Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFAI)

DFAI Quotes by TradingView

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 04, 2022 Q3 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
53.5K
+ 31.61%
$1.15M - $1.38M
223K $6.83M
Oct 31, 2022 Q3 2022
Hutchinson Capital Management

San Rafael, CA
BUY
 -
51.3K
+ 88.29%
$1.1M - $1.32M
109K $3.36M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
48.6K
+ 28.68%
$1.04M - $1.25M
218K $6.7M
Nov 14, 2022 Q3 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
48.1K
+ 65.87%
$1.03M - $1.24M
121K $3.71M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
47.9K
+ 12.39%
$1.03M - $1.23M
434K $13.3M
Oct 21, 2022 Q3 2022
Private Ocean, LLC

BUY
 -
47.5K
New
$1.02M - $1.22M
47.5K $1.46M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
42.4K
+ 16.91%
$908K - $1.09M
293K $8.99M
Nov 10, 2022 Q3 2022
Landmark Financial Advisors, LLC

BUY
 -
40.4K
+ 146.47%
$867K - $1.04M
68K $2.09M
Oct 21, 2022 Q3 2022
Annapolis Financial Services, LLC

BUY
 -
39.3K
+ 33.54%
$843K - $1.01M
156K $4.8M
Oct 24, 2022 Q3 2022
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
38.3K
+ 76.81%
$822K - $988K
88.2K $2.71M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
37.2K
+ 43.16%
$797K - $958K
123K $3.78M
Nov 01, 2022 Q3 2022
Morling Financial Advisors, LLC

BUY
 -
37.2K
+ 124.65%
$797K - $958K
67K $2.05M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
36.8K
+ 35.37%
$789K - $949K
141K $4.32M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
35.2K
+ 398.96%
$755K - $908K
44K $1.35M
Nov 14, 2022 Q3 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
34.5K
+ 197.33%
$740K - $889K
52K $1.59M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
33K
+ 30.41%
$709K - $852K
142K $4.35M
Nov 10, 2022 Q3 2022
Forum Private Client Group LLC

BUY
 -
33K
+ 31.86%
$708K - $851K
137K $4.19M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
33K
+ 43.23%
$708K - $851K
109K $3.36M
Nov 03, 2022 Q3 2022
Maryland Capital Advisors Inc.

BUY
 -
33K
+ 67.15%
$707K - $850K
82K $2.52M
Oct 12, 2022 Q3 2022
180 Wealth Advisors, LLC

BUY
 -
32.7K
New
$702K - $844K
32.7K $1M
Oct 24, 2022 Q3 2022
First Purpose Wealth LLC

BUY
 -
32.4K
+ 15.15%
$695K - $835K
246K $7.56M
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
32.3K
+ 286.39%
$693K - $833K
43.6K $1.34M
Nov 15, 2022 Q3 2022
Highland Financial Advisors, LLC

BUY
 -
31.9K
+ 124.75%
$684K - $823K
57.5K $1.76M
Oct 25, 2022 Q3 2022
Shearwater Capital LLC

BUY
 -
31.8K
+ 73.47%
$682K - $820K
75.1K $2.3M
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
30.3K
+ 32.42%
$650K - $782K
124K $3.8M
Nov 14, 2022 Q3 2022
Column Capital Advisors, LLC

BUY
 -
28.5K
New
$611K - $735K
28.5K $875K
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
28.5K
+ 18.75%
$611K - $734K
180K $5.53M
Nov 10, 2022 Q3 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
25.5K
New
$548K - $659K
25.5K $784K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
25.5K
+ 206.48%
$546K - $657K
37.8K $1.16M
Nov 03, 2022 Q3 2022
Tru Independence LLC

BUY
 -
24.3K
+ 8.99%
$522K - $627K
295K $9.05M
Oct 21, 2022 Q3 2022
Market Street Wealth Management Advisors LLC

BUY
 -
24.2K
+ 36.41%
$519K - $624K
90.7K $2.78M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
23.3K
New
$498K - $599K
23.3K $713K
Oct 26, 2022 Q3 2022
Fort Henry Capital, LLC

BUY
 -
22.9K
+ 22.22%
$491K - $591K
126K $3.87M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
22.7K
New
$487K - $586K
22.7K $697K
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
22.1K
+ 6.11%
$474K - $570K
384K $11.8M
Oct 26, 2022 Q3 2022
Ml & R Wealth Management LLC

BUY
 -
21.8K
+ 183.95%
$467K - $561K
33.6K $1.03M
Nov 29, 2022 Q3 2022
Awm Capital, LLC

BUY
 -
21.7K
+ 4.46%
$465K - $559K
508K $15.6M
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
21.3K
New
$456K - $548K
21.3K $653K
Nov 03, 2022 Q3 2022
Heritage Financial Services, LLC

BUY
 -
20.7K
New
$444K - $534K
20.7K $635K
Feb 08, 2023 Q3 2022
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
19.9K
New
$426K - $513K
19.9K $610K
Oct 12, 2022 Q3 2022
Sol Capital Management CO

BUY
 -
19.8K
New
$424K - $510K
19.8K $606K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
19.5K
+ 8.23%
$418K - $503K
257K $7.87M
Nov 04, 2022 Q3 2022
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
19.3K
+ 9.86%
$414K - $497K
215K $6.59M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
18.8K
+ 35.05%
$403K - $485K
72.5K $2.22M
Oct 18, 2022 Q3 2022
My Personal Cfo, LLC

BUY
 -
18.6K
New
$400K - $481K
18.6K $572K
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
18.6K
+ 11.88%
$399K - $480K
175K $5.37M
Oct 18, 2022 Q3 2022
Garrett Investment Advisors LLC

BUY
 -
17.4K
+ 33.18%
$373K - $449K
69.9K $2.14M
Oct 28, 2022 Q3 2022
Wealthstream Advisors, Inc.

BUY
 -
17.3K
+ 163.69%
$371K - $446K
27.8K $854K
Oct 13, 2022 Q3 2022
Baldrige Asset Management LLC

BUY
 -
16.8K
+ 22.7%
$361K - $434K
90.9K $2.79M

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