Purchases and Sales Made in Q4 2021 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.04M+ 1212.37% |
$61.6M - $67.7M
|
2.21M
$89.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.85MNew |
$55.7M - $61.2M
|
1.85M
$74.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.39MNew |
$41.9M - $46.1M
|
1.39M
$56.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.36MNew |
$41.1M - $45.2M
|
1.36M
$55.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
483KNew |
$14.6M - $16M
|
483K
$19.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Northland Capital Management LLC
|
BUY
|
- |
324KNew |
$9.79M - $10.8M
|
324K
$13.1M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
277KNew |
$8.36M - $9.18M
|
277K
$11.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
240K+ 16.24% |
$7.23M - $7.94M
|
1.72M
$69.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
219KNew |
$6.61M - $7.26M
|
219K
$8.85M
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
216K+ 80.28% |
$6.51M - $7.16M
|
485K
$19.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
199KNew |
$6.01M - $6.6M
|
199K
$8.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
194KNew |
$5.84M - $6.42M
|
194K
$7.82M
|
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
189KNew |
$5.7M - $6.26M
|
189K
$7.62M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
161KNew |
$4.85M - $5.33M
|
161K
$6.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
156K+ 34.83% |
$4.71M - $5.18M
|
604K
$24.4M
|
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
140KNew |
$4.23M - $4.65M
|
140K
$5.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
127K+ 50.25% |
$3.83M - $4.21M
|
380K
$15.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
106K+ 830.57% |
$3.18M - $3.5M
|
118K
$4.78M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
85.8K+ 421.27% |
$2.59M - $2.84M
|
106K
$4.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
83.9K+ 59.11% |
$2.53M - $2.78M
|
226K
$9.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
79.4KNew |
$2.4M - $2.63M
|
79.4K
$3.21M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
73.1K+ 8.1% |
$2.21M - $2.42M
|
976K
$39.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
63.2KNew |
$1.91M - $2.09M
|
63.2K
$2.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.2K+ 13.61% |
$1.88M - $2.06M
|
519K
$21M
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
BUY
|
- |
60.5K+ 94.97% |
$1.83M - $2.01M
|
124K
$5.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
57.6K+ 113.58% |
$1.74M - $1.91M
|
108K
$4.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
54.1KNew |
$1.63M - $1.79M
|
54.1K
$2.19M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
52.7KNew |
$1.59M - $1.75M
|
52.7K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
43.7K+ 111.51% |
$1.32M - $1.45M
|
82.9K
$3.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.4KNew |
$1.31M - $1.44M
|
43.4K
$1.75M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
41.5K+ 12.14% |
$1.25M - $1.38M
|
383K
$15.5M
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
38.9KNew |
$1.17M - $1.29M
|
38.9K
$1.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
38.2K+ 17.64% |
$1.15M - $1.27M
|
255K
$10.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
32.2K+ 14.62% |
$970K - $1.07M
|
252K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.7K+ 21.78% |
$895K - $983K
|
166K
$6.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
28.6K+ 79.77% |
$862K - $948K
|
64.4K
$2.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9KNew |
$811K - $891K
|
26.9K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
26.2K+ 52.89% |
$791K - $869K
|
75.8K
$3.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.6K+ 28.46% |
$772K - $849K
|
116K
$4.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
25.6KNew |
$771K - $848K
|
25.6K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25.5KNew |
$769K - $845K
|
25.5K
$1.03M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.2K+ 261.94% |
$761K - $836K
|
34.9K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
24.9KNew |
$752K - $827K
|
24.9K
$1.01M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
24.4KNew |
$735K - $808K
|
24.4K
$984K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
23.8K+ 14.49% |
$718K - $789K
|
188K
$7.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
23.5KNew |
$710K - $781K
|
23.5K
$951K
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
22.2K+ 7.79% |
$669K - $735K
|
307K
$12.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
21.9K+ 57.11% |
$662K - $727K
|
60.3K
$2.44M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
21.6K+ 313.3% |
$651K - $715K
|
28.5K
$1.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
21.2KNew |
$639K - $702K
|
21.2K
$855K
|