Purchases and Sales Made in Q4 2021 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
21.1K+ 59.84% |
$557K - $596K
|
56.2K
$1.43M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
21KNew |
$554K - $593K
|
21K
$534K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20.8K+ 56.58% |
$551K - $589K
|
57.6K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20.3K+ 188.31% |
$537K - $574K
|
31.1K
$792K
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
19.6KNew |
$518K - $555K
|
19.6K
$500K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.1KNew |
$506K - $541K
|
19.1K
$488K
|
|
|
Jan 27, 2022
Q4 2021
|
Fort Henry Capital, LLC
|
BUY
|
- |
18.4K+ 108.56% |
$487K - $521K
|
35.3K
$901K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18K+ 68.63% |
$475K - $508K
|
44.1K
$1.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
16.6K+ 209.33% |
$439K - $470K
|
24.5K
$626K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.5K+ 765.56% |
$437K - $468K
|
18.7K
$477K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
16.4KNew |
$434K - $465K
|
16.4K
$419K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
15.3K+ 40.58% |
$405K - $434K
|
53.1K
$1.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
14.2K+ 934.85% |
$376K - $403K
|
15.7K
$402K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
13KNew |
$344K - $368K
|
13K
$331K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12.7K+ 864.03% |
$335K - $359K
|
14.2K
$361K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12.6KNew |
$334K - $358K
|
12.6K
$322K
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
12.5KNew |
$331K - $355K
|
12.5K
$320K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
11.7K+ 99.51% |
$310K - $332K
|
23.5K
$600K
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
$309K - $331K
|
11.7K
$298K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
11.1K+ 30.22% |
$294K - $315K
|
48K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.1K+ 39.24% |
$293K - $314K
|
39.4K
$1M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$289K - $309K
|
10.9K
$279K
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$288K - $308K
|
10.9K
$278K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
10.7K+ 14.09% |
$282K - $302K
|
86.3K
$2.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.2KNew |
$269K - $288K
|
10.2K
$260K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.63K+ 73.33% |
$255K - $273K
|
22.8K
$581K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.3K+ 17.09% |
$246K - $263K
|
63.7K
$1.63M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
9.12KNew |
$241K - $258K
|
9.12K
$233K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.75K+ 14.24% |
$231K - $248K
|
70.2K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.41KNew |
$222K - $238K
|
8.41K
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
8.23K+ 155.91% |
$218K - $233K
|
13.5K
$344K
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
8.12KNew |
$215K - $230K
|
8.12K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
8.07KNew |
$213K - $228K
|
8.07K
$206K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
7.99KNew |
$211K - $226K
|
7.99K
$204K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
7.63KNew |
$202K - $216K
|
7.63K
$195K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
7.41KNew |
$196K - $210K
|
7.41K
$189K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.38K+ 62.38% |
$195K - $209K
|
19.2K
$490K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
6.26K+ 31.55% |
$166K - $177K
|
26.1K
$666K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.4KNew |
$143K - $153K
|
5.4K
$138K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.22K+ 27.39% |
$138K - $148K
|
24.3K
$619K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.99K+ 16.54% |
$132K - $141K
|
35.2K
$897K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3.55K+ 9.22% |
$93.8K - $100K
|
42K
$1.07M
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.54K+ 10.29% |
$93.7K - $100K
|
38K
$969K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.49K+ 13.92% |
$92.2K - $98.7K
|
28.5K
$728K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.2KNew |
$84.7K - $90.6K
|
3.2K
$81.7K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
2.86K+ 17.48% |
$75.8K - $81.1K
|
19.2K
$491K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.58K+ 12.18% |
$68.2K - $73K
|
23.8K
$606K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
2.57KNew |
$68K - $72.8K
|
2.57K
$65.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.56K+ 24.59% |
$67.8K - $72.5K
|
13K
$331K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
2.03KNew |
$53.6K - $57.4K
|
2.03K
$51.7K
|