Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr (DFAX)

DFAX Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q1 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
May 04, 2022 Q1 2022
Greenspring Advisors, LLC

BUY
 -
2.03M
+ 3908.06%
$47.1M - $54.1M
2.08M $52.8M
May 27, 2022 Q1 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
1.27M
+ 6557.15%
$29.5M - $33.9M
1.29M $32.8M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
990K
New
$23M - $26.5M
990K $25.2M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
714K
+ 48.63%
$16.6M - $19.1M
2.18M $55.4M
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
605K
+ 86.85%
$14.1M - $16.2M
1.3M $33.1M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
522K
New
$12.2M - $14M
522K $13.3M
May 16, 2022 Q1 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
504K
+ 91.01%
$11.7M - $13.5M
1.06M $26.9M
May 04, 2022 Q1 2022
Hemington Wealth Management

BUY
 -
443K
New
$10.3M - $11.8M
443K $11.3M
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
424K
+ 19.88%
$9.86M - $11.3M
2.55M $64.9M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
401K
+ 435.52%
$9.33M - $10.7M
493K $12.5M
Apr 29, 2022 Q1 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
364K
+ 33.3%
$8.47M - $9.73M
1.46M $37M
May 12, 2022 Q1 2022
Jackson Thornton Asset Management, LLC

BUY
 -
327K
+ 24.41%
$7.6M - $8.73M
1.66M $42.3M
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

BUY
 -
324K
+ 9.39%
$7.55M - $8.67M
3.78M $96M
Apr 28, 2022 Q1 2022
Applied Capital LLC

BUY
 -
314K
New
$7.3M - $8.38M
314K $7.97M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
305K
New
$7.09M - $8.14M
305K $7.74M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
297K
+ 94.4%
$6.91M - $7.94M
612K $15.5M
Apr 08, 2022 Q1 2022
First National Bank Sioux Falls

BUY
 -
276K
New
$6.42M - $7.37M
276K $7.01M
Apr 21, 2022 Q1 2022
Asset Dedication, LLC

BUY
 -
180K
+ 21.67%
$4.19M - $4.81M
1.01M $25.7M
May 13, 2022 Q1 2022
Brighton Jones LLC

BUY
 -
164K
+ 1401.8%
$3.81M - $4.37M
175K $4.45M
Aug 25, 2022 Q1 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
161K
+ 23.72%
$3.75M - $4.3M
840K $21.3M
May 04, 2022 Q1 2022
First Ascent Asset Management, LLC

BUY
 -
128K
+ 13.64%
$2.97M - $3.42M
1.07M $27.1M
Aug 11, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
115K
New
$2.68M - $3.08M
115K $2.93M
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
115K
+ 5.93%
$2.68M - $3.07M
2.05M $52.2M
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
BUY
 -
111K
+ 3.35%
$2.59M - $2.97M
3.43M $87.2M
Apr 28, 2022 Q1 2022
Midwest Heritage Bank, Fsb

BUY
 -
108K
+ 78.89%
$2.52M - $2.9M
246K $6.25M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
104K
+ 7.11%
$2.41M - $2.77M
1.56M $39.7M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
103K
New
$2.41M - $2.76M
103K $2.63M
Oct 17, 2024 Q1 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
102K
+ 58863.79%
$2.38M - $2.74M
103K $2.61M
May 10, 2022 Q1 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
101K
+ 46.03%
$2.34M - $2.69M
320K $8.12M
Aug 23, 2023 Q1 2022
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
96.2K
New
$2.24M - $2.57M
96.2K $2.44M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
85.1K
+ 6.21%
$1.98M - $2.27M
1.46M $37M
Apr 22, 2022 Q1 2022
Cva Family Office, LLC

BUY
 -
80K
+ 92.86%
$1.86M - $2.14M
166K $4.22M
May 13, 2022 Q1 2022
Old Mission Capital LLC

BUY
 -
78.3K
+ 40.71%
$1.82M - $2.09M
271K $6.87M
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
74.8K
+ 42.08%
$1.74M - $2M
252K $6.41M
May 13, 2022 Q1 2022
Alerus Financial Na

Grand Forks, ND
BUY
 -
57.8K
+ 1.61%
$1.34M - $1.54M
3.64M $92.5M
May 09, 2022 Q1 2022
Lansing Street Advisors

BUY
 -
57.6K
New
$1.34M - $1.54M
57.6K $1.46M
May 04, 2022 Q1 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
57K
New
$1.33M - $1.52M
57K $1.45M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
54.9K
New
$1.28M - $1.47M
54.9K $1.39M
Apr 27, 2022 Q1 2022
Security Financial Services, Inc.

BUY
 -
54.6K
New
$1.27M - $1.46M
54.6K $1.39M
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
51.4K
+ 37.54%
$1.2M - $1.37M
188K $4.78M
May 16, 2022 Q1 2022
Rbf Capital, LLC

San Francisco, CA
BUY
 -
45K
New
$1.05M - $1.2M
45K $1.14M
Dec 05, 2023 Q1 2022
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
44.8K
+ 2.69%
$1.04M - $1.2M
1.71M $43.4M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
42.1K
+ 7.21%
$980K - $1.13M
626K $15.9M
May 18, 2022 Q1 2022
Ifg Advisors, LLC

BUY
 -
40.3K
+ 1076.96%
$938K - $1.08M
44.1K $1.12M
May 03, 2022 Q1 2022
Firethorn Wealth Partners, LLC

BUY
 -
39.1K
+ 134.67%
$910K - $1.05M
68.2K $1.73M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
36.2K
+ 4.65%
$841K - $966K
814K $20.7M
Apr 26, 2022 Q1 2022
Cherrydale Wealth Management, LLC

BUY
 -
35.6K
+ 7.72%
$828K - $952K
497K $12.6M
Apr 14, 2022 Q1 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
33.2K
+ 2.84%
$772K - $887K
1.2M $30.5M
Apr 29, 2022 Q1 2022
Tci Wealth Advisors, Inc.

BUY
 -
28K
+ 4.3%
$651K - $748K
680K $17.3M

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