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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.7KNew |
$228K - $244K
|
7.7K
$314K
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
7.7K+ 17.9% |
$228K - $244K
|
50.7K
$2.06M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
7.24K+ 100.0% |
$215K - $229K
|
14.5K
$590K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.06K+ 5.47% |
$209K - $224K
|
136K
$5.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.89KNew |
$204K - $218K
|
6.89K
$280K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.68K+ 0.27% |
$198K - $211K
|
2.46M
$100M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
6.35K+ 32.59% |
$188K - $201K
|
25.8K
$1.05M
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
5.98K+ 11.71% |
$177K - $189K
|
57.1K
$2.32M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.5K+ 9.68% |
$163K - $174K
|
62.3K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.96K+ 48.34% |
$147K - $157K
|
15.2K
$620K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.76K+ 36.57% |
$141K - $151K
|
17.8K
$723K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.7K+ 56.97% |
$139K - $149K
|
13K
$527K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.49K+ 65.02% |
$133K - $142K
|
11.4K
$464K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.19K+ 50.76% |
$124K - $133K
|
12.5K
$507K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.15K+ 2.08% |
$123K - $131K
|
203K
$8.27M
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.88K+ 8.8% |
$115K - $123K
|
47.9K
$1.95M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.69K+ 2.32% |
$109K - $117K
|
163K
$6.62M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.69K+ 15.72% |
$109K - $117K
|
27.2K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.34K+ 28.58% |
$99.1K - $106K
|
15K
$612K
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
3.07K+ 38.63% |
$91.1K - $97.3K
|
11K
$449K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
2.7K+ 15.91% |
$80.1K - $85.6K
|
19.7K
$802K
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.43K+ 9.14% |
$72.1K - $77K
|
29K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.24K+ 1.4% |
$66.5K - $71.1K
|
162K
$6.61M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.97K+ 2.96% |
$58.3K - $62.3K
|
68.5K
$2.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.88K+ 19.49% |
$55.7K - $59.5K
|
11.5K
$469K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.83KNew |
$54.1K - $57.8K
|
1.83K
$74.3K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.63K+ 6.92% |
$48.3K - $51.7K
|
25.2K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.63K+ 4.37% |
$48.2K - $51.5K
|
38.9K
$1.58M
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.2K+ 7.14% |
$35.6K - $38K
|
18K
$733K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.2K+ 7.14% |
$35.6K - $38K
|
18K
$733K
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
893+ 2.45% |
$26.5K - $28.3K
|
37.3K
$1.52M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
550New |
$16.3K - $17.4K
|
550
$22.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
480+ 5.13% |
$14.2K - $15.2K
|
9.84K
$401K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
440+ 4.06% |
$13K - $13.9K
|
11.3K
$459K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
167New |
$4.95K - $5.29K
|
167
$6.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
132+ 0.51% |
$3.91K - $4.18K
|
25.9K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
105+ 0.26% |
$3.11K - $3.33K
|
40.2K
$1.64M
|
|
|
Oct 21, 2021
Q3 2021
|
Applied Capital LLC
|
BUY
|
- |
99+ 0.76% |
$2.93K - $3.14K
|
13.1K
$535K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
42+ 0.75% |
$1.24K - $1.33K
|
5.65K
$230K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
15+ 0.47% |
$445 - $475
|
3.22K
$131K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
SELL
|
- |
-500- 5.03% |
$14.8K - $15.8K
|
9.45K
$385K
|
|
|
Nov 04, 2021
Q3 2021
|
Hardy Reed LLC
|
SELL
|
- |
-7.27K- 2.63% |
$216K - $230K
|
270K
$11M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36.4KClosed |
$1.08M - $1.15M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-40.7K- 26.75% |
$1.21M - $1.29M
|
111K
$4.54M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-47.6K- 34.45% |
$1.41M - $1.51M
|
90.6K
$3.69M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-76.2KClosed |
$2.26M - $2.41M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-124KClosed |
$3.67M - $3.92M
|
0
$0
|