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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
57.8K+ 44.85% |
$1.46M - $1.59M
|
187K
$5.46M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
55.9K+ 21.5% |
$1.41M - $1.54M
|
316K
$9.25M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
54.9KNew |
$1.38M - $1.51M
|
54.9K
$1.61M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
51.2K+ 24.03% |
$1.29M - $1.41M
|
264K
$7.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
50.8K+ 326.72% |
$1.28M - $1.39M
|
66.3K
$1.94M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
49K+ 27.65% |
$1.23M - $1.34M
|
226K
$6.61M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
48.5K+ 44.84% |
$1.22M - $1.33M
|
157K
$4.59M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
45.3KNew |
$1.14M - $1.24M
|
45.3K
$1.32M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
42.7K+ 41.03% |
$1.08M - $1.17M
|
147K
$4.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
42.2K+ 59.79% |
$1.06M - $1.16M
|
113K
$3.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
41.5K+ 17.1% |
$1.05M - $1.14M
|
284K
$8.32M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
40.7K+ 24.37% |
$1.02M - $1.12M
|
207K
$6.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
39.8K+ 15.63% |
$1M - $1.09M
|
294K
$8.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
39.5KNew |
$995K - $1.08M
|
39.5K
$1.15M
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
36.8K+ 6.47% |
$927K - $1.01M
|
605K
$17.7M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
33.5K+ 14.19% |
$845K - $920K
|
270K
$7.89M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
33.3K+ 10.82% |
$839K - $913K
|
341K
$9.96M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
32.8K+ 7.58% |
$827K - $901K
|
466K
$13.6M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
32.4K+ 12.46% |
$817K - $890K
|
293K
$8.56M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
32.1K+ 178.54% |
$809K - $881K
|
50.1K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
31.7K+ 15.86% |
$799K - $870K
|
231K
$6.77M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
31.6K+ 9.8% |
$797K - $868K
|
354K
$10.4M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.7K+ 68.63% |
$774K - $842K
|
75.4K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.5K+ 7188.56% |
$745K - $811K
|
30K
$877K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
29K+ 36.26% |
$732K - $797K
|
109K
$3.19M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
28.8K+ 19.21% |
$725K - $789K
|
178K
$5.22M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
28.1K+ 26.77% |
$708K - $771K
|
133K
$3.89M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
28.1K+ 323.93% |
$707K - $770K
|
36.7K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
27.8K+ 9.18% |
$701K - $764K
|
331K
$9.69M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
26.7K+ 19.72% |
$674K - $734K
|
162K
$4.75M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
24.9KNew |
$627K - $683K
|
24.9K
$728K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.6K+ 6.02% |
$621K - $676K
|
434K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
23.2K+ 20.37% |
$585K - $637K
|
137K
$4.01M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
23K+ 10.9% |
$581K - $632K
|
234K
$6.86M
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
22.3K+ 6.13% |
$562K - $612K
|
386K
$11.3M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
22.1K+ 9.31% |
$558K - $608K
|
260K
$7.61M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
22K+ 259.98% |
$555K - $604K
|
30.5K
$892K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
22K+ 7.36% |
$554K - $603K
|
321K
$9.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
21.4K+ 7.06% |
$538K - $586K
|
324K
$9.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
20.5K+ 20.54% |
$518K - $564K
|
120K
$3.53M
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
19.6K+ 8.28% |
$495K - $539K
|
257K
$7.52M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.3K+ 75.95% |
$487K - $530K
|
44.8K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
19.1KNew |
$482K - $524K
|
19.1K
$559K
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
18.9KNew |
$476K - $519K
|
18.9K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
18.5K+ 6.58% |
$467K - $508K
|
300K
$8.78M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18.5K+ 18.63% |
$465K - $507K
|
118K
$3.44M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
18.3K+ 2.02% |
$462K - $503K
|
925K
$27.1M
|
|
|
May 03, 2023
Q1 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
18.3K+ 17.23% |
$462K - $503K
|
125K
$3.64M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
17.9K+ 87.09% |
$451K - $491K
|
38.4K
$1.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 3.37% |
$439K - $478K
|
534K
$15.6M
|