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 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.48K- 2.81% |
$33.1K - $35.9K
|
51.2K
$1.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.51K- 4.23% |
$33.7K - $36.6K
|
34.1K
$870K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.79K- 9.93% |
$40K - $43.5K
|
16.2K
$414K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.84K- 1.36% |
$41.1K - $44.6K
|
133K
$3.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.88K- 73.02% |
$42K - $45.6K
|
694
$17.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.03K- 2.77% |
$45.4K - $49.3K
|
71.2K
$1.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.12K- 2.84% |
$47.3K - $51.4K
|
72.3K
$1.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.33K- 3.12% |
$52.1K - $56.5K
|
72.3K
$1.85M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.64K- 70.28% |
$59.1K - $64.2K
|
1.12K
$28.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.68K- 0.56% |
$60K - $65.1K
|
479K
$12.2M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3.02K- 1.84% |
$67.5K - $73.3K
|
161K
$4.11M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.05K- 99.9% |
$68.3K - $74.1K
|
3
$76.5
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.05K- 99.9% |
$68.3K - $74.1K
|
3
$76.5
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.22K- 6.23% |
$72.1K - $78.3K
|
48.5K
$1.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.44K- 1.01% |
$77K - $83.6K
|
338K
$8.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-3.54K- 2.06% |
$79.1K - $85.9K
|
168K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.61K- 6.82% |
$80.7K - $87.6K
|
49.2K
$1.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-3.65K- 10.55% |
$81.6K - $88.6K
|
30.9K
$789K
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-3.68K- 17.86% |
$82.4K - $89.5K
|
16.9K
$432K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-4.35K- 8.55% |
$97.4K - $106K
|
46.5K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.52K- 3.06% |
$101K - $110K
|
143K
$3.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.96K- 15.21% |
$111K - $120K
|
27.6K
$705K
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.18K- 8.68% |
$116K - $126K
|
54.5K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.58K- 6.12% |
$125K - $136K
|
85.5K
$2.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.99K- 31.03% |
$156K - $170K
|
15.5K
$396K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.25K- 8.31% |
$162K - $176K
|
80K
$2.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-7.67K- 13.17% |
$172K - $186K
|
50.6K
$1.29M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.58K- 30.04% |
$192K - $209K
|
20K
$510K
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-8.76K- 2.07% |
$196K - $213K
|
414K
$10.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8.9K- 13.05% |
$199K - $216K
|
59.3K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-8.94K- 3.22% |
$200K - $217K
|
269K
$6.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-9.3K- 49.82% |
$208K - $226K
|
9.37K
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-9.45K- 16.44% |
$212K - $230K
|
48K
$1.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-11.7K- 24.76% |
$263K - $285K
|
35.7K
$910K
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-12.2K- 6.3% |
$273K - $296K
|
181K
$4.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-12.9K- 56.43% |
$289K - $314K
|
9.97K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-13K- 16.78% |
$292K - $317K
|
64.6K
$1.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-14.1K- 12.83% |
$315K - $342K
|
95.7K
$2.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-14.5K- 13.7% |
$324K - $352K
|
91.3K
$2.33M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-17.5K- 66.81% |
$391K - $424K
|
8.67K
$221K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-20.2K- 30.82% |
$452K - $490K
|
45.3K
$1.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-22.8K- 39.42% |
$510K - $554K
|
35K
$893K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22.9K- 12.26% |
$513K - $557K
|
164K
$4.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-24.2K- 16.05% |
$542K - $588K
|
127K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-24.7K- 30.36% |
$554K - $601K
|
56.8K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.3K- 81.59% |
$633K - $688K
|
6.39K
$163K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-30.4K- 32.33% |
$680K - $738K
|
63.6K
$1.62M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-30.6K- 20.15% |
$684K - $743K
|
121K
$3.09M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-30.6K- 20.15% |
$684K - $743K
|
121K
$3.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-35.5K- 13.44% |
$794K - $862K
|
228K
$5.83M
|