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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
23.4KNew |
$662K - $712K
|
23.4K
$685K
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
22.9K+ 343.63% |
$648K - $697K
|
29.6K
$866K
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
22.4KNew |
$633K - $681K
|
22.4K
$655K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$608K - $654K
|
21.5K
$629K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
20.5KNew |
$580K - $624K
|
20.5K
$600K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20.3K+ 89.47% |
$574K - $617K
|
43K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.1K+ 133.87% |
$569K - $612K
|
35.2K
$1.03M
|
|
|
Jan 14, 2022
Q4 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
19.5K+ 45.16% |
$552K - $594K
|
62.8K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.1K+ 91.39% |
$540K - $581K
|
40K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19K+ 41.73% |
$538K - $579K
|
64.6K
$1.89M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
18.8KNew |
$530K - $570K
|
18.8K
$549K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
18.7KNew |
$528K - $567K
|
18.7K
$546K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18.4K+ 41.57% |
$519K - $558K
|
62.5K
$1.83M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
17.9KNew |
$507K - $546K
|
17.9K
$525K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
17.6K+ 14.69% |
$497K - $534K
|
137K
$4.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16.7KNew |
$473K - $508K
|
16.7K
$489K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.6K+ 16.91% |
$468K - $504K
|
115K
$3.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.1KNew |
$456K - $490K
|
16.1K
$472K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.7K+ 6.22% |
$445K - $478K
|
269K
$7.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.1K+ 51.05% |
$398K - $428K
|
41.7K
$1.22M
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
13.8KNew |
$389K - $419K
|
13.8K
$403K
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
13.6KNew |
$383K - $412K
|
13.6K
$397K
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
12.8KNew |
$363K - $390K
|
12.8K
$375K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
12.6K+ 20.41% |
$357K - $384K
|
74.4K
$2.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12.3KNew |
$348K - $374K
|
12.3K
$360K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
12.2K+ 111.71% |
$345K - $371K
|
23.2K
$678K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11.9K+ 1009.95% |
$336K - $361K
|
13.1K
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
11.8K+ 26.37% |
$334K - $360K
|
56.7K
$1.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
11.3KNew |
$321K - $345K
|
11.3K
$332K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$314K - $338K
|
11.1K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
10.8K+ 45.3% |
$304K - $327K
|
34.5K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.6KNew |
$300K - $323K
|
10.6K
$310K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 11.81% |
$297K - $320K
|
99.6K
$2.91M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10.5KNew |
$296K - $319K
|
10.5K
$307K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.3K+ 36.3% |
$291K - $313K
|
38.7K
$1.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
10.2KNew |
$288K - $310K
|
10.2K
$298K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.1K+ 119.62% |
$285K - $307K
|
18.5K
$542K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.1KNew |
$284K - $306K
|
10.1K
$294K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.91KNew |
$280K - $301K
|
9.91K
$290K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.22K+ 17.8% |
$261K - $280K
|
61.1K
$1.79M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
9.13K+ 6.86% |
$258K - $277K
|
142K
$4.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.08K+ 4.04% |
$257K - $276K
|
234K
$6.83M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.38K+ 33.88% |
$237K - $255K
|
33.1K
$969K
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
8.27K+ 6.14% |
$234K - $251K
|
143K
$4.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.06KNew |
$228K - $245K
|
8.06K
$236K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
7.92K+ 61.8% |
$224K - $241K
|
20.7K
$607K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
7.2KNew |
$204K - $219K
|
7.2K
$211K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.91K+ 3.66% |
$195K - $210K
|
196K
$5.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.88KNew |
$195K - $209K
|
6.88K
$201K
|
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
6.81KNew |
$193K - $207K
|
6.81K
$199K
|