Purchases and Sales Made in Q3 2021 in Dimensional ETF Tr (DFAE)

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q3 2021. 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
Nov 12, 2021 Q3 2021	Old Mission Capital LLC	BUY	-	92.6K + 394.8%	$2.5M - $2.73M	116K $2.97M
Nov 12, 2021 Q3 2021	Evoke Wealth, LLC	BUY	-	77K + 14.76%	$2.08M - $2.27M	599K $15.3M
Nov 16, 2021 Q3 2021	Jane Street Group, LLC New York, NY	BUY	-	71.5K New	$1.93M - $2.11M	71.5K $1.83M
Oct 13, 2021 Q3 2021	Financial Planning & Information Services, Inc.	BUY	-	54.7K New	$1.47M - $1.61M	54.7K $1.4M
Nov 01, 2021 Q3 2021	Perigon Wealth Management, LLC San Francisco, CA	BUY	-	54.4K New	$1.47M - $1.6M	54.4K $1.39M
Nov 15, 2021 Q3 2021	Diversified Portfolios, Inc. Bloomfield Hills, MI	BUY	-	53.1K + 642.38%	$1.43M - $1.57M	61.4K $1.57M
Nov 15, 2021 Q3 2021	Eaton Vance Management Boston, MA	BUY	-	47.1K New	$1.27M - $1.39M	47.1K $1.2M
Oct 22, 2021 Q3 2021	Relaxing Retirement Coach	BUY	-	46.9K New	$1.26M - $1.38M	46.9K $1.2M
Nov 01, 2021 Q3 2021	Moisand Fitzgerald Tamayo, LLC	BUY	-	41.3K + 1837.47%	$1.11M - $1.22M	43.6K $1.12M
Oct 08, 2021 Q3 2021	Collective Family Office LLC	BUY	-	38.3K + 33.16%	$1.03M - $1.13M	154K $3.94M
Nov 15, 2021 Q3 2021	Betterment LLC New York, NY	BUY	-	37.8K New	$1.02M - $1.11M	37.8K $966K
Nov 04, 2021 Q3 2021	Mather Group, Llc. Chicago, IL	BUY	-	33.2K + 378.92%	$895K - $979K	42K $1.07M
Nov 15, 2021 Q3 2021	Stifel Financial Corp St. Louis, MO	BUY	-	32.4K + 139.02%	$873K - $955K	55.7K $1.43M
Oct 19, 2021 Q3 2021	Bristlecone Advisors, LLC	BUY	-	29.4K + 133.61%	$792K - $866K	51.4K $1.31M
Nov 02, 2021 Q3 2021	Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE	BUY	-	29K + 33.37%	$783K - $856K	116K $2.97M
Nov 12, 2021 Q3 2021	Aveo Capital Partners, LLC	BUY	-	28.5K + 344.57%	$769K - $841K	36.8K $942K
Feb 15, 2022 Q3 2021	Awm Capital, LLC	BUY	-	28K New	$755K - $826K	28K $717K
Nov 05, 2021 Q3 2021	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	26.5K + 855.01%	$715K - $783K	29.7K $759K
Nov 02, 2021 Q3 2021	Pb Mares Wealth Management LLC	BUY	-	24K + 19.67%	$646K - $706K	146K $3.73M
Nov 05, 2021 Q3 2021	Mission Wealth Management, LP	BUY	-	23.9K New	$645K - $705K	23.9K $612K
Oct 07, 2021 Q3 2021	Envestnet Asset Management Inc	BUY	-	22.2K + 37.97%	$598K - $654K	80.6K $2.06M
Nov 18, 2021 Q3 2021	Wealthsource Partners, LLC	BUY	-	19.9K + 236.24%	$535K - $586K	28.3K $724K
Oct 29, 2021 Q3 2021	Commonwealth Equity Services, LLC	BUY	-	19.3K + 45.41%	$521K - $570K	61.9K $1.58M
Nov 15, 2021 Q3 2021	Ubs Group Ag	BUY	-	19.2K + 120.26%	$518K - $566K	35.2K $900K
Nov 02, 2021 Q3 2021	Gradient Capital Advisors, LLC	BUY	-	18.3K + 31.91%	$493K - $539K	75.6K $1.94M
Nov 15, 2021 Q3 2021	Wealthquest Corp Cincinnati, OH	BUY	-	17K + 44.29%	$457K - $500K	55.3K $1.41M
Nov 03, 2021 Q3 2021	Sloy Dahl & Holst, LLC	BUY	-	15.2K New	$409K - $448K	15.2K $389K
Nov 02, 2021 Q3 2021	Cambridge Investment Research Advisors, Inc.	BUY	-	14.8K + 130.13%	$399K - $436K	26.2K $670K
Nov 10, 2021 Q3 2021	Mercer Global Advisors Inc Denver, CO	BUY	-	14.7K + 30.67%	$395K - $432K	62.5K $1.6M
Nov 09, 2021 Q3 2021	Annapolis Financial Services, LLC	BUY	-	14.2K + 119.95%	$381K - $417K	26K $664K
Nov 12, 2021 Q3 2021	Chicago Partners Investment Group LLC	BUY	-	13.9K + 17.98%	$376K - $411K	91.5K $2.34M
Oct 12, 2021 Q3 2021	Apella Capital, LLC	BUY	-	13.3K New	$359K - $393K	13.3K $341K
Oct 13, 2021 Q3 2021	Evanson Asset Management, LLC	BUY	-	11.1K + 36.8%	$298K - $326K	41.1K $1.05M
Aug 11, 2023 Q3 2021	Hill Investment Group Partners, LLC St. Louis, MO	BUY	-	11K + 46.87%	$296K - $324K	34.4K $881K
Nov 15, 2021 Q3 2021	Thrivent Financial For Lutherans Minneapolis, MN	BUY	-	10.8K + 53.84%	$290K - $318K	30.8K $788K
Oct 22, 2021 Q3 2021	Cowa, LLC Tulsa, OK	BUY	-	9.7K New	$261K - $286K	9.7K $248K
Nov 04, 2021 Q3 2021	Brighton Jones LLC	BUY	-	9.32K New	$251K - $275K	9.32K $238K
Oct 19, 2021 Q3 2021	Kestra Advisory Services, LLC	BUY	-	9.2K + 117.88%	$248K - $271K	17K $435K
Nov 10, 2021 Q3 2021	Buckingham Strategic Wealth, LLC Clayton, MO	BUY	-	8.06K New	$217K - $238K	8.06K $206K
Oct 15, 2021 Q3 2021	First National Bank Sioux Falls	BUY	-	7.95K + 57.45%	$214K - $234K	21.8K $557K
Nov 02, 2021 Q3 2021	Rnc Capital Management LLC	BUY	-	7.93K New	$214K - $234K	7.93K $203K
Nov 16, 2021 Q3 2021	Cetera Investment Advisers Schaumburg, IL	BUY	-	7.67K New	$207K - $226K	7.67K $196K
Nov 15, 2021 Q3 2021	D.A. Davidson & Co.	BUY	-	7.3K + 46.35%	$197K - $215K	23.1K $590K
Nov 24, 2021 Q3 2021	Patriot Financial Group Insurance Agency, LLC	BUY	-	7.16K New	$193K - $211K	7.16K $183K
Oct 22, 2021 Q3 2021	Baldrige Asset Management LLC	BUY	-	6.8K + 52.08%	$183K - $200K	19.9K $508K
Nov 09, 2021 Q3 2021	Merriman Wealth Management, LLC	BUY	-	6.71K + 67.12%	$181K - $198K	16.7K $428K
Nov 09, 2021 Q3 2021	American Investment Services, Inc.	BUY	-	6.64K + 22.01%	$179K - $196K	36.8K $942K
Oct 28, 2021 Q3 2021	Capital Investment Advisory Services, LLC	BUY	-	5.67K + 42.44%	$153K - $167K	19K $487K
Oct 13, 2021 Q3 2021	Fort Henry Capital, LLC	BUY	-	5.51K + 48.2%	$149K - $162K	16.9K $434K
Nov 12, 2021 Q3 2021	Okabena Investment Services Inc Minneapolis, MN	BUY	-	5.28K New	$142K - $156K	5.28K $135K

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Account

Purchases and Sales Made in Q3 2021 in Dimensional ETF Tr (DFAE)

92.6K

77K

71.5K

54.7K

54.4K

53.1K

47.1K

46.9K

41.3K

38.3K

37.8K

33.2K

32.4K

29.4K

29K

28.5K

28K

26.5K

24K

23.9K

22.2K

19.9K

19.3K

19.2K

18.3K

17K

15.2K

14.8K

14.7K

14.2K

13.9K

13.3K

11.1K

11K

10.8K

9.7K

9.32K

9.2K

8.06K

7.95K

7.93K

7.67K

7.3K

7.16K

6.8K

6.71K

6.64K

5.67K

5.51K

5.28K

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Institutional Portfolio Updates

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News