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 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.44K- 79.54% |
$109K - $129K
|
1.4K
$35.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-5.76K- 15.16% |
$116K - $136K
|
32.2K
$825K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.89K- 13.79% |
$118K - $140K
|
36.8K
$943K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.06K- 88.78% |
$122K - $144K
|
766
$19.6K
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-8.12K- 37.14% |
$163K - $192K
|
13.7K
$352K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.13K- 1.39% |
$163K - $193K
|
575K
$14.7M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
SELL
|
- |
-15.2K- 3.5% |
$305K - $359K
|
418K
$10.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-22.8K- 52.47% |
$457K - $539K
|
20.6K
$528K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-32K- 23.32% |
$643K - $758K
|
105K
$2.69M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-39.1K- 16.11% |
$785K - $925K
|
203K
$5.21M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-51.7K- 2.29% |
$1.04M - $1.22M
|
2.21M
$56.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-60.8K- 25.07% |
$1.22M - $1.44M
|
182K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-63.1K- 60.57% |
$1.27M - $1.5M
|
41.1K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-91.2K- 56.45% |
$1.83M - $2.16M
|
70.4K
$1.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-103K- 58.1% |
$2.08M - $2.45M
|
74.6K
$1.91M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-112K- 41.28% |
$2.25M - $2.65M
|
159K
$4.07M
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-149K- 37.3% |
$3M - $3.54M
|
251K
$6.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-228K- 40.05% |
$4.58M - $5.4M
|
341K
$8.74M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-478K- 95.02% |
$9.6M - $11.3M
|
25K
$641K
|