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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-593- 0.04% |
$12.6K - $15K
|
1.36M
$34.8M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-634- 0.16% |
$13.5K - $16.1K
|
402K
$10.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-702- 2.14% |
$14.9K - $17.8K
|
32.2K
$823K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-719- 6.33% |
$15.3K - $18.2K
|
10.6K
$272K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-859Closed |
$18.2K - $21.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-967Closed |
$20.5K - $24.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.05K- 0.47% |
$22.3K - $26.6K
|
222K
$5.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.19K- 1.23% |
$25.3K - $30.2K
|
95.6K
$2.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.42KClosed |
$30.2K - $36.1K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.58K- 2.89% |
$33.4K - $40K
|
53K
$1.36M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.64KClosed |
$34.8K - $41.6K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.01K- 69.44% |
$42.6K - $50.9K
|
883
$22.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.01K- 62.82% |
$42.6K - $50.9K
|
1.19K
$30.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.03K- 1.76% |
$43.1K - $51.6K
|
113K
$2.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.09K- 0.98% |
$44.3K - $52.9K
|
210K
$5.37M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-2.34K- 16.59% |
$49.7K - $59.4K
|
11.8K
$301K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.38K- 11.31% |
$50.5K - $60.4K
|
18.7K
$478K
|
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-2.56K- 0.68% |
$54.4K - $65K
|
374K
$9.59M
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.58K- 1.8% |
$54.8K - $65.5K
|
141K
$3.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-2.6K- 0.81% |
$55.2K - $66K
|
317K
$8.12M
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.97K- 5.52% |
$63K - $75.3K
|
50.8K
$1.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.14K- 4.78% |
$66.5K - $79.6K
|
62.5K
$1.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.29K- 12.36% |
$69.8K - $83.5K
|
23.3K
$598K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.77K- 3.48% |
$80K - $95.6K
|
105K
$2.68M
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.9K- 49.62% |
$82.8K - $98.9K
|
3.96K
$101K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
SELL
|
- |
-3.91K- 12.43% |
$83.1K - $99.3K
|
27.6K
$706K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-4.23K- 5.63% |
$89.8K - $107K
|
70.9K
$1.82M
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-4.55K- 4.22% |
$96.5K - $115K
|
103K
$2.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.64K- 4.48% |
$98.4K - $118K
|
98.8K
$2.53M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.74K- 13.09% |
$101K - $120K
|
31.5K
$806K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.87K- 1.19% |
$103K - $124K
|
403K
$10.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.91K- 3.29% |
$104K - $125K
|
144K
$3.7M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-5K- 18.92% |
$106K - $127K
|
21.4K
$549K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.03K- 0.51% |
$107K - $128K
|
985K
$25.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
SELL
|
- |
-5.04K- 1.14% |
$107K - $128K
|
438K
$11.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-5.38K- 3.27% |
$114K - $136K
|
159K
$4.07M
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-5.46KClosed |
$116K - $138K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-5.77K- 0.55% |
$123K - $146K
|
1.04M
$26.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.08KClosed |
$150K - $180K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-8.15KClosed |
$173K - $207K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.35KClosed |
$177K - $212K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-8.46KClosed |
$179K - $215K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8.52K- 31.67% |
$181K - $216K
|
18.4K
$471K
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-8.86KClosed |
$188K - $225K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-8.95KClosed |
$190K - $227K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-9.34K- 9.83% |
$198K - $237K
|
85.7K
$2.19M
|
|
|
Aug 01, 2022
Q2 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-9.55K- 6.89% |
$203K - $242K
|
129K
$3.31M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-9.92K- 9.91% |
$211K - $252K
|
90.2K
$2.31M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-10.2KClosed |
$217K - $259K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.6K- 41.7% |
$246K - $294K
|
16.2K
$415K
|