Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
714K+ 1966.91% |
$18M - $21.5M
|
750K
$30.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
692K+ 25.58% |
$17.4M - $20.8M
|
3.4M
$137M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
601K+ 86.7% |
$15.1M - $18.1M
|
1.29M
$52.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
564K+ 160.81% |
$14.2M - $17M
|
914K
$36.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
447K+ 11.66% |
$11.2M - $13.5M
|
4.28M
$173M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
418K+ 1000.14% |
$10.5M - $12.6M
|
460K
$18.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Retirement Solution Inc.
|
BUY
|
- |
326K+ 9.52% |
$8.2M - $9.82M
|
3.75M
$151M
|
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
210K+ 14.78% |
$5.29M - $6.34M
|
1.63M
$66M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
196K+ 218.67% |
$4.93M - $5.91M
|
286K
$11.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
189K+ 22.26% |
$4.76M - $5.71M
|
1.04M
$42M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
161KNew |
$4.06M - $4.87M
|
161K
$6.52M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
155K+ 8.48% |
$3.89M - $4.66M
|
1.98M
$79.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
153K+ 69.37% |
$3.84M - $4.6M
|
373K
$15.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
139KNew |
$3.5M - $4.19M
|
139K
$5.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
134KNew |
$3.37M - $4.04M
|
134K
$5.41M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
128K+ 5.46% |
$3.21M - $3.85M
|
2.47M
$99.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
121KNew |
$3.05M - $3.66M
|
121K
$4.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
115K+ 39.68% |
$2.89M - $3.46M
|
404K
$16.3M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
109K+ 111.38% |
$2.75M - $3.3M
|
208K
$8.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
93.9K+ 30.63% |
$2.36M - $2.83M
|
400K
$16.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
77.7K+ 42.94% |
$1.95M - $2.34M
|
259K
$10.4M
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
BUY
|
- |
75.6KNew |
$1.9M - $2.28M
|
75.6K
$3.05M
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
69.6K+ 149.12% |
$1.75M - $2.1M
|
116K
$4.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
68K+ 47.64% |
$1.71M - $2.05M
|
211K
$8.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
67K+ 26.07% |
$1.69M - $2.02M
|
324K
$13.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
65.4KNew |
$1.64M - $1.97M
|
65.4K
$2.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
61.9K+ 109.69% |
$1.56M - $1.87M
|
118K
$4.78M
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
59.2K+ 16.23% |
$1.49M - $1.78M
|
424K
$17.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.1K+ 18.32% |
$1.49M - $1.78M
|
381K
$15.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
56.2KNew |
$1.41M - $1.69M
|
56.2K
$2.27M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
54.2K+ 18.38% |
$1.36M - $1.63M
|
349K
$14.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
53.6KNew |
$1.35M - $1.61M
|
53.6K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
52.3KNew |
$1.31M - $1.58M
|
52.3K
$2.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
51.1KNew |
$1.29M - $1.54M
|
51.1K
$2.06M
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
50.4K+ 10.06% |
$1.27M - $1.52M
|
552K
$22.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
48.8K+ 7.66% |
$1.23M - $1.47M
|
686K
$27.7M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.4KNew |
$1.19M - $1.43M
|
47.4K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
47K+ 13.38% |
$1.18M - $1.42M
|
399K
$16.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
40.1K+ 1.92% |
$1.01M - $1.21M
|
2.13M
$85.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
39.2KNew |
$987K - $1.18M
|
39.2K
$1.58M
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
39K+ 82.3% |
$982K - $1.18M
|
86.5K
$3.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
38.9K+ 13.11% |
$979K - $1.17M
|
336K
$13.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
38.7K+ 34.86% |
$974K - $1.17M
|
150K
$6.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
38.2K+ 17.96% |
$961K - $1.15M
|
251K
$10.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
37.5K+ 34.62% |
$942K - $1.13M
|
146K
$5.88M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
37.4K+ 3.83% |
$940K - $1.13M
|
1.01M
$40.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
36.8KNew |
$926K - $1.11M
|
36.8K
$1.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32.9K+ 70.79% |
$827K - $990K
|
79.3K
$3.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
30.1K+ 12.29% |
$756K - $907K
|
275K
$11.1M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27K+ 11.12% |
$679K - $813K
|
270K
$10.9M
|