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
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.59K+ 7.67% |
$34.1K - $41K
|
22.3K
$653K
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
1.5K+ 11.41% |
$32.2K - $38.7K
|
14.6K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.5K+ 0.85% |
$32.1K - $38.6K
|
178K
$5.21M
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
1.33K+ 1.4% |
$28.5K - $34.3K
|
96.4K
$2.82M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
1.32K+ 1110.92% |
$28.3K - $34.1K
|
1.44K
$42.2K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.19K+ 3.0% |
$25.5K - $30.7K
|
40.9K
$1.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
1.09K+ 202.42% |
$23.3K - $28.1K
|
1.63K
$47.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.07K+ 14.71% |
$23K - $27.6K
|
8.36K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.05KNew |
$22.5K - $27K
|
1.05K
$30.7K
|
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
990+ 4.03% |
$21.2K - $25.5K
|
25.6K
$748K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
925+ 2.52% |
$19.8K - $23.8K
|
37.7K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
840+ 7.2% |
$18K - $21.7K
|
12.5K
$366K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
838+ 1.24% |
$18K - $21.6K
|
68.6K
$2.01M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
829+ 1.7% |
$17.8K - $21.4K
|
49.6K
$1.45M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
700New |
$15K - $18K
|
700
$20.5K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
485+ 2.27% |
$10.4K - $12.5K
|
21.9K
$640K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
370+ 0.66% |
$7.93K - $9.54K
|
56.4K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
359+ 0.49% |
$7.7K - $9.26K
|
73K
$2.14M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
162+ 1.4% |
$3.47K - $4.18K
|
11.7K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
146+ 0.37% |
$3.13K - $3.76K
|
39.7K
$1.16M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
137+ 0.67% |
$2.94K - $3.53K
|
20.6K
$601K
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
111+ 0.6% |
$2.38K - $2.86K
|
18.6K
$544K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
96+ 22.17% |
$2.06K - $2.47K
|
529
$15.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
70+ 0.41% |
$1.5K - $1.8K
|
17.2K
$504K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
29New |
$622 - $748
|
29
$849
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
27+ 0.14% |
$579 - $696
|
18.7K
$546K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-33- 3.24% |
$708 - $851
|
987
$28.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-52- 0.19% |
$1.11K - $1.34K
|
27.9K
$817K
|
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
SELL
|
- |
-59- 0.52% |
$1.26K - $1.52K
|
11.3K
$331K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-60- 0.28% |
$1.29K - $1.55K
|
21.5K
$629K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-67- 58.77% |
$1.44K - $1.73K
|
47
$1.38K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-174- 34.8% |
$3.73K - $4.49K
|
326
$9.54K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-250- 4.53% |
$5.36K - $6.45K
|
5.27K
$154K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-306- 0.31% |
$6.56K - $7.89K
|
97.1K
$2.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-475- 13.39% |
$10.2K - $12.2K
|
3.07K
$89.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-661- 0.5% |
$14.2K - $17K
|
130K
$3.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
SELL
|
- |
-879- 6.37% |
$18.8K - $22.7K
|
12.9K
$378K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1K- 48.78% |
$21.4K - $25.8K
|
1.05K
$30.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.15K- 4.1% |
$24.6K - $29.6K
|
26.9K
$786K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 98.93% |
$31.7K - $38.1K
|
16
$468
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1.5K- 6.88% |
$32.1K - $38.6K
|
20.3K
$593K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.81K- 2.07% |
$38.9K - $46.7K
|
85.7K
$2.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.9K- 13.45% |
$40.7K - $49K
|
12.2K
$358K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.91K- 3.43% |
$40.9K - $49.2K
|
53.7K
$1.57M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.52K- 15.77% |
$53.9K - $64.8K
|
13.4K
$393K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.15K- 5.76% |
$67.6K - $81.2K
|
51.6K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.36K- 16.95% |
$72K - $86.6K
|
16.5K
$482K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.65K- 98.92% |
$78.3K - $94.2K
|
40
$1.17K
|
|
|
Oct 14, 2022
Q3 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-3.91K- 3.72% |
$83.7K - $101K
|
101K
$2.96M
|