Purchases and Sales Made in Q3 2021 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
266K+ 15360.42% |
$7.56M - $8.1M
|
268K
$8.11M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
239K+ 339.33% |
$6.78M - $7.26M
|
309K
$9.36M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
235KNew |
$6.67M - $7.14M
|
235K
$7.11M
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
235KNew |
$6.67M - $7.14M
|
235K
$7.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
191KNew |
$5.43M - $5.82M
|
191K
$5.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
189KNew |
$5.36M - $5.74M
|
189K
$5.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
121K+ 20.05% |
$3.43M - $3.68M
|
724K
$21.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
108K+ 295.29% |
$3.08M - $3.3M
|
145K
$4.39M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
89.1KNew |
$2.53M - $2.71M
|
89.1K
$2.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
88.3KNew |
$2.51M - $2.69M
|
88.3K
$2.67M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
86.3K+ 87.65% |
$2.45M - $2.62M
|
185K
$5.59M
|
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
74.6KNew |
$2.12M - $2.27M
|
74.6K
$2.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
74K+ 132.48% |
$2.1M - $2.25M
|
130K
$3.93M
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
73.8K+ 45.0% |
$2.1M - $2.25M
|
238K
$7.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
64.9KNew |
$1.84M - $1.97M
|
64.9K
$1.96M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59K+ 79.05% |
$1.68M - $1.79M
|
134K
$4.04M
|
|
|
Feb 15, 2022
Q3 2021
|
Awm Capital, LLC
|
BUY
|
- |
56.8KNew |
$1.61M - $1.73M
|
56.8K
$1.72M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
52.9KNew |
$1.5M - $1.61M
|
52.9K
$1.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
49.7K+ 158.29% |
$1.41M - $1.51M
|
81.2K
$2.46M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
46.1KNew |
$1.31M - $1.4M
|
46.1K
$1.39M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
45K+ 21.63% |
$1.28M - $1.37M
|
253K
$7.66M
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
42.9KNew |
$1.22M - $1.3M
|
42.9K
$1.3M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
38.2KNew |
$1.09M - $1.16M
|
38.2K
$1.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
38K+ 147.05% |
$1.08M - $1.16M
|
63.9K
$1.93M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
30K+ 300.0% |
$852K - $912K
|
40K
$1.21M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
28.4KNew |
$806K - $863K
|
28.4K
$859K
|
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
28K+ 11.84% |
$796K - $852K
|
265K
$8.01M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.6KNew |
$784K - $839K
|
27.6K
$835K
|
|
|
Nov 08, 2021
Q3 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
27K+ 166.08% |
$767K - $821K
|
43.3K
$1.31M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.1K+ 13.17% |
$742K - $795K
|
225K
$6.79M
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
26K+ 23.83% |
$737K - $789K
|
135K
$4.08M
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
24KNew |
$682K - $731K
|
24K
$727K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
23.4K+ 5838.75% |
$663K - $710K
|
23.8K
$719K
|
|
|
Oct 15, 2021
Q3 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
22.7KNew |
$644K - $690K
|
22.7K
$686K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
22.4KNew |
$635K - $680K
|
22.4K
$677K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.9KNew |
$593K - $636K
|
20.9K
$632K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
20.4KNew |
$580K - $621K
|
20.4K
$618K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16.8K+ 47.97% |
$477K - $511K
|
51.8K
$1.57M
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
15.9K+ 23.63% |
$452K - $484K
|
83.2K
$2.52M
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.9KNew |
$451K - $483K
|
15.9K
$480K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.4K+ 126.67% |
$437K - $468K
|
27.5K
$833K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15KNew |
$427K - $457K
|
15K
$455K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.4K+ 15.91% |
$382K - $409K
|
98K
$2.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.4K+ 101.15% |
$324K - $347K
|
22.7K
$686K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
10.9K+ 40.22% |
$309K - $331K
|
38K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
10.7K+ 31.5% |
$305K - $327K
|
44.9K
$1.36M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.1KNew |
$286K - $307K
|
10.1K
$305K
|
|
|
Aug 11, 2023
Q3 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
10.1K+ 43.77% |
$285K - $306K
|
33K
$999K
|
|
|
Nov 04, 2021
Q3 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
9.88KNew |
$280K - $300K
|
9.88K
$299K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.86KNew |
$280K - $300K
|
9.86K
$298K
|