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 $1.31M
May 12, 2022 Q1 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
12.2K
New
$315K - $366K
12.2K $368K
May 16, 2022 Q1 2022
Wescott Financial Advisory Group, LLC

BUY
 -
11.5K
New
$298K - $346K
11.5K $348K
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
11.3K
New
$294K - $341K
11.3K $343K
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

BUY
 -
11.2K
+ 11.16%
$292K - $338K
112K $3.39M
Apr 08, 2022 Q1 2022
Acropolis Investment Management, LLC

BUY
 -
11.2K
New
$291K - $337K
11.2K $339K
Apr 20, 2022 Q1 2022
Gemmer Asset Management LLC

BUY
 -
11K
+ 2753.52%
$284K - $330K
11.4K $344K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
10.9K
+ 74.34%
$283K - $328K
25.6K $774K
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
BUY
 -
10.7K
New
$279K - $323K
10.7K $325K
Apr 11, 2022 Q1 2022
Apella Capital, LLC

BUY
 -
10.7K
New
$277K - $322K
10.7K $324K
May 05, 2022 Q1 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
9.48K
+ 77.12%
$246K - $285K
21.8K $659K
May 06, 2022 Q1 2022
Tortoise Investment Management, LLC

BUY
 -
9.04K
+ 14.45%
$234K - $272K
71.6K $2.17M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
8.83K
New
$229K - $266K
8.83K $267K
Apr 27, 2022 Q1 2022
Exeter Financial, LLC

BUY
 -
8.38K
New
$217K - $252K
8.38K $254K
May 09, 2022 Q1 2022
Burney CO

Reston, VA
BUY
 -
8.11K
+ 50.82%
$210K - $244K
24.1K $728K
Apr 14, 2022 Q1 2022
Websterrogers Financial Advisors, LLC

BUY
 -
7.86K
New
$204K - $236K
7.86K $238K
Apr 11, 2022 Q1 2022
Evanson Asset Management, LLC

BUY
 -
7.65K
+ 87.95%
$198K - $230K
16.3K $495K
Apr 18, 2022 Q1 2022
Bridge Advisory, LLC

BUY
 -
7.47K
+ 54.22%
$194K - $225K
21.2K $643K
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
7.35K
+ 17.1%
$191K - $221K
50.3K $1.52M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
6.79K
+ 139.47%
$176K - $204K
11.7K $353K
May 13, 2022 Q1 2022
Cowa, LLC

Tulsa, OK
BUY
 -
6.57K
+ 1.75%
$170K - $198K
383K $11.6M
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
6.35K
+ 15.56%
$165K - $191K
47.2K $1.43M
Apr 15, 2022 Q1 2022
Resolute Financial, LLC

BUY
 -
6.02K
+ 29.32%
$156K - $181K
26.5K $803K
Jun 01, 2022 Q1 2022
City State Bank

Norwalk, IA
BUY
 -
5.95K
+ 20.42%
$154K - $179K
35.1K $1.06M
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
5.2K
+ 13.48%
$135K - $156K
43.8K $1.32M
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
5.1K
+ 12.24%
$132K - $154K
46.8K $1.42M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
4.93K
+ 1315.73%
$128K - $148K
5.31K $161K
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
4.88K
+ 12.84%
$127K - $147K
42.9K $1.3M
Apr 21, 2022 Q1 2022
Claris Advisors, LLC

BUY
 -
4.81K
+ 35.5%
$125K - $145K
18.4K $556K
Apr 15, 2022 Q1 2022
Baker Boyer National Bank

BUY
 -
4.22K
+ 4.18%
$109K - $127K
105K $3.18M
May 02, 2022 Q1 2022
Advisory Alpha, LLC

BUY
 -
4.09K
+ 10.77%
$106K - $123K
42.1K $1.27M
May 12, 2022 Q1 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
3.93K
+ 10.15%
$102K - $118K
42.6K $1.29M
Apr 25, 2022 Q1 2022
Life Planning Partners, Inc

BUY
 -
3.4K
New
$88.2K - $102K
3.4K $103K
May 12, 2022 Q1 2022
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
3.34K
+ 32.8%
$86.6K - $100K
13.5K $409K
Apr 20, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
2.51K
+ 21.28%
$65.2K - $75.6K
14.3K $434K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.3K
+ 3.07%
$59.7K - $69.2K
77.3K $2.34M
May 03, 2022 Q1 2022
Investmark Advisory Group LLC

BUY
 -
2.13K
+ 11.88%
$55.3K - $64.1K
20.1K $608K
May 03, 2022 Q1 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
1.64K
+ 8.17%
$42.5K - $49.2K
21.7K $656K
Apr 19, 2022 Q1 2022
Karpas Strategies, LLC

BUY
 -
1.6K
+ 16.16%
$41.5K - $48.2K
11.5K $348K
May 05, 2022 Q1 2022
Bridgewater Advisors Inc.

BUY
 -
1.58K
+ 1.4%
$41K - $47.5K
115K $3.47M
May 16, 2022 Q1 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
1.56K
+ 14.89%
$40.5K - $47K
12K $364K
May 02, 2022 Q1 2022
Better Wealth, LLC

BUY
 -
1.47K
+ 3.19%
$38.1K - $44.2K
47.5K $1.44M
Apr 29, 2022 Q1 2022
Stone Point Wealth LLC

BUY
 -
1.36K
+ 7.26%
$35.1K - $40.8K
20K $606K
May 11, 2022 Q1 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1.2K
+ 10.58%
$31.1K - $36.1K
12.5K $379K
May 13, 2022 Q1 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
1.19K
+ 9.3%
$31K - $35.9K
14K $424K
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
984
New
$25.5K - $29.6K
984 $29.8K
Apr 26, 2022 Q1 2022
Shore Point Advisors, LLC

BUY
 -
717
+ 6.32%
$18.6K - $21.6K
12.1K $365K
Apr 27, 2022 Q1 2022
Beacon Financial Advisory LLC

BUY
 -
662
+ 3.59%
$17.2K - $19.9K
19.1K $579K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
653
+ 0.45%
$16.9K - $19.6K
146K $4.41M

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