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 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
101K+ 40.47% |
$2.54M - $2.9M
|
350K
$14.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
99.3K+ 30.64% |
$2.51M - $2.86M
|
424K
$17.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99.2K+ 673.94% |
$2.5M - $2.86M
|
114K
$4.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93.9KNew |
$2.37M - $2.71M
|
93.9K
$3.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
93.4KNew |
$2.36M - $2.69M
|
93.4K
$3.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
90.8KNew |
$2.29M - $2.62M
|
90.8K
$3.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
89.2K+ 21.03% |
$2.25M - $2.57M
|
513K
$21.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
88.8KNew |
$2.24M - $2.56M
|
88.8K
$3.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
85.1K+ 25.36% |
$2.15M - $2.45M
|
421K
$17.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
82K+ 37.89% |
$2.07M - $2.36M
|
298K
$12.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
78KNew |
$1.97M - $2.25M
|
78K
$3.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
77.9K+ 198.43% |
$1.97M - $2.24M
|
117K
$4.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
76.1K+ 20.39% |
$1.92M - $2.19M
|
449K
$18.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
74.7K+ 35.98% |
$1.88M - $2.15M
|
282K
$11.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
72.6K+ 99.13% |
$1.83M - $2.09M
|
146K
$5.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
72.4KNew |
$1.83M - $2.09M
|
72.4K
$2.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
72K+ 192.16% |
$1.82M - $2.08M
|
110K
$4.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
69.1K+ 31.63% |
$1.74M - $1.99M
|
288K
$11.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
68.9KNew |
$1.74M - $1.99M
|
68.9K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
65.7K+ 25.41% |
$1.66M - $1.89M
|
324K
$13.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
65.4K+ 37.75% |
$1.65M - $1.88M
|
239K
$9.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
65K+ 3.74% |
$1.64M - $1.87M
|
1.8M
$73.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
63.7K+ 40.5% |
$1.61M - $1.84M
|
221K
$9.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
63.4K+ 199.39% |
$1.6M - $1.83M
|
95.1K
$3.9M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
62.3K+ 45.87% |
$1.57M - $1.79M
|
198K
$8.13M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
59.8KNew |
$1.51M - $1.73M
|
59.8K
$2.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
55.7K+ 37.21% |
$1.41M - $1.61M
|
206K
$8.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
55.6K+ 17.16% |
$1.4M - $1.6M
|
380K
$15.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54.3K+ 68.44% |
$1.37M - $1.56M
|
134K
$5.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.9K+ 117.01% |
$1.36M - $1.55M
|
100K
$4.1M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
52.3K+ 46.84% |
$1.32M - $1.51M
|
164K
$6.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.1K+ 8.88% |
$1.29M - $1.47M
|
626K
$25.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
49.4KNew |
$1.25M - $1.42M
|
49.4K
$2.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
47KNew |
$1.19M - $1.35M
|
47K
$1.93M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
42.6KNew |
$1.07M - $1.23M
|
42.6K
$1.75M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
38.6KNew |
$974K - $1.11M
|
38.6K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
38.2K+ 81.33% |
$965K - $1.1M
|
85.3K
$3.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
34.7K+ 16.78% |
$876K - $1M
|
241K
$9.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.4K+ 98.85% |
$868K - $992K
|
69.2K
$2.84M
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
32.9KNew |
$830K - $948K
|
32.9K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
31.4K+ 55.86% |
$792K - $905K
|
87.6K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30KNew |
$757K - $864K
|
30K
$1.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
29.6K+ 1.39% |
$748K - $854K
|
2.16M
$88.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
29.6K+ 14.06% |
$747K - $853K
|
240K
$9.86M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
29.4KNew |
$741K - $847K
|
29.4K
$1.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
28.3K+ 28.32% |
$715K - $816K
|
128K
$5.27M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
25.5K+ 99.45% |
$644K - $735K
|
51.2K
$2.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
25.1K+ 264.41% |
$634K - $725K
|
34.6K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
24.2K+ 45.25% |
$612K - $699K
|
77.8K
$3.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
24.1K+ 1256.7% |
$609K - $695K
|
26K
$1.07M
|