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 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-36.5K- 15.71% |
$921K - $1.05M
|
196K
$7.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-38.8K- 10.37% |
$980K - $1.12M
|
335K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-42.2K- 10.58% |
$1.06M - $1.22M
|
356K
$14.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-45.1K- 15.89% |
$1.14M - $1.3M
|
238K
$9.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-47.1K- 12.35% |
$1.19M - $1.36M
|
334K
$13.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-48.8K- 13.98% |
$1.23M - $1.41M
|
300K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.2K- 36.44% |
$1.27M - $1.45M
|
87.6K
$3.54M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.2K- 36.44% |
$1.27M - $1.45M
|
87.6K
$3.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-54.8K- 22.45% |
$1.38M - $1.58M
|
189K
$7.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.1K- 9.11% |
$1.49M - $1.7M
|
589K
$23.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-69K- 60.41% |
$1.74M - $1.99M
|
45.3K
$1.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-87.1K- 53.93% |
$2.2M - $2.51M
|
74.4K
$3M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-107K- 20.89% |
$2.69M - $3.08M
|
404K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-123K- 67.98% |
$3.11M - $3.56M
|
58.1K
$2.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-127K- 9.8% |
$3.2M - $3.65M
|
1.17M
$47.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-132K- 79.16% |
$3.32M - $3.79M
|
34.6K
$1.4M
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.62M- 82.73% |
$40.8M - $46.6M
|
338K
$13.6M
|