Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.8K+ 7.58% |
$234K - $261K
|
153K
$3.89M
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
10.4K+ 8.16% |
$224K - $250K
|
137K
$3.48M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.65K+ 144.35% |
$209K - $233K
|
16.3K
$414K
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9.25KNew |
$200K - $223K
|
9.25K
$234K
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
9.14KNew |
$198K - $220K
|
9.14K
$232K
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
9.07KNew |
$196K - $219K
|
9.07K
$230K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9K+ 18.09% |
$195K - $217K
|
58.8K
$1.49M
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8.83K+ 14.85% |
$191K - $213K
|
68.3K
$1.73M
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.68KNew |
$188K - $209K
|
8.68K
$220K
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.66KNew |
$187K - $209K
|
8.66K
$219K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.62KNew |
$186K - $208K
|
8.62K
$218K
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
8.6KNew |
$186K - $207K
|
8.6K
$218K
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
8.43K+ 4.73% |
$182K - $203K
|
187K
$4.73M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
7.87K+ 0.65% |
$170K - $190K
|
1.21M
$30.7M
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
7.82K+ 19.74% |
$169K - $188K
|
47.4K
$1.2M
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
7.46K+ 23.35% |
$161K - $180K
|
39.4K
$998K
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
7.42K+ 35.01% |
$160K - $179K
|
28.6K
$725K
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.4K+ 1.54% |
$160K - $178K
|
487K
$12.3M
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
7.15K+ 2.29% |
$155K - $172K
|
319K
$8.08M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.92K+ 0.69% |
$150K - $167K
|
1M
$25.4M
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6.77K+ 52.8% |
$146K - $163K
|
19.6K
$496K
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6.68K+ 3.27% |
$144K - $161K
|
211K
$5.34M
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
6.6K+ 0.77% |
$143K - $159K
|
861K
$21.8M
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
6.3K+ 11.48% |
$136K - $152K
|
61.2K
$1.55M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.23K+ 147.07% |
$135K - $150K
|
10.5K
$265K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.17K+ 30.09% |
$134K - $149K
|
26.7K
$676K
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
6.05K+ 2.81% |
$131K - $146K
|
221K
$5.61M
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.99K+ 1.78% |
$130K - $144K
|
343K
$8.69M
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.87K+ 10.85% |
$127K - $142K
|
60K
$1.52M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.81K+ 12.61% |
$126K - $140K
|
51.9K
$1.31M
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
5.78K+ 12.71% |
$125K - $139K
|
51.3K
$1.3M
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
5.64K+ 4.12% |
$122K - $136K
|
142K
$3.6M
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.6K+ 11.92% |
$121K - $135K
|
52.6K
$1.33M
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
5.55K+ 6.77% |
$120K - $134K
|
87.5K
$2.22M
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5.54K+ 7.53% |
$120K - $134K
|
79.1K
$2M
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.52K+ 3.06% |
$119K - $133K
|
186K
$4.7M
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.43K+ 7.17% |
$118K - $131K
|
81.2K
$2.06M
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
5.2K+ 2.28% |
$113K - $125K
|
233K
$5.9M
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5K+ 1.91% |
$108K - $121K
|
266K
$6.75M
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
4.99K+ 5.0% |
$108K - $120K
|
105K
$2.65M
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.95K+ 10.3% |
$107K - $119K
|
53K
$1.34M
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
4.84K+ 34.89% |
$105K - $117K
|
18.7K
$474K
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
4.83K+ 1.79% |
$104K - $116K
|
275K
$6.97M
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
4.82K+ 7.98% |
$104K - $116K
|
65.2K
$1.65M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.77K+ 1.88% |
$103K - $115K
|
259K
$6.56M
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4.74K+ 2.02% |
$102K - $114K
|
239K
$6.05M
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.72K+ 3.26% |
$102K - $114K
|
150K
$3.79M
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 12.63% |
$86.9K - $96.9K
|
35.8K
$908K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.76K+ 11.05% |
$81.4K - $90.8K
|
37.8K
$958K
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.76K+ 12.52% |
$81.2K - $90.6K
|
33.8K
$855K
|