Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
12.2M+ 2870.4% |
$275M - $304M
|
12.7M
$324M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.44MNew |
$32.3M - $35.7M
|
1.44M
$36.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.44MNew |
$32.3M - $35.7M
|
1.44M
$36.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.2M+ 4857.73% |
$26.8M - $29.7M
|
1.22M
$31.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
978K+ 28.35% |
$21.9M - $24.3M
|
4.43M
$113M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
523K+ 87.72% |
$11.7M - $13M
|
1.12M
$28.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
472KNew |
$10.6M - $11.7M
|
472K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
461K+ 248.1% |
$10.3M - $11.5M
|
647K
$16.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
367KNew |
$8.22M - $9.1M
|
367K
$9.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
366KNew |
$8.22M - $9.1M
|
366K
$9.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
349K+ 472.68% |
$7.83M - $8.67M
|
423K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
343K+ 12.85% |
$7.69M - $8.52M
|
3.01M
$77.1M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
325K+ 3700.54% |
$7.28M - $8.06M
|
333K
$8.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
222K+ 22.49% |
$4.97M - $5.5M
|
1.21M
$30.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
198K+ 13.08% |
$4.45M - $4.93M
|
1.72M
$43.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
180KNew |
$4.04M - $4.47M
|
180K
$4.61M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
162K+ 284.0% |
$3.63M - $4.02M
|
219K
$5.61M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
140KNew |
$3.14M - $3.47M
|
140K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
137K+ 221.69% |
$3.07M - $3.4M
|
199K
$5.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
136K+ 15.84% |
$3.05M - $3.38M
|
995K
$25.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
127K+ 5.48% |
$2.84M - $3.14M
|
2.44M
$62.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
122K+ 35.58% |
$2.75M - $3.04M
|
466K
$11.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
118K+ 136.96% |
$2.64M - $2.92M
|
204K
$5.21M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
111KNew |
$2.5M - $2.77M
|
111K
$2.85M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
110K+ 10.12% |
$2.47M - $2.73M
|
1.2M
$30.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
109K+ 1794.08% |
$2.45M - $2.72M
|
116K
$2.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
108K+ 23.17% |
$2.43M - $2.69M
|
576K
$14.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
103K+ 46.71% |
$2.3M - $2.55M
|
322K
$8.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
89.5K+ 17.77% |
$2.01M - $2.22M
|
593K
$15.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.7K+ 18.27% |
$1.97M - $2.18M
|
568K
$14.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
84.8K+ 59.31% |
$1.9M - $2.11M
|
228K
$5.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
67.1K+ 14.97% |
$1.5M - $1.67M
|
515K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
66.4K+ 22.49% |
$1.49M - $1.65M
|
361K
$9.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
64.2K+ 80.64% |
$1.44M - $1.59M
|
144K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
62.5K+ 10.56% |
$1.4M - $1.55M
|
654K
$16.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
59.7K+ 34.64% |
$1.34M - $1.48M
|
232K
$5.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
55.9K+ 372.39% |
$1.25M - $1.39M
|
70.9K
$1.82M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
55.7K+ 45.11% |
$1.25M - $1.38M
|
179K
$4.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.3K+ 4.43% |
$1.22M - $1.35M
|
1.28M
$32.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
53.7K+ 30.82% |
$1.2M - $1.33M
|
228K
$5.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52.8K+ 20.75% |
$1.18M - $1.31M
|
307K
$7.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
51.4K+ 34.28% |
$1.15M - $1.28M
|
201K
$5.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
48.4K+ 10.09% |
$1.08M - $1.2M
|
528K
$13.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
46.3K+ 14.08% |
$1.04M - $1.15M
|
375K
$9.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
46.2K+ 27.05% |
$1.04M - $1.15M
|
217K
$5.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
46K+ 15.51% |
$1.03M - $1.14M
|
343K
$8.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
45.5KNew |
$1.02M - $1.13M
|
45.5K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.1K+ 52.0% |
$989K - $1.09M
|
129K
$3.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
44K+ 8.87% |
$987K - $1.09M
|
540K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
41.9K+ 8.56% |
$941K - $1.04M
|
532K
$13.6M
|