Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
881K+ 2392.72% |
$22.2M - $25.4M
|
918K
$37.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
726K+ 44.41% |
$18.3M - $20.9M
|
2.36M
$95.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
650K+ 162.26% |
$16.4M - $18.7M
|
1.05M
$42.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
600KNew |
$15.1M - $17.3M
|
600K
$24.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
563KNew |
$14.2M - $16.2M
|
563K
$22.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
544K+ 6368.41% |
$13.7M - $15.7M
|
553K
$22.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
531K+ 830.77% |
$13.4M - $15.3M
|
595K
$24M
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
526KNew |
$13.3M - $15.2M
|
526K
$21.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
499KNew |
$12.6M - $14.4M
|
499K
$20.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
384KNew |
$9.68M - $11.1M
|
384K
$15.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
367KNew |
$9.26M - $10.6M
|
367K
$14.8M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
355KNew |
$8.96M - $10.2M
|
355K
$14.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
339KNew |
$8.56M - $9.78M
|
339K
$13.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
338KNew |
$8.52M - $9.73M
|
338K
$13.6M
|
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
333KNew |
$8.42M - $9.61M
|
333K
$13.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
329KNew |
$8.29M - $9.47M
|
329K
$13.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
324K+ 16.4% |
$8.19M - $9.35M
|
2.3M
$93M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
301K+ 8.87% |
$7.6M - $8.68M
|
3.7M
$149M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
296K+ 11.98% |
$7.46M - $8.52M
|
2.76M
$112M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
269KNew |
$6.8M - $7.76M
|
269K
$10.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
262K+ 346.18% |
$6.6M - $7.54M
|
337K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
252KNew |
$6.35M - $7.26M
|
252K
$10.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
233K+ 447.52% |
$5.89M - $6.73M
|
285K
$11.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
219K+ 5.11% |
$5.52M - $6.31M
|
4.5M
$182M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
203K+ 1217.14% |
$5.13M - $5.86M
|
220K
$8.89M
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
190K+ 163.18% |
$4.79M - $5.47M
|
306K
$12.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
189KNew |
$4.78M - $5.46M
|
189K
$7.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
178KNew |
$4.5M - $5.15M
|
178K
$7.21M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
160KNew |
$4.04M - $4.62M
|
160K
$6.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
160KNew |
$4.03M - $4.6M
|
160K
$6.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
153K+ 2415.78% |
$3.87M - $4.41M
|
159K
$6.44M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
141KNew |
$3.55M - $4.06M
|
141K
$5.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
136K+ 54.27% |
$3.44M - $3.93M
|
387K
$15.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
134KNew |
$3.39M - $3.88M
|
134K
$5.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
134KNew |
$3.37M - $3.85M
|
134K
$5.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
BUY
|
- |
131KNew |
$3.31M - $3.78M
|
131K
$5.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
125KNew |
$3.15M - $3.6M
|
125K
$5.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
123KNew |
$3.12M - $3.56M
|
123K
$4.98M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
123K+ 17.9% |
$3.1M - $3.54M
|
809K
$32.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
117K+ 12.84% |
$2.96M - $3.38M
|
1.03M
$41.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Retirement Solution Inc.
|
BUY
|
- |
117K+ 3.11% |
$2.94M - $3.36M
|
3.87M
$156M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
115K+ 11.33% |
$2.89M - $3.31M
|
1.13M
$45.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
114K+ 10.96% |
$2.88M - $3.29M
|
1.15M
$46.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
113K+ 586.74% |
$2.85M - $3.25M
|
132K
$5.33M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
110KNew |
$2.77M - $3.16M
|
110K
$4.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
109KNew |
$2.75M - $3.14M
|
109K
$4.4M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
108K+ 91.29% |
$2.73M - $3.11M
|
226K
$9.14M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
103KNew |
$2.59M - $2.96M
|
103K
$4.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
103K+ 25.36% |
$2.59M - $2.96M
|
507K
$20.5M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
101K+ 18.28% |
$2.55M - $2.91M
|
653K
$26.4M
|