Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
77.2K+ 4.5% |
$1.67M - $1.86M
|
1.79M
$46.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76K+ 36.28% |
$1.64M - $1.83M
|
285K
$7.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
73.9K+ 12.83% |
$1.6M - $1.78M
|
650K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
73.3K+ 35.99% |
$1.59M - $1.77M
|
277K
$7.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
72.5KNew |
$1.57M - $1.75M
|
72.5K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
71.6K+ 24.74% |
$1.55M - $1.73M
|
361K
$9.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
69.5K+ 69.89% |
$1.5M - $1.68M
|
169K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
67.1K+ 19.31% |
$1.45M - $1.62M
|
415K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
65.8K+ 28.88% |
$1.42M - $1.59M
|
293K
$7.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
61.6K+ 30.51% |
$1.33M - $1.48M
|
263K
$6.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
59.3KNew |
$1.28M - $1.43M
|
59.3K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
59.3K+ 9.25% |
$1.28M - $1.43M
|
700K
$18.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
57.6KNew |
$1.25M - $1.39M
|
57.6K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
56.6K+ 17.93% |
$1.22M - $1.37M
|
372K
$9.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
55.5K+ 6.09% |
$1.2M - $1.34M
|
966K
$25M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
54.8KNew |
$1.19M - $1.32M
|
54.8K
$1.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
54.3K+ 19.42% |
$1.17M - $1.31M
|
334K
$8.63M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
52.6K+ 48.93% |
$1.14M - $1.27M
|
160K
$4.14M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
52.3K+ 37.39% |
$1.13M - $1.26M
|
192K
$4.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
51.4K+ 41.2% |
$1.11M - $1.24M
|
176K
$4.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
51.3K+ 13.66% |
$1.11M - $1.24M
|
427K
$11M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
50.7K+ 12.59% |
$1.1M - $1.22M
|
454K
$11.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
50.6KNew |
$1.09M - $1.22M
|
50.6K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
50.5K+ 146.54% |
$1.09M - $1.22M
|
85K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
50.4K+ 5.59% |
$1.09M - $1.22M
|
953K
$24.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.4K+ 8.7% |
$1.07M - $1.19M
|
617K
$15.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
49K+ 28.68% |
$1.06M - $1.18M
|
220K
$5.68M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
48.7K+ 5.68% |
$1.05M - $1.17M
|
905K
$23.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
46.7KNew |
$1.01M - $1.13M
|
46.7K
$1.21M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
40.8KNew |
$882K - $983K
|
40.8K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
37.5KNew |
$812K - $905K
|
37.5K
$970K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
37.3K+ 267.56% |
$807K - $899K
|
51.2K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
37KNew |
$800K - $891K
|
37K
$955K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
35.9K+ 26.05% |
$776K - $865K
|
174K
$4.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
35.5K+ 11.01% |
$767K - $855K
|
358K
$9.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
35.4KNew |
$766K - $854K
|
35.4K
$915K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
35.3K+ 16.28% |
$764K - $852K
|
252K
$6.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
34.3K+ 11.8% |
$742K - $828K
|
325K
$8.4M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
32.9KNew |
$712K - $793K
|
32.9K
$850K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
32.7K+ 6.04% |
$706K - $787K
|
573K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32.4K+ 6.09% |
$700K - $781K
|
564K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
31.5KNew |
$681K - $759K
|
31.5K
$814K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30.9K+ 8.56% |
$669K - $746K
|
392K
$10.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
30.9K+ 101.19% |
$669K - $746K
|
61.5K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
30.9K+ 7.84% |
$668K - $745K
|
425K
$11M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
30.7K+ 131.93% |
$663K - $739K
|
53.9K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
30.2K+ 9.05% |
$653K - $728K
|
364K
$9.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
28.5KNew |
$617K - $688K
|
28.5K
$737K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
28.5K+ 10.24% |
$615K - $686K
|
306K
$7.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
26.5K+ 6.34% |
$573K - $638K
|
444K
$11.5M
|