Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.73M+ 9562.71% |
$50.4M - $57.5M
|
1.75M
$70.5M
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
BUY
|
- |
473K+ 380.57% |
$13.8M - $15.7M
|
597K
$24.1M
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
438K+ 25.53% |
$12.8M - $14.6M
|
2.15M
$86.9M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
426KNew |
$12.4M - $14.2M
|
426K
$17.2M
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
361K+ 928.0% |
$10.5M - $12M
|
400K
$16.2M
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
299KNew |
$8.73M - $9.95M
|
299K
$12.1M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
280K+ 2017.73% |
$8.17M - $9.31M
|
294K
$11.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Northland Capital Management LLC
|
BUY
|
- |
261K+ 80.63% |
$7.63M - $8.69M
|
586K
$23.7M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
259KNew |
$7.56M - $8.62M
|
259K
$10.5M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
215K+ 184.76% |
$6.28M - $7.16M
|
332K
$13.4M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
208K+ 15.29% |
$6.08M - $6.93M
|
1.57M
$63.5M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
201K+ 38.75% |
$5.87M - $6.69M
|
720K
$29.1M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
177K+ 885.37% |
$5.18M - $5.9M
|
197K
$7.97M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
168K+ 27.86% |
$4.91M - $5.6M
|
773K
$31.2M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
168K+ 44.16% |
$4.9M - $5.58M
|
548K
$22.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
153K+ 253.42% |
$4.46M - $5.08M
|
213K
$8.61M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
153K+ 39.8% |
$4.45M - $5.07M
|
536K
$21.6M
|
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
151K+ 31.19% |
$4.39M - $5.01M
|
633K
$25.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Chico Wealth Ria
|
BUY
|
- |
141KNew |
$4.13M - $4.7M
|
141K
$5.71M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
137K+ 391.83% |
$3.99M - $4.54M
|
171K
$6.92M
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
133K+ 47.83% |
$3.87M - $4.41M
|
410K
$16.5M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
130K+ 511.68% |
$3.81M - $4.34M
|
156K
$6.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
124K+ 8.95% |
$3.63M - $4.14M
|
1.51M
$61.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
121KNew |
$3.53M - $4.03M
|
121K
$4.89M
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
109K+ 202.25% |
$3.19M - $3.64M
|
164K
$6.61M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102K+ 61.6% |
$2.98M - $3.4M
|
268K
$10.8M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
99.1KNew |
$2.89M - $3.29M
|
99.1K
$4M
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
95.3K+ 5.16% |
$2.78M - $3.17M
|
1.94M
$78.4M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
90.9K+ 4.12% |
$2.65M - $3.02M
|
2.3M
$92.9M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
90.6KNew |
$2.64M - $3.01M
|
90.6K
$3.66M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
81.4K+ 37.15% |
$2.37M - $2.71M
|
300K
$12.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
76.9K+ 47.86% |
$2.25M - $2.56M
|
238K
$9.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Applied Capital LLC
|
BUY
|
- |
73.4KNew |
$2.14M - $2.44M
|
73.4K
$2.97M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
70.9K+ 248.96% |
$2.07M - $2.36M
|
99.3K
$4.01M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
70.7KNew |
$2.06M - $2.35M
|
70.7K
$2.85M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
64.6KNew |
$1.89M - $2.15M
|
64.6K
$2.61M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
64.4K+ 60.71% |
$1.88M - $2.14M
|
171K
$6.89M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
63.5K+ 76.62% |
$1.85M - $2.11M
|
146K
$5.91M
|
|
|
May 10, 2022
Q1 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
63.3KNew |
$1.85M - $2.11M
|
63.3K
$2.56M
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
62.8K+ 2.56% |
$1.83M - $2.09M
|
2.52M
$102M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60.5K+ 99.71% |
$1.77M - $2.01M
|
121K
$4.89M
|
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
60.2K+ 50.93% |
$1.76M - $2M
|
179K
$7.21M
|
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
59.3KNew |
$1.73M - $1.97M
|
59.3K
$2.39M
|
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
57.8KNew |
$1.69M - $1.92M
|
57.8K
$2.33M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
56.8K+ 43.73% |
$1.66M - $1.89M
|
187K
$7.54M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
55.3K+ 51.06% |
$1.61M - $1.84M
|
164K
$6.61M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
53.8K+ 60.64% |
$1.57M - $1.79M
|
143K
$5.76M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
53.4K+ 70.42% |
$1.56M - $1.77M
|
129K
$5.22M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
51.7KNew |
$1.51M - $1.72M
|
51.7K
$2.09M
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
49KNew |
$1.43M - $1.63M
|
49K
$1.98M
|