Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
60.7K+ 5.7% |
$1.29M - $1.54M
|
1.13M
$28.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.2K+ 1253.5% |
$1.28M - $1.53M
|
65K
$1.67M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.2K+ 1253.5% |
$1.28M - $1.53M
|
65K
$1.67M
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
55KNew |
$1.17M - $1.39M
|
55K
$1.41M
|
|
|
Jul 25, 2022
Q2 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
54.7KNew |
$1.16M - $1.39M
|
54.7K
$1.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.5K+ 8.17% |
$1.14M - $1.36M
|
708K
$18.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
50K+ 19.79% |
$1.06M - $1.27M
|
302K
$7.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
46.4KNew |
$985K - $1.18M
|
46.4K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
43.3K+ 206.72% |
$919K - $1.1M
|
64.2K
$1.65M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
42.8KNew |
$908K - $1.09M
|
42.8K
$1.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
41.4K+ 17.33% |
$879K - $1.05M
|
281K
$7.19M
|
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
41.2KNew |
$875K - $1.05M
|
41.2K
$1.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
39.9KNew |
$846K - $1.01M
|
39.9K
$1.02M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
37.9KNew |
$804K - $961K
|
37.9K
$970K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36.7K+ 0.97% |
$778K - $930K
|
3.82M
$97.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
36.2K+ 53.1% |
$769K - $919K
|
104K
$2.67M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35.8K+ 285.32% |
$760K - $909K
|
48.4K
$1.24M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
35.2K+ 352280.0% |
$748K - $894K
|
35.2K
$902K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.7KNew |
$651K - $778K
|
30.7K
$786K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
29.4K+ 93.73% |
$624K - $746K
|
60.8K
$1.56M
|
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
BUY
|
- |
27.7K+ 15.56% |
$588K - $703K
|
206K
$5.27M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
27.6K+ 175.48% |
$586K - $701K
|
43.4K
$1.11M
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
26.4K+ 123.15% |
$560K - $670K
|
47.8K
$1.22M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23.6K+ 76.56% |
$500K - $598K
|
54.4K
$1.39M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
23.4KNew |
$496K - $594K
|
23.4K
$599K
|
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
BUY
|
- |
23.4K+ 4.38% |
$496K - $593K
|
557K
$14.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
22.6K+ 13.56% |
$480K - $574K
|
189K
$4.85M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
22.5KNew |
$477K - $570K
|
22.5K
$576K
|
|
|
Jul 28, 2022
Q2 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
21.3K+ 8.17% |
$451K - $539K
|
282K
$7.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.1K+ 115.18% |
$426K - $510K
|
37.5K
$961K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.6K+ 3.13% |
$416K - $497K
|
646K
$16.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19.2K+ 39.32% |
$408K - $488K
|
68.2K
$1.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
17.9KNew |
$380K - $454K
|
17.9K
$458K
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
17.3K+ 179.3% |
$367K - $439K
|
26.9K
$690K
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
14.9K+ 105.85% |
$317K - $379K
|
29K
$744K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
14.5KNew |
$309K - $369K
|
14.5K
$372K
|
|
|
Jul 28, 2022
Q2 2022
|
Claris Advisors, LLC
|
BUY
|
- |
13.3K+ 4.0% |
$282K - $338K
|
346K
$8.87M
|
|
|
Jul 08, 2022
Q2 2022
|
Baker Boyer National Bank
|
BUY
|
- |
12.8K+ 0.74% |
$271K - $324K
|
1.73M
$44.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.6KNew |
$268K - $321K
|
12.6K
$324K
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
12.6KNew |
$268K - $321K
|
12.6K
$324K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
12.4KNew |
$263K - $315K
|
12.4K
$318K
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
BUY
|
- |
12KNew |
$255K - $304K
|
12K
$307K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.9K+ 6.12% |
$252K - $302K
|
206K
$5.28M
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$244K - $292K
|
11.5K
$295K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.4K+ 105.37% |
$242K - $289K
|
22.2K
$569K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$240K - $288K
|
11.3K
$290K
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
11.1KNew |
$236K - $282K
|
11.1K
$285K
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
11KNew |
$233K - $279K
|
11K
$281K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.9K+ 10.66% |
$232K - $278K
|
114K
$2.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.9KNew |
$231K - $276K
|
10.9K
$279K
|