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 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.53% |
$50.3 - $60.3
|
377
$15.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-152- 1.78% |
$3.82K - $4.58K
|
8.37K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-179- 0.7% |
$4.5K - $5.4K
|
25.4K
$1.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-455- 1.7% |
$11.4K - $13.7K
|
26.4K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-678- 3.28% |
$17.1K - $20.4K
|
20K
$807K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-838- 0.64% |
$21.1K - $25.3K
|
131K
$5.28M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.47K- 86.64% |
$37K - $44.4K
|
227
$9.17K
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.52K- 5.23% |
$38.2K - $45.8K
|
27.5K
$1.11M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.62K- 5.42% |
$40.7K - $48.8K
|
28.2K
$1.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.81K- 4.62% |
$45.5K - $54.6K
|
37.4K
$1.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.98K- 10.06% |
$49.8K - $59.6K
|
17.7K
$714K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.98K- 73.14% |
$49.8K - $59.7K
|
727
$29.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.06K- 12.28% |
$51.8K - $62.1K
|
14.7K
$594K
|
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
SELL
|
- |
-2.1K- 17.15% |
$52.8K - $63.3K
|
10.1K
$410K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.24K- 0.85% |
$56.3K - $67.5K
|
263K
$10.6M
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.24K- 18.13% |
$56.4K - $67.6K
|
10.1K
$409K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.62K- 23.43% |
$65.8K - $78.8K
|
8.55K
$345K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.64K- 3.24% |
$66.3K - $79.4K
|
78.7K
$3.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.89K- 25.29% |
$72.7K - $87.1K
|
8.54K
$345K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-2.99K- 1.1% |
$75.2K - $90.1K
|
268K
$10.8M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.1K- 3.04% |
$78K - $93.4K
|
98.9K
$3.99M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.12K- 52.43% |
$78.6K - $94.2K
|
2.83K
$114K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.4K- 1.77% |
$85.5K - $102K
|
188K
$7.61M
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-3.8K- 3.29% |
$95.4K - $114K
|
112K
$4.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3.97K- 1.78% |
$99.8K - $120K
|
218K
$8.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.55K- 99.8% |
$114K - $137K
|
9
$363
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4.59K- 3.66% |
$115K - $138K
|
121K
$4.88M
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
SELL
|
- |
-5.18K- 25.9% |
$130K - $156K
|
14.8K
$598K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-6.24K- 67.56% |
$157K - $188K
|
3K
$121K
|
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-6.95K- 40.72% |
$175K - $209K
|
10.1K
$409K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.64K- 46.62% |
$192K - $230K
|
8.75K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.89K- 4.17% |
$198K - $238K
|
181K
$7.33M
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-8.38K- 4.8% |
$211K - $252K
|
166K
$6.71M
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-10.2K- 3.48% |
$257K - $308K
|
284K
$11.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-14K- 5.43% |
$353K - $423K
|
244K
$9.87M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.9K- 31.96% |
$375K - $450K
|
31.8K
$1.28M
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
SELL
|
- |
-17K- 6.83% |
$428K - $513K
|
232K
$9.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.2K- 5.04% |
$432K - $518K
|
324K
$13.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-18.7K- 13.1% |
$470K - $563K
|
124K
$5.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-19.5K- 13.33% |
$490K - $587K
|
127K
$5.11M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-22.1K- 9.64% |
$556K - $667K
|
207K
$8.37M
|
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-23.2K- 51.11% |
$583K - $699K
|
22.2K
$895K
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-24.3K- 7.56% |
$611K - $732K
|
297K
$12M
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-28.2K- 54.97% |
$708K - $849K
|
23.1K
$932K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29K- 6.94% |
$729K - $873K
|
389K
$15.7M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.9K- 33.46% |
$827K - $991K
|
65.4K
$2.64M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44K- 54.13% |
$1.11M - $1.32M
|
37.3K
$1.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Chico Wealth Ria
|
SELL
|
- |
-52.1K- 23.16% |
$1.31M - $1.57M
|
173K
$6.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-57.6K- 33.5% |
$1.45M - $1.73M
|
114K
$4.61M
|