Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.17K- 3.06% |
$206K - $228K
|
291K
$7.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-9.42K- 20.8% |
$211K - $234K
|
35.9K
$942K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-9.55KClosed |
$214K - $237K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-10.8K- 31.66% |
$242K - $268K
|
23.3K
$611K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-17.8K- 2.54% |
$400K - $442K
|
685K
$18M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19K- 2.43% |
$426K - $472K
|
764K
$20M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.4K- 30.47% |
$435K - $481K
|
44.2K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-22.2K- 16.15% |
$497K - $550K
|
115K
$3.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-24.3K- 49.31% |
$545K - $603K
|
25K
$656K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-26.1K- 41.27% |
$586K - $649K
|
37.2K
$976K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-29K- 14.53% |
$651K - $721K
|
171K
$4.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-31.7K- 19.31% |
$711K - $787K
|
132K
$3.48M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-38.1K- 2.06% |
$855K - $946K
|
1.81M
$47.6M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-54.5KClosed |
$1.22M - $1.35M
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-56.1K- 44.33% |
$1.26M - $1.39M
|
70.5K
$1.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-57K- 7.26% |
$1.28M - $1.42M
|
729K
$19.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-91.3K- 2.31% |
$2.05M - $2.27M
|
3.86M
$101M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-97.2K- 2.17% |
$2.18M - $2.41M
|
4.38M
$115M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-108K- 20.06% |
$2.41M - $2.67M
|
429K
$11.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-124K- 19.92% |
$2.79M - $3.08M
|
499K
$13.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-128K- 55.88% |
$2.86M - $3.17M
|
101K
$2.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-212K- 78.8% |
$4.76M - $5.27M
|
57K
$1.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-329K- 97.4% |
$7.39M - $8.18M
|
8.78K
$230K
|