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 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
28New |
$792 - $851
|
28
$859
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
27+ 1.9% |
$763 - $821
|
1.45K
$44.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
9New |
$254 - $274
|
9
$276
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
6+ 1.53% |
$170 - $182
|
398
$12.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-205- 0.14% |
$5.8K - $6.23K
|
145K
$4.45M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-955Closed |
$27K - $29K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-1K- 3.66% |
$28.3K - $30.4K
|
26.3K
$808K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.87K- 1.38% |
$52.8K - $56.8K
|
133K
$4.08M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.13KClosed |
$60.2K - $64.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.31KClosed |
$65.2K - $70.1K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.68K- 4.68% |
$75.6K - $81.3K
|
54.5K
$1.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.04K- 5.11% |
$114K - $123K
|
75K
$2.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-4.23K- 4.03% |
$120K - $129K
|
101K
$3.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.23K- 22.09% |
$148K - $159K
|
18.5K
$566K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.76K- 28.2% |
$163K - $175K
|
14.7K
$450K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-6.03K- 17.15% |
$170K - $183K
|
29.1K
$894K
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-6.76K- 1.95% |
$191K - $206K
|
339K
$10.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.57K- 46.53% |
$214K - $230K
|
8.7K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-7.86KClosed |
$222K - $239K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-24KClosed |
$679K - $730K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-30K- 75.0% |
$848K - $912K
|
10K
$307K
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-49.7K- 9.45% |
$1.41M - $1.51M
|
477K
$14.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-117K- 75.33% |
$3.3M - $3.55M
|
38.2K
$1.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-191KClosed |
$5.41M - $5.81M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-400KClosed |
$11.3M - $12.2M
|
0
$0
|