Purchases and Sales Made in Q2 2021 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
325K+ 116.81% |
$9.18M - $9.86M
|
603K
$18.5M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
228KNew |
$6.43M - $6.91M
|
228K
$6.99M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
193K+ 445.69% |
$5.46M - $5.86M
|
237K
$7.26M
|
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
106K+ 3173.14% |
$2.98M - $3.2M
|
109K
$3.34M
|
|
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
BUY
|
- |
105KNew |
$2.97M - $3.19M
|
105K
$3.22M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.2K+ 37.89% |
$1.61M - $1.73M
|
208K
$6.38M
|
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55.8KNew |
$1.58M - $1.69M
|
55.8K
$1.71M
|
|
|
Aug 03, 2021
Q2 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
51.8KNew |
$1.46M - $1.57M
|
51.8K
$1.59M
|
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
50.8K+ 259.68% |
$1.43M - $1.54M
|
70.4K
$2.16M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.6K+ 32.41% |
$1.37M - $1.47M
|
198K
$6.09M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.4K+ 75.54% |
$1.2M - $1.28M
|
98.4K
$3.02M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41K+ 121.95% |
$1.16M - $1.24M
|
74.7K
$2.29M
|
|
|
Jul 13, 2021
Q2 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
39.7K+ 31.9% |
$1.12M - $1.2M
|
164K
$5.03M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.8KNew |
$1.07M - $1.15M
|
37.8K
$1.16M
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
34.7KNew |
$980K - $1.05M
|
34.7K
$1.06M
|
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
BUY
|
- |
34.3K+ 38.26% |
$969K - $1.04M
|
124K
$3.8M
|
|
|
Jul 28, 2021
Q2 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
32.2K+ 40.41% |
$911K - $978K
|
112K
$3.44M
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
32K+ 104.12% |
$902K - $969K
|
62.6K
$1.92M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.4KNew |
$887K - $953K
|
31.4K
$964K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
31KNew |
$877K - $942K
|
31K
$952K
|
|
|
Aug 03, 2021
Q2 2021
|
American Investment Services, Inc.
|
BUY
|
- |
30.3K+ 81.82% |
$856K - $919K
|
67.3K
$2.07M
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
27.1KNew |
$765K - $822K
|
27.1K
$831K
|
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
26.5K+ 89.53% |
$748K - $804K
|
56.1K
$1.72M
|
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
24.9K+ 11.77% |
$704K - $756K
|
237K
$7.26M
|
|
|
Aug 11, 2023
Q2 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
23KNew |
$649K - $697K
|
23K
$705K
|
|
|
Jul 14, 2021
Q2 2021
|
Fort Henry Capital, LLC
|
BUY
|
- |
21.5KNew |
$608K - $653K
|
21.5K
$661K
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21K+ 43.18% |
$594K - $638K
|
69.7K
$2.14M
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
19K+ 519.63% |
$538K - $577K
|
22.7K
$696K
|
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17K+ 193.04% |
$481K - $516K
|
25.8K
$793K
|
|
|
Aug 03, 2021
Q2 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
16.3KNew |
$459K - $493K
|
16.3K
$499K
|
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
15.2K+ 32.53% |
$428K - $460K
|
61.8K
$1.9M
|
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
13.9K+ 879.61% |
$392K - $421K
|
15.5K
$475K
|
|
|
Aug 10, 2021
Q2 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
13.1K+ 62.57% |
$371K - $398K
|
34.1K
$1.05M
|
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12.8K+ 57.11% |
$363K - $390K
|
35.3K
$1.08M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.2KNew |
$343K - $369K
|
12.2K
$373K
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.9K+ 51.51% |
$336K - $361K
|
35K
$1.07M
|
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.3KNew |
$318K - $342K
|
11.3K
$346K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.1K+ 8.29% |
$284K - $306K
|
132K
$4.04M
|
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10.1KNew |
$284K - $305K
|
10.1K
$309K
|
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
10KNew |
$282K - $303K
|
10K
$307K
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.4KNew |
$265K - $285K
|
9.4K
$288K
|
|
|
Nov 16, 2021
Q2 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.21K+ 50.96% |
$232K - $249K
|
24.3K
$746K
|
|
|
Aug 10, 2021
Q2 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.3KNew |
$206K - $221K
|
7.3K
$224K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
7.2KNew |
$203K - $218K
|
7.2K
$221K
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.94KNew |
$196K - $210K
|
6.94K
$213K
|
|
|
Jul 09, 2021
Q2 2021
|
Stonnington Group, LLC
|
BUY
|
- |
6.93KNew |
$196K - $210K
|
6.93K
$212K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.46K+ 8.27% |
$182K - $196K
|
84.5K
$2.59M
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.14K+ 30.02% |
$145K - $156K
|
22.3K
$683K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
4.74K+ 1186.0% |
$134K - $144K
|
5.14K
$158K
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.39K+ 43.21% |
$124K - $133K
|
14.5K
$446K
|