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 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-15.9K- 3.5% |
$345K - $384K
|
439K
$11.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.8K- 15.43% |
$364K - $405K
|
92.1K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21K- 16.31% |
$455K - $507K
|
108K
$2.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-21.5K- 6.79% |
$466K - $519K
|
296K
$7.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-22.8K- 8.37% |
$493K - $549K
|
249K
$6.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-23.3K- 16.17% |
$503K - $561K
|
121K
$3.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-23.9K- 3.42% |
$517K - $577K
|
675K
$17.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-25.3K- 4.91% |
$547K - $610K
|
490K
$12.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-27.1K- 57.17% |
$586K - $653K
|
20.3K
$514K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-29.4K- 2.59% |
$637K - $709K
|
1.11M
$28M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-30K- 29.75% |
$649K - $723K
|
70.8K
$1.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-31.2K- 17.16% |
$675K - $753K
|
151K
$3.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-36.3K- 31.57% |
$786K - $876K
|
78.7K
$1.99M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-38.4K- 25.29% |
$830K - $925K
|
113K
$2.87M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-42.9K- 91.36% |
$929K - $1.04M
|
4.06K
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-45.4K- 22.86% |
$983K - $1.1M
|
153K
$3.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-48.1K- 6.6% |
$1.04M - $1.16M
|
680K
$17.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49K- 1.12% |
$1.06M - $1.18M
|
4.33M
$110M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-49.7K- 37.48% |
$1.07M - $1.2M
|
82.8K
$2.1M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-50.3K- 45.15% |
$1.09M - $1.21M
|
61.1K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51.2K- 8.37% |
$1.11M - $1.23M
|
560K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-54.9K- 3.03% |
$1.19M - $1.32M
|
1.76M
$44.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-111K- 35.07% |
$2.41M - $2.69M
|
206K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-116K- 3.0% |
$2.5M - $2.79M
|
3.75M
$94.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-149K- 4.93% |
$3.21M - $3.58M
|
2.86M
$72.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-178K- 27.23% |
$3.85M - $4.29M
|
476K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-185K- 43.16% |
$4M - $4.46M
|
244K
$6.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-238K- 64.87% |
$5.14M - $5.73M
|
129K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-282K- 60.45% |
$6.1M - $6.8M
|
184K
$4.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.22M- 99.74% |
$26.3M - $29.3M
|
3.12K
$79.1K
|