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 08, 2022 Q3 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
16.2K
+ 26.33%
$348K - $418K
77.8K $2.28M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
15.9K
+ 28.0%
$341K - $411K
72.8K $2.13M
Nov 04, 2022 Q3 2022
Bordeaux Wealth Advisors LLC

BUY
 -
15.6K
New
$335K - $402K
15.6K $457K
Nov 14, 2022 Q3 2022
Wescott Financial Advisory Group, LLC

BUY
 -
15.1K
+ 109.18%
$324K - $390K
29K $848K
Oct 12, 2022 Q3 2022
Soundmark Wealth Management, LLC

BUY
 -
14.2K
+ 123.72%
$304K - $366K
25.7K $751K
Nov 06, 2024 Q3 2022
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
14.1K
New
$301K - $362K
14.1K $411K
Nov 10, 2022 Q3 2022
Jackson Hole Capital Partners, LLC

BUY
 -
13.8K
New
$296K - $356K
13.8K $404K
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
13.2K
New
$284K - $341K
13.2K $387K
Nov 14, 2022 Q3 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
12.7K
+ 25.98%
$273K - $328K
61.7K $1.81M
Nov 01, 2022 Q3 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
12.6K
+ 22.84%
$270K - $325K
67.7K $1.98M
Oct 12, 2022 Q3 2022
Evanson Asset Management, LLC

BUY
 -
12K
+ 12.04%
$257K - $308K
111K $3.26M
Oct 12, 2022 Q3 2022
Consilium Wealth Advisory, LLC

BUY
 -
11.9K
New
$254K - $306K
11.9K $347K
Oct 18, 2022 Q3 2022
Wmg Financial Advisors, LLC

BUY
 -
11.8K
+ 11.25%
$253K - $304K
117K $3.42M
Nov 09, 2022 Q3 2022
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
11.2K
New
$240K - $288K
11.2K $327K
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
10.8K
New
$231K - $277K
10.8K $315K
Nov 10, 2022 Q3 2022
Concord Wealth Partners

BUY
 -
10.6K
+ 40.35%
$228K - $274K
37K $1.08M
Nov 08, 2022 Q3 2022
Bedel Financial Consulting, Inc.

BUY
 -
8.97K
New
$192K - $231K
8.97K $262K
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
8.89K
+ 50.3%
$191K - $229K
26.6K $777K
Nov 14, 2022 Q3 2022
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
8.81K
+ 53.15%
$189K - $227K
25.4K $743K
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
8.2K
+ 12.94%
$176K - $211K
71.6K $2.09M
Oct 11, 2022 Q3 2022
Apella Capital, LLC

BUY
 -
7.77K
+ 46.25%
$167K - $200K
24.6K $719K
Nov 01, 2022 Q3 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
7.61K
+ 8.56%
$163K - $196K
96.5K $2.83M
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
7.55K
+ 9.84%
$162K - $195K
84.3K $2.47M
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
6.9K
+ 27.81%
$148K - $178K
31.7K $927K
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
6.76K
+ 45.38%
$145K - $174K
21.7K $634K
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
6.59K
+ 6.49%
$141K - $170K
108K $3.16M
Oct 25, 2022 Q3 2022
Mraz, Amerine & Associates, Inc.

BUY
 -
5.82K
+ 6.66%
$125K - $150K
93.3K $2.73M
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

BUY
 -
5.61K
+ 6.99%
$120K - $145K
85.8K $2.51M
Nov 09, 2022 Q3 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
5.37K
+ 3.92%
$115K - $138K
142K $4.16M
Nov 14, 2022 Q3 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
5.1K
+ 34.52%
$109K - $131K
19.9K $581K
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
4.68K
+ 6.25%
$100K - $121K
79.5K $2.33M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
4.25K
+ 7.25%
$91.2K - $110K
62.9K $1.84M
Oct 26, 2022 Q3 2022
B&D White Capital Company, LLC

BUY
 -
4.05K
+ 1.99%
$86.9K - $105K
208K $6.07M
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
4.05K
+ 14.69%
$86.7K - $104K
31.6K $924K
Nov 01, 2022 Q3 2022
Claris Advisors, LLC

BUY
 -
3.86K
+ 28.05%
$82.8K - $99.5K
17.6K $516K
Oct 27, 2022 Q3 2022
Pinnacle Financial Group, LLC

BUY
 -
3.64K
+ 20.44%
$78K - $93.8K
21.5K $628K
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.63K
+ 10.51%
$77.8K - $93.6K
38.2K $1.12M
Oct 17, 2022 Q3 2022
Bridge Advisory, LLC

BUY
 -
3.35K
+ 9.5%
$71.9K - $86.4K
38.6K $1.13M
Nov 01, 2022 Q3 2022
Shore Point Advisors, LLC

BUY
 -
3.34K
+ 10.65%
$71.6K - $86.1K
34.7K $1.02M
Nov 07, 2022 Q3 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
3.33K
+ 1.2%
$71.4K - $85.8K
280K $8.19M
Nov 02, 2022 Q3 2022
Retirement Guys Formula LLC

BUY
 -
3.26K
+ 5.41%
$70K - $84.1K
63.6K $1.86M
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
3.24K
+ 10.17%
$69.6K - $83.6K
35.1K $1.03M
Oct 13, 2022 Q3 2022
Exeter Financial, LLC

BUY
 -
3.19K
+ 34.56%
$68.3K - $82.2K
12.4K $363K
Nov 14, 2022 Q3 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
2.76K
+ 15.54%
$59.2K - $71.1K
20.5K $600K
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
2.61K
+ 10.55%
$55.9K - $67.3K
27.3K $800K
Oct 21, 2022 Q3 2022
Gemmer Asset Management LLC

BUY
 -
2.41K
+ 19.83%
$51.6K - $62K
14.5K $425K
Oct 20, 2022 Q3 2022
Northland Capital Management LLC

BUY
 -
2.34K
+ 1.3%
$50.2K - $60.4K
182K $5.33M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
2.08K
+ 12.25%
$44.6K - $53.6K
19.1K $558K
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.78K
+ 0.99%
$38.2K - $46K
182K $5.31M

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