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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-8.73K- 6.94% |
$247K - $270K
|
117K
$4.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.89K- 3.65% |
$251K - $275K
|
234K
$9.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-9.07K- 56.56% |
$256K - $281K
|
6.96K
$281K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9.09K- 0.87% |
$257K - $282K
|
1.04M
$42M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-9.14K- 4.18% |
$258K - $283K
|
210K
$8.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.46K- 2.49% |
$267K - $293K
|
370K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.6K- 28.87% |
$271K - $297K
|
23.6K
$955K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-9.65K- 9.89% |
$272K - $299K
|
87.9K
$3.55M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.1K- 4.81% |
$286K - $314K
|
201K
$8.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-12.5K- 8.1% |
$353K - $388K
|
142K
$5.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Chico Wealth Ria
|
SELL
|
- |
-14.1K- 8.19% |
$399K - $438K
|
158K
$6.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-14.4K- 69.03% |
$406K - $445K
|
6.45K
$260K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-14.4K- 2.8% |
$408K - $447K
|
501K
$20.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-14.5K- 8.73% |
$410K - $450K
|
152K
$6.13M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-18.7K- 33.45% |
$529K - $580K
|
37.3K
$1.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-19.6K- 14.15% |
$554K - $607K
|
119K
$4.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-21K- 18.52% |
$594K - $652K
|
92.6K
$3.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-23.9K- 5.41% |
$675K - $741K
|
418K
$16.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-29.2K- 17.96% |
$826K - $906K
|
134K
$5.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-30.4K- 21.39% |
$860K - $943K
|
112K
$4.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-31.9K- 10.91% |
$902K - $990K
|
261K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37K- 10.23% |
$1.05M - $1.15M
|
325K
$13.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.6K- 18.05% |
$1.06M - $1.17M
|
171K
$6.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.7K- 16.81% |
$1.06M - $1.17M
|
187K
$7.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.4K- 54.09% |
$1.14M - $1.25M
|
34.3K
$1.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-51K- 14.07% |
$1.44M - $1.58M
|
312K
$12.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-56.4K- 33.39% |
$1.59M - $1.75M
|
113K
$4.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-82.9K- 90.14% |
$2.34M - $2.57M
|
9.07K
$366K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-86.2K- 45.07% |
$2.43M - $2.67M
|
105K
$4.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-98.4K- 93.12% |
$2.78M - $3.05M
|
7.27K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-256K- 84.59% |
$7.24M - $7.94M
|
46.7K
$1.89M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-294K- 53.21% |
$8.3M - $9.1M
|
258K
$10.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.04M- 47.1% |
$29.3M - $32.2M
|
1.17M
$47.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.08M- 94.39% |
$87.1M - $95.5M
|
183K
$7.4M
|