Purchases and Sales Made in Q3 2021 in Dimensional ETF Tr (DFAU)

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q3 2021. 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
Oct 20, 2021 Q3 2021	Keudell	BUY	-	1.46M New	$43.2M - $46.2M	1.46M $59.4M
Nov 10, 2021 Q3 2021	Parsec Financial Management, Inc.	BUY	-	636K + 75.81%	$18.9M - $20.2M	1.48M $60.1M
Oct 13, 2021 Q3 2021	Mattern Wealth Management LLC	BUY	-	269K New	$7.97M - $8.52M	269K $10.9M
Nov 15, 2021 Q3 2021	Stifel Financial Corp St. Louis, MO	BUY	-	171K + 208.43%	$5.06M - $5.41M	253K $10.3M
Nov 15, 2021 Q3 2021	Eaton Vance Management Boston, MA	BUY	-	168K New	$4.99M - $5.33M	168K $6.85M
Nov 12, 2021 Q3 2021	Evoke Wealth, LLC	BUY	-	118K + 35.83%	$3.5M - $3.74M	448K $18.2M
Nov 15, 2021 Q3 2021	Betterment LLC New York, NY	BUY	-	113K New	$3.35M - $3.58M	113K $4.61M
Nov 16, 2021 Q3 2021	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	111K + 278.08%	$3.28M - $3.5M	150K $6.12M
Nov 01, 2021 Q3 2021	Perigon Wealth Management, LLC San Francisco, CA	BUY	-	89.9K New	$2.67M - $2.85M	89.9K $3.66M
Oct 29, 2021 Q3 2021	Commonwealth Equity Services, LLC	BUY	-	78.6K + 20.79%	$2.33M - $2.49M	457K $18.6M
Nov 01, 2021 Q3 2021	U.S. Capital Wealth Advisors, LLC Austin, TX	BUY	-	70.9K New	$2.1M - $2.25M	70.9K $2.89M
Nov 02, 2021 Q3 2021	Syverson Strege & CO West Des Moines, IA	BUY	-	66.5K + 29.04%	$1.97M - $2.11M	296K $12M
Mar 17, 2022 Q3 2021	Retirement Solution Inc.	BUY	-	66K + 2.0%	$1.96M - $2.09M	3.37M $137M
Feb 15, 2022 Q3 2021	Awm Capital, LLC	BUY	-	63.7K New	$1.89M - $2.02M	63.7K $2.59M
Nov 16, 2021 Q3 2021	Cetera Investment Advisers Schaumburg, IL	BUY	-	52.8K New	$1.56M - $1.67M	52.8K $2.15M
Nov 02, 2021 Q3 2021	Allworth Financial LP	BUY	-	47.1K + 5.5%	$1.4M - $1.49M	903K $36.8M
Nov 02, 2021 Q3 2021	Pb Mares Wealth Management LLC	BUY	-	45.9K + 15.51%	$1.36M - $1.45M	342K $13.9M
Oct 28, 2021 Q3 2021	Capital Investment Advisory Services, LLC	BUY	-	44.7K + 57.43%	$1.32M - $1.41M	122K $4.98M
Nov 04, 2021 Q3 2021	Tortoise Investment Management, LLC	BUY	-	39.3K + 21.73%	$1.16M - $1.24M	220K $8.95M
Oct 07, 2021 Q3 2021	Envestnet Asset Management Inc	BUY	-	35.4K + 17.73%	$1.05M - $1.12M	235K $9.58M
Nov 10, 2021 Q3 2021	Mercer Global Advisors Inc Denver, CO	BUY	-	35.1K + 24.28%	$1.04M - $1.11M	180K $7.32M
Nov 12, 2021 Q3 2021	Jim Simons Renaissance Technologies LLC \| New York, Ny	BUY	-	31.7K New	$940K - $1M	31.7K $1.29M
Nov 05, 2021 Q3 2021	Mission Wealth Management, LP	BUY	-	30.8K + 402.41%	$912K - $974K	38.4K $1.56M
Nov 03, 2021 Q3 2021	Auxano Advisors, LLC	BUY	-	29K + 11.36%	$861K - $920K	285K $11.6M
Oct 22, 2021 Q3 2021	Cowa, LLC Tulsa, OK	BUY	-	29K + 25.65%	$859K - $918K	142K $5.78M
Nov 04, 2021 Q3 2021	Mather Group, Llc. Chicago, IL	BUY	-	27.1K + 167.33%	$804K - $859K	43.3K $1.76M
Nov 12, 2021 Q3 2021	Aveo Capital Partners, LLC	BUY	-	23K + 142.7%	$683K - $730K	39.2K $1.59M
Nov 04, 2021 Q3 2021	Brighton Jones LLC	BUY	-	20.4K New	$604K - $645K	20.4K $829K
Nov 12, 2021 Q3 2021	Savant Capital, LLC	BUY	-	19.9K + 67.34%	$591K - $632K	49.6K $2.02M
Nov 09, 2021 Q3 2021	Mgo One Seven LLC Beachwood, OH	BUY	-	19.5K New	$578K - $618K	19.5K $794K
Nov 05, 2021 Q3 2021	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	17.3K + 39.9%	$513K - $548K	60.7K $2.47M
Nov 03, 2021 Q3 2021	Sloy Dahl & Holst, LLC	BUY	-	15.9K New	$472K - $504K	15.9K $648K
Nov 02, 2021 Q3 2021	Cambridge Investment Research Advisors, Inc.	BUY	-	13.6K + 50.32%	$404K - $432K	40.7K $1.66M
Nov 09, 2021 Q3 2021	Watchman Group, Inc. Plano, TX	BUY	-	12.7K New	$377K - $403K	12.7K $517K
Nov 09, 2021 Q3 2021	Advisory Alpha, LLC	BUY	-	12.4K + 10.09%	$368K - $393K	135K $5.51M
Oct 13, 2021 Q3 2021	Evanson Asset Management, LLC	BUY	-	11.6K New	$345K - $368K	11.6K $474K
Nov 12, 2021 Q3 2021	Chicago Partners Investment Group LLC	BUY	-	10.8K + 5.58%	$320K - $342K	205K $8.33M
Nov 16, 2021 Q3 2021	E Rn Financial, LLC	BUY	-	10.6K + 18.66%	$315K - $337K	67.6K $2.75M
Nov 15, 2021 Q3 2021	Integrated Wealth Concepts LLC	BUY	-	10.6K New	$314K - $335K	10.6K $431K
Oct 07, 2021 Q3 2021	Garrett Investment Advisors LLC	BUY	-	9.93K + 20.48%	$294K - $314K	58.4K $2.38M
Oct 21, 2021 Q3 2021	Schwarz Dygos Wheeler Investment Advisors LLC Minneapolis, MN	BUY	-	9.71K + 6.29%	$288K - $308K	164K $6.69M
Oct 21, 2021 Q3 2021	Kestra Private Wealth Services, LLC	BUY	-	9.63K New	$285K - $305K	9.63K $392K
Oct 20, 2021 Q3 2021	Tranquility Partners, LLC	BUY	-	9.54K New	$283K - $302K	9.54K $389K
Nov 12, 2021 Q3 2021	Cpwm, LLC Seattle, WA	BUY	-	9.27K + 11.48%	$275K - $294K	90K $3.66M
Aug 23, 2023 Q3 2021	Rappaport Reiches Capital Management, LLC Skokie`, IL	BUY	-	9.2K New	$273K - $291K	9.2K $374K
Nov 15, 2021 Q3 2021	Townsquare Capital LLC	BUY	-	9.14K New	$271K - $289K	9.14K $372K
Oct 06, 2021 Q3 2021	Ifp Advisors, Inc	BUY	-	9.11K + 34.09%	$270K - $288K	35.8K $1.46M
Nov 03, 2021 Q3 2021	Kovack Advisors, Inc.	BUY	-	8.28K New	$245K - $262K	8.28K $337K
Aug 11, 2023 Q3 2021	Hill Investment Group Partners, LLC St. Louis, MO	BUY	-	8.05K + 45.69%	$239K - $255K	25.7K $1.05M
Oct 22, 2021 Q3 2021	Baldrige Asset Management LLC	BUY	-	7.93K + 30.06%	$235K - $251K	34.3K $1.4M

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Account

Purchases and Sales Made in Q3 2021 in Dimensional ETF Tr (DFAU)

1.46M

636K

269K

171K

168K

118K

113K

111K

89.9K

78.6K

70.9K

66.5K

66K

63.7K

52.8K

47.1K

45.9K

44.7K

39.3K

35.4K

35.1K

31.7K

30.8K

29K

29K

27.1K

23K

20.4K

19.9K

19.5K

17.3K

15.9K

13.6K

12.7K

12.4K

11.6K

10.8K

10.6K

10.6K

9.93K

9.71K

9.63K

9.54K

9.27K

9.2K

9.14K

9.11K

8.28K

8.05K

7.93K

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