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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.5K+ 103.58% |
$667K - $799K
|
52.1K
$2.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.3K+ 23.1% |
$663K - $794K
|
140K
$5.67M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
25.6K+ 14.14% |
$644K - $772K
|
207K
$8.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24.4K+ 10.16% |
$614K - $736K
|
265K
$10.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
23.5KNew |
$592K - $710K
|
23.5K
$951K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
22.6K+ 54.83% |
$570K - $683K
|
64K
$2.58M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
22.2K+ 6.36% |
$558K - $668K
|
371K
$15M
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
20.8KNew |
$522K - $625K
|
20.8K
$838K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
20.4K+ 402.51% |
$512K - $614K
|
25.4K
$1.03M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
20.2K+ 24.04% |
$508K - $608K
|
104K
$4.21M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18.9K+ 5.32% |
$475K - $569K
|
374K
$15.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18.9K+ 28.33% |
$475K - $569K
|
85.5K
$3.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
18.6KNew |
$468K - $561K
|
18.6K
$751K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
17.7K+ 222.48% |
$445K - $533K
|
25.7K
$1.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
17.7K+ 21.46% |
$444K - $532K
|
100K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.4K+ 3.13% |
$439K - $526K
|
575K
$23.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
17.1KNew |
$430K - $516K
|
17.1K
$691K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 1272.0% |
$390K - $467K
|
16.7K
$675K
|
|
|
Nov 14, 2022
Q3 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
15.2K+ 130.41% |
$383K - $459K
|
26.9K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
14.8K+ 65.47% |
$373K - $447K
|
37.5K
$1.51M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.7K+ 12.14% |
$369K - $443K
|
136K
$5.48M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
14.3K+ 8.98% |
$359K - $430K
|
173K
$6.99M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
14.2KNew |
$358K - $429K
|
14.2K
$575K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
13K+ 7.33% |
$327K - $391K
|
190K
$7.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.7K+ 18.9% |
$320K - $384K
|
80.1K
$3.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.4KNew |
$287K - $344K
|
11.4K
$461K
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
10.8KNew |
$273K - $327K
|
10.8K
$438K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
10.7KNew |
$269K - $323K
|
10.7K
$433K
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
10.2K+ 2.04% |
$256K - $307K
|
511K
$20.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.77K+ 113.28% |
$246K - $294K
|
18.4K
$743K
|
|
|
Oct 13, 2022
Q3 2022
|
Exeter Financial, LLC
|
BUY
|
- |
9.51KNew |
$239K - $286K
|
9.51K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.3KNew |
$234K - $280K
|
9.3K
$375K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.74KNew |
$220K - $263K
|
8.74K
$353K
|
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
BUY
|
- |
8.32K+ 52.03% |
$209K - $251K
|
24.3K
$981K
|
|
|
Nov 14, 2022
Q3 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
7.52K+ 20.89% |
$189K - $227K
|
43.5K
$1.76M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
7.41K+ 25.36% |
$186K - $223K
|
36.6K
$1.48M
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
7.34K+ 94.76% |
$185K - $221K
|
15.1K
$609K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.17K+ 18.0% |
$180K - $216K
|
47K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.09K+ 18.18% |
$178K - $214K
|
46.1K
$1.86M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
6.73K+ 8.42% |
$169K - $203K
|
86.7K
$3.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.29K+ 9.39% |
$158K - $189K
|
73.2K
$2.96M
|
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
6.26K+ 61.88% |
$157K - $189K
|
16.4K
$661K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.82K+ 2.13% |
$146K - $176K
|
279K
$11.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.74K+ 39.72% |
$144K - $173K
|
20.2K
$816K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.7K+ 19.59% |
$143K - $172K
|
34.8K
$1.41M
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
5.17K+ 5.48% |
$130K - $156K
|
99.6K
$4.02M
|
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
5.14K+ 19.26% |
$129K - $155K
|
31.8K
$1.28M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.04KNew |
$127K - $152K
|
5.04K
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5K+ 16.95% |
$126K - $151K
|
34.5K
$1.39M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
4.54K+ 9.46% |
$114K - $137K
|
52.6K
$2.12M
|