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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.65K+ 1.76% |
$248K - $307K
|
557K
$22.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9.47KNew |
$243K - $301K
|
9.47K
$382K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
9.19K+ 19559.57% |
$236K - $292K
|
9.24K
$373K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.02KNew |
$232K - $287K
|
9.02K
$364K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.71KNew |
$224K - $277K
|
8.71K
$352K
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
8.63KNew |
$222K - $274K
|
8.63K
$348K
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.63KNew |
$222K - $274K
|
8.63K
$348K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.53KNew |
$219K - $271K
|
8.53K
$344K
|
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
8.33KNew |
$214K - $265K
|
8.33K
$336K
|
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
8.09K+ 90.16% |
$208K - $257K
|
17.1K
$689K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.95KNew |
$204K - $253K
|
7.95K
$321K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.19K+ 11.95% |
$185K - $229K
|
67.4K
$2.72M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6.27K+ 2.1% |
$161K - $199K
|
304K
$12.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
6.09K+ 12.43% |
$156K - $194K
|
55.1K
$2.22M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6K+ 65.08% |
$154K - $191K
|
15.2K
$615K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.82K+ 4.43% |
$149K - $185K
|
137K
$5.54M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.76K+ 6618.39% |
$148K - $183K
|
5.85K
$236K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
5.06KNew |
$130K - $161K
|
5.06K
$204K
|
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
4.84K+ 1.67% |
$124K - $154K
|
294K
$11.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
4.8K+ 21.79% |
$123K - $152K
|
26.8K
$1.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.77K+ 41.05% |
$122K - $152K
|
16.4K
$662K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.55K+ 50522.22% |
$117K - $145K
|
4.56K
$184K
|
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
BUY
|
- |
3.25K+ 36.13% |
$83.5K - $103K
|
12.2K
$494K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.89K+ 94.45% |
$74.3K - $92K
|
5.96K
$241K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.71KNew |
$69.5K - $86.1K
|
2.71K
$109K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.67K+ 1.43% |
$68.6K - $84.9K
|
189K
$7.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.47K+ 28.45% |
$63.5K - $78.6K
|
11.2K
$451K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.3K+ 125.96% |
$59.1K - $73.1K
|
4.13K
$167K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.26K+ 6.72% |
$58K - $71.8K
|
35.9K
$1.45M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.17K+ 11.83% |
$55.8K - $69K
|
20.5K
$829K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.9K+ 13.12% |
$48.7K - $60.2K
|
16.3K
$660K
|
|
|
Jul 29, 2022
Q2 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 7.44% |
$47.4K - $58.7K
|
26.7K
$1.08M
|
|
|
Aug 15, 2022
Q2 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.82K+ 5.32% |
$46.7K - $57.8K
|
36K
$1.45M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$46K - $57K
|
1.79K
$72.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.7KNew |
$43.6K - $54K
|
1.7K
$68.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
1.69KNew |
$43.4K - $53.7K
|
1.69K
$68.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.27K+ 18.48% |
$32.6K - $40.4K
|
8.14K
$329K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$31.3K - $38.7K
|
1.22K
$49.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
968+ 9.25% |
$24.9K - $30.8K
|
11.4K
$462K
|
|
|
Jul 28, 2022
Q2 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
853+ 0.45% |
$21.9K - $27.1K
|
190K
$7.66M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
653+ 1.61% |
$16.8K - $20.8K
|
41.3K
$1.67M
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
579+ 4.17% |
$14.9K - $18.4K
|
14.5K
$584K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
573+ 0.87% |
$14.7K - $18.2K
|
66.6K
$2.69M
|
|
|
Jul 25, 2022
Q2 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
563+ 5.07% |
$14.5K - $17.9K
|
11.7K
$471K
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
550New |
$14.1K - $17.5K
|
550
$22.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
453+ 6.21% |
$11.6K - $14.4K
|
7.75K
$313K
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
436+ 2.13% |
$11.2K - $13.9K
|
20.9K
$844K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
409+ 0.24% |
$10.5K - $13K
|
172K
$6.94M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
366+ 1.43% |
$9.4K - $11.6K
|
26K
$1.05M
|
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
287+ 3.22% |
$7.37K - $9.12K
|
9.19K
$371K
|