Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFAE)

DFAE Quotes by TradingView

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
 -
1.44M
New
$32.3M - $35.7M
1.44M $36.8M
Nov 02, 2023 Q3 2023
Millburn Ridgefield Corp

BUY
 -
1.44M
New
$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 $28.7M
Oct 27, 2023 Q3 2023
Marquette Asset Management, LLC

BUY
 -
472K
New
$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
 -
367K
New
$8.22M - $9.1M
367K $9.39M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
366K
New
$8.22M - $9.1M
366K $9.38M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
343K
+ 12.85%
$7.69M - $8.52M
3.01M $77.2M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
325K
+ 3700.54%
$7.28M - $8.06M
333K $8.54M
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 $44M
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
180K
New
$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
 -
140K
New
$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 $5.22M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
111K
New
$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 $14.8M
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 $5.84M
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 $5.94M
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 $4.59M
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 $7.87M
Oct 23, 2023 Q3 2023
Bridgewater Advisors Inc.

BUY
 -
51.4K
+ 34.28%
$1.15M - $1.28M
201K $5.16M
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 $8.78M
Oct 25, 2023 Q3 2023
Penobscot Wealth Management

BUY
 -
45.5K
New
$1.02M - $1.13M
45.5K $1.17M
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

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