Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
5.45MNew |
$117M - $141M
|
5.45M
$165M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.23MNew |
$47.9M - $57.7M
|
2.23M
$67.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.71M+ 970.64% |
$36.8M - $44.3M
|
1.89M
$57.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.17MNew |
$25M - $30.1M
|
1.17M
$35.3M
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
963KNew |
$20.7M - $24.9M
|
963K
$29.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
906K+ 25.88% |
$19.5M - $23.4M
|
4.41M
$133M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
845KNew |
$18.1M - $21.8M
|
845K
$25.6M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
568KNew |
$12.2M - $14.7M
|
568K
$17.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
491KNew |
$10.5M - $12.7M
|
491K
$14.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
488K+ 197.72% |
$10.5M - $12.6M
|
736K
$22.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
473K+ 2180.67% |
$10.1M - $12.2M
|
494K
$15M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
450KNew |
$9.66M - $11.6M
|
450K
$13.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
405K+ 32.12% |
$8.7M - $10.5M
|
1.67M
$50.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
400K+ 1762.35% |
$8.6M - $10.4M
|
423K
$12.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
400K+ 342.03% |
$8.59M - $10.3M
|
517K
$15.6M
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
375KNew |
$8.05M - $9.69M
|
375K
$11.3M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
363KNew |
$7.8M - $9.39M
|
363K
$11M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
353K+ 493.48% |
$7.58M - $9.13M
|
425K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
345K+ 3211.32% |
$7.41M - $8.93M
|
356K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
342K+ 2879.96% |
$7.34M - $8.84M
|
354K
$10.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
338K+ 88.16% |
$7.26M - $8.74M
|
722K
$21.8M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
324KNew |
$6.95M - $8.36M
|
324K
$9.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
312K+ 2790.21% |
$6.69M - $8.06M
|
323K
$9.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
301K+ 3071.07% |
$6.46M - $7.78M
|
311K
$9.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
300K+ 49.57% |
$6.45M - $7.76M
|
906K
$27.4M
|
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
295KNew |
$6.33M - $7.62M
|
295K
$8.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
294K+ 54.73% |
$6.31M - $7.6M
|
831K
$25.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
243K+ 8.94% |
$5.22M - $6.29M
|
2.96M
$89.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
243KNew |
$5.22M - $6.28M
|
243K
$7.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
233K+ 213.35% |
$5.01M - $6.03M
|
343K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
225K+ 516.69% |
$4.84M - $5.82M
|
269K
$8.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
221KNew |
$4.74M - $5.71M
|
221K
$6.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
216K+ 1005.99% |
$4.65M - $5.59M
|
238K
$7.2M
|
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
211KNew |
$4.54M - $5.47M
|
211K
$6.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
198K+ 20.59% |
$4.26M - $5.13M
|
1.16M
$35.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
197K+ 743.5% |
$4.24M - $5.1M
|
224K
$6.78M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
185KNew |
$3.96M - $4.77M
|
185K
$5.58M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
184K+ 1169.79% |
$3.95M - $4.76M
|
200K
$6.05M
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
184K+ 208.39% |
$3.95M - $4.75M
|
272K
$8.23M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
180K+ 99.94% |
$3.87M - $4.66M
|
361K
$10.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
151K+ 17.65% |
$3.24M - $3.91M
|
1.01M
$30.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
150KNew |
$3.21M - $3.87M
|
150K
$4.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
142K+ 90.85% |
$3.05M - $3.67M
|
299K
$9.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
139K+ 11.02% |
$2.97M - $3.58M
|
1.4M
$42.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
131K+ 71.31% |
$2.82M - $3.39M
|
315K
$9.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
130K+ 288.89% |
$2.79M - $3.36M
|
175K
$5.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
129K+ 96.79% |
$2.77M - $3.34M
|
262K
$7.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
129K+ 552.89% |
$2.76M - $3.32M
|
152K
$4.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
124K+ 29.59% |
$2.67M - $3.21M
|
544K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
121KNew |
$2.6M - $3.13M
|
121K
$3.66M
|