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 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
26.4KNew |
$572K - $638K
|
26.4K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
26.2K+ 18.5% |
$567K - $632K
|
168K
$4.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
26.1KNew |
$565K - $629K
|
26.1K
$666K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.7K+ 3.96% |
$555K - $619K
|
673K
$17.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25.6K+ 5.08% |
$555K - $618K
|
530K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
25.6K+ 5.63% |
$555K - $618K
|
481K
$12.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
25KNew |
$540K - $602K
|
25K
$637K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
24.7K+ 9.97% |
$534K - $595K
|
272K
$6.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.6K+ 15.73% |
$533K - $594K
|
181K
$4.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
24.1K+ 31.04% |
$522K - $582K
|
102K
$2.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
23.8K+ 50.26% |
$515K - $574K
|
71.2K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 46.6% |
$514K - $572K
|
74.7K
$1.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
BUY
|
- |
23.5K+ 6.85% |
$508K - $567K
|
367K
$9.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
22.7K+ 6.66% |
$492K - $548K
|
364K
$9.28M
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
22.5KNew |
$486K - $542K
|
22.5K
$573K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
22.4KNew |
$484K - $539K
|
22.4K
$571K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
22.2K+ 45.65% |
$481K - $536K
|
70.9K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.9K+ 87.65% |
$474K - $528K
|
46.9K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
21.6K+ 12.04% |
$467K - $520K
|
201K
$5.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
21K+ 53.55% |
$455K - $507K
|
60.3K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.8K+ 3294.3% |
$450K - $502K
|
21.5K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
19.8KNew |
$428K - $477K
|
19.8K
$505K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
19.6K+ 14.73% |
$424K - $472K
|
153K
$3.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
18.3KNew |
$396K - $441K
|
18.3K
$467K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
18K+ 4.19% |
$389K - $433K
|
447K
$11.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
16.9KNew |
$365K - $407K
|
16.9K
$431K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
16.8KNew |
$364K - $406K
|
16.8K
$430K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
16.7KNew |
$362K - $404K
|
16.7K
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
16KNew |
$346K - $386K
|
16K
$408K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
15.6K+ 3.03% |
$338K - $377K
|
532K
$13.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
15.5K+ 2.09% |
$335K - $373K
|
757K
$19.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
15.3KNew |
$330K - $368K
|
15.3K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
14.9KNew |
$322K - $359K
|
14.9K
$379K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
14.8K+ 17.08% |
$320K - $357K
|
101K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.8K+ 20.82% |
$319K - $356K
|
85.7K
$2.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
14.6K+ 5.71% |
$317K - $353K
|
271K
$6.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.6K+ 39.81% |
$317K - $353K
|
51.4K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14.4KNew |
$311K - $346K
|
14.4K
$367K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
14.1K+ 7.85% |
$306K - $341K
|
194K
$4.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14.1KNew |
$304K - $339K
|
14.1K
$359K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.9KNew |
$300K - $335K
|
13.9K
$354K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13.7K+ 38.85% |
$296K - $330K
|
48.9K
$1.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
13.2KNew |
$285K - $317K
|
13.2K
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13KNew |
$281K - $313K
|
13K
$332K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
12K+ 13.34% |
$260K - $290K
|
102K
$2.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
12K+ 26.35% |
$259K - $288K
|
57.4K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11.7K+ 4.16% |
$252K - $281K
|
292K
$7.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
11.3K+ 9.67% |
$245K - $273K
|
128K
$3.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
11.2KNew |
$242K - $270K
|
11.2K
$285K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
10.9K+ 34.82% |
$235K - $262K
|
42.1K
$1.07M
|