Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr (DFAI)

DFAI Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q1 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
Jul 18, 2022 Q1 2022
Retirement Guys Formula LLC

BUY
 -
48.7K
New
$1.26M - $1.46M
48.7K $1.42M
Apr 13, 2022 Q1 2022
Hurlow Wealth Management Group, Inc.

BUY
 -
48K
New
$1.24M - $1.44M
48K $1.4M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
46.4K
New
$1.2M - $1.4M
46.4K $1.36M
May 16, 2022 Q1 2022
Rbf Capital, LLC

San Francisco, CA
BUY
 -
45K
New
$1.17M - $1.35M
45K $1.32M
May 13, 2022 Q1 2022
Aveo Capital Partners, LLC

BUY
 -
44.2K
+ 238.77%
$1.15M - $1.33M
62.7K $1.84M
Apr 04, 2022 Q1 2022
Garrett Investment Advisors LLC

BUY
 -
40.1K
+ 121.14%
$1.04M - $1.21M
73.2K $2.14M
May 09, 2022 Q1 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
38.4K
+ 98.16%
$997K - $1.16M
77.6K $2.27M
Apr 20, 2022 Q1 2022
Applied Capital LLC

BUY
 -
36.3K
New
$941K - $1.09M
36.3K $1.06M
May 10, 2022 Q1 2022
American Investment Services, Inc.

BUY
 -
36.2K
+ 42.05%
$940K - $1.09M
122K $3.58M
Apr 20, 2022 Q1 2022
Private Capital Management LLC

BUY
 -
35.3K
+ 490.58%
$916K - $1.06M
42.5K $1.24M
Aug 11, 2023 Q1 2022
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
34.1K
+ 100.33%
$883K - $1.02M
68K $1.99M
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

BUY
 -
32.3K
+ 28.18%
$837K - $971K
147K $4.3M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
32K
New
$829K - $961K
32K $935K
May 11, 2022 Q1 2022
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
30.7K
+ 22.34%
$796K - $922K
168K $4.91M
Apr 19, 2022 Q1 2022
Five Oceans Advisors

BUY
 -
30K
New
$779K - $904K
30K $879K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
29.8K
+ 11.1%
$774K - $897K
299K $8.74M
May 10, 2022 Q1 2022
Spinnaker Investment Group, LLC

BUY
 -
29.7K
+ 3.66%
$770K - $892K
840K $24.6M
Apr 29, 2022 Q1 2022
Gradient Capital Advisors, LLC

BUY
 -
27.3K
New
$709K - $822K
27.3K $800K
May 10, 2022 Q1 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
26.4K
+ 163.87%
$685K - $794K
42.5K $1.24M
May 26, 2022 Q1 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
26.4K
+ 57.19%
$684K - $793K
72.4K $2.12M
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
25.8K
+ 312.22%
$671K - $778K
34.1K $999K
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

BUY
 -
23.3K
+ 366.21%
$604K - $701K
29.7K $868K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
21.4K
+ 102.93%
$554K - $642K
42.1K $1.23M
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
21.3K
+ 227.09%
$554K - $642K
30.8K $900K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
20.4K
+ 59.04%
$529K - $613K
54.9K $1.61M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
20.3K
+ 53.12%
$527K - $611K
58.5K $1.71M
May 09, 2022 Q1 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
20K
New
$519K - $602K
20K $586K
May 16, 2022 Q1 2022
Hb Wealth Management, LLC

BUY
 -
19.6K
New
$509K - $590K
19.6K $574K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
19.5K
+ 58.25%
$507K - $588K
53.1K $1.55M
May 12, 2022 Q1 2022
Raymond James Trust N.A.

BUY
 -
18.7K
New
$485K - $562K
18.7K $547K
May 10, 2022 Q1 2022
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
18.5K
New
$480K - $557K
18.5K $542K
Apr 18, 2022 Q1 2022
Wmg Financial Advisors, LLC

BUY
 -
18.4K
+ 22.15%
$478K - $554K
102K $2.97M
Apr 12, 2022 Q1 2022
Dbk Financial Counsel, LLC

BUY
 -
16.8K
New
$435K - $504K
16.8K $491K
Apr 29, 2022 Q1 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
16.4K
+ 89.76%
$426K - $494K
34.7K $1.02M
Apr 20, 2022 Q1 2022
Concord Wealth Partners

BUY
 -
16.3K
+ 313.75%
$424K - $491K
21.5K $630K
Aug 23, 2023 Q1 2022
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
16.3K
+ 239.26%
$423K - $490K
23.1K $676K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
14.8K
+ 35.13%
$384K - $445K
56.9K $1.66M
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
14.6K
New
$378K - $439K
14.6K $427K
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
14.4K
New
$374K - $434K
14.4K $422K
Apr 22, 2022 Q1 2022
Mraz, Amerine & Associates, Inc.

BUY
 -
14.4K
+ 22.97%
$374K - $434K
77.2K $2.26M
Apr 27, 2022 Q1 2022
Fort Henry Capital, LLC

BUY
 -
14.4K
+ 25.07%
$374K - $434K
71.9K $2.1M
May 10, 2022 Q1 2022
Marshall Financial Group LLC

BUY
 -
13.7K
+ 24.14%
$356K - $413K
70.7K $2.07M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
13.7K
New
$356K - $413K
13.7K $402K
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
13.4K
+ 21.93%
$347K - $403K
74.4K $2.18M
Apr 21, 2022 Q1 2022
Zhang Financial LLC

BUY
 -
13.4K
New
$347K - $403K
13.4K $392K
May 06, 2022 Q1 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
13.2K
+ 131.53%
$343K - $398K
23.3K $681K
Apr 26, 2022 Q1 2022
Baldrige Asset Management LLC

BUY
 -
13.2K
+ 56.96%
$342K - $397K
36.4K $1.06M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
12.5K
+ 117.35%
$323K - $375K
23.1K $675K
May 13, 2022 Q1 2022
Cpwm, LLC

Seattle, WA
BUY
 -
12.4K
+ 56.28%
$322K - $374K
34.5K $1.01M

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