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 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
6.92K+ 8.0% |
$175K - $200K
|
93.4K
$3.77M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
6.67K+ 32.12% |
$168K - $192K
|
27.4K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.59K+ 54.24% |
$166K - $190K
|
18.7K
$757K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
6.37K+ 73.85% |
$161K - $184K
|
15K
$606K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
6K+ 6.07% |
$151K - $173K
|
105K
$4.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.88KNew |
$148K - $169K
|
5.88K
$237K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
5.67K+ 201.92% |
$143K - $164K
|
8.48K
$343K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5.63K+ 4.66% |
$142K - $162K
|
126K
$5.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.56K+ 32.51% |
$140K - $160K
|
22.7K
$916K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
5.36KNew |
$135K - $155K
|
5.36K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.28K+ 40.61% |
$133K - $152K
|
18.3K
$739K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.04K+ 14.6% |
$127K - $145K
|
39.5K
$1.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.74K+ 5.54% |
$120K - $137K
|
90.2K
$3.64M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4.65K+ 20.79% |
$117K - $134K
|
27K
$1.09M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.64K+ 1.25% |
$117K - $134K
|
375K
$15.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.6K+ 13.01% |
$116K - $133K
|
40K
$1.61M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4.6KNew |
$116K - $133K
|
4.6K
$186K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3.5KNew |
$88.3K - $101K
|
3.5K
$141K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.26K+ 30.39% |
$82.2K - $93.9K
|
14K
$564K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
2.86K+ 5.17% |
$72.1K - $82.3K
|
58.1K
$2.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.23K+ 0.73% |
$56.3K - $64.3K
|
308K
$12.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.06K+ 4.77% |
$51.9K - $59.3K
|
45.2K
$1.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.54K+ 1.15% |
$38.7K - $44.3K
|
136K
$5.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.35K+ 5.13% |
$34.1K - $38.9K
|
27.7K
$1.12M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
1.2K+ 11.82% |
$30.2K - $34.5K
|
11.3K
$457K
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.15K+ 0.92% |
$29K - $33.1K
|
127K
$5.11M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.06KNew |
$26.8K - $30.6K
|
1.06K
$42.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
985+ 2.23% |
$24.9K - $28.4K
|
45.2K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
894+ 0.33% |
$22.6K - $25.8K
|
276K
$11.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
767+ 105.5% |
$19.4K - $22.1K
|
1.49K
$60.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
755+ 4.1% |
$19.1K - $21.8K
|
19.2K
$773K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
721+ 85.83% |
$18.2K - $20.8K
|
1.56K
$63K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
605+ 5.58% |
$15.3K - $17.4K
|
11.4K
$462K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
496+ 1.66% |
$12.5K - $14.3K
|
30.3K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
483+ 2.34% |
$12.2K - $13.9K
|
21.1K
$852K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
331+ 0.25% |
$8.35K - $9.54K
|
131K
$5.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
275+ 1.02% |
$6.94K - $7.93K
|
27.2K
$1.1M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
250+ 2.01% |
$6.31K - $7.21K
|
12.7K
$513K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
110+ 0.47% |
$2.78K - $3.17K
|
23.7K
$955K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
99+ 0.27% |
$2.5K - $2.85K
|
36.7K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
70+ 4.49% |
$1.77K - $2.02K
|
1.63K
$65.7K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
67+ 0.34% |
$1.69K - $1.93K
|
19.8K
$798K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
41+ 0.43% |
$1.03K - $1.18K
|
9.67K
$390K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
37+ 97.37% |
$934 - $1.07K
|
75
$3.03K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
20+ 0.24% |
$505 - $577
|
8.38K
$338K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 0.43% |
$328 - $375
|
3.07K
$124K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12+ 0.14% |
$303 - $346
|
8.76K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9New |
$227 - $259
|
9
$363
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
2+ 0.04% |
$50.5 - $57.7
|
5.48K
$221K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|