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 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-58- 0.55% |
$1.46K - $1.59K
|
10.5K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-76- 2.99% |
$1.92K - $2.09K
|
2.46K
$75.5K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-112- 34.67% |
$2.82K - $3.07K
|
211
$6.47K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-118- 1.28% |
$2.97K - $3.24K
|
9.09K
$279K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-137- 9.51% |
$3.45K - $3.76K
|
1.3K
$40K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-149- 0.62% |
$3.76K - $4.09K
|
24K
$737K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-153- 0.55% |
$3.86K - $4.2K
|
27.4K
$842K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-208- 0.13% |
$5.24K - $5.71K
|
157K
$4.82M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-229- 0.96% |
$5.77K - $6.29K
|
23.7K
$726K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-239- 1.42% |
$6.03K - $6.56K
|
16.6K
$509K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-247- 0.78% |
$6.23K - $6.78K
|
31.4K
$962K
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-259- 0.73% |
$6.53K - $7.11K
|
35.1K
$1.08M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-303- 0.6% |
$7.64K - $8.32K
|
50.2K
$1.54M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-334- 0.88% |
$8.42K - $9.17K
|
37.7K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-416- 4.32% |
$10.5K - $11.4K
|
9.21K
$283K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-634- 0.2% |
$16K - $17.4K
|
324K
$9.94M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-677- 0.45% |
$17.1K - $18.6K
|
150K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-910- 1.36% |
$22.9K - $25K
|
66.1K
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-922- 4.53% |
$23.2K - $25.3K
|
19.4K
$596K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-954- 0.29% |
$24.1K - $26.2K
|
326K
$9.99M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-984- 5.62% |
$24.8K - $27K
|
16.5K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.27K- 18.5% |
$32K - $34.9K
|
5.6K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.29K- 9.9% |
$32.6K - $35.5K
|
11.8K
$361K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.32K- 8.62% |
$33.2K - $36.1K
|
13.9K
$428K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.37K- 7.84% |
$34.5K - $37.5K
|
16.1K
$493K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.56K- 11.56% |
$39.3K - $42.8K
|
11.9K
$366K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.57K- 16.96% |
$39.5K - $43K
|
7.67K
$235K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.69K- 1.89% |
$42.5K - $46.3K
|
87.7K
$2.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.69K- 2.83% |
$42.6K - $46.4K
|
58.1K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.78K- 5.26% |
$44.9K - $48.9K
|
32.1K
$985K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.84K- 2.76% |
$46.4K - $50.5K
|
64.7K
$1.99M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.93K- 90.12% |
$48.5K - $52.8K
|
211
$6.47K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2K- 19.18% |
$50.4K - $54.9K
|
8.43K
$259K
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.41K- 2.61% |
$60.8K - $66.2K
|
89.8K
$2.75M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.49K- 12.75% |
$62.6K - $68.2K
|
17K
$522K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.55K- 17.75% |
$64.3K - $70K
|
11.8K
$363K
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.66K- 2.47% |
$67.1K - $73.1K
|
105K
$3.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-2.87K- 24.86% |
$72.4K - $78.8K
|
8.67K
$266K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.98K- 5.25% |
$75.1K - $81.8K
|
53.7K
$1.65M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.09K- 5.97% |
$77.8K - $84.8K
|
48.7K
$1.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.47K- 3.68% |
$87.6K - $95.4K
|
91K
$2.79M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.66K- 99.24% |
$92.4K - $101K
|
28
$859
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.12K- 5.63% |
$104K - $113K
|
69K
$2.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.35K- 20.86% |
$110K - $119K
|
16.5K
$506K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.47K- 30.2% |
$113K - $123K
|
10.3K
$317K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.57K- 0.65% |
$115K - $125K
|
701K
$21.5M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.59K- 8.09% |
$116K - $126K
|
52.1K
$1.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.63K- 7.94% |
$117K - $127K
|
53.6K
$1.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.01K- 70.48% |
$126K - $137K
|
2.1K
$64.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-5.59K- 6.7% |
$141K - $154K
|
77.8K
$2.39M
|