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 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.45K+ 1.4% |
$36.6K - $39.8K
|
105K
$3.07M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.36K+ 9.66% |
$34.2K - $37.2K
|
15.4K
$451K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.31KNew |
$33.1K - $36K
|
1.31K
$38.4K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.29K+ 7.65% |
$32.4K - $35.3K
|
18.1K
$530K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.25K+ 4.78% |
$31.6K - $34.4K
|
27.5K
$805K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.25K+ 0.58% |
$31.5K - $34.3K
|
217K
$6.35M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.18K+ 27.06% |
$29.7K - $32.4K
|
5.54K
$162K
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.17K+ 9.57% |
$29.6K - $32.2K
|
13.4K
$393K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.16K+ 6.31% |
$29.1K - $31.7K
|
19.5K
$570K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
944+ 10.67% |
$23.8K - $25.9K
|
9.79K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
845+ 1.47% |
$21.3K - $23.2K
|
58.3K
$1.71M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
809New |
$20.4K - $22.2K
|
809
$23.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
626+ 6.02% |
$15.8K - $17.2K
|
11K
$323K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
595+ 108.18% |
$15K - $16.3K
|
1.15K
$33.5K
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
588+ 0.94% |
$14.8K - $16.1K
|
63.1K
$1.85M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
575New |
$14.5K - $15.8K
|
575
$16.8K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
572+ 4.92% |
$14.4K - $15.7K
|
12.2K
$357K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
505+ 3.73% |
$12.7K - $13.9K
|
14K
$411K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
428+ 0.83% |
$10.8K - $11.7K
|
52.3K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
416+ 14.75% |
$10.5K - $11.4K
|
3.24K
$94.7K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
409+ 1.61% |
$10.3K - $11.2K
|
25.8K
$754K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
397+ 0.13% |
$10K - $10.9K
|
311K
$9.1M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
376+ 50.27% |
$9.48K - $10.3K
|
1.12K
$32.9K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
349+ 0.51% |
$8.8K - $9.58K
|
68.5K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
266+ 0.21% |
$6.71K - $7.3K
|
126K
$3.69M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
240+ 2.62% |
$6.05K - $6.59K
|
9.42K
$276K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
236New |
$5.95K - $6.48K
|
236
$6.91K
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
207+ 1.03% |
$5.22K - $5.68K
|
20.3K
$595K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
206New |
$5.19K - $5.65K
|
206
$6.03K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200New |
$5.04K - $5.49K
|
200
$5.85K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
173+ 0.31% |
$4.36K - $4.75K
|
55.8K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
153+ 1.07% |
$3.86K - $4.2K
|
14.5K
$424K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
100+ 1.08% |
$2.52K - $2.75K
|
9.33K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
71+ 0.07% |
$1.79K - $1.95K
|
101K
$2.96M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
71+ 0.34% |
$1.79K - $1.95K
|
20.7K
$606K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
65+ 0.09% |
$1.64K - $1.78K
|
73.2K
$2.14M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
55+ 16.62% |
$1.39K - $1.51K
|
386
$11.3K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
54+ 0.34% |
$1.36K - $1.48K
|
15.7K
$461K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
40+ 6.11% |
$1.01K - $1.1K
|
695
$20.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
31New |
$782 - $851
|
31
$907
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
28+ 0.28% |
$706 - $769
|
9.93K
$290K
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
26+ 0.13% |
$655 - $714
|
19.6K
$573K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 95.65% |
$555 - $604
|
45
$1.32K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10+ 0.05% |
$252 - $275
|
19.8K
$579K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4New |
$101 - $110
|
4
$117
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$25.2 - $27.5
|
1
$29.3
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-3- 6.52% |
$75.6 - $82.4
|
43
$1.26K
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
SELL
|
- |
-14- 0.14% |
$353 - $384
|
10.3K
$302K
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-43- 0.28% |
$1.08K - $1.18K
|
15.1K
$442K
|