Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr (DFAI)

DFAI Quotes by TradingView

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 12, 2023 Q1 2023
Greenspring Advisors, LLC

BUY
 -
16.9K
New
$426K - $464K
16.9K $494K
Apr 21, 2023 Q1 2023
Pioneer Wealth Management Group

Austin, TX
BUY
 -
16.8K
+ 5.68%
$422K - $460K
312K $9.12M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
16.7K
+ 5.25%
$420K - $457K
334K $9.77M
Apr 14, 2023 Q1 2023
Stonnington Group, LLC

BUY
 -
15.9K
New
$400K - $435K
15.9K $464K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
15.8K
+ 6.87%
$397K - $433K
245K $7.17M
Apr 12, 2023 Q1 2023
Bridgewater Advisors Inc.

BUY
 -
15.7K
+ 32.58%
$397K - $432K
64.1K $1.88M
May 09, 2023 Q1 2023
Colony Family Offices, LLC

BUY
 -
15.7K
+ 101.27%
$396K - $431K
31.2K $913K
Apr 20, 2023 Q1 2023
Uma Financial Services, Inc.

BUY
 -
15.6K
+ 2.96%
$394K - $429K
544K $15.9M
May 05, 2023 Q1 2023
R. W. Roge & Company, Inc.

Bohemia, NY
BUY
 -
14.8K
New
$373K - $407K
14.8K $433K
Apr 18, 2023 Q1 2023
Market Street Wealth Management Advisors LLC

BUY
 -
14.7K
+ 10.32%
$371K - $404K
157K $4.6M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
14.3K
+ 5.0%
$361K - $393K
301K $8.81M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
13.9K
+ 3.26%
$349K - $380K
439K $12.8M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
13K
+ 15.32%
$327K - $357K
97.8K $2.86M
Apr 20, 2023 Q1 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
12.7K
+ 11.73%
$320K - $349K
121K $3.54M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
12.7K
New
$320K - $348K
12.7K $371K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
12.3K
+ 21.15%
$310K - $338K
70.4K $2.06M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
11.6K
New
$293K - $320K
11.6K $341K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
11.6K
New
$292K - $317K
11.6K $338K
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
11.4K
New
$288K - $314K
11.4K $334K
Apr 19, 2023 Q1 2023
Harbour Capital Advisors, LLC

BUY
 -
11.4K
New
$288K - $313K
11.4K $334K
May 10, 2023 Q1 2023
Exeter Financial, LLC

BUY
 -
11.1K
+ 40.05%
$279K - $304K
38.8K $1.13M
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
11.1K
+ 4.35%
$279K - $304K
265K $7.77M
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
10.9K
+ 10.77%
$276K - $301K
113K $3.29M
Apr 28, 2023 Q1 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
10.9K
New
$275K - $300K
10.9K $320K
May 12, 2023 Q1 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
10.8K
+ 2.2%
$273K - $297K
502K $14.7M
May 11, 2023 Q1 2023
Pinnacle Financial Group, LLC

BUY
 -
10.8K
+ 10.37%
$272K - $296K
115K $3.35M
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
10.7K
+ 0.36%
$269K - $292K
2.98M $87.1M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
10.5K
New
$264K - $288K
10.5K $307K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
9.92K
+ 12.48%
$250K - $272K
89.4K $2.61M
May 04, 2023 Q1 2023
Hutchinson Capital Management

San Rafael, CA
BUY
 -
9.76K
+ 8.95%
$246K - $268K
119K $3.48M
May 15, 2023 Q1 2023
Forum Private Client Group LLC

BUY
 -
9.69K
+ 5.78%
$244K - $266K
177K $5.19M
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
9.29K
+ 8.72%
$234K - $255K
116K $3.39M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
8.99K
New
$227K - $247K
8.99K $263K
May 05, 2023 Q1 2023
Financial Alternatives, Inc

La Jolla, CA
BUY
 -
8.84K
+ 2.73%
$223K - $243K
332K $9.73M
Oct 15, 2024 Q1 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
8.83K
+ 7.43%
$223K - $242K
128K $3.73M
May 15, 2023 Q1 2023
Annandale Capital, LLC

Dallas, TX
BUY
 -
8.76K
+ 2.78%
$221K - $240K
324K $9.48M
Apr 21, 2023 Q1 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
8.73K
+ 8.86%
$220K - $240K
107K $3.14M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
8.7K
+ 9.99%
$219K - $239K
95.8K $2.8M
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
8.13K
+ 84.09%
$205K - $223K
17.8K $521K
May 02, 2023 Q1 2023
Bedel Financial Consulting, Inc.

BUY
 -
8.11K
+ 87.48%
$204K - $223K
17.4K $508K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
8.01K
New
$202K - $220K
8.01K $234K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
8K
+ 23.92%
$202K - $220K
41.5K $1.21M
May 08, 2023 Q1 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
7.79K
+ 3.53%
$196K - $214K
229K $6.69M
Apr 26, 2023 Q1 2023
Safeguard Financial, LLC

BUY
 -
7.75K
New
$195K - $213K
7.75K $227K
May 15, 2023 Q1 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
7.73K
New
$195K - $212K
7.73K $226K
Apr 14, 2023 Q1 2023
Bridge Advisory, LLC

BUY
 -
7.69K
+ 17.81%
$194K - $211K
50.9K $1.49M
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
7.68K
+ 8.18%
$194K - $211K
102K $2.97M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
7.5K
+ 12.36%
$189K - $206K
68.2K $2M
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
7.2K
+ 5.72%
$181K - $198K
133K $3.89M

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