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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14KNew |
$302K - $363K
|
14K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.9K+ 17.44% |
$298K - $358K
|
93.4K
$2.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
13.1K+ 19.54% |
$281K - $338K
|
80.1K
$2.42M
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
13KNew |
$278K - $335K
|
13K
$392K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.8K+ 18.93% |
$275K - $332K
|
80.6K
$2.44M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
12.3KNew |
$263K - $317K
|
12.3K
$371K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12K+ 16.43% |
$257K - $309K
|
84.8K
$2.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11.8K+ 45.09% |
$252K - $304K
|
37.8K
$1.15M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11.7K+ 9.48% |
$252K - $304K
|
136K
$4.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.6KNew |
$250K - $301K
|
11.6K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
11.5KNew |
$248K - $298K
|
11.5K
$349K
|
|
|
Jan 18, 2023
Q4 2022
|
Chico Wealth Ria
|
BUY
|
- |
11.1K+ 1.2% |
$238K - $287K
|
936K
$28.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
10.7K+ 11.78% |
$230K - $277K
|
102K
$3.08M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
10.5KNew |
$226K - $273K
|
10.5K
$319K
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
10.5K+ 20.24% |
$226K - $272K
|
62.5K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.4KNew |
$223K - $269K
|
10.4K
$315K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10K+ 325.48% |
$215K - $259K
|
13.1K
$396K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.87K+ 119.57% |
$212K - $255K
|
18.1K
$548K
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
9.69K+ 10.03% |
$208K - $250K
|
106K
$3.21M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9.67KNew |
$208K - $250K
|
9.67K
$293K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.6K+ 11.39% |
$206K - $248K
|
93.9K
$2.84M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.44KNew |
$203K - $244K
|
9.44K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.39K+ 6.67% |
$202K - $243K
|
150K
$4.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
9.35K+ 2.95% |
$201K - $242K
|
327K
$9.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
9.33K+ 9.77% |
$200K - $241K
|
105K
$3.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
9.23KNew |
$198K - $239K
|
9.23K
$279K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
9.23KNew |
$198K - $239K
|
9.23K
$279K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
9.18KNew |
$197K - $237K
|
9.18K
$278K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
9.08K+ 40.28% |
$195K - $235K
|
31.6K
$957K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.85KNew |
$190K - $229K
|
8.85K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
8.68K+ 9.67% |
$186K - $224K
|
98.5K
$2.98M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8.66KNew |
$186K - $224K
|
8.66K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8.55KNew |
$184K - $221K
|
8.55K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8.53KNew |
$183K - $220K
|
8.53K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
8.36KNew |
$179K - $216K
|
8.36K
$253K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7.96K+ 1137.29% |
$171K - $206K
|
8.66K
$262K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
7.84K+ 28.07% |
$168K - $203K
|
35.8K
$1.08M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
7.65K+ 2.59% |
$164K - $198K
|
303K
$9.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.13K+ 13.82% |
$153K - $184K
|
58.7K
$1.78M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7.07KNew |
$152K - $183K
|
7.07K
$214K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
6.36K+ 31.95% |
$136K - $164K
|
26.2K
$794K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
6.36K+ 17.88% |
$136K - $164K
|
41.9K
$1.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.65K+ 2.53% |
$121K - $146K
|
229K
$6.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.62K+ 20.54% |
$121K - $145K
|
33K
$997K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.52KNew |
$119K - $143K
|
5.52K
$167K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
5.35K+ 171.75% |
$115K - $138K
|
8.47K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.06K+ 12.38% |
$109K - $131K
|
45.9K
$1.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.99K+ 10.67% |
$107K - $129K
|
51.8K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
BUY
|
- |
4.87K+ 27.65% |
$105K - $126K
|
22.5K
$681K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.83K+ 3.99% |
$104K - $125K
|
126K
$3.81M
|