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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-70- 0.71% |
$1.88K - $2.08K
|
9.76K
$397K
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-93- 0.48% |
$2.5K - $2.76K
|
19.1K
$777K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-116- 1.39% |
$3.12K - $3.44K
|
8.22K
$335K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-122- 0.27% |
$3.28K - $3.62K
|
45K
$1.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-136- 0.14% |
$3.65K - $4.03K
|
97.5K
$3.97M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-185- 1.13% |
$4.97K - $5.49K
|
16.1K
$656K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-204- 0.05% |
$5.48K - $6.05K
|
379K
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-293- 0.4% |
$7.87K - $8.69K
|
72.1K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-314- 0.54% |
$8.44K - $9.31K
|
57.7K
$2.35M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-354- 1.82% |
$9.51K - $10.5K
|
19.1K
$776K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-524- 1.84% |
$14.1K - $15.5K
|
27.9K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-717- 8.56% |
$19.3K - $21.3K
|
7.66K
$312K
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-743- 1.64% |
$20K - $22K
|
44.5K
$1.81M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-910- 4.98% |
$24.5K - $27K
|
17.4K
$708K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-990- 1.88% |
$26.6K - $29.4K
|
51.8K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.09K- 13.51% |
$29.2K - $32.2K
|
6.95K
$283K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.1K- 3.07% |
$29.5K - $32.6K
|
34.6K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 2.45% |
$29.8K - $32.9K
|
44.2K
$1.8M
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.19K- 1.26% |
$31.9K - $35.2K
|
92.7K
$3.77M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.2K- 44.1% |
$32.2K - $35.6K
|
1.52K
$61.9K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.23K- 3.86% |
$33.1K - $36.5K
|
30.6K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.48K- 1.56% |
$39.9K - $44K
|
93.6K
$3.81M
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.57K- 3.93% |
$42.2K - $46.6K
|
38.4K
$1.56M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.67K- 11.93% |
$44.8K - $49.5K
|
12.3K
$501K
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.81K- 1.1% |
$48.6K - $53.6K
|
162K
$6.6M
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2K- 3.34% |
$53.8K - $59.3K
|
57.8K
$2.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.17K- 1.54% |
$58.3K - $64.3K
|
139K
$5.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2.19K- 62.47% |
$58.7K - $64.8K
|
1.31K
$53.5K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.22K- 4.33% |
$59.7K - $65.9K
|
49.2K
$2M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.22K- 4.33% |
$59.7K - $65.9K
|
49.2K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3K- 0.86% |
$80.7K - $89.1K
|
347K
$14.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.24K- 12.25% |
$87.1K - $96.1K
|
23.2K
$945K
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.49K- 2.4% |
$93.9K - $104K
|
142K
$5.79M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.53K- 1.77% |
$94.7K - $105K
|
196K
$7.97M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-4.07K- 1.05% |
$109K - $121K
|
383K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.02K- 10.36% |
$162K - $178K
|
52.1K
$2.12M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-6.15K- 3.45% |
$165K - $182K
|
172K
$7.02M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.36K- 4.16% |
$171K - $188K
|
146K
$5.96M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-6.54K- 6.36% |
$176K - $194K
|
96.2K
$3.92M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6.61K- 5.23% |
$178K - $196K
|
120K
$4.88M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-7.12K- 1.59% |
$191K - $211K
|
442K
$18M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-7.49K- 3.82% |
$201K - $222K
|
188K
$7.66M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-7.68K- 5.87% |
$206K - $228K
|
123K
$5.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-7.82K- 5.85% |
$210K - $232K
|
126K
$5.12M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-8.09KClosed |
$217K - $240K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-8.55K- 28.18% |
$230K - $253K
|
21.8K
$887K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.66K- 19.15% |
$233K - $257K
|
36.6K
$1.49M
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-9K- 29.33% |
$242K - $267K
|
21.7K
$883K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-9.85K- 3.2% |
$265K - $292K
|
298K
$12.1M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.6K- 39.37% |
$286K - $316K
|
16.4K
$667K
|