Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr (DFAI)
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 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
653+ 0.45% |
$16.9K - $19.6K
|
146K
$4.26M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
614New |
$15.9K - $18.5K
|
614
$18K
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
580+ 31.61% |
$15K - $17.4K
|
2.42K
$70.7K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
563+ 4.89% |
$14.6K - $16.9K
|
12.1K
$353K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
400New |
$10.4K - $12K
|
400
$11.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
344+ 0.33% |
$8.92K - $10.3K
|
105K
$3.07M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
206+ 1.58% |
$5.34K - $6.2K
|
13.3K
$388K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
188+ 0.28% |
$4.88K - $5.66K
|
68.4K
$2M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
110+ 2.78% |
$2.85K - $3.31K
|
4.07K
$119K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
63+ 225.0% |
$1.63K - $1.9K
|
91
$2.66K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
41+ 0.21% |
$1.06K - $1.23K
|
19.4K
$568K
|
|
|
May 12, 2022
Q1 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
40+ 0.01% |
$1.04K - $1.2K
|
339K
$9.93M
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
29+ 0.11% |
$752 - $872
|
26.4K
$771K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
29+ 0.17% |
$752 - $872
|
16.7K
$490K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
28New |
$726 - $842
|
28
$819
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
25New |
$649 - $752
|
25
$732
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5New |
$130 - $150
|
5
$146
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.23% |
$25.9 - $30.1
|
433
$12.7K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-1- -0.0% |
$25.9 - $30.1
|
47.5K
$1.39M
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-9Closed |
$233 - $271
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-24- 0.02% |
$623 - $722
|
133K
$3.89M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-85Closed |
$2.2K - $2.56K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-220- 2.22% |
$5.71K - $6.62K
|
9.69K
$284K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-574- 0.58% |
$14.9K - $17.3K
|
99K
$2.9M
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.24KClosed |
$32.1K - $37.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.45KClosed |
$37.6K - $43.6K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.82K- 38.75% |
$47.3K - $54.8K
|
2.88K
$84.3K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.36KClosed |
$61.3K - $71K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.41K- 8.28% |
$62.4K - $72.4K
|
26.6K
$779K
|
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-2.54K- 5.53% |
$66K - $76.5K
|
43.4K
$1.27M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.49KClosed |
$90.6K - $105K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.62K- 3.26% |
$93.9K - $109K
|
107K
$3.14M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.74K- 26.76% |
$97.1K - $113K
|
10.2K
$300K
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-3.87K- 2.72% |
$100K - $116K
|
138K
$4.05M
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-5.14K- 12.47% |
$133K - $155K
|
36.1K
$1.06M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.22K- 7.01% |
$135K - $157K
|
69.2K
$2.03M
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-5.46KClosed |
$142K - $164K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.75KClosed |
$175K - $203K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.88KClosed |
$179K - $207K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-7.03K- 23.74% |
$182K - $211K
|
22.6K
$660K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.06KClosed |
$209K - $242K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-8.21KClosed |
$213K - $247K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-8.44KClosed |
$219K - $254K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.95K- 36.38% |
$232K - $269K
|
15.7K
$458K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.12K- 25.93% |
$237K - $274K
|
26.1K
$762K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11K- 20.26% |
$287K - $332K
|
43.5K
$1.27M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.4K- 58.38% |
$424K - $492K
|
11.7K
$341K
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-18.8KClosed |
$487K - $564K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.5KClosed |
$558K - $647K
|
0
$0
|