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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-1.47K- 3.41% |
$28.9K - $33.4K
|
41.6K
$1.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.51K- 5.4% |
$29.7K - $34.3K
|
26.5K
$677K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
SELL
|
- |
-1.96K- 0.47% |
$38.5K - $44.4K
|
416K
$10.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.08K- 6.68% |
$40.8K - $47.2K
|
29K
$742K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.21K- 50.03% |
$43.5K - $50.3K
|
2.21K
$56.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.3K- 9.72% |
$45.2K - $52.3K
|
21.4K
$547K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-2.42K- 4.17% |
$47.6K - $55.1K
|
55.7K
$1.43M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.58K- 3.87% |
$50.7K - $58.6K
|
63.9K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.74K- 17.66% |
$53.8K - $62.2K
|
12.8K
$326K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.99K- 9.45% |
$58.8K - $67.9K
|
28.6K
$733K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.03K- 12.09% |
$59.5K - $68.8K
|
22K
$563K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.49K- 4.85% |
$68.6K - $79.2K
|
68.4K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3.55K- 21.07% |
$69.7K - $80.6K
|
13.3K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.98K- 0.65% |
$97.9K - $113K
|
766K
$19.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-5.02K- 26.86% |
$98.8K - $114K
|
13.7K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.14K- 13.96% |
$101K - $117K
|
31.7K
$811K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.09K- 28.13% |
$159K - $184K
|
20.7K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.15K- 96.2% |
$180K - $208K
|
361
$9.24K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-9.64K- 5.95% |
$190K - $219K
|
152K
$3.9M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-9.65K- 22.42% |
$190K - $219K
|
33.4K
$854K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-14.1K- 14.67% |
$277K - $320K
|
81.9K
$2.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-14.4K- 4.8% |
$282K - $326K
|
285K
$7.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.1K- 14.94% |
$317K - $367K
|
91.8K
$2.35M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.3K- 33.69% |
$321K - $371K
|
32.1K
$823K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-17.5K- 6.34% |
$344K - $398K
|
259K
$6.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.6K- 25.07% |
$347K - $401K
|
52.7K
$1.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-17.9K- 55.55% |
$352K - $407K
|
14.3K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19K- 26.06% |
$373K - $431K
|
53.8K
$1.38M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-21K- 60.86% |
$412K - $477K
|
13.5K
$345K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-26K- 15.0% |
$511K - $591K
|
147K
$3.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27K- 54.43% |
$531K - $613K
|
22.6K
$578K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-29.3K- 22.15% |
$575K - $665K
|
103K
$2.63M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-29.9K- 18.81% |
$589K - $680K
|
129K
$3.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-33.7K- 43.32% |
$664K - $767K
|
44.1K
$1.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-41.9K- 36.29% |
$823K - $952K
|
73.5K
$1.88M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-47K- 22.68% |
$924K - $1.07M
|
160K
$4.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-48.4K- 23.78% |
$952K - $1.1M
|
155K
$3.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-50.5K- 67.83% |
$993K - $1.15M
|
24K
$613K
|
|
|
Feb 10, 2023
Q4 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-51.7K- 59.96% |
$1.02M - $1.17M
|
34.5K
$883K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.9K- 27.63% |
$1.26M - $1.45M
|
167K
$4.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-174K- 69.38% |
$3.43M - $3.96M
|
76.9K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-189K- 55.3% |
$3.71M - $4.29M
|
153K
$3.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-219K- 67.44% |
$4.3M - $4.97M
|
106K
$2.7M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-231K- 34.34% |
$4.54M - $5.24M
|
441K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-509K- 47.17% |
$10M - $11.6M
|
571K
$14.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-716K- 88.5% |
$14.1M - $16.3M
|
93.1K
$2.38M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-716K- 88.5% |
$14.1M - $16.3M
|
93.1K
$2.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.16M- 97.72% |
$42.4M - $49M
|
50.2K
$1.29M
|