Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFAE)

DFAE Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q4 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
Jan 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
43.7K
+ 296.68%
$860K - $994K
58.5K $1.56M
Jan 23, 2023 Q4 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
41.9K
+ 9.77%
$825K - $953K
471K $12.6M
Feb 14, 2023 Q4 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
41.1K
+ 22.05%
$808K - $933K
227K $6.06M
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
41K
+ 333.62%
$807K - $932K
53.3K $1.42M
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
40.7K
+ 104.78%
$800K - $925K
79.5K $2.12M
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
40.6K
+ 16.56%
$798K - $922K
285K $7.61M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
39.8K
+ 74.59%
$782K - $904K
93.1K $2.48M
Jan 30, 2023 Q4 2022
Security Financial Services, Inc.

BUY
 -
38.1K
New
$750K - $866K
38.1K $1.02M
Mar 28, 2023 Q4 2022
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
35.7K
New
$703K - $812K
35.7K $953K
Jan 26, 2023 Q4 2022
First Purpose Wealth LLC

BUY
 -
34.8K
+ 26.57%
$685K - $791K
166K $4.42M
Mar 10, 2023 Q4 2022
Flagstone Financial Management

Lincoln, NE
BUY
 -
33.2K
New
$653K - $755K
33.2K $886K
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
33.1K
+ 34.58%
$650K - $752K
129K $3.43M
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
31.3K
+ 31.69%
$615K - $711K
130K $3.46M
Jan 20, 2023 Q4 2022
Fort Henry Capital, LLC

BUY
 -
30.8K
+ 40.56%
$606K - $701K
107K $2.85M
Feb 13, 2023 Q4 2022
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
30.5K
New
$599K - $692K
30.5K $812K
Mar 02, 2023 Q4 2022
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
30K
New
$590K - $682K
30K $800K
Jan 12, 2023 Q4 2022
Pettinga Financial Advisors, LLC

BUY
 -
28.6K
New
$562K - $650K
28.6K $762K
Feb 06, 2023 Q4 2022
1900 Wealth Management LLC

BUY
 -
28.6K
New
$562K - $649K
28.6K $761K
Jan 12, 2023 Q4 2022
Soundmark Wealth Management, LLC

BUY
 -
28.1K
New
$552K - $638K
28.1K $748K
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
27.6K
New
$542K - $627K
27.6K $735K
Jan 30, 2023 Q4 2022
Advisory Alpha, LLC

BUY
 -
27.1K
+ 16.13%
$533K - $616K
195K $5.2M
Feb 08, 2023 Q4 2022
Brainard Capital Management LLC

Austin, TX
BUY
 -
25.8K
New
$507K - $586K
25.8K $688K
Jan 10, 2023 Q4 2022
Rnc Capital Management LLC

BUY
 -
25.7K
+ 211.46%
$505K - $583K
37.8K $1.01M
Jan 13, 2023 Q4 2022
Baldrige Asset Management LLC

BUY
 -
25.6K
+ 39.66%
$503K - $581K
90K $2.4M
Feb 03, 2023 Q4 2022
Tortoise Investment Management, LLC

BUY
 -
25.3K
+ 30.49%
$497K - $574K
108K $2.88M
Feb 06, 2023 Q4 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
25K
+ 29.78%
$492K - $568K
109K $2.91M
Jan 23, 2023 Q4 2022
Level Financial Advisors, Inc.

BUY
 -
24.5K
+ 28.83%
$482K - $558K
110K $2.92M
Feb 09, 2023 Q4 2022
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
24.2K
New
$476K - $550K
24.2K $645K
Feb 14, 2023 Q4 2022
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
23.1K
New
$455K - $526K
23.1K $617K
Feb 06, 2023 Q4 2022
Ml & R Wealth Management LLC

BUY
 -
22.7K
+ 34.35%
$446K - $515K
88.6K $2.36M
Feb 10, 2023 Q4 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
21.7K
New
$427K - $494K
21.7K $579K
Feb 21, 2023 Q4 2022
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
20.8K
New
$409K - $473K
20.8K $555K
Apr 12, 2024 Q4 2022
Lane & Associates LLC

Moorestown, NJ
BUY
 -
20.3K
New
$399K - $461K
20.3K $541K
Jan 27, 2023 Q4 2022
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
19.7K
+ 64.3%
$387K - $447K
50.2K $1.34M
Feb 07, 2023 Q4 2022
Wms Partners, LLC

BUY
 -
19.5K
New
$383K - $442K
19.5K $519K
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
19.4K
+ 10.66%
$381K - $441K
201K $5.36M
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
18.8K
+ 19.37%
$370K - $428K
116K $3.09M
Jan 12, 2023 Q4 2022
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
18.6K
New
$366K - $422K
18.6K $495K
Feb 06, 2023 Q4 2022
Ledyard National Bank

BUY
 -
18.5K
+ 2.74%
$363K - $420K
693K $18.5M
Feb 02, 2023 Q4 2022
180 Wealth Advisors, LLC

BUY
 -
18.4K
New
$361K - $417K
18.4K $490K
Feb 14, 2023 Q4 2022
Jackson Thornton Asset Management, LLC

BUY
 -
18.2K
New
$358K - $413K
18.2K $485K
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

BUY
 -
18K
New
$354K - $409K
18K $480K
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
16.5K
+ 30.94%
$325K - $375K
69.9K $1.86M
Jan 18, 2023 Q4 2022
Chico Wealth Ria

BUY
 -
16.1K
+ 4.51%
$317K - $367K
374K $9.97M
Jan 24, 2023 Q4 2022
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
16.1K
+ 3.95%
$317K - $366K
424K $11.3M
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
15.7K
+ 13.21%
$308K - $356K
134K $3.58M
Jan 20, 2023 Q4 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
15.2K
+ 9.37%
$300K - $346K
178K $4.74M
Jan 23, 2023 Q4 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
15K
+ 214285.7%
$295K - $341K
15K $400K
Feb 03, 2023 Q4 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
15K
New
$294K - $340K
15K $399K

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