Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q2 2023. 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 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
48.3KNew |
$1.36M - $1.5M
|
48.3K
$1.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
BUY
|
- |
45.9K+ 1011.35% |
$1.3M - $1.42M
|
50.4K
$2.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
BUY
|
- |
43.2K+ 9.58% |
$1.22M - $1.34M
|
495K
$20M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
42.9K+ 12.92% |
$1.21M - $1.33M
|
375K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
42.5K+ 16.45% |
$1.2M - $1.32M
|
301K
$12.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.7K+ 9.35% |
$1.06M - $1.17M
|
441K
$17.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
36.6KNew |
$1.03M - $1.13M
|
36.6K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
36.4KNew |
$1.03M - $1.13M
|
36.4K
$1.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35.8K+ 15.16% |
$1.01M - $1.11M
|
272K
$11M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32.1K+ 15.78% |
$907K - $995K
|
236K
$9.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
31.2K+ 8.44% |
$880K - $966K
|
400K
$16.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
31.1K+ 13.7% |
$878K - $963K
|
258K
$10.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.8K+ 15.42% |
$870K - $955K
|
231K
$9.31M
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
30.7K+ 6.12% |
$867K - $951K
|
532K
$21.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.2K+ 17.08% |
$740K - $812K
|
180K
$7.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
20.1K+ 17.22% |
$569K - $624K
|
137K
$5.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
18.4K+ 13.51% |
$520K - $570K
|
155K
$6.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
16.8K+ 6.65% |
$475K - $521K
|
269K
$10.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
16.7K+ 35.66% |
$473K - $519K
|
63.7K
$2.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
16.7K+ 190.86% |
$472K - $517K
|
25.4K
$1.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.2K+ 68.26% |
$456K - $501K
|
39.8K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
15.3KNew |
$432K - $474K
|
15.3K
$618K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15K+ 3.06% |
$425K - $466K
|
506K
$20.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15K+ 5.49% |
$424K - $465K
|
288K
$11.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
15K+ 20.54% |
$424K - $465K
|
88K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.5K+ 3.39% |
$410K - $450K
|
442K
$17.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
14.4K+ 15.74% |
$407K - $446K
|
106K
$4.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.4K+ 51.6% |
$407K - $446K
|
42.3K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2K+ 10.74% |
$402K - $441K
|
147K
$5.93M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14K+ 41.49% |
$396K - $434K
|
47.8K
$1.93M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
13.4K+ 46.13% |
$378K - $414K
|
42.3K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.1K+ 3.81% |
$342K - $375K
|
331K
$13.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
11.8K+ 1.07% |
$333K - $366K
|
1.11M
$44.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
11.8K+ 18.37% |
$333K - $365K
|
75.9K
$3.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
11.6KNew |
$328K - $360K
|
11.6K
$469K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
11.3K+ 6.97% |
$319K - $350K
|
173K
$7M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
11.3K+ 12.84% |
$318K - $349K
|
99.1K
$4M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.3K+ 24.0% |
$290K - $318K
|
53K
$2.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.75K+ 25.72% |
$276K - $302K
|
47.7K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
9.62K+ 6.68% |
$272K - $298K
|
154K
$6.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.25KNew |
$261K - $287K
|
9.25K
$374K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9K+ 58.82% |
$254K - $279K
|
24.3K
$981K
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.87K+ 23.09% |
$250K - $275K
|
47.3K
$1.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
8.69K+ 5.04% |
$245K - $269K
|
181K
$7.31M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
8.56K+ 3.92% |
$242K - $265K
|
227K
$9.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.4K+ 7.22% |
$237K - $260K
|
125K
$5.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.34KNew |
$236K - $258K
|
8.34K
$337K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.91KNew |
$224K - $245K
|
7.91K
$320K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
7.84K+ 400.72% |
$222K - $243K
|
9.8K
$396K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.44KNew |
$210K - $231K
|
7.44K
$301K
|