Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
6.99K+ 1.62% |
$132K - $158K
|
440K
$11.2M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.89K+ 21.31% |
$130K - $156K
|
39.2K
$996K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.64K+ 6.72% |
$125K - $150K
|
105K
$2.68M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.48K+ 16.67% |
$122K - $147K
|
45.4K
$1.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.39K+ 3.3% |
$102K - $122K
|
169K
$4.29M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.93K+ 5.75% |
$93.1K - $112K
|
90.6K
$2.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.83K+ 2.11% |
$91.2K - $109K
|
234K
$5.94M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
4.34K+ 2.05% |
$81.9K - $98.2K
|
216K
$5.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4.14K+ 21.17% |
$78.2K - $93.7K
|
23.7K
$602K
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
4.05K+ 3.14% |
$76.5K - $91.7K
|
133K
$3.38M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.02K+ 7.39% |
$75.9K - $91K
|
58.4K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.61K+ 7.21% |
$68.1K - $81.6K
|
53.6K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
3.59K+ 1.16% |
$67.8K - $81.2K
|
312K
$7.91M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.58K+ 4.08% |
$67.7K - $81.1K
|
91.4K
$2.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.4K+ 1.11% |
$64.3K - $77K
|
310K
$7.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.92K+ 4.49% |
$55.1K - $66K
|
67.9K
$1.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.83K+ 0.76% |
$53.4K - $64K
|
377K
$9.58M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.57K+ 1.83% |
$48.6K - $58.2K
|
143K
$3.64M
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2.14K+ 1.52% |
$40.4K - $48.4K
|
143K
$3.63M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.05K+ 4.35% |
$38.6K - $46.3K
|
49K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.02KNew |
$38.1K - $45.6K
|
2.02K
$51.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.82K+ 31.14% |
$34.5K - $41.3K
|
7.68K
$195K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.57K+ 5.1% |
$29.6K - $35.4K
|
32.2K
$819K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.54KNew |
$29K - $34.8K
|
1.54K
$39K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.52K+ 0.69% |
$28.8K - $34.5K
|
224K
$5.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.44K+ 3.1% |
$27.2K - $32.6K
|
47.9K
$1.22M
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.17K+ 1.26% |
$22K - $26.4K
|
93.9K
$2.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.12K+ 3.5% |
$21.2K - $25.4K
|
33.2K
$842K
|
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
984+ 1.21% |
$18.6K - $22.3K
|
82.1K
$2.09M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
982+ 0.82% |
$18.5K - $22.2K
|
121K
$3.07M
|
|
|
Nov 01, 2022
Q3 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
924+ 0.2% |
$17.5K - $20.9K
|
463K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
905+ 8.62% |
$17.1K - $20.5K
|
11.4K
$290K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
871New |
$16.5K - $19.7K
|
871
$22.1K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
860+ 5.04% |
$16.2K - $19.5K
|
17.9K
$455K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
826+ 0.96% |
$15.6K - $18.7K
|
87.1K
$2.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
680+ 1.18% |
$12.8K - $15.4K
|
58.3K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
657+ 3.69% |
$12.4K - $14.9K
|
18.5K
$469K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
553+ 1.97% |
$10.4K - $12.5K
|
28.6K
$726K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
535+ 1.16% |
$10.1K - $12.1K
|
46.5K
$1.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
530+ 1.31% |
$10K - $12K
|
40.9K
$1.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
487+ 3.92% |
$9.2K - $11K
|
12.9K
$328K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
486+ 1.14% |
$9.18K - $11K
|
43.3K
$1.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
412+ 0.24% |
$7.78K - $9.33K
|
172K
$4.37M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
377+ 1.28% |
$7.12K - $8.54K
|
29.8K
$757K
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
346+ 0.8% |
$6.54K - $7.83K
|
43.4K
$1.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
305New |
$5.76K - $6.91K
|
305
$7.75K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
285+ 2.78% |
$5.38K - $6.45K
|
10.5K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
270+ 1.67% |
$5.1K - $6.11K
|
16.5K
$419K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
263+ 2.53% |
$4.97K - $5.95K
|
10.7K
$271K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
262+ 0.64% |
$4.95K - $5.93K
|
41.5K
$1.05M
|