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 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.3K- 3.28% |
$330K - $364K
|
362K
$14.7M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.5K- 3.75% |
$337K - $372K
|
322K
$13.1M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.4K- 25.36% |
$681K - $752K
|
74.6K
$3.04M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-27.2K- 77.67% |
$731K - $806K
|
7.82K
$318K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-27.2K- 14.98% |
$731K - $806K
|
154K
$6.28M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-31.5K- 35.91% |
$845K - $933K
|
56.1K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-35.9K- 10.94% |
$965K - $1.07M
|
293K
$11.9M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41.6K- 90.25% |
$1.12M - $1.23M
|
4.5K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-41.7K- 13.87% |
$1.12M - $1.24M
|
259K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-42.6K- 45.15% |
$1.15M - $1.26M
|
51.8K
$2.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-47.8K- 8.49% |
$1.28M - $1.42M
|
515K
$21M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-53.9K- 77.89% |
$1.45M - $1.6M
|
15.3K
$623K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-60.5K- 24.05% |
$1.63M - $1.79M
|
191K
$7.78M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-67.2K- 18.31% |
$1.8M - $1.99M
|
300K
$12.2M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-69.7K- 6.19% |
$1.87M - $2.07M
|
1.06M
$43M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-71.6K- 62.04% |
$1.92M - $2.12M
|
43.8K
$1.78M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-85.6K- 30.0% |
$2.3M - $2.54M
|
200K
$8.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-89.3K- 37.45% |
$2.4M - $2.65M
|
149K
$6.07M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-235K- 42.42% |
$6.3M - $6.96M
|
318K
$13M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-242K- 59.74% |
$6.49M - $7.16M
|
163K
$6.63M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.27M- 72.58% |
$87.8M - $96.8M
|
1.23M
$50.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-3.5M- 90.62% |
$94.1M - $104M
|
363K
$14.8M
|