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 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-25- 0.88% |
$631 - $721
|
2.81K
$113K
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-67- 0.09% |
$1.69K - $1.93K
|
76.7K
$3.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-69- 0.47% |
$1.74K - $1.99K
|
14.7K
$595K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-74- 0.88% |
$1.87K - $2.13K
|
8.38K
$338K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
SELL
|
- |
-118- 0.02% |
$2.98K - $3.4K
|
508K
$20.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-162- 0.77% |
$4.09K - $4.67K
|
20.8K
$840K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-251- 0.01% |
$6.34K - $7.24K
|
2.76M
$112M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-263- 1.85% |
$6.64K - $7.58K
|
14K
$565K
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-319- 0.22% |
$8.05K - $9.2K
|
145K
$5.87M
|
|
|
Jan 18, 2023
Q4 2022
|
Chico Wealth Ria
|
SELL
|
- |
-387- 0.22% |
$9.77K - $11.2K
|
172K
$6.97M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-544- 28.62% |
$13.7K - $15.7K
|
1.36K
$54.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-688- 49.35% |
$17.4K - $19.8K
|
706
$28.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.17K- 3.04% |
$29.6K - $33.8K
|
37.4K
$1.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 4.04% |
$32.4K - $37K
|
30.5K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.39K- 0.52% |
$35K - $40K
|
263K
$10.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.51K- 8.12% |
$38.1K - $43.5K
|
17.1K
$690K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.78K- 6.32% |
$45K - $51.4K
|
26.5K
$1.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.87K- 1.88% |
$47.2K - $53.9K
|
97.7K
$3.94M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.07K- 4.37% |
$52.2K - $59.6K
|
45.3K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.41K- 1.9% |
$60.7K - $69.4K
|
124K
$5.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.78K- 9.33% |
$70.2K - $80.2K
|
27K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-3.27K- 19.95% |
$82.5K - $94.2K
|
13.1K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.5K- 22.34% |
$88.4K - $101K
|
12.2K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-4.04K- 12.44% |
$102K - $116K
|
28.4K
$1.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-5.55K- 14.83% |
$140K - $160K
|
31.8K
$1.29M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.76K- 40.76% |
$145K - $166K
|
8.37K
$338K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-6.21K- 69.53% |
$157K - $179K
|
2.72K
$110K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-6.64K- 32.08% |
$168K - $191K
|
14.1K
$568K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6.91K- 27.2% |
$174K - $199K
|
18.5K
$747K
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-7.82K- 17.97% |
$197K - $226K
|
35.7K
$1.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.94K- 21.32% |
$200K - $229K
|
29.3K
$1.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-8.24K- 9.5% |
$208K - $238K
|
78.5K
$3.17M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-8.34K- 30.3% |
$211K - $240K
|
19.2K
$775K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-8.62K- 6.95% |
$218K - $249K
|
115K
$4.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.43K- 2.36% |
$238K - $272K
|
390K
$15.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-9.48K- 28.4% |
$239K - $273K
|
23.9K
$965K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.67K- 9.28% |
$244K - $279K
|
94.5K
$3.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-9.79K- 48.46% |
$247K - $282K
|
10.4K
$420K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.5K- 29.18% |
$265K - $302K
|
25.5K
$1.03M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-13.5K- 60.94% |
$342K - $390K
|
8.67K
$350K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14K- 21.4% |
$353K - $403K
|
51.4K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14K- 21.4% |
$353K - $403K
|
51.4K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.7K- 3.79% |
$372K - $425K
|
374K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-18.5K- 75.94% |
$466K - $532K
|
5.85K
$236K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-19.1K- 7.14% |
$483K - $551K
|
249K
$10.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-19.9K- 36.21% |
$502K - $573K
|
35K
$1.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-20.4K- 80.08% |
$514K - $587K
|
5.07K
$205K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-25.9K- 12.48% |
$653K - $746K
|
182K
$7.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27K- 19.06% |
$681K - $778K
|
115K
$4.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-32.2K- 26.5% |
$812K - $927K
|
89.2K
$3.6M
|