Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr (DFAU)

DFAU Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q2 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
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
2.31M
New
$59.4M - $73.5M
2.31M $93.3M
Oct 23, 2023 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
2.27M
+ 4613.85%
$58.3M - $72.1M
2.32M $93.5M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
2.09M
+ 119.51%
$53.6M - $66.4M
3.83M $155M
Jul 07, 2022 Q2 2022
Wipfli Financial Advisors Llc,

BUY
 -
821K
+ 677.77%
$21.1M - $26.1M
942K $38M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
799K
+ 77.93%
$20.5M - $25.4M
1.82M $73.6M
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

BUY
 -
767K
+ 48.76%
$19.7M - $24.4M
2.34M $94.4M
Sep 02, 2022 Q2 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
740K
New
$19M - $23.5M
740K $29.9M
Aug 25, 2022 Q2 2022
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
591K
New
$15.2M - $18.8M
591K $23.9M
Jul 06, 2022 Q2 2022
Parsec Financial Management, Inc.

BUY
 -
551K
+ 25.59%
$14.2M - $17.5M
2.7M $109M
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
495K
+ 250.94%
$12.7M - $15.7M
693K $28M
Aug 04, 2022 Q2 2022
Highland Financial Advisors, LLC

BUY
 -
365K
New
$9.37M - $11.6M
365K $14.7M
Aug 05, 2022 Q2 2022
Waypoint Wealth Partners Inc.

BUY
 -
333K
New
$8.55M - $10.6M
333K $13.4M
Jul 13, 2022 Q2 2022
Rvw Wealth, LLC

BUY
 -
293K
+ 2112.41%
$7.52M - $9.3M
307K $12.4M
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

BUY
 -
291K
+ 504.18%
$7.47M - $9.24M
348K $14.1M
Jul 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

BUY
 -
257K
New
$6.61M - $8.17M
257K $10.4M
Jul 14, 2022 Q2 2022
Zhang Financial LLC

BUY
 -
220K
New
$5.66M - $7M
220K $8.89M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
220K
+ 30.49%
$5.64M - $6.98M
940K $37.9M
Jul 19, 2022 Q2 2022
Spinnaker Investment Group, LLC

BUY
 -
217K
+ 34.27%
$5.58M - $6.9M
850K $34.3M
Aug 04, 2022 Q2 2022
Evoke Wealth, LLC

BUY
 -
202K
+ 26.18%
$5.2M - $6.43M
975K $39.4M
Aug 04, 2022 Q2 2022
Plancorp, LLC

BUY
 -
202K
+ 1870.36%
$5.19M - $6.42M
213K $8.59M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
197K
+ 67.14%
$5.07M - $6.28M
491K $19.8M
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
196K
+ 125.5%
$5.03M - $6.22M
352K $14.2M
Jul 28, 2022 Q2 2022
Monumental Financial Group Inc.

BUY
 -
176K
New
$4.52M - $5.59M
176K $7.1M
Aug 01, 2022 Q2 2022
Morling Financial Advisors, LLC

BUY
 -
175K
New
$4.48M - $5.55M
175K $7.05M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
166K
+ 1439.12%
$4.26M - $5.27M
177K $7.17M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
150K
+ 55.93%
$3.85M - $4.76M
418K $16.9M
Jul 18, 2022 Q2 2022
Caerus Investment Advisors, LLC

BUY
 -
145K
New
$3.73M - $4.62M
145K $5.87M
Jul 13, 2022 Q2 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
144K
+ 7.44%
$3.71M - $4.59M
2.09M $84.3M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
142K
+ 18920.13%
$3.65M - $4.51M
143K $5.76M
Aug 10, 2022 Q2 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
133K
+ 81.42%
$3.42M - $4.23M
297K $12M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
132K
+ 63.31%
$3.4M - $4.21M
341K $13.8M
Jul 22, 2022 Q2 2022
Annapolis Financial Services, LLC

BUY
 -
126K
+ 76.94%
$3.23M - $4M
290K $11.7M
Jul 15, 2022 Q2 2022
Wolff Wiese Magana LLC

BUY
 -
125K
New
$3.22M - $3.99M
125K $5.06M
Dec 05, 2023 Q2 2022
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
115K
New
$2.96M - $3.67M
115K $4.66M
Jul 07, 2022 Q2 2022
Cherrydale Wealth Management, LLC

BUY
 -
111K
New
$2.85M - $3.53M
111K $4.49M
Aug 12, 2022 Q2 2022
Cpwm, LLC

Seattle, WA
BUY
 -
103K
+ 114.65%
$2.65M - $3.28M
193K $7.81M
Aug 12, 2022 Q2 2022
Hutchinson Capital Management

San Rafael, CA
BUY
 -
99.6K
+ 1152.13%
$2.56M - $3.17M
108K $4.37M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
93.1K
+ 1444.72%
$2.39M - $2.96M
99.6K $4.02M
Aug 11, 2022 Q2 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
93.1K
+ 62.27%
$2.39M - $2.96M
243K $9.8M
Aug 09, 2022 Q2 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
92.4K
+ 93.06%
$2.37M - $2.94M
192K $7.74M
Jul 25, 2022 Q2 2022
First Purpose Wealth LLC

BUY
 -
91.8K
+ 22.41%
$2.36M - $2.92M
501K $20.2M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
90.3K
+ 99.73%
$2.32M - $2.87M
181K $7.31M
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
BUY
 -
89.7K
New
$2.3M - $2.85M
89.7K $3.62M
Jul 19, 2022 Q2 2022
Chico Wealth Ria

BUY
 -
83.6K
+ 59.08%
$2.15M - $2.66M
225K $9.09M
Aug 03, 2022 Q2 2022
Tortoise Investment Management, LLC

BUY
 -
82.6K
+ 30.27%
$2.12M - $2.62M
355K $14.3M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
76.7K
+ 35.16%
$1.97M - $2.44M
295K $11.9M
Aug 02, 2022 Q2 2022
E Rn Financial, LLC

BUY
 -
75.5K
+ 74.33%
$1.94M - $2.4M
177K $7.15M
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
BUY
 -
67.8K
+ 20.43%
$1.74M - $2.15M
400K $16.1M
Aug 15, 2022 Q2 2022
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
66.9K
New
$1.72M - $2.13M
66.9K $2.7M

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