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 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.53K+ 14.68% |
$114K - $136K
|
35.4K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.51K+ 2.94% |
$113K - $136K
|
158K
$6.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.42K+ 3.22% |
$111K - $133K
|
142K
$5.72M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.2K+ 27.6% |
$106K - $127K
|
19.4K
$784K
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.12K+ 43.48% |
$104K - $124K
|
13.6K
$549K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.92K+ 34.06% |
$98.6K - $118K
|
15.4K
$623K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.8K+ 14.6% |
$95.5K - $114K
|
29.8K
$1.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.72K+ 9.43% |
$93.5K - $112K
|
43.2K
$1.74M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.41K+ 4.65% |
$85.8K - $103K
|
76.7K
$3.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.05KNew |
$76.8K - $92K
|
3.05K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.89K+ 17.67% |
$72.6K - $87K
|
19.2K
$776K
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.85K+ 1.33% |
$71.7K - $85.9K
|
216K
$8.74M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
2.85K+ 168.72% |
$71.6K - $85.8K
|
4.54K
$183K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.79K+ 24.64% |
$70.2K - $84.2K
|
14.1K
$570K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
2.66K+ 25.74% |
$66.9K - $80.2K
|
13K
$525K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
2.26K+ 410.91% |
$56.8K - $68.1K
|
2.81K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.96K+ 44.76% |
$49.3K - $59.1K
|
6.34K
$256K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.92KNew |
$48.3K - $57.8K
|
1.92K
$77.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.85K+ 16.53% |
$46.4K - $55.6K
|
13K
$525K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.66K+ 0.54% |
$41.6K - $49.9K
|
306K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.58K+ 11.21% |
$39.8K - $47.7K
|
15.7K
$633K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.56KNew |
$39.2K - $47K
|
1.56K
$62.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.48K+ 19.9% |
$37.3K - $44.7K
|
8.93K
$361K
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
1.47K+ 16.02% |
$37K - $44.4K
|
10.7K
$430K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.42K+ 12.82% |
$35.6K - $42.6K
|
12.5K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.16K+ 15.19% |
$29.1K - $34.9K
|
8.78K
$354K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.13KNew |
$28.3K - $33.9K
|
1.13K
$45.4K
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
BUY
|
- |
1.07K+ 4.85% |
$26.8K - $32.1K
|
23K
$930K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
840New |
$21.1K - $25.3K
|
840
$33.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
819+ 1.51% |
$20.6K - $24.7K
|
54.9K
$2.22M
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
BUY
|
- |
800+ 9.09% |
$20.1K - $24.1K
|
9.6K
$388K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
702+ 9.06% |
$17.7K - $21.2K
|
8.45K
$341K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
642+ 85.37% |
$16.1K - $19.3K
|
1.39K
$56.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
544+ 40.09% |
$13.7K - $16.4K
|
1.9K
$76.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
482+ 219.09% |
$12.1K - $14.5K
|
702
$28.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
395+ 0.9% |
$9.93K - $11.9K
|
44.2K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
289New |
$7.27K - $8.71K
|
289
$11.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
209+ 0.54% |
$5.26K - $6.3K
|
38.6K
$1.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
208+ 0.23% |
$5.23K - $6.27K
|
92K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
154+ 205.33% |
$3.87K - $4.64K
|
229
$9.25K
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
108+ 0.2% |
$2.72K - $3.26K
|
55.2K
$2.23M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
89+ 0.27% |
$2.24K - $2.68K
|
32.5K
$1.31M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
88+ 0.43% |
$2.21K - $2.65K
|
20.6K
$833K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
68New |
$1.71K - $2.05K
|
68
$2.75K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
67+ 0.34% |
$1.69K - $2.02K
|
19.8K
$798K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
61+ 0.29% |
$1.53K - $1.84K
|
21K
$847K
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
38+ 0.4% |
$956 - $1.15K
|
9.63K
$389K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
36+ 0.16% |
$905 - $1.09K
|
22.2K
$897K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
33+ 0.4% |
$830 - $995
|
8.36K
$338K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8+ 26.67% |
$201 - $241
|
38
$1.53K
|