355K
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
913+ 1.71% |
$20.4K - $22.2K
|
54.2K
$1.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
875+ 3.56% |
$19.6K - $21.3K
|
25.4K
$651K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
720+ 3.31% |
$16.1K - $17.5K
|
22.5K
$575K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
614+ 4.37% |
$13.7K - $14.9K
|
14.7K
$375K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
585+ 4.05% |
$13.1K - $14.2K
|
15K
$384K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
561+ 5.39% |
$12.6K - $13.6K
|
11K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
558New |
$12.5K - $13.6K
|
558
$14.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
547+ 0.6% |
$12.2K - $13.3K
|
91.7K
$2.35M
|