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 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.9KNew |
$110K - $118K
|
3.9K
$119K
|
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.61K+ 23.08% |
$102K - $110K
|
19.3K
$591K
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
BUY
|
- |
3.35K+ 2.66% |
$94.5K - $101K
|
129K
$3.96M
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.08KNew |
$87K - $93.5K
|
3.08K
$94.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.79K+ 18.36% |
$78.8K - $84.7K
|
18K
$552K
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.67KNew |
$75.3K - $80.8K
|
2.67K
$81.8K
|
|
|
Jul 23, 2021
Q2 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
2.65K+ 12.61% |
$74.8K - $80.3K
|
23.6K
$725K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.62K+ 26.61% |
$73.9K - $79.3K
|
12.4K
$382K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.34K+ 31.29% |
$66K - $70.9K
|
9.81K
$301K
|
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.73KNew |
$48.9K - $52.6K
|
1.73K
$53.2K
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$33.2K - $35.7K
|
1.18K
$36.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.05K+ 2.95% |
$29.7K - $31.9K
|
36.7K
$1.13M
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
950+ 1.22% |
$26.8K - $28.8K
|
78.7K
$2.41M
|
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
789+ 0.97% |
$22.3K - $23.9K
|
82.1K
$2.52M
|
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
685New |
$19.3K - $20.8K
|
685
$21K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
400New |
$11.3K - $12.1K
|
400
$12.3K
|
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
340+ 0.73% |
$9.6K - $10.3K
|
47K
$1.44M
|
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
52New |
$1.47K - $1.58K
|
52
$1.6K
|
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.78% |
$84.7 - $91
|
387
$11.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-104- 0.63% |
$2.94K - $3.15K
|
16.5K
$507K
|
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-163- 1.04% |
$4.6K - $4.94K
|
15.6K
$478K
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.42K- 22.11% |
$181K - $195K
|
22.6K
$694K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
SELL
|
- |
-96.3K- 35.87% |
$2.72M - $2.92M
|
172K
$5.28M
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-198KClosed |
$5.6M - $6.01M
|
0
$0
|