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
May 10, 2022 Q1 2022
Maryland Capital Advisors Inc.

BUY
 -
12.2K
+ 39.37%
$317K - $368K
43.3K $1.27M
May 12, 2022 Q1 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
12.2K
New
$315K - $366K
12.2K $356K
May 16, 2022 Q1 2022
Wescott Financial Advisory Group, LLC

BUY
 -
11.5K
New
$298K - $346K
11.5K $336K
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
11.3K
New
$294K - $341K
11.3K $332K
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

BUY
 -
11.2K
+ 11.16%
$292K - $338K
112K $3.28M
Apr 08, 2022 Q1 2022
Acropolis Investment Management, LLC

BUY
 -
11.2K
New
$291K - $337K
11.2K $328K
Apr 20, 2022 Q1 2022
Gemmer Asset Management LLC

BUY
 -
11K
+ 2753.52%
$284K - $330K
11.4K $332K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
10.9K
+ 74.34%
$283K - $328K
25.6K $748K
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
BUY
 -
10.7K
New
$279K - $323K
10.7K $314K
Apr 11, 2022 Q1 2022
Apella Capital, LLC

BUY
 -
10.7K
New
$277K - $322K
10.7K $313K
May 05, 2022 Q1 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
9.48K
+ 77.12%
$246K - $285K
21.8K $637K
May 06, 2022 Q1 2022
Tortoise Investment Management, LLC

BUY
 -
9.04K
+ 14.45%
$234K - $272K
71.6K $2.09M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
8.83K
New
$229K - $266K
8.83K $258K
Apr 27, 2022 Q1 2022
Exeter Financial, LLC

BUY
 -
8.38K
New
$217K - $252K
8.38K $245K
May 09, 2022 Q1 2022
Burney CO

Reston, VA
BUY
 -
8.11K
+ 50.82%
$210K - $244K
24.1K $704K
Apr 14, 2022 Q1 2022
Websterrogers Financial Advisors, LLC

BUY
 -
7.86K
New
$204K - $236K
7.86K $230K
Apr 11, 2022 Q1 2022
Evanson Asset Management, LLC

BUY
 -
7.65K
+ 87.95%
$198K - $230K
16.3K $478K
Apr 18, 2022 Q1 2022
Bridge Advisory, LLC

BUY
 -
7.47K
+ 54.22%
$194K - $225K
21.2K $622K
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
7.35K
+ 17.1%
$191K - $221K
50.3K $1.47M
Nov 06, 2024 Q1 2022
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
7.18K
New
$186K - $216K
7.18K $210K
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
6.79K
+ 139.47%
$176K - $204K
11.7K $341K
May 13, 2022 Q1 2022
Cowa, LLC

Tulsa, OK
BUY
 -
6.57K
+ 1.75%
$170K - $198K
383K $11.2M
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
6.35K
+ 15.56%
$165K - $191K
47.2K $1.38M
Apr 15, 2022 Q1 2022
Resolute Financial, LLC

BUY
 -
6.02K
+ 29.32%
$156K - $181K
26.5K $776K
Jun 01, 2022 Q1 2022
City State Bank

Norwalk, IA
BUY
 -
5.95K
+ 20.42%
$154K - $179K
35.1K $1.03M
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
5.2K
+ 13.48%
$135K - $156K
43.8K $1.28M
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
5.1K
+ 12.24%
$132K - $154K
46.8K $1.37M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
4.93K
+ 1315.73%
$128K - $148K
5.31K $155K
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
4.88K
+ 12.84%
$127K - $147K
42.9K $1.25M
Apr 21, 2022 Q1 2022
Claris Advisors, LLC

BUY
 -
4.81K
+ 35.5%
$125K - $145K
18.4K $537K
Apr 15, 2022 Q1 2022
Baker Boyer National Bank

BUY
 -
4.22K
+ 4.18%
$109K - $127K
105K $3.07M
May 02, 2022 Q1 2022
Advisory Alpha, LLC

BUY
 -
4.09K
+ 10.77%
$106K - $123K
42.1K $1.23M
May 12, 2022 Q1 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
3.93K
+ 10.15%
$102K - $118K
42.6K $1.25M
Apr 25, 2022 Q1 2022
Life Planning Partners, Inc

BUY
 -
3.4K
New
$88.2K - $102K
3.4K $99.5K
May 12, 2022 Q1 2022
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
3.34K
+ 32.8%
$86.6K - $100K
13.5K $396K
Apr 20, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
2.51K
+ 21.28%
$65.2K - $75.6K
14.3K $419K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.3K
+ 3.07%
$59.7K - $69.2K
77.3K $2.26M
May 03, 2022 Q1 2022
Investmark Advisory Group LLC

BUY
 -
2.13K
+ 11.88%
$55.3K - $64.1K
20.1K $588K
May 03, 2022 Q1 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
1.64K
+ 8.17%
$42.5K - $49.2K
21.7K $634K
Apr 19, 2022 Q1 2022
Karpas Strategies, LLC

BUY
 -
1.6K
+ 16.16%
$41.5K - $48.2K
11.5K $337K
May 05, 2022 Q1 2022
Bridgewater Advisors Inc.

BUY
 -
1.58K
+ 1.4%
$41K - $47.5K
115K $3.36M
May 16, 2022 Q1 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
1.56K
+ 14.89%
$40.5K - $47K
12K $352K
May 02, 2022 Q1 2022
Better Wealth, LLC

BUY
 -
1.47K
+ 3.19%
$38.1K - $44.2K
47.5K $1.39M
Apr 29, 2022 Q1 2022
Stone Point Wealth LLC

BUY
 -
1.36K
+ 7.26%
$35.1K - $40.8K
20K $586K
May 11, 2022 Q1 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1.2K
+ 10.58%
$31.1K - $36.1K
12.5K $367K
May 13, 2022 Q1 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
1.19K
+ 9.3%
$31K - $35.9K
14K $410K
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
984
New
$25.5K - $29.6K
984 $28.8K
Apr 26, 2022 Q1 2022
Shore Point Advisors, LLC

BUY
 -
717
+ 6.32%
$18.6K - $21.6K
12.1K $353K
Apr 27, 2022 Q1 2022
Beacon Financial Advisory LLC

BUY
 -
662
+ 3.59%
$17.2K - $19.9K
19.1K $559K

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