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 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
614
New
$15.9K - $18.5K
614 $18.6K
May 03, 2022 Q1 2022
Steward Financial Group LLC

BUY
 -
580
+ 31.61%
$15K - $17.4K
2.42K $73.1K
May 16, 2022 Q1 2022
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
563
+ 4.89%
$14.6K - $16.9K
12.1K $365K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
400
New
$10.4K - $12K
400 $12.1K
Apr 21, 2022 Q1 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
344
+ 0.33%
$8.92K - $10.3K
105K $3.17M
Apr 29, 2022 Q1 2022
Tci Wealth Advisors, Inc.

BUY
 -
206
+ 1.58%
$5.34K - $6.2K
13.3K $401K
Apr 29, 2022 Q1 2022
Annapolis Financial Services, LLC

BUY
 -
188
+ 0.28%
$4.88K - $5.66K
68.4K $2.07M
May 16, 2022 Q1 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
110
+ 2.78%
$2.85K - $3.31K
4.07K $123K
Apr 29, 2022 Q1 2022
Morris Financial Concepts, Inc.

BUY
 -
63
+ 225.0%
$1.63K - $1.9K
91 $2.75K
Jun 08, 2022 Q1 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
41
+ 0.21%
$1.06K - $1.23K
19.4K $587K
Apr 29, 2022 Q1 2022
Tranquility Partners, LLC

BUY
 -
29
+ 0.11%
$752 - $872
26.4K $798K
May 16, 2022 Q1 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
29
+ 0.17%
$752 - $872
16.7K $507K
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

BUY
 -
28
New
$726 - $842
28 $847
Apr 21, 2022 Q1 2022
Cordasco Financial Network

BUY
 -
25
New
$649 - $752
25 $757
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
5
New
$130 - $150
5 $151
May 05, 2022 Q1 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
1
+ 0.23%
$25.9 - $30.1
433 $13.1K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 13, 2022 Q1 2022
Better Money Decisions, LLC

SELL
 -
-1
- -0.0%
$25.9 - $30.1
47.5K $1.44M
May 06, 2022 Q1 2022
Bivin & Associates, Inc.

Ponca City, OK
SELL
 -
-9
Closed
$233 - $271
0 $0
Apr 13, 2022 Q1 2022
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-24
- 0.02%
$623 - $722
133K $4.02M
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-85
Closed
$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 $293K
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-574
- 0.58%
$14.9K - $17.3K
99K $3M
May 13, 2022 Q1 2022
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-1.24K
Closed
$32.1K - $37.2K
0 $0
May 10, 2022 Q1 2022
Advanced Research Investment Solutions, LLC

SELL
 -
-1.45K
Closed
$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 $87.2K
May 16, 2022 Q1 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-2.36K
Closed
$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 $806K
Apr 27, 2022 Q1 2022
Shearwater Capital LLC

SELL
 -
-2.54K
- 5.53%
$66K - $76.5K
43.4K $1.31M
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-3.49K
Closed
$90.6K - $105K
0 $0
Apr 22, 2022 Q1 2022
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-3.62K
- 3.26%
$93.9K - $109K
107K $3.25M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-3.74K
- 26.76%
$97.1K - $113K
10.2K $310K
Apr 25, 2022 Q1 2022
Collective Family Office LLC

SELL
 -
-3.87K
- 2.72%
$100K - $116K
138K $4.18M
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

SELL
 -
-5.14K
- 12.47%
$133K - $155K
36.1K $1.09M
May 03, 2022 Q1 2022
Firethorn Wealth Partners, LLC

SELL
 -
-5.22K
- 7.01%
$135K - $157K
69.2K $2.09M
May 10, 2022 Q1 2022
Rather & Kittrell, Inc.

Knoxville, TN
SELL
 -
-5.46K
Closed
$142K - $164K
0 $0
Apr 21, 2022 Q1 2022
Destiny Wealth Partners, LLC

SELL
 -
-6.75K
Closed
$175K - $203K
0 $0
May 13, 2022 Q1 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-6.88K
Closed
$179K - $207K
0 $0
May 16, 2022 Q1 2022
Watchman Group, Inc.

Plano, TX
SELL
 -
-7.03K
- 23.74%
$182K - $211K
22.6K $683K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-8.06K
Closed
$209K - $242K
0 $0
Apr 25, 2022 Q1 2022
Lutz Financial Services LLC

SELL
 -
-8.21K
Closed
$213K - $247K
0 $0
May 10, 2022 Q1 2022
Sloy Dahl & Holst, LLC

SELL
 -
-8.44K
Closed
$219K - $254K
0 $0
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-8.95K
- 36.38%
$232K - $269K
15.7K $474K
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-9.12K
- 25.93%
$237K - $274K
26.1K $788K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

SELL
 -
-11K
- 20.26%
$287K - $332K
43.5K $1.32M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-16.4K
- 58.38%
$424K - $492K
11.7K $353K
Apr 12, 2022 Q1 2022
Stonnington Group, LLC

SELL
 -
-18.8K
Closed
$487K - $564K
0 $0
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-21.5K
Closed
$558K - $647K
0 $0
Apr 18, 2022 Q1 2022
Ml & R Wealth Management LLC

SELL
 -
-22.4K
Closed
$581K - $673K
0 $0

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