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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.57K+ 2.32% |
$103K - $113K
|
202K
$5.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.43K+ 19.23% |
$99.5K - $110K
|
27.5K
$704K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.2K+ 48.42% |
$94.2K - $104K
|
12.9K
$329K
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
4.1K+ 392.44% |
$92K - $102K
|
5.15K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.09K+ 1.94% |
$91.8K - $102K
|
215K
$5.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4.04K+ 8.24% |
$90.6K - $100K
|
53.1K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.03K+ 3.03% |
$90.3K - $100K
|
137K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.91K+ 25.14% |
$87.6K - $97K
|
19.4K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.77K+ 6.45% |
$84.5K - $93.5K
|
62.2K
$1.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.52K+ 3.03% |
$79K - $87.4K
|
120K
$3.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3.52K+ 1.57% |
$78.9K - $87.3K
|
228K
$5.83M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.51K+ 2.48% |
$78.8K - $87.2K
|
145K
$3.71M
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.43K+ 2.82% |
$76.8K - $85K
|
125K
$3.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.37K+ 7.9% |
$75.7K - $83.8K
|
46K
$1.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.23K+ 0.78% |
$72.4K - $80.2K
|
418K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.23K+ 50.56% |
$72.4K - $80.2K
|
9.61K
$246K
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
3.18K+ 29.79% |
$71.4K - $79K
|
13.9K
$355K
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.88K+ 3.14% |
$64.6K - $71.5K
|
94.6K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.82KNew |
$63.3K - $70K
|
2.82K
$72.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.78K+ 5.91% |
$62.3K - $69K
|
49.8K
$1.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.67K+ 7.82% |
$59.8K - $66.2K
|
36.8K
$942K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.6K+ 2.81% |
$58.3K - $64.5K
|
95.2K
$2.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.32K+ 9.12% |
$52K - $57.6K
|
27.7K
$710K
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.31K+ 4.51% |
$51.7K - $57.3K
|
53.5K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.22K+ 4.5% |
$49.7K - $55K
|
51.5K
$1.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.11K+ 9.12% |
$47.3K - $52.4K
|
25.2K
$646K
|
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
2.04K+ 1.63% |
$45.8K - $50.8K
|
127K
$3.25M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.9K+ 2.51% |
$42.7K - $47.3K
|
77.8K
$1.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.84K+ 5.71% |
$41.3K - $45.7K
|
34.1K
$872K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.81K+ 21.03% |
$40.5K - $44.9K
|
10.4K
$266K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.77K+ 71.57% |
$39.6K - $43.9K
|
4.24K
$108K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.53K+ 3.34% |
$34.4K - $38K
|
47.4K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.44K+ 2.51% |
$32.3K - $35.7K
|
58.8K
$1.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.44K+ 0.23% |
$32.3K - $35.7K
|
641K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
1.41K+ 0.8% |
$31.7K - $35.1K
|
179K
$4.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.36KNew |
$30.4K - $33.6K
|
1.36K
$34.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.34K+ 1816.22% |
$30.1K - $33.4K
|
1.42K
$36.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.29K+ 28.05% |
$28.8K - $31.9K
|
5.87K
$150K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.25K+ 1.93% |
$28K - $31K
|
65.9K
$1.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.25KNew |
$27.9K - $30.9K
|
1.25K
$31.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.14K+ 573.37% |
$25.6K - $28.3K
|
1.34K
$34.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 19.79% |
$25.5K - $28.3K
|
6.89K
$176K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 8.09% |
$25.2K - $27.9K
|
15K
$384K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.09K+ 7.0% |
$24.4K - $27K
|
16.6K
$426K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.09K+ 28.35% |
$24.4K - $27K
|
4.93K
$126K
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.08K+ 4.49% |
$24.2K - $26.8K
|
25.1K
$644K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.05KNew |
$23.6K - $26.1K
|
1.05K
$26.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.01K+ 1.7% |
$22.6K - $25K
|
60.3K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
966+ 5.29% |
$21.7K - $24K
|
19.2K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
932New |
$20.9K - $23.1K
|
932
$23.8K
|