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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.25K+ 177.2% |
$33.6K - $37.1K
|
1.96K
$79.7K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.23K+ 0.94% |
$33K - $36.4K
|
132K
$5.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.22K+ 1.77% |
$32.7K - $36.1K
|
70.1K
$2.85M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
1K+ 18.66% |
$26.9K - $29.7K
|
6.36K
$259K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
978+ 1.25% |
$26.3K - $29K
|
79.5K
$3.23M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
831+ 7.98% |
$22.3K - $24.6K
|
11.2K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
741+ 6.08% |
$19.9K - $22K
|
12.9K
$526K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
700+ 0.67% |
$18.8K - $20.8K
|
106K
$4.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
615New |
$16.5K - $18.2K
|
615
$25K
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
546+ 2.94% |
$14.7K - $16.2K
|
19.1K
$779K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
542+ 5.31% |
$14.6K - $16.1K
|
10.8K
$438K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
500+ 5.21% |
$13.4K - $14.8K
|
10.1K
$411K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
498+ 0.38% |
$13.4K - $14.8K
|
133K
$5.4M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
494+ 4.36% |
$13.3K - $14.6K
|
11.8K
$481K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
473New |
$12.7K - $14K
|
473
$19.3K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
455+ 1.22% |
$12.2K - $13.5K
|
37.9K
$1.54M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
440+ 1.03% |
$11.8K - $13K
|
43K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
350+ 1.65% |
$9.4K - $10.4K
|
21.6K
$879K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
350+ 3.06% |
$9.4K - $10.4K
|
11.8K
$479K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
238New |
$6.4K - $7.06K
|
238
$9.69K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
179+ 25.61% |
$4.81K - $5.31K
|
878
$35.7K
|
|
|
May 03, 2023
Q1 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
112+ 0.09% |
$3.01K - $3.32K
|
127K
$5.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
102+ 1.12% |
$2.74K - $3.02K
|
9.17K
$373K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
95+ 1.17% |
$2.55K - $2.82K
|
8.22K
$335K
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
85+ 0.28% |
$2.28K - $2.52K
|
30.6K
$1.25M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
62+ 0.49% |
$1.67K - $1.84K
|
12.8K
$520K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
54+ 0.15% |
$1.45K - $1.6K
|
36.8K
$1.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
50+ 0.21% |
$1.34K - $1.48K
|
23.9K
$974K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
41+ 1.46% |
$1.1K - $1.22K
|
2.85K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
33+ 0.42% |
$887 - $978
|
7.84K
$319K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
30+ 0.31% |
$806 - $890
|
9.7K
$395K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25+ 3.07% |
$672 - $741
|
840
$34.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
22+ 0.19% |
$591 - $652
|
11.5K
$467K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
15+ 0.07% |
$403 - $445
|
20.8K
$848K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
14+ 0.17% |
$376 - $415
|
8.4K
$342K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
9+ 0.29% |
$242 - $267
|
3.08K
$125K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4+ 0.01% |
$107 - $119
|
32.9K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.01% |
$53.7 - $59.3
|
17.1K
$696K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.01% |
$53.7 - $59.3
|
23.7K
$967K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.01% |
$26.9 - $29.7
|
14.1K
$572K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$26.9 - $29.7
|
1
$40.7
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-13- 0.15% |
$349 - $385
|
8.75K
$356K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31- 0.02% |
$833 - $919
|
136K
$5.52M
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-34- 0.07% |
$914 - $1.01K
|
46.9K
$1.91M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-35- 1.17% |
$940 - $1.04K
|
2.96K
$121K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-52- 0.5% |
$1.4K - $1.54K
|
10.4K
$422K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-64- 0.35% |
$1.72K - $1.9K
|
18.4K
$750K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-64- 0.43% |
$1.72K - $1.9K
|
14.7K
$598K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-65- 0.35% |
$1.75K - $1.93K
|
18.3K
$745K
|