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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.23K- 11.95% |
$157K - $171K
|
45.9K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.24K- 4.21% |
$157K - $171K
|
142K
$4.16M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.6K- 3.4% |
$166K - $181K
|
187K
$5.48M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-6.65K- 11.59% |
$168K - $182K
|
50.7K
$1.48M
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-6.96K- 2.56% |
$176K - $191K
|
265K
$7.76M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-7.79K- 17.04% |
$196K - $214K
|
37.9K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.77K- 39.02% |
$221K - $241K
|
13.7K
$401K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-9.17K- 21.87% |
$231K - $252K
|
32.7K
$958K
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-9.68K- 14.38% |
$244K - $266K
|
57.6K
$1.69M
|
|
|
May 16, 2023
Q1 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 5.71% |
$252K - $275K
|
165K
$4.83M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10K- 17.11% |
$253K - $276K
|
48.7K
$1.42M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-11.7K- 6.04% |
$296K - $322K
|
183K
$5.34M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.1K- 4.49% |
$304K - $332K
|
257K
$7.52M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-12.8K- 34.84% |
$323K - $351K
|
23.9K
$700K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-19.2K- 1.65% |
$485K - $528K
|
1.14M
$33.4M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-23.4K- 1.68% |
$590K - $642K
|
1.37M
$40.1M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-26.4K- 2.84% |
$665K - $725K
|
904K
$26.5M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-29.3K- 15.28% |
$737K - $803K
|
162K
$4.75M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38K- 7.46% |
$958K - $1.04M
|
472K
$13.8M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-45.3K- 14.1% |
$1.14M - $1.24M
|
276K
$8.07M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45.5K- 9.2% |
$1.15M - $1.25M
|
449K
$13.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-59.9K- 84.59% |
$1.51M - $1.64M
|
10.9K
$319K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65.9K- 52.73% |
$1.66M - $1.81M
|
59.1K
$1.73M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-76K- 32.86% |
$1.92M - $2.09M
|
155K
$4.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-76.6K- 63.76% |
$1.93M - $2.1M
|
43.5K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-99K- 53.68% |
$2.5M - $2.72M
|
85.5K
$2.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-115K- 43.6% |
$2.9M - $3.16M
|
149K
$4.36M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-144K- 94.61% |
$3.62M - $3.94M
|
8.18K
$239K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-158K- 70.5% |
$3.98M - $4.33M
|
66.1K
$1.93M
|
|
|
May 11, 2023
Q1 2023
|
Chico Wealth Ria
|
SELL
|
- |
-169K- 18.11% |
$4.27M - $4.65M
|
766K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-269K- 99.93% |
$6.78M - $7.39M
|
200
$5.85K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-473K- 40.56% |
$11.9M - $13M
|
693K
$20.3M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-491K- 89.4% |
$12.4M - $13.5M
|
58.2K
$1.7M
|