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 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.67K+ 13.78% |
$79.4K - $88.5K
|
30.3K
$763K
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.43K+ 2.86% |
$74.1K - $82.6K
|
123K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.33K+ 5.36% |
$72K - $80.3K
|
65.5K
$1.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.23K+ 3.42% |
$70K - $78K
|
97.8K
$2.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.66K+ 44.83% |
$57.6K - $64.2K
|
8.6K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.53KNew |
$54.8K - $61.1K
|
2.53K
$63.8K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.44K+ 436.38% |
$52.7K - $58.7K
|
2.99K
$75.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2.44K+ 23.76% |
$52.7K - $58.7K
|
12.7K
$319K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.34K+ 28.84% |
$50.7K - $56.5K
|
10.5K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.28K+ 8.28% |
$49.2K - $54.9K
|
29.8K
$750K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.26KNew |
$48.8K - $54.4K
|
2.26K
$56.8K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.23KNew |
$48.3K - $53.9K
|
2.23K
$56.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.83KNew |
$39.6K - $44.2K
|
1.83K
$46.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.83KNew |
$39.6K - $44.2K
|
1.83K
$46.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.78K+ 3.03% |
$38.5K - $42.9K
|
60.5K
$1.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.78K+ 6.43% |
$38.5K - $42.9K
|
29.4K
$741K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.7K+ 1.48% |
$36.8K - $41.1K
|
117K
$2.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.69K+ 3.19% |
$36.6K - $40.8K
|
54.8K
$1.38M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.6K+ 2.23% |
$34.6K - $38.6K
|
73.4K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
BUY
|
- |
1.58K+ 1.64% |
$34.1K - $38K
|
97.9K
$2.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.48K+ 8.16% |
$32K - $35.7K
|
19.6K
$494K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.47K+ 2.82% |
$31.8K - $35.5K
|
53.5K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.4K+ 5.35% |
$30.2K - $33.6K
|
27.5K
$691K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.29K+ 7.32% |
$27.8K - $31K
|
18.9K
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24KNew |
$26.8K - $29.8K
|
1.24K
$31.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.19K+ 6.38% |
$25.7K - $28.6K
|
19.8K
$499K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.18K+ 0.94% |
$25.5K - $28.5K
|
126K
$3.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.08KNew |
$23.3K - $26K
|
1.08K
$27.1K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.03K+ 76.81% |
$22.3K - $24.8K
|
2.37K
$59.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
867+ 1.68% |
$18.8K - $20.9K
|
52.6K
$1.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
859+ 6.68% |
$18.6K - $20.7K
|
13.7K
$346K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
849+ 1.17% |
$18.4K - $20.5K
|
73.3K
$1.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
824+ 1.28% |
$17.8K - $19.9K
|
65.2K
$1.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
730New |
$15.8K - $17.6K
|
730
$18.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
578+ 3.47% |
$12.5K - $13.9K
|
17.2K
$434K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
568+ 41.92% |
$12.3K - $13.7K
|
1.92K
$48.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
464+ 22.0% |
$10K - $11.2K
|
2.57K
$64.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
354+ 2.32% |
$7.66K - $8.53K
|
15.6K
$393K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
350+ 1.26% |
$7.57K - $8.44K
|
28.1K
$707K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
345New |
$7.46K - $8.32K
|
345
$8.69K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
300+ 5.11% |
$6.49K - $7.23K
|
6.17K
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
283+ 2.95% |
$6.12K - $6.82K
|
9.87K
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
271New |
$5.86K - $6.53K
|
271
$6.82K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
263New |
$5.69K - $6.34K
|
263
$6.62K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
214New |
$4.63K - $5.16K
|
214
$5.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
198+ 118.56% |
$4.28K - $4.77K
|
365
$9.19K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
175+ 1.45% |
$3.79K - $4.22K
|
12.3K
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
171+ 1.65% |
$3.7K - $4.12K
|
10.6K
$266K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
152+ 42.22% |
$3.29K - $3.66K
|
512
$12.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
144+ 1.5% |
$3.11K - $3.47K
|
9.75K
$245K
|