Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFAE)

DFAE Quotes by TradingView

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
Horizon Investments, LLC

Charlotte, NC
BUY
 -
49.2K
+ 24.07%
$989K - $1.17M
254K $6.49M
Oct 12, 2022 Q3 2022
Sol Capital Management CO

BUY
 -
49.2K
+ 98.36%
$988K - $1.16M
99.2K $2.54M
Oct 06, 2022 Q3 2022
Uma Financial Services, Inc.

BUY
 -
48.9K
+ 32.34%
$982K - $1.16M
200K $5.12M
Oct 27, 2022 Q3 2022
Founders Financial Securities LLC

BUY
 -
47.7K
+ 23.26%
$958K - $1.13M
253K $6.47M
Oct 24, 2022 Q3 2022
First Command Bank

BUY
 -
46.2K
New
$928K - $1.09M
46.2K $1.18M
Oct 24, 2022 Q3 2022
First Command Financial Services, Inc.

BUY
 -
46.2K
New
$928K - $1.09M
46.2K $1.18M
Nov 08, 2022 Q3 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
43.6K
+ 108.19%
$877K - $1.03M
84K $2.15M
Oct 31, 2022 Q3 2022
Prairie View Partners, LLC

BUY
 -
41K
+ 111.28%
$824K - $971K
77.9K $1.99M
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
39.4K
+ 10.11%
$791K - $933K
429K $11M
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
38.8K
+ 28.83%
$779K - $918K
173K $4.43M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
35.4K
+ 12.57%
$711K - $838K
317K $8.11M
Oct 31, 2022 Q3 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
33.8K
+ 26.37%
$679K - $801K
162K $4.15M
Oct 18, 2022 Q3 2022
Level Financial Advisors, Inc.

BUY
 -
32.5K
+ 61.81%
$653K - $770K
85.1K $2.18M
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
31.8K
New
$639K - $753K
31.8K $814K
Oct 21, 2022 Q3 2022
Private Ocean, LLC

BUY
 -
31.8K
+ 4181.32%
$638K - $753K
32.5K $833K
Nov 14, 2022 Q3 2022
Tcwp LLC

Tampa, FL
BUY
 -
31.3K
New
$628K - $740K
31.3K $800K
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
28.7K
New
$576K - $679K
28.7K $734K
Oct 26, 2022 Q3 2022
Ml & R Wealth Management LLC

BUY
 -
28.5K
+ 76.16%
$573K - $675K
66K $1.69M
Oct 12, 2022 Q3 2022
Mission Wealth Management, LP

BUY
 -
27.8K
+ 16.52%
$559K - $658K
196K $5.02M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
25.6K
+ 45.2%
$515K - $607K
82.4K $2.11M
Oct 24, 2022 Q3 2022
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
25.5K
+ 40.01%
$511K - $603K
89.1K $2.28M
Nov 09, 2022 Q3 2022
Ddd Partners, LLC

BUY
 -
25.2K
New
$506K - $596K
25.2K $644K
Nov 09, 2022 Q3 2022
3 D/L Capital Management, LLC

BUY
 -
24K
+ 3.21%
$482K - $568K
771K $19.7M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
23.8K
New
$479K - $564K
23.8K $610K
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
23.5K
+ 12.96%
$472K - $557K
205K $5.24M
Oct 14, 2022 Q3 2022
Baker Boyer National Bank

BUY
 -
23.3K
+ 48.66%
$468K - $551K
71.1K $1.82M
Nov 14, 2022 Q3 2022
Perritt Capital Management Inc

Chicago, IL
BUY
 -
21.6K
+ 8.47%
$433K - $511K
276K $7.06M
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
21.2K
+ 77.89%
$426K - $503K
48.5K $1.24M
Nov 09, 2022 Q3 2022
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
20.8K
New
$418K - $493K
20.8K $533K
Nov 01, 2022 Q3 2022
Shore Point Advisors, LLC

BUY
 -
20.2K
+ 7.24%
$406K - $478K
299K $7.66M
Nov 10, 2022 Q3 2022
Wealth Dimensions Group, Ltd.

BUY
 -
19.7K
+ 17.85%
$395K - $466K
130K $3.33M
Nov 01, 2022 Q3 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
19.4K
+ 48.89%
$390K - $460K
59.1K $1.51M
Nov 14, 2022 Q3 2022
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
18.7K
+ 156.8%
$375K - $442K
30.6K $782K
Nov 10, 2022 Q3 2022
Forum Private Client Group LLC

BUY
 -
18.2K
+ 16.22%
$365K - $430K
130K $3.33M
Nov 03, 2022 Q3 2022
Fortress Wealth Management, Inc.

BUY
 -
17.9K
+ 178.59%
$360K - $425K
28K $716K
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
16.5K
+ 18.01%
$331K - $390K
108K $2.76M
Oct 12, 2022 Q3 2022
Prosperity Planning, Inc.

BUY
 -
16.4K
New
$329K - $387K
16.4K $418K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
15.9K
+ 38.78%
$319K - $376K
56.8K $1.45M
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
15.8K
+ 20.19%
$317K - $374K
94K $2.41M
Oct 24, 2022 Q3 2022
First Purpose Wealth LLC

BUY
 -
15.7K
+ 13.58%
$315K - $371K
131K $3.35M
Nov 14, 2022 Q3 2022
Wescott Financial Advisory Group, LLC

BUY
 -
15.5K
+ 71.24%
$312K - $367K
37.3K $954K
Oct 18, 2024 Q3 2022
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
15.1K
+ 45.7%
$304K - $358K
48.3K $1.23M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
15K
New
$301K - $354K
15K $383K
Nov 03, 2022 Q3 2022
Private Capital Management LLC

BUY
 -
15K
New
$301K - $354K
15K $383K
Oct 18, 2022 Q3 2022
Zhang Financial LLC

BUY
 -
14.7K
New
$296K - $349K
14.7K $377K
Oct 13, 2022 Q3 2022
Baldrige Asset Management LLC

BUY
 -
14.5K
+ 28.98%
$291K - $343K
64.4K $1.65M
Oct 14, 2022 Q3 2022
Collective Family Office LLC

BUY
 -
14.2K
+ 14.89%
$286K - $337K
110K $2.81M
Oct 28, 2022 Q3 2022
Wealthstream Advisors, Inc.

BUY
 -
14K
New
$281K - $331K
14K $357K
Oct 31, 2022 Q3 2022
Hutchinson Capital Management

San Rafael, CA
BUY
 -
13.7K
+ 61.12%
$274K - $323K
36K $921K

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