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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
24K+ 14.76% |
$606K - $692K
|
187K
$7.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.6KNew |
$597K - $682K
|
23.6K
$955K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
23.4K+ 6197.08% |
$590K - $674K
|
23.7K
$959K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
21.2KNew |
$536K - $612K
|
21.2K
$857K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
20.2K+ 10.63% |
$510K - $582K
|
210K
$8.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
20.1KNew |
$506K - $578K
|
20.1K
$810K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.1K+ 12.09% |
$482K - $550K
|
177K
$7.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
18.6KNew |
$469K - $536K
|
18.6K
$751K
|
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
18.6KNew |
$469K - $536K
|
18.6K
$750K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
18.4KNew |
$464K - $530K
|
18.4K
$742K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.9K+ 193.35% |
$426K - $487K
|
25.6K
$1.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
16.5KNew |
$415K - $475K
|
16.5K
$665K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.3KNew |
$411K - $470K
|
16.3K
$658K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.7K+ 19.91% |
$396K - $452K
|
94.4K
$3.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
14.4KNew |
$364K - $415K
|
14.4K
$582K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
13.9K+ 165.97% |
$351K - $401K
|
22.3K
$899K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13.9KNew |
$350K - $400K
|
13.9K
$560K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
13.2KNew |
$332K - $380K
|
13.2K
$532K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.3K+ 8.76% |
$310K - $354K
|
153K
$6.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
11.4KNew |
$288K - $329K
|
11.4K
$461K
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
11.1K+ 104.29% |
$281K - $320K
|
21.8K
$879K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
11K+ 5.85% |
$278K - $318K
|
199K
$8.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8K+ 13.5% |
$273K - $312K
|
90.9K
$3.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
10.7KNew |
$271K - $309K
|
10.7K
$433K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.6KNew |
$268K - $306K
|
10.6K
$429K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.4KNew |
$263K - $300K
|
10.4K
$420K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.3KNew |
$259K - $296K
|
10.3K
$415K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.2KNew |
$258K - $294K
|
10.2K
$412K
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
10.2KNew |
$256K - $293K
|
10.2K
$410K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.9KNew |
$250K - $285K
|
9.9K
$400K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.83KNew |
$248K - $283K
|
9.83K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.53KNew |
$241K - $275K
|
9.53K
$385K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
9.35KNew |
$236K - $269K
|
9.35K
$377K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9.07KNew |
$229K - $261K
|
9.07K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
8.13KNew |
$205K - $234K
|
8.13K
$328K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
8.12K+ 3.09% |
$205K - $234K
|
271K
$10.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
8.09KNew |
$204K - $233K
|
8.09K
$327K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.09KNew |
$204K - $233K
|
8.09K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.04KNew |
$203K - $232K
|
8.04K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7.88KNew |
$199K - $227K
|
7.88K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.83KNew |
$198K - $226K
|
7.83K
$316K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.82KNew |
$197K - $226K
|
7.82K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
7.81KNew |
$197K - $225K
|
7.81K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7.68KNew |
$194K - $222K
|
7.68K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.64KNew |
$193K - $220K
|
7.64K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
7.61K+ 32.98% |
$192K - $219K
|
30.7K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.49KNew |
$189K - $216K
|
7.49K
$302K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
7.12K+ 1.61% |
$180K - $205K
|
449K
$18.1M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
7.09K+ 30.8% |
$179K - $204K
|
30.1K
$1.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
7.06K+ 155.67% |
$178K - $204K
|
11.6K
$468K
|