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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-3.94K- 18.01% |
$84.5K - $102K
|
17.9K
$525K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.16K- 22.09% |
$89.3K - $107K
|
14.7K
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-4.53K- 18.99% |
$97.2K - $117K
|
19.3K
$566K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.05K- 23.36% |
$108K - $130K
|
16.6K
$485K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-5.26K- 16.25% |
$113K - $136K
|
27.1K
$794K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.31K- 39.14% |
$114K - $137K
|
8.25K
$242K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.39K- 63.39% |
$116K - $139K
|
3.12K
$91.1K
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-6.12K- 15.75% |
$131K - $158K
|
32.8K
$958K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.56K- 29.42% |
$141K - $169K
|
15.7K
$460K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-7.35K- 11.92% |
$158K - $189K
|
54.3K
$1.59M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
SELL
|
- |
-7.89K- 26.85% |
$169K - $204K
|
21.5K
$629K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.98K- 28.13% |
$171K - $206K
|
20.4K
$597K
|
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-8.09K- 14.74% |
$173K - $209K
|
46.8K
$1.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
SELL
|
- |
-10.5K- 22.76% |
$225K - $270K
|
35.6K
$1.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.6K- 38.17% |
$227K - $273K
|
17.1K
$501K
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-18K- 5.31% |
$386K - $464K
|
321K
$9.4M
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-19.5K- 21.47% |
$419K - $504K
|
71.5K
$2.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-19.8K- 46.56% |
$425K - $510K
|
22.7K
$665K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-22.3K- 19.16% |
$479K - $576K
|
94.3K
$2.76M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.8K- 29.2% |
$488K - $587K
|
55.2K
$1.62M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-24.5K- 6.48% |
$526K - $632K
|
354K
$10.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-31.2K- 45.85% |
$669K - $805K
|
36.9K
$1.08M
|
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-32.8K- 53.78% |
$703K - $845K
|
28.2K
$824K
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-34K- 33.0% |
$729K - $877K
|
69.1K
$2.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-36.8K- 79.29% |
$789K - $949K
|
9.62K
$281K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-40.7K- 51.9% |
$872K - $1.05M
|
37.7K
$1.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-71.2K- 17.04% |
$1.53M - $1.84M
|
347K
$10.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-76K- 17.74% |
$1.63M - $1.96M
|
352K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-112K- 6.7% |
$2.4M - $2.89M
|
1.56M
$45.7M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-115K- 6.85% |
$2.46M - $2.96M
|
1.56M
$45.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-116K- 90.66% |
$2.49M - $3M
|
12K
$350K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-116K- 40.75% |
$2.49M - $3M
|
169K
$4.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-130K- 44.89% |
$2.79M - $3.35M
|
160K
$4.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-173K- 13.63% |
$3.72M - $4.47M
|
1.1M
$32.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-214K- 30.06% |
$4.59M - $5.52M
|
498K
$14.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-309K- 92.22% |
$6.63M - $7.97M
|
26.1K
$763K
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-426K- 95.36% |
$9.12M - $11M
|
20.7K
$605K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-446K- 67.2% |
$9.56M - $11.5M
|
218K
$6.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-809K- 97.29% |
$17.3M - $20.9M
|
22.5K
$660K
|