Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.63MNew |
$32.7M - $38.5M
|
1.63M
$41.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.08MNew |
$21.7M - $25.6M
|
1.08M
$27.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
704K+ 80.45% |
$14.1M - $16.7M
|
1.58M
$40.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
638K+ 139.99% |
$12.8M - $15.1M
|
1.09M
$28M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
503KNew |
$10.1M - $11.9M
|
503K
$12.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
464K+ 13.25% |
$9.33M - $11M
|
3.97M
$102M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
446K+ 12.46% |
$8.95M - $10.6M
|
4.02M
$103M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
BUY
|
- |
415K+ 159.57% |
$8.33M - $9.82M
|
675K
$17.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
408KNew |
$8.2M - $9.66M
|
408K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
294K+ 57.11% |
$5.91M - $6.97M
|
810K
$20.7M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
293K+ 56.7% |
$5.88M - $6.94M
|
810K
$20.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
255K+ 65.21% |
$5.13M - $6.05M
|
647K
$16.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
232K+ 1129.12% |
$4.67M - $5.51M
|
253K
$6.48M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
213K+ 191.01% |
$4.27M - $5.04M
|
324K
$8.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
199K+ 68.9% |
$3.99M - $4.7M
|
487K
$12.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
180K+ 280.38% |
$3.62M - $4.27M
|
245K
$6.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
179K+ 293.77% |
$3.6M - $4.24M
|
240K
$6.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
172K+ 20.09% |
$3.45M - $4.06M
|
1.03M
$26.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
158K+ 153.41% |
$3.18M - $3.75M
|
261K
$6.69M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
151K+ 137.15% |
$3.04M - $3.58M
|
261K
$6.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
137KNew |
$2.74M - $3.23M
|
137K
$3.49M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
125K+ 247.74% |
$2.52M - $2.96M
|
176K
$4.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
124K+ 351.49% |
$2.5M - $2.95M
|
160K
$4.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
123K+ 84.12% |
$2.46M - $2.9M
|
268K
$6.87M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
122K+ 261.35% |
$2.44M - $2.88M
|
168K
$4.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
117K+ 167.91% |
$2.34M - $2.76M
|
186K
$4.76M
|
|
|
Oct 26, 2022
Q3 2022
|
Chico Wealth Ria
|
BUY
|
- |
116K+ 48.27% |
$2.34M - $2.76M
|
358K
$9.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
110K+ 21.43% |
$2.22M - $2.62M
|
626K
$16M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
103K+ 26.44% |
$2.07M - $2.44M
|
493K
$12.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
97.4K+ 33.34% |
$1.96M - $2.31M
|
390K
$9.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
85.4K+ 51.96% |
$1.72M - $2.02M
|
250K
$6.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
82K+ 163.85% |
$1.65M - $1.94M
|
132K
$3.38M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
79.4K+ 95.5% |
$1.6M - $1.88M
|
163K
$4.16M
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
72.9K+ 12.19% |
$1.47M - $1.73M
|
671K
$17.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
68.1K+ 32.68% |
$1.37M - $1.61M
|
277K
$7.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
67.2K+ 37.81% |
$1.35M - $1.59M
|
245K
$6.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
66.2K+ 24.96% |
$1.33M - $1.57M
|
331K
$8.48M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
64.8K+ 128.22% |
$1.3M - $1.53M
|
115K
$2.95M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
63.6K+ 38.85% |
$1.28M - $1.51M
|
227K
$5.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
62.1K+ 51.92% |
$1.25M - $1.47M
|
182K
$4.65M
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
59.4KNew |
$1.19M - $1.41M
|
59.4K
$1.52M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
58.1K+ 20.51% |
$1.17M - $1.38M
|
341K
$8.73M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
56.2K+ 142.32% |
$1.13M - $1.33M
|
95.6K
$2.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
54.7KNew |
$1.1M - $1.3M
|
54.7K
$1.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
54.1KNew |
$1.09M - $1.28M
|
54.1K
$1.38M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.3KNew |
$1.07M - $1.26M
|
53.3K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.2K+ 69.5% |
$1.07M - $1.26M
|
130K
$3.32M
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
52.2K+ 102.34% |
$1.05M - $1.24M
|
103K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.9K+ 27.52% |
$1M - $1.18M
|
231K
$5.92M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
49.4K+ 147.72% |
$993K - $1.17M
|
82.9K
$2.12M
|