Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
8.84K+ 25.52% |
$238K - $262K
|
43.5K
$1.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
8.79K+ 5.49% |
$236K - $261K
|
169K
$6.46M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.61K+ 29.37% |
$231K - $255K
|
37.9K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
8.55K+ 42.64% |
$230K - $254K
|
28.6K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.22KNew |
$221K - $244K
|
8.22K
$314K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
8.16KNew |
$219K - $242K
|
8.16K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8.09K+ 9.11% |
$217K - $240K
|
96.9K
$3.7M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
8.03K+ 3.82% |
$216K - $238K
|
218K
$8.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.87K+ 6.14% |
$211K - $233K
|
136K
$5.21M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.02K+ 7.72% |
$189K - $208K
|
97.9K
$3.74M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.73K+ 28.46% |
$181K - $200K
|
30.4K
$1.16M
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
6.7K+ 62.46% |
$180K - $199K
|
17.4K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.04K+ 23.73% |
$162K - $179K
|
31.5K
$1.2M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
5.77K+ 1.14% |
$155K - $171K
|
513K
$19.6M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.65K+ 11.05% |
$152K - $168K
|
56.8K
$2.17M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
5.6K+ 2.03% |
$151K - $166K
|
281K
$10.8M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
5.37K+ 24.68% |
$144K - $159K
|
27.1K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.15K+ 4.15% |
$138K - $153K
|
129K
$4.95M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4.78KNew |
$129K - $142K
|
4.78K
$183K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
4.78K+ 13.81% |
$128K - $142K
|
39.4K
$1.51M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.5KNew |
$121K - $133K
|
4.5K
$172K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
4.48K+ 16.18% |
$120K - $133K
|
32.2K
$1.23M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.47K+ 11.31% |
$120K - $133K
|
44K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
4.43K+ 38.23% |
$119K - $131K
|
16K
$613K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.4K+ 14.99% |
$118K - $131K
|
33.8K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
4.13K+ 3.77% |
$111K - $122K
|
114K
$4.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.02K+ 39.14% |
$108K - $119K
|
14.3K
$547K
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.91K+ 4.31% |
$105K - $116K
|
94.7K
$3.62M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
3.84K+ 546.44% |
$103K - $114K
|
4.54K
$173K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.75KNew |
$101K - $111K
|
3.75K
$143K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.65K+ 19.61% |
$98K - $108K
|
22.2K
$851K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.51K+ 44.84% |
$94.2K - $104K
|
11.3K
$433K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.49K+ 1.58% |
$93.8K - $104K
|
224K
$8.58M
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3.4K+ 2.34% |
$91.4K - $101K
|
149K
$5.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3.24K+ 1.3% |
$87.1K - $96.1K
|
252K
$9.64M
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.06KNew |
$82.2K - $90.7K
|
3.06K
$117K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.03KNew |
$81.5K - $90K
|
3.03K
$116K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.99K+ 35.27% |
$80.4K - $88.7K
|
11.5K
$439K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.98KNew |
$79.9K - $88.2K
|
2.98K
$114K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.89K+ 30.93% |
$77.7K - $85.7K
|
12.2K
$468K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.79K+ 14.57% |
$75K - $82.7K
|
21.9K
$839K
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.36K+ 0.47% |
$63.5K - $70.1K
|
502K
$19.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.36K+ 2.65% |
$63.4K - $70K
|
91.5K
$3.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.32K+ 0.62% |
$62.3K - $68.8K
|
378K
$14.4M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.07K+ 1.88% |
$55.5K - $61.3K
|
112K
$4.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.77K+ 1.54% |
$47.5K - $52.4K
|
116K
$4.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.71K+ 2.3% |
$46K - $50.7K
|
76.1K
$2.91M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.61K+ 27.44% |
$43.3K - $47.8K
|
7.49K
$286K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.39K+ 1.81% |
$37.2K - $41.1K
|
78K
$2.98M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.36K+ 5.03% |
$36.5K - $40.3K
|
28.4K
$1.08M
|