Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
50K+ 13.58% |
$1.19M - $1.42M
|
418K
$12.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
49.9KNew |
$1.19M - $1.42M
|
49.9K
$1.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.9KNew |
$1.17M - $1.39M
|
48.9K
$1.48M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
48.8K+ 71.38% |
$1.16M - $1.39M
|
117K
$3.55M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
48.8KNew |
$1.16M - $1.39M
|
48.8K
$1.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
48.4K+ 911.19% |
$1.15M - $1.38M
|
53.7K
$1.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
47.3K+ 329.87% |
$1.13M - $1.35M
|
61.6K
$1.86M
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
42.3K+ 117.13% |
$1.01M - $1.2M
|
78.4K
$2.37M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39.3K+ 60.62% |
$937K - $1.12M
|
104K
$3.15M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
38.7K+ 14.47% |
$924K - $1.1M
|
306K
$9.27M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
37.8K+ 103.9% |
$901K - $1.08M
|
74.1K
$2.24M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
37.2K+ 52.12% |
$889K - $1.06M
|
109K
$3.29M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
35.6K+ 81.96% |
$850K - $1.02M
|
79.1K
$2.39M
|
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
34.9K+ 174.12% |
$832K - $993K
|
54.9K
$1.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33.6K+ 113.41% |
$803K - $958K
|
63.3K
$1.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33K+ 62.25% |
$789K - $941K
|
86.1K
$2.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
31.8K+ 218.44% |
$760K - $907K
|
46.4K
$1.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
31.2K+ 43.33% |
$744K - $888K
|
103K
$3.12M
|
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
29.8KNew |
$712K - $849K
|
29.8K
$902K
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
29.4KNew |
$702K - $838K
|
29.4K
$890K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28.4K+ 61.13% |
$678K - $809K
|
74.8K
$2.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
27.7K+ 16.52% |
$662K - $790K
|
196K
$5.92M
|
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
27.6KNew |
$659K - $786K
|
27.6K
$835K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
27KNew |
$645K - $770K
|
27K
$818K
|
|
|
Jul 11, 2022
Q2 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
26.6K+ 55.46% |
$635K - $758K
|
74.6K
$2.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
26.4K+ 46.64% |
$631K - $753K
|
83.1K
$2.52M
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
25.8K+ 27.2% |
$615K - $734K
|
120K
$3.65M
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
25.7K+ 110.49% |
$614K - $733K
|
49K
$1.48M
|
|
|
Aug 04, 2022
Q2 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
25.6KNew |
$611K - $729K
|
25.6K
$774K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24.7KNew |
$590K - $705K
|
24.7K
$748K
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
24.4K+ 34.55% |
$583K - $696K
|
95.1K
$2.88M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.8K+ 15.54% |
$544K - $650K
|
170K
$5.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
22.6KNew |
$539K - $644K
|
22.6K
$684K
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
22.3K+ 11.61% |
$531K - $634K
|
214K
$6.47M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
21.5K+ 39.09% |
$512K - $611K
|
76.3K
$2.31M
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
21.4K+ 26.03% |
$511K - $610K
|
104K
$3.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
BUY
|
- |
21.2K+ 8.51% |
$507K - $605K
|
271K
$8.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21K+ 8.34% |
$502K - $599K
|
273K
$8.27M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
20.4K+ 2073.78% |
$487K - $581K
|
21.4K
$647K
|
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
19.3K+ 160.22% |
$461K - $550K
|
31.4K
$949K
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
17.7KNew |
$424K - $506K
|
17.7K
$537K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.7KNew |
$422K - $503K
|
17.7K
$535K
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
17.5KNew |
$417K - $498K
|
17.5K
$529K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17KNew |
$405K - $484K
|
17K
$514K
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
16.7KNew |
$399K - $477K
|
16.7K
$506K
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
16.6KNew |
$396K - $472K
|
16.6K
$501K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.4K+ 140.29% |
$390K - $466K
|
28K
$848K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.4K+ 140.29% |
$390K - $466K
|
28K
$848K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
16K+ 53.22% |
$382K - $455K
|
46K
$1.39M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
15.5K+ 9.0% |
$369K - $440K
|
187K
$5.66M
|