Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.63K+ 3314.5% |
$161K - $188K
|
6.83K
$182K
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
6.62K+ 26.96% |
$161K - $187K
|
31.1K
$830K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
6.2K+ 46.75% |
$151K - $176K
|
19.5K
$519K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.14KNew |
$149K - $174K
|
6.14K
$164K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
5.71K+ 24.26% |
$139K - $162K
|
29.2K
$779K
|
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
BUY
|
- |
5.69K+ 18.62% |
$138K - $161K
|
36.3K
$967K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.03K+ 12.78% |
$122K - $142K
|
44.4K
$1.18M
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.98K+ 39.4% |
$121K - $141K
|
17.6K
$469K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.82K+ 25.88% |
$117K - $136K
|
23.4K
$625K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.13K+ 17.39% |
$100K - $117K
|
27.9K
$744K
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
4.12K+ 8.58% |
$100K - $116K
|
52.1K
$1.39M
|
|
|
Apr 21, 2022
Q1 2022
|
Claris Advisors, LLC
|
BUY
|
- |
4.05K+ 32.33% |
$98.4K - $115K
|
16.6K
$442K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.86K+ 5846.97% |
$93.7K - $109K
|
3.93K
$105K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.85K+ 12.41% |
$93.6K - $109K
|
34.9K
$931K
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.6K+ 18.84% |
$87.5K - $102K
|
22.7K
$606K
|
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
BUY
|
- |
3.26K+ 17.91% |
$79.1K - $92.2K
|
21.4K
$572K
|
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.23K+ 29.67% |
$78.5K - $91.5K
|
14.1K
$377K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.17K+ 15.85% |
$76.9K - $89.7K
|
23.2K
$617K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.87K+ 3.22% |
$69.8K - $81.3K
|
92.2K
$2.46M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.46K+ 45.59% |
$59.8K - $69.7K
|
7.87K
$210K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.09K+ 24.81% |
$50.7K - $59.1K
|
10.5K
$280K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.02K+ 22.18% |
$49.1K - $57.2K
|
11.1K
$297K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.98K+ 510.05% |
$48.1K - $56K
|
2.37K
$63.1K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.53K+ 3.87% |
$37.1K - $43.2K
|
41K
$1.09M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.43K+ 19.07% |
$34.7K - $40.4K
|
8.92K
$238K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.23K+ 60.53% |
$29.8K - $34.7K
|
3.25K
$86.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.21KNew |
$29.4K - $34.3K
|
1.21K
$32.3K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.15K+ 11.32% |
$28K - $32.6K
|
11.3K
$302K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.05K+ 13.06% |
$25.6K - $29.8K
|
9.12K
$243K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.03K+ 2.46% |
$25.1K - $29.2K
|
43.1K
$1.15M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
979New |
$23.8K - $27.7K
|
979
$26.1K
|
|
|
May 02, 2022
Q1 2022
|
Better Wealth, LLC
|
BUY
|
- |
903+ 1.5% |
$21.9K - $25.6K
|
61K
$1.63M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
894+ 3.1% |
$21.7K - $25.3K
|
29.7K
$792K
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
600+ 34.8% |
$14.6K - $17K
|
2.32K
$62K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
498New |
$12.1K - $14.1K
|
498
$13.3K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
230+ 53.99% |
$5.59K - $6.51K
|
656
$17.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
172+ 0.4% |
$4.18K - $4.87K
|
42.7K
$1.14M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
167New |
$4.06K - $4.73K
|
167
$4.45K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
144+ 0.31% |
$3.5K - $4.08K
|
47.3K
$1.26M
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
107+ 111.46% |
$2.6K - $3.03K
|
203
$5.41K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
72+ 0.78% |
$1.75K - $2.04K
|
9.35K
$249K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
51New |
$1.24K - $1.44K
|
51
$1.36K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
45New |
$1.09K - $1.27K
|
45
$1.2K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2New |
$48.6 - $56.6
|
2
$53.3
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.2% |
$24.3 - $28.3
|
509
$13.6K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-7Closed |
$170 - $198
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-46Closed |
$1.12K - $1.3K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-176- 1.5% |
$4.28K - $4.98K
|
11.5K
$307K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-250Closed |
$6.07K - $7.08K
|
0
$0
|