Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
152K+ 277.08% |
$2.98M - $3.45M
|
206K
$5.33M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
152K+ 328.3% |
$2.98M - $3.45M
|
198K
$5.11M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
152K+ 328.3% |
$2.98M - $3.45M
|
198K
$5.11M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
139K+ 126.8% |
$2.74M - $3.17M
|
249K
$6.44M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
138K+ 924.93% |
$2.72M - $3.15M
|
153K
$3.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
136KNew |
$2.67M - $3.09M
|
136K
$3.51M
|
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
131KNew |
$2.57M - $2.97M
|
131K
$3.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
121K+ 228.26% |
$2.37M - $2.74M
|
174K
$4.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
119KNew |
$2.34M - $2.7M
|
119K
$3.07M
|
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
114KNew |
$2.25M - $2.59M
|
114K
$2.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
111KNew |
$2.19M - $2.53M
|
111K
$2.88M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
110KNew |
$2.16M - $2.5M
|
110K
$2.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
108K+ 121.32% |
$2.13M - $2.46M
|
197K
$5.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
105K+ 792.03% |
$2.07M - $2.4M
|
119K
$3.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
104K+ 43.29% |
$2.05M - $2.36M
|
344K
$8.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
98.8K+ 40.38% |
$1.94M - $2.25M
|
344K
$8.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
93.5K+ 14.94% |
$1.84M - $2.13M
|
720K
$18.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
92.9K+ 249.15% |
$1.83M - $2.11M
|
130K
$3.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
91.5KNew |
$1.8M - $2.08M
|
91.5K
$2.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
91.1K+ 50.07% |
$1.79M - $2.07M
|
273K
$7.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
90.4KNew |
$1.78M - $2.06M
|
90.4K
$2.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
87.6K+ 15.23% |
$1.72M - $1.99M
|
663K
$17.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
86.8KNew |
$1.71M - $1.97M
|
86.8K
$2.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
84.3K+ 68.92% |
$1.66M - $1.92M
|
207K
$5.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
82.3K+ 78.21% |
$1.62M - $1.87M
|
188K
$4.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
81.9K+ 40.94% |
$1.61M - $1.86M
|
282K
$7.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
81.1K+ 149.89% |
$1.59M - $1.84M
|
135K
$3.49M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
80.9KNew |
$1.59M - $1.84M
|
80.9K
$2.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.8K+ 330.54% |
$1.55M - $1.79M
|
103K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
76.2KNew |
$1.5M - $1.73M
|
76.2K
$1.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
75.2K+ 72.9% |
$1.48M - $1.71M
|
178K
$4.61M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
72.3KNew |
$1.42M - $1.64M
|
72.3K
$1.87M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
67.1KNew |
$1.32M - $1.53M
|
67.1K
$1.73M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
65.8KNew |
$1.29M - $1.5M
|
65.8K
$1.7M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
64.7KNew |
$1.27M - $1.47M
|
64.7K
$1.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
61.7K+ 222.82% |
$1.21M - $1.4M
|
89.4K
$2.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
61.5K+ 5.37% |
$1.21M - $1.4M
|
1.21M
$31.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
60.8K+ 73.89% |
$1.2M - $1.38M
|
143K
$3.7M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
56.9KNew |
$1.12M - $1.29M
|
56.9K
$1.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
56.7KNew |
$1.12M - $1.29M
|
56.7K
$1.47M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
55.9K+ 20.81% |
$1.1M - $1.27M
|
324K
$8.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
55.3KNew |
$1.09M - $1.26M
|
55.3K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
53.6K+ 71.83% |
$1.05M - $1.22M
|
128K
$3.31M
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
52.4K+ 236.21% |
$1.03M - $1.19M
|
74.6K
$1.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
52.4K+ 88.68% |
$1.03M - $1.19M
|
112K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
49.2K+ 7.6% |
$967K - $1.12M
|
696K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
46.7KNew |
$919K - $1.06M
|
46.7K
$1.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
46KNew |
$905K - $1.05M
|
46K
$1.19M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
45.2KNew |
$889K - $1.03M
|
45.2K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
44.6KNew |
$876K - $1.01M
|
44.6K
$1.15M
|