Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.64MNew |
$71.6M - $82.7M
|
3.64M
$93.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.68M+ 643.86% |
$33.1M - $38.3M
|
1.94M
$49.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
968KNew |
$19M - $22M
|
968K
$24.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
908K+ 57.49% |
$17.9M - $20.6M
|
2.49M
$63.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
898KNew |
$17.7M - $20.4M
|
898K
$23M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
848KNew |
$16.7M - $19.3M
|
848K
$21.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
741K+ 72.32% |
$14.6M - $16.8M
|
1.77M
$45.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
695K+ 305.64% |
$13.7M - $15.8M
|
922K
$23.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
617K+ 15.33% |
$12.1M - $14M
|
4.64M
$119M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
582KNew |
$11.4M - $13.2M
|
582K
$14.9M
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
564KNew |
$11.1M - $12.8M
|
564K
$14.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
555KNew |
$10.9M - $12.6M
|
555K
$14.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
544K+ 340.34% |
$10.7M - $12.4M
|
704K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
534K+ 567.86% |
$10.5M - $12.1M
|
628K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
530K+ 1107.13% |
$10.4M - $12M
|
578K
$14.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
477KNew |
$9.39M - $10.8M
|
477K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
473K+ 364.89% |
$9.31M - $10.8M
|
603K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
426K+ 154.14% |
$8.39M - $9.69M
|
703K
$18M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
406KNew |
$7.98M - $9.22M
|
406K
$10.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
400K+ 24.61% |
$7.88M - $9.1M
|
2.03M
$51.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
396K+ 151.63% |
$7.8M - $9.01M
|
658K
$16.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
381KNew |
$7.49M - $8.65M
|
381K
$9.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
380K+ 193.84% |
$7.48M - $8.64M
|
576K
$14.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
363KNew |
$7.13M - $8.24M
|
363K
$9.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
355K+ 1417.03% |
$6.98M - $8.07M
|
380K
$9.73M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
323K+ 1127.87% |
$6.36M - $7.35M
|
352K
$9.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
308K+ 79.17% |
$6.07M - $7.01M
|
698K
$17.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
297KNew |
$5.84M - $6.75M
|
297K
$7.61M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
292KNew |
$5.74M - $6.63M
|
292K
$7.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
283K+ 7.13% |
$5.57M - $6.43M
|
4.25M
$109M
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
269KNew |
$5.28M - $6.1M
|
269K
$6.88M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
255KNew |
$5.02M - $5.8M
|
255K
$6.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
238KNew |
$4.68M - $5.4M
|
238K
$6.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
230K+ 90.86% |
$4.52M - $5.22M
|
482K
$12.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
228K+ 46.86% |
$4.49M - $5.18M
|
715K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
226K+ 89.27% |
$4.45M - $5.15M
|
480K
$12.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
223K+ 224.47% |
$4.38M - $5.06M
|
322K
$8.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
201K+ 63.37% |
$3.95M - $4.57M
|
518K
$13.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
200K+ 159.02% |
$3.94M - $4.55M
|
326K
$8.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
197KNew |
$3.87M - $4.47M
|
197K
$5.04M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
190KNew |
$3.73M - $4.31M
|
190K
$4.86M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
187KNew |
$3.68M - $4.26M
|
187K
$4.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
183KNew |
$3.59M - $4.15M
|
183K
$4.68M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
174KNew |
$3.42M - $3.95M
|
174K
$4.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
171KNew |
$3.37M - $3.89M
|
171K
$4.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
169K+ 123.77% |
$3.32M - $3.84M
|
306K
$7.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
169K+ 34.27% |
$3.32M - $3.84M
|
662K
$17M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
167KNew |
$3.29M - $3.8M
|
167K
$4.28M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
161KNew |
$3.16M - $3.66M
|
161K
$4.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
153KNew |
$3M - $3.47M
|
153K
$3.91M
|