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 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-395- 66.39% |
$9.59K - $11.2K
|
200
$5.17K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-883Closed |
$21.4K - $25K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-885- 4.6% |
$21.5K - $25.1K
|
18.4K
$475K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-915- 8.37% |
$22.2K - $25.9K
|
10K
$259K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.01KClosed |
$24.5K - $28.6K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.3K- 50.39% |
$31.5K - $36.7K
|
1.28K
$33K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.3KClosed |
$31.6K - $36.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-2.09K- 10.65% |
$50.7K - $59.1K
|
17.5K
$453K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.58K- 7.33% |
$62.6K - $73K
|
32.6K
$843K
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.98K- 12.65% |
$72.3K - $84.3K
|
20.6K
$531K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.88K- 7.65% |
$118K - $138K
|
58.9K
$1.52M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.54K- 58.54% |
$135K - $157K
|
3.93K
$101K
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-7.15K- 96.53% |
$174K - $203K
|
257
$6.64K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-8.39K- 37.74% |
$204K - $237K
|
13.8K
$358K
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-9.21K- 43.96% |
$224K - $261K
|
11.7K
$303K
|
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-12.4K- 50.55% |
$301K - $351K
|
12.1K
$314K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13KClosed |
$315K - $368K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-13.6K- 94.74% |
$330K - $385K
|
755
$19.5K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-13.8K- 27.2% |
$336K - $392K
|
37K
$957K
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-15.2KClosed |
$369K - $430K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.2K- 10.13% |
$442K - $515K
|
161K
$4.17M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-20KClosed |
$486K - $566K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-21.3K- 24.71% |
$518K - $604K
|
65K
$1.68M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-24.1K- 3.75% |
$585K - $682K
|
618K
$16M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-24.3K- 9.26% |
$591K - $689K
|
239K
$6.17M
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-25.8KClosed |
$627K - $730K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-43.5K- 15.28% |
$1.06M - $1.23M
|
241K
$6.23M
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-63.1KClosed |
$1.53M - $1.79M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-88.8K- 73.88% |
$2.16M - $2.51M
|
31.4K
$811K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-137K- 81.44% |
$3.32M - $3.87M
|
31.2K
$806K
|