Purchases and Sales Made in Q4 2021 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.43M+ 532.19% |
$40.3M - $43.3M
|
1.69M
$49.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.09M+ 591.8% |
$30.9M - $33.2M
|
1.28M
$37.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.08M+ 1223.26% |
$30.5M - $32.8M
|
1.17M
$34.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
810KNew |
$22.9M - $24.6M
|
810K
$23.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
452K+ 605.35% |
$12.8M - $13.7M
|
526K
$15.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
441KNew |
$12.5M - $13.4M
|
441K
$12.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
432KNew |
$12.2M - $13.1M
|
432K
$12.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Northland Capital Management LLC
|
BUY
|
- |
382KNew |
$10.8M - $11.6M
|
382K
$11.2M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
357KNew |
$10.1M - $10.9M
|
357K
$10.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
284KNew |
$8.03M - $8.64M
|
284K
$8.32M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
265K+ 619.09% |
$7.5M - $8.07M
|
308K
$9.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
248KNew |
$7M - $7.53M
|
248K
$7.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
234K+ 75.81% |
$6.63M - $7.13M
|
544K
$15.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
146KNew |
$4.12M - $4.43M
|
146K
$4.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
140KNew |
$3.95M - $4.25M
|
140K
$4.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
125KNew |
$3.53M - $3.8M
|
125K
$3.66M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
125KNew |
$3.53M - $3.8M
|
125K
$3.65M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
116KNew |
$3.28M - $3.53M
|
116K
$3.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
113KNew |
$3.2M - $3.44M
|
113K
$3.31M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
111K+ 42.03% |
$3.15M - $3.38M
|
376K
$11M
|
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
104KNew |
$2.95M - $3.17M
|
104K
$3.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
102K+ 14.08% |
$2.88M - $3.1M
|
826K
$24.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
99.3K+ 375.75% |
$2.81M - $3.02M
|
126K
$3.68M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
99.2KNew |
$2.8M - $3.01M
|
99.2K
$2.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
97.5K+ 75.14% |
$2.76M - $2.96M
|
227K
$6.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
93.9K+ 549.51% |
$2.66M - $2.86M
|
111K
$3.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
83.2KNew |
$2.35M - $2.53M
|
83.2K
$2.43M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
80.8K+ 361.11% |
$2.28M - $2.46M
|
103K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79KNew |
$2.23M - $2.4M
|
79K
$2.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
76.9KNew |
$2.17M - $2.34M
|
76.9K
$2.25M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
74.8K+ 141.37% |
$2.12M - $2.28M
|
128K
$3.74M
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
BUY
|
- |
70K+ 123.36% |
$1.98M - $2.13M
|
127K
$3.71M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
62.4KNew |
$1.76M - $1.9M
|
62.4K
$1.83M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
56.9KNew |
$1.61M - $1.73M
|
56.9K
$1.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
54K+ 22.71% |
$1.53M - $1.64M
|
292K
$8.54M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
46.1KNew |
$1.3M - $1.4M
|
46.1K
$1.35M
|
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
46KNew |
$1.3M - $1.4M
|
46K
$1.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
46KNew |
$1.3M - $1.4M
|
46K
$1.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
42.6K+ 73.96% |
$1.2M - $1.3M
|
100K
$2.93M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
39.1KNew |
$1.11M - $1.19M
|
39.1K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.4K+ 47.31% |
$1.09M - $1.17M
|
120K
$3.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
38.2K+ 82.91% |
$1.08M - $1.16M
|
84.2K
$2.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
36.4K+ 56.67% |
$1.03M - $1.11M
|
101K
$2.95M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
35.7KNew |
$1.01M - $1.08M
|
35.7K
$1.04M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
35.2KNew |
$994K - $1.07M
|
35.2K
$1.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
35.1KNew |
$993K - $1.07M
|
35.1K
$1.03M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
31.1KNew |
$878K - $944K
|
31.1K
$909K
|
|
|
Jan 27, 2022
Q4 2021
|
Fort Henry Capital, LLC
|
BUY
|
- |
29.1K+ 102.44% |
$823K - $885K
|
57.5K
$1.68M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
29KNew |
$821K - $883K
|
29K
$850K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
26.9K+ 41.4% |
$760K - $817K
|
91.8K
$2.69M
|