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 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
285+ 1.73% |
$7.32K - $9.06K
|
16.8K
$677K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
220New |
$5.65K - $6.99K
|
220
$8.88K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
200New |
$5.14K - $6.36K
|
200
$8.08K
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
155+ 0.06% |
$3.98K - $4.93K
|
258K
$10.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
148+ 0.5% |
$3.8K - $4.7K
|
29.5K
$1.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
130+ 0.33% |
$3.34K - $4.13K
|
39.9K
$1.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
103+ 1.08% |
$2.65K - $3.27K
|
9.67K
$391K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 0.91% |
$2.57K - $3.18K
|
11K
$446K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49New |
$1.26K - $1.56K
|
49
$1.98K
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
BUY
|
- |
32+ 0.33% |
$822 - $1.02K
|
9.59K
$387K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
30New |
$771 - $954
|
30
$1.21K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
29+ 4.01% |
$745 - $922
|
752
$30.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8+ 0.59% |
$206 - $254
|
1.36K
$54.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.27% |
$25.7 - $31.8
|
375
$15.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-34Closed |
$873 - $1.08K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-68Closed |
$1.75K - $2.16K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-70- 1.26% |
$1.8K - $2.23K
|
5.48K
$221K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-75- 0.67% |
$1.93K - $2.38K
|
11.2K
$451K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-146- 3.23% |
$3.75K - $4.64K
|
4.38K
$177K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-179- 1.55% |
$4.6K - $5.69K
|
11.3K
$458K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-368- 1.22% |
$9.45K - $11.7K
|
29.9K
$1.21M
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-485- 4.7% |
$12.5K - $15.4K
|
9.84K
$397K
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-771- 9.19% |
$19.8K - $24.5K
|
7.62K
$308K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-814Closed |
$20.9K - $25.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-928- 4.51% |
$23.8K - $29.5K
|
19.7K
$794K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.27K- 94.42% |
$32.6K - $40.4K
|
75
$3.03K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 10.58% |
$34.2K - $42.4K
|
11.3K
$455K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.84K- 2.21% |
$47.2K - $58.4K
|
81.4K
$3.29M
|
|
|
Aug 01, 2022
Q2 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.93K- 8.23% |
$49.6K - $61.4K
|
21.5K
$869K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2K- 7.25% |
$51.4K - $63.6K
|
25.6K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.47K- 8.28% |
$89K - $110K
|
38.4K
$1.55M
|
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.14K- 15.04% |
$132K - $163K
|
29.1K
$1.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-5.15K- 19.92% |
$132K - $164K
|
20.7K
$836K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-5.58K- 41.84% |
$143K - $177K
|
7.75K
$313K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.39K- 4.19% |
$164K - $203K
|
146K
$5.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.76KClosed |
$174K - $215K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-6.77KClosed |
$174K - $215K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-6.83KClosed |
$176K - $217K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-6.89KClosed |
$177K - $219K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.98K- 36.48% |
$179K - $222K
|
12.2K
$491K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.04KClosed |
$181K - $224K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7.11K- 24.12% |
$183K - $226K
|
22.4K
$903K
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-7.58K- 49.04% |
$195K - $241K
|
7.88K
$318K
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-8.94KClosed |
$230K - $284K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-10.6KClosed |
$272K - $336K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-11.9K- 12.64% |
$306K - $378K
|
82.3K
$3.32M
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-11.9KClosed |
$306K - $379K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-12.1K- 19.11% |
$311K - $385K
|
51.2K
$2.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-12.2KClosed |
$313K - $388K
|
0
$0
|