Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFAX)

DFAX Quotes by TradingView

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
Nov 02, 2022 Q3 2022
Ifg Advisors, LLC

BUY
 -
243
+ 0.55%
$4.59K - $5.5K
44.8K $1.14M
Oct 11, 2022 Q3 2022
Rise Advisors, LLC

BUY
 -
236
+ 1.13%
$4.46K - $5.34K
21.1K $535K
Oct 21, 2022 Q3 2022
Annapolis Financial Services, LLC

BUY
 -
218
+ 0.45%
$4.12K - $4.94K
48.6K $1.23M
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
206
+ 5.68%
$3.89K - $4.66K
3.83K $97.3K
Nov 08, 2022 Q3 2022
Camden Capital, LLC

BUY
 -
142
+ 1.19%
$2.68K - $3.21K
12.1K $307K
Nov 08, 2022 Q3 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
126
+ 0.69%
$2.38K - $2.85K
18.4K $467K
Nov 02, 2022 Q3 2022
Five Oceans Advisors

BUY
 -
98
+ 0.23%
$1.85K - $2.22K
43.1K $1.09M
Oct 26, 2022 Q3 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
96
+ 0.08%
$1.81K - $2.17K
126K $3.21M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
96
+ 0.1%
$1.81K - $2.17K
95.7K $2.43M
Oct 21, 2022 Q3 2022
Schubert & CO

BUY
 -
61
+ 0.22%
$1.15K - $1.38K
27.6K $702K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
34
+ 0.06%
$642 - $770
60.8K $1.54M
Oct 31, 2022 Q3 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
25
+ 0.71%
$472 - $566
3.53K $89.6K
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
23
+ 0.11%
$434 - $521
21.5K $545K
Oct 26, 2022 Q3 2022
Websterrogers Financial Advisors, LLC

BUY
 -
22
+ 0.09%
$416 - $498
24K $610K
Nov 14, 2022 Q3 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
13
+ 0.05%
$246 - $294
27.4K $695K
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
4
+ 0.03%
$75.6 - $90.6
14.4K $367K
Oct 21, 2022 Q3 2022
Private Ocean, LLC

BUY
 -
2
+ 0.05%
$37.8 - $45.3
3.79K $96.2K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 09, 2022 Q3 2022
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-1
- 0.07%
$18.9 - $22.6
1.35K $34.2K
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
SELL
 -
-12
Closed
$227 - $272
0 $0
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-34
- 0.01%
$642 - $770
281K $7.13M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-123
- 10.35%
$2.32K - $2.78K
1.07K $27.1K
Oct 19, 2022 Q3 2022
Security Financial Services, Inc.

SELL
 -
-126
- 0.24%
$2.38K - $2.85K
52.9K $1.34M
Nov 14, 2022 Q3 2022
Sanctuary Wealth Management, L.L.C.

SELL
 -
-187
- 0.34%
$3.53K - $4.23K
54.5K $1.38M
Oct 12, 2022 Q3 2022
Sawtooth Solutions, LLC

SELL
 -
-192
- 1.85%
$3.63K - $4.35K
10.2K $259K
Nov 14, 2022 Q3 2022
M&T Bank Corp

SELL
 -
-301
- 2.74%
$5.69K - $6.81K
10.7K $271K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-375
- 0.6%
$7.08K - $8.49K
62.1K $1.58M
Oct 27, 2022 Q3 2022
Us Bancorp \De\

SELL
 -
-515
- 47.29%
$9.73K - $11.7K
574 $14.6K
Oct 24, 2022 Q3 2022
Main Street Financial Solutions, LLC

SELL
 -
-686
- 5.43%
$13K - $15.5K
12K $304K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-702
- 0.25%
$13.3K - $15.9K
276K $7.01M
Oct 28, 2022 Q3 2022
Savant Capital, LLC

SELL
 -
-713
- 0.22%
$13.5K - $16.1K
316K $8.03M
Oct 21, 2022 Q3 2022
Rhs Financial, LLC

SELL
 -
-731
- 5.79%
$13.8K - $16.5K
11.9K $302K
Nov 07, 2022 Q3 2022
Pallas Capital Advisors LLC

Braintree, MA
SELL
 -
-746
- 1.87%
$14.1K - $16.9K
39.1K $993K
Nov 02, 2022 Q3 2022
Hoyle Cohen, LLC

SELL
 -
-781
- 2.1%
$14.8K - $17.7K
36.4K $925K
Nov 10, 2022 Q3 2022
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-785
- 3.36%
$14.8K - $17.8K
22.6K $574K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

SELL
 -
-813
- 1.43%
$15.4K - $18.4K
56.2K $1.43M
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-883
Closed
$16.7K - $20K
0 $0
Nov 14, 2022 Q3 2022
Ascent Group, LLC

SELL
 -
-989
- 3.01%
$18.7K - $22.4K
31.9K $810K
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

SELL
 -
-1.05K
- 3.18%
$19.8K - $23.8K
32K $812K
Nov 14, 2022 Q3 2022
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-1.28K
- 6.95%
$24.1K - $28.9K
17.1K $434K
Oct 28, 2022 Q3 2022
Wealthstream Advisors, Inc.

SELL
 -
-1.42K
- 2.43%
$26.8K - $32.1K
57K $1.45M
Oct 18, 2022 Q3 2022
Zhang Financial LLC

SELL
 -
-2.1K
- 3.83%
$39.7K - $47.6K
52.9K $1.34M
Jul 20, 2023 Q3 2022
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-2.19K
- 1.91%
$41.3K - $49.5K
113K $2.86M
Nov 08, 2022 Q3 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-2.21K
- 1.95%
$41.7K - $50K
111K $2.82M
Nov 09, 2022 Q3 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
SELL
 -
-2.55K
- 1.35%
$48.2K - $57.8K
187K $4.75M
Oct 12, 2022 Q3 2022
Harbor Group, Inc.

SELL
 -
-2.57K
- 2.0%
$48.5K - $58.1K
126K $3.2M
Nov 08, 2022 Q3 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-2.89K
- 18.06%
$54.6K - $65.5K
13.1K $333K
Nov 14, 2022 Q3 2022
Copperleaf Capital, LLC

Raleigh, NC
SELL
 -
-3.13K
- 17.5%
$59.2K - $70.9K
14.8K $375K
Oct 13, 2022 Q3 2022
Baldrige Asset Management LLC

SELL
 -
-3.33K
- 1.31%
$62.9K - $75.3K
251K $6.39M

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