Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q1 2023. 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 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.8M+ 1505.62% |
$95.9M - $104M
|
4.06M
$119M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.07M+ 4032.54% |
$52.2M - $56.8M
|
2.12M
$62.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
1.9M+ 7337.61% |
$47.9M - $52.1M
|
1.92M
$56.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.05M+ 305.4% |
$26.4M - $28.7M
|
1.39M
$40.8M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
762KNew |
$19.2M - $20.9M
|
762K
$22.4M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
594KNew |
$15M - $16.3M
|
594K
$17.4M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
488K+ 21.88% |
$12.3M - $13.4M
|
2.72M
$79.9M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
412KNew |
$10.4M - $11.3M
|
412K
$12.1M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
412KNew |
$10.4M - $11.3M
|
412K
$12.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
311K+ 43.02% |
$7.83M - $8.52M
|
1.03M
$30.3M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
306K+ 16.16% |
$7.7M - $8.39M
|
2.2M
$64.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
270K+ 265.73% |
$6.8M - $7.41M
|
371K
$10.9M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
264K+ 4.85% |
$6.66M - $7.26M
|
5.71M
$168M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
264KNew |
$6.66M - $7.25M
|
264K
$7.76M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
234K+ 5.31% |
$5.9M - $6.43M
|
4.64M
$136M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
233K+ 530.36% |
$5.88M - $6.41M
|
277K
$8.15M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
230K+ 63.65% |
$5.79M - $6.3M
|
590K
$17.3M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
211K+ 569.55% |
$5.31M - $5.78M
|
248K
$7.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
182K+ 33.65% |
$4.6M - $5.01M
|
725K
$21.3M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
175K+ 281.09% |
$4.4M - $4.8M
|
237K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
170K+ 807.27% |
$4.28M - $4.66M
|
191K
$5.61M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
168K+ 16.57% |
$4.23M - $4.61M
|
1.18M
$34.7M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
164K+ 9.83% |
$4.13M - $4.5M
|
1.83M
$53.8M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
155K+ 14.77% |
$3.92M - $4.26M
|
1.21M
$35.5M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
151K+ 57.53% |
$3.8M - $4.14M
|
413K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
138K+ 38.82% |
$3.48M - $3.79M
|
494K
$14.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
124K+ 247.04% |
$3.13M - $3.4M
|
174K
$5.12M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
122K+ 16.62% |
$3.08M - $3.36M
|
858K
$25.2M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
115K+ 22.75% |
$2.91M - $3.17M
|
623K
$18.3M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
97.4K+ 23.01% |
$2.46M - $2.67M
|
521K
$15.3M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
97K+ 30.04% |
$2.45M - $2.66M
|
420K
$12.3M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
89.4K+ 9.29% |
$2.25M - $2.45M
|
1.05M
$30.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
88.5K+ 87.43% |
$2.23M - $2.43M
|
190K
$5.58M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
86.5K+ 22.96% |
$2.18M - $2.37M
|
463K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
86K+ 100.88% |
$2.17M - $2.36M
|
171K
$5.03M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
84.6K+ 10.01% |
$2.13M - $2.32M
|
929K
$27.3M
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
76.5K+ 9.2% |
$1.93M - $2.1M
|
907K
$26.7M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
75.5K+ 16.79% |
$1.9M - $2.07M
|
525K
$15.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
74.4K+ 7.39% |
$1.88M - $2.04M
|
1.08M
$31.8M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
73.6KNew |
$1.85M - $2.02M
|
73.6K
$2.16M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
73K+ 90.01% |
$1.84M - $2M
|
154K
$4.53M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
70.6K+ 12.98% |
$1.78M - $1.94M
|
615K
$18.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
69.8K+ 19.73% |
$1.76M - $1.92M
|
423K
$12.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
67.3KNew |
$1.7M - $1.85M
|
67.3K
$1.98M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
65.4KNew |
$1.65M - $1.8M
|
65.4K
$1.92M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
62.6K+ 20.11% |
$1.58M - $1.72M
|
374K
$11M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
60KNew |
$1.51M - $1.65M
|
60K
$1.76M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
59.7K+ 6.47% |
$1.51M - $1.64M
|
982K
$28.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
59.4K+ 24.9% |
$1.5M - $1.63M
|
298K
$8.75M
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
BUY
|
- |
58.4K+ 56.6% |
$1.47M - $1.6M
|
162K
$4.75M
|