Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr (DFAU)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
65.1K+ 345.61% |
$1.67M - $2.07M
|
84K
$3.39M
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
54.9K+ 139.26% |
$1.41M - $1.75M
|
94.4K
$3.81M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
51.8K+ 30.37% |
$1.33M - $1.65M
|
222K
$8.98M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
51.7K+ 24.25% |
$1.33M - $1.64M
|
265K
$10.7M
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
50.7K+ 87.78% |
$1.3M - $1.61M
|
109K
$4.38M
|
|
|
Jul 21, 2022
Q2 2022
|
Retirement Solution Inc.
|
BUY
|
- |
50.3K+ 1.49% |
$1.29M - $1.6M
|
3.42M
$138M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
50K+ 16.64% |
$1.28M - $1.59M
|
350K
$14.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
49.1KNew |
$1.26M - $1.56M
|
49.1K
$1.98M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.1K+ 17.1% |
$1.21M - $1.5M
|
322K
$13M
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
46.7KNew |
$1.2M - $1.48M
|
46.7K
$1.89M
|
|
|
Aug 03, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
45.3KNew |
$1.16M - $1.44M
|
45.3K
$1.83M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
43.8KNew |
$1.12M - $1.39M
|
43.8K
$1.77M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
41.8KNew |
$1.07M - $1.33M
|
41.8K
$1.69M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
40.7K+ 103.54% |
$1.05M - $1.29M
|
80K
$3.23M
|
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
39.5KNew |
$1.01M - $1.25M
|
39.5K
$1.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
39.2KNew |
$1.01M - $1.25M
|
39.2K
$1.58M
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
38.6K+ 18.75% |
$993K - $1.23M
|
245K
$9.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
35.6K+ 1.41% |
$915K - $1.13M
|
2.56M
$103M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
33.6K+ 51.95% |
$862K - $1.07M
|
98.2K
$3.96M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
33.4K+ 14.03% |
$857K - $1.06M
|
271K
$10.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.2K+ 26.54% |
$826K - $1.02M
|
153K
$6.19M
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
30.8KNew |
$792K - $980K
|
30.8K
$1.25M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
29.7K+ 23.0% |
$763K - $944K
|
159K
$6.42M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
29.2KNew |
$751K - $929K
|
29.2K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.1KNew |
$748K - $925K
|
29.1K
$1.18M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
29.1K+ 39.85% |
$746K - $923K
|
102K
$4.12M
|
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
27.7K+ 145.41% |
$711K - $879K
|
46.7K
$1.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.6KNew |
$658K - $814K
|
25.6K
$1.03M
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
22.7KNew |
$582K - $720K
|
22.7K
$915K
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
21.1K+ 29.87% |
$542K - $671K
|
91.8K
$3.71M
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
19.9K+ 54.43% |
$511K - $632K
|
56.4K
$2.28M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.1K+ 16.46% |
$440K - $544K
|
121K
$4.89M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17K+ 7.63% |
$437K - $541K
|
240K
$9.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.1K+ 53.08% |
$414K - $512K
|
46.4K
$1.87M
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
16K+ 8.12% |
$412K - $510K
|
214K
$8.63M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
16KNew |
$411K - $508K
|
16K
$645K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.9K+ 15.03% |
$383K - $473K
|
114K
$4.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
14K+ 23.67% |
$360K - $446K
|
73.3K
$2.96M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.8K+ 5.31% |
$354K - $438K
|
273K
$11M
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
13.4K+ 202.54% |
$344K - $425K
|
20K
$807K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.1K+ 19.28% |
$337K - $417K
|
81.2K
$3.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
12.6KNew |
$323K - $400K
|
12.6K
$508K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
12.4K+ 35.41% |
$319K - $394K
|
47.4K
$1.92M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11.6KNew |
$299K - $370K
|
11.6K
$470K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$296K - $367K
|
11.5K
$466K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
11.3K+ 6.63% |
$289K - $358K
|
181K
$7.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
11K+ 51.68% |
$284K - $351K
|
32.4K
$1.31M
|
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
10.1KNew |
$260K - $322K
|
10.1K
$408K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 252.5% |
$259K - $321K
|
14.1K
$569K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 252.5% |
$259K - $321K
|
14.1K
$569K
|