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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.85K- 2.63% |
$40.1K - $44.7K
|
68.6K
$1.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.17K- 0.17% |
$46.9K - $52.2K
|
1.28M
$32.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.22K- 28.43% |
$48K - $53.5K
|
5.58K
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.25K- 3.42% |
$48.7K - $54.2K
|
63.6K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.88K- 3.19% |
$62.2K - $69.4K
|
87.4K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-2.9K- 5.56% |
$62.7K - $69.9K
|
49.2K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-2.91K- 1.64% |
$62.9K - $70.1K
|
175K
$4.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.21K- 24.41% |
$69.4K - $77.3K
|
9.94K
$252K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.46K- 6.72% |
$74.8K - $83.4K
|
48K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.51K- 29.55% |
$75.9K - $84.6K
|
8.37K
$212K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.88K- 3.53% |
$83.9K - $93.5K
|
106K
$2.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-4.19K- 7.16% |
$90.7K - $101K
|
54.4K
$1.38M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4.34K- 0.95% |
$93.9K - $105K
|
454K
$11.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4.49K- 17.85% |
$97.1K - $108K
|
20.7K
$523K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-4.76K- 32.52% |
$103K - $115K
|
9.88K
$250K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.93K- 96.63% |
$107K - $119K
|
172
$4.36K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-4.97K- 2.67% |
$108K - $120K
|
181K
$4.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.27K- 23.45% |
$114K - $127K
|
17.2K
$436K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.37K- 1.6% |
$116K - $129K
|
330K
$8.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.51K- 2.49% |
$119K - $133K
|
215K
$5.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.51K- 2.49% |
$119K - $133K
|
215K
$5.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-5.59K- 0.83% |
$121K - $135K
|
667K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5.88K- 9.87% |
$127K - $142K
|
53.7K
$1.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-5.98K- 26.46% |
$129K - $144K
|
16.6K
$421K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.09K- 20.69% |
$132K - $147K
|
23.3K
$591K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-6.25K- 4.26% |
$135K - $151K
|
141K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6.29K- 3.44% |
$136K - $152K
|
177K
$4.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-6.41K- 12.87% |
$139K - $155K
|
43.4K
$1.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6.56K- 4.79% |
$142K - $158K
|
130K
$3.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6.93K- 9.69% |
$150K - $167K
|
64.5K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-7.02K- 3.92% |
$152K - $169K
|
172K
$4.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-7.1K- 5.3% |
$154K - $171K
|
127K
$3.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-7.56K- 18.46% |
$163K - $182K
|
33.4K
$845K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-7.84K- 24.76% |
$170K - $189K
|
23.8K
$603K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.01K- 3.51% |
$173K - $193K
|
220K
$5.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8.51K- 23.73% |
$184K - $205K
|
27.4K
$693K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-9.04K- 38.17% |
$196K - $218K
|
14.6K
$371K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-9.13K- 3.63% |
$198K - $220K
|
242K
$6.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-9.24K- 19.71% |
$200K - $223K
|
37.6K
$953K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.32K- 9.1% |
$202K - $225K
|
93K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-10.1K- 38.08% |
$219K - $244K
|
16.4K
$416K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-10.3K- 2.47% |
$224K - $249K
|
408K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-10.7K- 20.83% |
$230K - $257K
|
40.5K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-11.4K- 3.51% |
$246K - $274K
|
313K
$7.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 38.96% |
$279K - $311K
|
20.2K
$511K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-13.3K- 3.22% |
$287K - $320K
|
398K
$10.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-13.5K- 36.4% |
$293K - $326K
|
23.6K
$599K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-14K- 52.72% |
$303K - $337K
|
12.6K
$318K
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-14K- 3.83% |
$304K - $338K
|
352K
$8.93M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-14.8K- 9.63% |
$320K - $356K
|
139K
$3.51M
|