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 28, 2022
Q2 2022
|
Hardy Reed LLC
|
SELL
|
- |
-15.7K- 5.92% |
$403K - $498K
|
249K
$10.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-16K- 60.79% |
$412K - $509K
|
10.3K
$417K
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-16.5K- 2.76% |
$423K - $523K
|
581K
$23.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-17.2K- 3.33% |
$443K - $548K
|
501K
$20.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.9K- 13.73% |
$538K - $665K
|
131K
$5.31M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24K- 53.7% |
$616K - $762K
|
20.7K
$835K
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
SELL
|
- |
-25.4K- 34.61% |
$653K - $808K
|
48K
$1.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-28.5KClosed |
$732K - $906K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-31.9K- 12.21% |
$820K - $1.01M
|
230K
$9.27M
|
|
|
Jul 08, 2022
Q2 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-37.6KClosed |
$966K - $1.2M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-43.9K- 23.52% |
$1.13M - $1.39M
|
143K
$5.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-51.7KClosed |
$1.33M - $1.64M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-52KClosed |
$1.34M - $1.65M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-52.5K- 70.52% |
$1.35M - $1.67M
|
22K
$887K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.8K- 59.72% |
$1.48M - $1.84M
|
39K
$1.57M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-60K- 52.58% |
$1.54M - $1.91M
|
54.1K
$2.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-66.5KClosed |
$1.71M - $2.11M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-91.3K- 6.03% |
$2.35M - $2.9M
|
1.42M
$57.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-112K- 37.29% |
$2.87M - $3.55M
|
188K
$7.58M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-119K- 22.16% |
$3.05M - $3.77M
|
417K
$16.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-142K- 99.47% |
$3.65M - $4.51M
|
750
$30.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
SELL
|
- |
-142KClosed |
$3.65M - $4.52M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-179KClosed |
$4.59M - $5.67M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-264K- 45.11% |
$6.79M - $8.4M
|
322K
$13M
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-388K- 96.91% |
$9.97M - $12.3M
|
12.4K
$500K
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-390K- 91.48% |
$10M - $12.4M
|
36.3K
$1.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.3MClosed |
$59.1M - $73.1M
|
0
$0
|