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 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.99K+ 5.96% |
$52.6K - $56.3K
|
35.3K
$901K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
1.72KNew |
$45.6K - $48.8K
|
1.72K
$44K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.61K+ 9.46% |
$42.5K - $45.5K
|
18.6K
$475K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.01KNew |
$26.7K - $28.6K
|
1.01K
$25.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
883New |
$23.4K - $25K
|
883
$22.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
868+ 9.32% |
$23K - $24.6K
|
10.2K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
820+ 3.83% |
$21.7K - $23.2K
|
22.2K
$567K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
510New |
$13.5K - $14.4K
|
510
$13K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
508New |
$13.4K - $14.4K
|
508
$13K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
434+ 50.0% |
$11.5K - $12.3K
|
1.3K
$33.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
426New |
$11.3K - $12.1K
|
426
$10.9K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
372+ 79.49% |
$9.84K - $10.5K
|
840
$21.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
350New |
$9.26K - $9.91K
|
350
$8.93K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
346New |
$9.15K - $9.8K
|
346
$8.83K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
328+ 4.58% |
$8.68K - $9.29K
|
7.49K
$191K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
250New |
$6.61K - $7.08K
|
250
$6.38K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
234New |
$6.19K - $6.62K
|
234
$5.97K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
214+ 1.51% |
$5.66K - $6.06K
|
14.3K
$366K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
204New |
$5.4K - $5.78K
|
204
$5.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
167New |
$4.42K - $4.73K
|
167
$4.26K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
96New |
$2.54K - $2.72K
|
96
$2.45K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
66New |
$1.75K - $1.87K
|
66
$1.68K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
62New |
$1.64K - $1.76K
|
62
$1.58K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
46New |
$1.22K - $1.3K
|
46
$1.17K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
7New |
$185 - $198
|
7
$179
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5New |
$132 - $142
|
5
$128
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
2+ 0.52% |
$52.9 - $56.6
|
388
$9.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-102- 3.9% |
$2.7K - $2.89K
|
2.51K
$64.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-203- 2.14% |
$5.37K - $5.75K
|
9.28K
$237K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-300Closed |
$7.94K - $8.49K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
SELL
|
- |
-540- 2.88% |
$14.3K - $15.3K
|
18.2K
$464K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-962Closed |
$25.4K - $27.2K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 4.76% |
$38.1K - $40.8K
|
28.8K
$735K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.67K- 4.06% |
$44.1K - $47.2K
|
39.5K
$1.01M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.81KClosed |
$74.4K - $79.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.74K- 34.82% |
$98.9K - $106K
|
7K
$179K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-4.2K- 8.18% |
$111K - $119K
|
47.2K
$1.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.74KClosed |
$125K - $134K
|
0
$0
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-6.26K- 26.19% |
$165K - $177K
|
17.6K
$450K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.71K- 40.16% |
$178K - $190K
|
10K
$255K
|
|
|
Jan 24, 2022
Q4 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-7.08K- 14.79% |
$187K - $200K
|
40.8K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-7.11K- 53.92% |
$188K - $201K
|
6.08K
$155K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.6K- 27.56% |
$201K - $215K
|
20K
$510K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.67KClosed |
$203K - $217K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-9.7KClosed |
$257K - $275K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.8K- 35.0% |
$285K - $305K
|
20K
$510K
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-19.7K- 5.65% |
$522K - $559K
|
330K
$8.42M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-23.1KClosed |
$610K - $653K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-61.8K- 93.75% |
$1.63M - $1.75M
|
4.12K
$105K
|