Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.5MNew |
$75.1M - $90.3M
|
3.5M
$103M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.26M+ 482.39% |
$27M - $32.5M
|
1.52M
$44.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
435K+ 3710.15% |
$9.32M - $11.2M
|
446K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
409K+ 258.27% |
$8.76M - $10.5M
|
567K
$16.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
405K+ 100.12% |
$8.69M - $10.5M
|
810K
$23.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
381KNew |
$8.16M - $9.82M
|
381K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
348K+ 38.13% |
$7.47M - $8.98M
|
1.26M
$37.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
317KNew |
$6.8M - $8.18M
|
317K
$9.32M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
294K+ 12.13% |
$6.31M - $7.59M
|
2.72M
$80M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
278K+ 48.03% |
$5.95M - $7.16M
|
856K
$25.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
234K+ 1746.14% |
$5.01M - $6.02M
|
247K
$7.26M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
233K+ 506.2% |
$5M - $6.01M
|
279K
$8.21M
|
|
|
Oct 26, 2022
Q3 2022
|
Chico Wealth Ria
|
BUY
|
- |
227K+ 32.56% |
$4.87M - $5.85M
|
924K
$27.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
217K+ 1513.19% |
$4.65M - $5.59M
|
231K
$6.79M
|
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
196K+ 57.31% |
$4.19M - $5.04M
|
537K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
194K+ 29.71% |
$4.16M - $5M
|
847K
$24.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
187K+ 114.89% |
$4.01M - $4.82M
|
350K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
184KNew |
$3.94M - $4.74M
|
184K
$5.41M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
184K+ 28.6% |
$3.94M - $4.73M
|
825K
$24.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
165K+ 37.52% |
$3.55M - $4.26M
|
606K
$17.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
162K+ 19.11% |
$3.47M - $4.17M
|
1.01M
$29.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
162K+ 134.26% |
$3.47M - $4.17M
|
282K
$8.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
162K+ 22.0% |
$3.46M - $4.16M
|
896K
$26.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
156K+ 19.38% |
$3.34M - $4.01M
|
959K
$28.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
151K+ 13.68% |
$3.24M - $3.9M
|
1.26M
$36.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
146K+ 189.02% |
$3.13M - $3.77M
|
224K
$6.57M
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
138K+ 105.89% |
$2.96M - $3.56M
|
269K
$7.89M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
133KNew |
$2.86M - $3.44M
|
133K
$3.92M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
126K+ 43.0% |
$2.71M - $3.25M
|
420K
$12.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
122K+ 40.43% |
$2.62M - $3.15M
|
425K
$12.5M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
121K+ 152.69% |
$2.59M - $3.11M
|
200K
$5.87M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
119K+ 38.79% |
$2.55M - $3.06M
|
425K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
112K+ 44.3% |
$2.41M - $2.9M
|
366K
$10.8M
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
108K+ 293.38% |
$2.32M - $2.79M
|
145K
$4.26M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
99.3K+ 11.49% |
$2.13M - $2.56M
|
964K
$28.3M
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
93.1K+ 648.45% |
$2M - $2.4M
|
107K
$3.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
81.8K+ 27.35% |
$1.75M - $2.11M
|
381K
$11.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80.6K+ 23.73% |
$1.73M - $2.08M
|
420K
$12.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
78.1KNew |
$1.67M - $2.01M
|
78.1K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
76.3K+ 566.26% |
$1.64M - $1.97M
|
89.8K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73KNew |
$1.56M - $1.88M
|
73K
$2.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
69.4K+ 93.06% |
$1.49M - $1.79M
|
144K
$4.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
68.9K+ 134.61% |
$1.48M - $1.78M
|
120K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
65.6K+ 290.26% |
$1.41M - $1.69M
|
88.2K
$2.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
64.8K+ 25.51% |
$1.39M - $1.67M
|
319K
$9.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.1K+ 51.59% |
$1.29M - $1.55M
|
177K
$5.19M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
58.6K+ 520.62% |
$1.26M - $1.51M
|
69.9K
$2.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
58.2K+ 15.41% |
$1.25M - $1.5M
|
436K
$12.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
53.7K+ 84.77% |
$1.15M - $1.38M
|
117K
$3.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
53.5K+ 26.98% |
$1.15M - $1.38M
|
252K
$7.4M
|