Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
42.5K+ 14.7% |
$950K - $1.03M
|
331K
$8.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
41.4K+ 11.22% |
$927K - $1.01M
|
411K
$10.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
41K+ 6.37% |
$918K - $997K
|
685K
$17.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
39.4K+ 11.24% |
$881K - $957K
|
390K
$9.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.9K+ 6.55% |
$871K - $946K
|
633K
$16.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38.9K+ 30.27% |
$871K - $946K
|
168K
$4.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.3K+ 17.7% |
$856K - $930K
|
254K
$6.49M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
37.2K+ 8.63% |
$832K - $903K
|
468K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
36.7KNew |
$822K - $893K
|
36.7K
$937K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
35.9K+ 14.77% |
$803K - $872K
|
279K
$7.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
35.4K+ 16.31% |
$792K - $860K
|
252K
$6.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
35.3K+ 21.41% |
$789K - $857K
|
200K
$5.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
34.8K+ 30.26% |
$780K - $847K
|
150K
$3.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34.1KNew |
$764K - $829K
|
34.1K
$871K
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
33.4K+ 24.05% |
$748K - $812K
|
172K
$4.39M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
32.5K+ 5.51% |
$728K - $791K
|
623K
$15.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
30.9K+ 49.99% |
$691K - $750K
|
92.6K
$2.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
30.8KNew |
$688K - $747K
|
30.8K
$784K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
30.3K+ 21.09% |
$678K - $737K
|
174K
$4.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
29.5K+ 52.14% |
$659K - $716K
|
86K
$2.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
25.8K+ 28.75% |
$577K - $627K
|
116K
$2.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
23.8KNew |
$532K - $577K
|
23.8K
$606K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.5K+ 37.87% |
$527K - $572K
|
85.7K
$2.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
23.3K+ 14.65% |
$520K - $565K
|
182K
$4.64M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
23.2K+ 12.64% |
$519K - $563K
|
207K
$5.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
22.4K+ 38.36% |
$502K - $545K
|
80.9K
$2.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
21.9K+ 1.84% |
$491K - $533K
|
1.21M
$30.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20.6K+ 37.2% |
$461K - $500K
|
75.9K
$1.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
19.8K+ 4.53% |
$443K - $481K
|
457K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
18.9K+ 9.85% |
$424K - $460K
|
211K
$5.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
18.7K+ 12.28% |
$418K - $454K
|
171K
$4.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Chico Wealth Ria
|
BUY
|
- |
18.2K+ 6.01% |
$408K - $443K
|
322K
$8.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
17.8K+ 12.12% |
$399K - $433K
|
165K
$4.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17.8K+ 7.81% |
$399K - $433K
|
246K
$6.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.7K+ 70.58% |
$395K - $429K
|
42.7K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
17.2KNew |
$385K - $418K
|
17.2K
$439K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
16.4K+ 2.28% |
$368K - $400K
|
739K
$18.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
16.4K+ 75.75% |
$368K - $399K
|
38.1K
$973K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16.4K+ 15.79% |
$367K - $398K
|
120K
$3.06M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
16.2K+ 4.69% |
$363K - $394K
|
361K
$9.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
16.2K+ 4.69% |
$363K - $394K
|
361K
$9.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
16.1K+ 4.46% |
$361K - $392K
|
377K
$9.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
16.1K+ 4.91% |
$361K - $392K
|
344K
$8.77M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15KNew |
$337K - $366K
|
15K
$384K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.5K+ 52.68% |
$324K - $351K
|
41.9K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
14.3K+ 2.06% |
$321K - $348K
|
711K
$18.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
14.3K+ 11.86% |
$321K - $348K
|
135K
$3.45M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13.8K+ 2.86% |
$308K - $335K
|
496K
$12.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13K+ 75.75% |
$292K - $317K
|
30.2K
$771K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13K+ 35.93% |
$292K - $317K
|
49.3K
$1.26M
|