Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
BUY
|
- |
12.2K+ 14.63% |
$246K - $290K
|
96K
$2.52M
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
11.2K+ 25.53% |
$224K - $264K
|
54.8K
$1.44M
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
10.1K+ 83.98% |
$204K - $240K
|
22.2K
$583K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.93K+ 25.06% |
$200K - $235K
|
49.6K
$1.3M
|
|
Oct 26, 2022
Q3 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
9.69K+ 14.62% |
$195K - $230K
|
76K
$2M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.13K+ 15.91% |
$183K - $216K
|
66.5K
$1.75M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
8.98K+ 20.24% |
$180K - $213K
|
53.4K
$1.4M
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
8.93K+ 59.97% |
$179K - $211K
|
23.8K
$625K
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
8.33K+ 9.34% |
$167K - $197K
|
97.5K
$2.56M
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7.85K+ 54.18% |
$158K - $186K
|
22.3K
$586K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
7.29K+ 0.64% |
$146K - $173K
|
1.15M
$30.1M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.24K+ 67.21% |
$145K - $171K
|
18K
$473K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
7.11K+ 6.17% |
$143K - $168K
|
122K
$3.21M
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.03KNew |
$121K - $143K
|
6.03K
$158K
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
5.87K+ 8.04% |
$118K - $139K
|
78.9K
$2.07M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.66K+ 23.12% |
$114K - $134K
|
30.1K
$791K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.12K+ 10.71% |
$103K - $121K
|
52.9K
$1.39M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.79K+ 7.83% |
$96.3K - $113K
|
66K
$1.73M
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.64K+ 15.83% |
$93.2K - $110K
|
33.9K
$891K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.58K+ 6.71% |
$91.9K - $108K
|
72.7K
$1.91M
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.43KNew |
$88.9K - $105K
|
4.43K
$116K
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.21K+ 15.34% |
$84.7K - $99.8K
|
31.7K
$832K
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
4.12K+ 32.1% |
$82.8K - $97.6K
|
17K
$445K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.93K+ 8.93% |
$78.9K - $92.9K
|
47.9K
$1.26M
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3.58K+ 7160.0% |
$71.9K - $84.8K
|
3.63K
$95.3K
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
3.53K+ 14.6% |
$70.9K - $83.6K
|
27.7K
$727K
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
3.45K+ 3.03% |
$69.3K - $81.6K
|
117K
$3.08M
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.42K+ 34.57% |
$68.7K - $81K
|
13.3K
$349K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.89K+ 2.5% |
$58K - $68.4K
|
118K
$3.11M
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.79K+ 22.22% |
$56.1K - $66.1K
|
15.4K
$403K
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.79K+ 20.46% |
$56K - $65.9K
|
16.4K
$430K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.56KNew |
$51.3K - $60.5K
|
2.56K
$67.1K
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.48K+ 10.62% |
$49.9K - $58.8K
|
25.9K
$679K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.17K+ 4.26% |
$43.6K - $51.4K
|
53.1K
$1.39M
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.06K+ 3.68% |
$41.5K - $48.9K
|
58.1K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.06KNew |
$41.3K - $48.7K
|
2.06K
$54K
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.85K+ 1.49% |
$37.1K - $43.8K
|
126K
$3.31M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.56K+ 5.74% |
$31.4K - $37K
|
28.8K
$755K
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.49K+ 12.49% |
$30K - $35.4K
|
13.4K
$353K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 10.34% |
$28.7K - $33.8K
|
15.2K
$400K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 2.0% |
$26.9K - $31.7K
|
68.3K
$1.79M
|
|
Oct 25, 2022
Q3 2022
|
Shearwater Capital LLC
|
BUY
|
- |
1.28K+ 3.05% |
$25.7K - $30.2K
|
43.1K
$1.13M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.28KNew |
$25.6K - $30.2K
|
1.28K
$33.5K
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.19K+ 5.58% |
$23.9K - $28.2K
|
22.5K
$591K
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
1.19K+ 2.01% |
$23.8K - $28.1K
|
60.2K
$1.58M
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.11K+ 8.67% |
$22.3K - $26.3K
|
13.9K
$365K
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
863+ 1.17% |
$17.3K - $20.4K
|
74.4K
$1.95M
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
618+ 0.87% |
$12.4K - $14.6K
|
71.9K
$1.89M
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
600+ 5.2% |
$12.1K - $14.2K
|
12.1K
$318K
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
585+ 206.71% |
$11.8K - $13.9K
|
868
$22.8K
|