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 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
48.3K+ 4.95% |
$1.41M - $1.61M
|
1.02M
$41.7M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.2K+ 661.14% |
$1.32M - $1.5M
|
52K
$2.12M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
40.7KNew |
$1.19M - $1.35M
|
40.7K
$1.65M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34K+ 29.46% |
$993K - $1.13M
|
150K
$6.09M
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
33.3K+ 6.86% |
$971K - $1.11M
|
518K
$21.1M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
32.3K+ 46.73% |
$944K - $1.08M
|
102K
$4.13M
|
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
32.3K+ 14.28% |
$941K - $1.07M
|
258K
$10.5M
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
31.1K+ 49.18% |
$906K - $1.03M
|
94.2K
$3.84M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
28.5KNew |
$831K - $947K
|
28.5K
$1.16M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
25.4K+ 17.57% |
$741K - $844K
|
170K
$6.91M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
24.4K+ 37.86% |
$712K - $811K
|
88.8K
$3.62M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.8K+ 12.24% |
$694K - $791K
|
218K
$8.88M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.1K+ 53.31% |
$674K - $768K
|
66.5K
$2.71M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20.7K+ 8.22% |
$605K - $689K
|
273K
$11.1M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 8.1% |
$602K - $685K
|
275K
$11.2M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
20.5KNew |
$597K - $680K
|
20.5K
$833K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18.8KNew |
$550K - $626K
|
18.8K
$767K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18.4KNew |
$536K - $610K
|
18.4K
$748K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
18K+ 15.87% |
$525K - $598K
|
131K
$5.35M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.4K+ 21.87% |
$507K - $577K
|
96.8K
$3.94M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17K+ 33.22% |
$495K - $564K
|
68.1K
$2.77M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15.5KNew |
$451K - $514K
|
15.5K
$629K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
15.1K+ 61.83% |
$440K - $501K
|
39.4K
$1.61M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
13.9KNew |
$404K - $461K
|
13.9K
$564K
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
13.5K+ 62.65% |
$394K - $448K
|
35K
$1.43M
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
12.3K+ 19.85% |
$360K - $410K
|
74.5K
$3.03M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.2K+ 13.31% |
$356K - $406K
|
104K
$4.23M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.2KNew |
$356K - $406K
|
12.2K
$497K
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
11.9KNew |
$347K - $396K
|
11.9K
$485K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
11.5KNew |
$336K - $383K
|
11.5K
$469K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.5KNew |
$336K - $383K
|
11.5K
$469K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.4K+ 15.84% |
$332K - $378K
|
83.2K
$3.39M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
10.8KNew |
$315K - $359K
|
10.8K
$440K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.7K+ 5.04% |
$313K - $356K
|
223K
$9.08M
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
9.73K+ 83.69% |
$284K - $323K
|
21.4K
$870K
|
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9.58K+ 5.1% |
$280K - $319K
|
198K
$8.04M
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
9.57K+ 53.12% |
$279K - $318K
|
27.6K
$1.12M
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
9.56KNew |
$279K - $318K
|
9.56K
$389K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
9.28K+ 14.59% |
$271K - $308K
|
72.9K
$2.97M
|
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
9.25K+ 37.1% |
$270K - $308K
|
34.2K
$1.39M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.22KNew |
$269K - $306K
|
9.22K
$375K
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
8.98KNew |
$262K - $298K
|
8.98K
$365K
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
BUY
|
- |
8.8KNew |
$257K - $293K
|
8.8K
$358K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.69KNew |
$254K - $289K
|
8.69K
$354K
|
|
|
May 11, 2022
Q1 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
8.64KNew |
$252K - $287K
|
8.64K
$352K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.56K+ 71.05% |
$250K - $284K
|
20.6K
$838K
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.39KNew |
$245K - $279K
|
8.39K
$342K
|
|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
7.92K+ 30.14% |
$231K - $263K
|
34.2K
$1.39M
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.51K+ 25.88% |
$219K - $250K
|
36.5K
$1.49M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
7.3K+ 4833.11% |
$213K - $243K
|
7.45K
$303K
|