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
Oct 13, 2022 Q3 2022
Rvw Wealth, LLC

SELL
 -
-3.39K
- 10.91%
$64K - $76.7K
27.7K $703K
Nov 04, 2022 Q3 2022
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
SELL
 -
-3.59K
- 7.12%
$67.8K - $81.3K
46.8K $1.19M
Oct 28, 2022 Q3 2022
Aspiriant, LLC

SELL
 -
-3.89K
- 1.34%
$73.5K - $88.1K
288K $7.3M
Oct 25, 2022 Q3 2022
Safeguard Investment Advisory Group, LLC

SELL
 -
-4.22K
- 5.5%
$79.7K - $95.5K
72.5K $1.84M
Oct 26, 2022 Q3 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-4.94K
- 1.73%
$93.3K - $112K
280K $7.12M
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-4.98K
- 15.81%
$94K - $113K
26.5K $673K
Oct 11, 2022 Q3 2022
Apella Capital, LLC

SELL
 -
-5.14K
- 0.48%
$97.1K - $116K
1.08M $27.3M
Nov 07, 2022 Q3 2022
Spire Wealth Management

SELL
 -
-5.46K
- 57.92%
$103K - $124K
3.97K $101K
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

SELL
 -
-5.95K
- 4.77%
$112K - $135K
119K $3.02M
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

SELL
 -
-7.7K
- 11.3%
$145K - $174K
60.5K $1.54M
Nov 09, 2022 Q3 2022
American Investment Services, Inc.

SELL
 -
-7.96K
- 1.61%
$150K - $180K
486K $12.3M
Oct 25, 2022 Q3 2022
Shearwater Capital LLC

SELL
 -
-8.1K
- 1.45%
$153K - $183K
549K $14M
Oct 28, 2022 Q3 2022
Bridgeworth, LLC

Birmingham, AL
SELL
 -
-9.22K
- 4.39%
$174K - $209K
201K $5.1M
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-10.5K
- 23.04%
$198K - $237K
35K $889K
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-10.5K
- 3.46%
$198K - $237K
292K $7.43M
Nov 14, 2022 Q3 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-10.8K
- 48.63%
$204K - $244K
11.4K $290K
Oct 12, 2022 Q3 2022
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-10.9K
- 0.61%
$205K - $246K
1.77M $45M
Dec 02, 2022 Q3 2022
American Trust

Lexington, KY
SELL
 -
-11.2K
Closed
$211K - $253K
0 $0
Oct 03, 2022 Q3 2022
Symmetry Partners, LLC

SELL
 -
-12K
- 1.15%
$226K - $271K
1.03M $26.1M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-12.9K
- 8.91%
$243K - $291K
132K $3.34M
Oct 26, 2022 Q3 2022
Truist Financial Corp

SELL
 -
-13.4K
- 4.8%
$253K - $304K
266K $6.76M
Oct 31, 2022 Q3 2022
Hemington Wealth Management

SELL
 -
-14.6K
- 3.32%
$275K - $330K
424K $10.8M
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-15.4K
- 1.04%
$291K - $349K
1.47M $37.3M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-15.5K
- 2.63%
$293K - $351K
574K $14.6M
Oct 21, 2022 Q3 2022
Midwest Heritage Bank, Fsb

SELL
 -
-17.4K
- 10.45%
$329K - $395K
149K $3.79M
Nov 10, 2022 Q3 2022
Plancorp, LLC

SELL
 -
-21.6K
- 0.51%
$408K - $489K
4.22M $107M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
SELL
 -
-22.3K
- 51.33%
$420K - $504K
21.1K $536K
Oct 25, 2022 Q3 2022
Pb Mares Wealth Management LLC

SELL
 -
-24.9K
- 7.56%
$470K - $564K
304K $7.73M
Oct 13, 2022 Q3 2022
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-29.2K
- 7.23%
$552K - $661K
375K $9.52M
Feb 13, 2023 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-32K
- 34.32%
$605K - $726K
61.3K $1.56M
Nov 02, 2022 Q3 2022
Bayshore Asset Management, LLC

SELL
 -
-35.3K
- 12.54%
$667K - $799K
246K $6.25M
Nov 29, 2022 Q3 2022
Awm Capital, LLC

SELL
 -
-36.2K
- 12.7%
$685K - $821K
249K $6.33M
Nov 01, 2022 Q3 2022
Modera Wealth Management, LLC

SELL
 -
-37.3K
- 9.58%
$704K - $844K
352K $8.93M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-41.4K
- 10.29%
$782K - $937K
361K $9.16M
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
SELL
 -
-41.6K
- 7.65%
$787K - $943K
503K $12.8M
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-47.1K
- 4.78%
$890K - $1.07M
938K $23.8M
Oct 14, 2022 Q3 2022
Baker Boyer National Bank

SELL
 -
-48.2K
- 2.79%
$910K - $1.09M
1.68M $42.7M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-48.3K
- 3.69%
$913K - $1.09M
1.26M $32M
Oct 20, 2022 Q3 2022
Marietta Wealth Management, LLC

SELL
 -
-50K
- 49.4%
$945K - $1.13M
51.2K $1.3M
Oct 24, 2022 Q3 2022
Cherrydale Wealth Management, LLC

SELL
 -
-54.9K
- 12.01%
$1.04M - $1.24M
403K $10.2M
Nov 02, 2022 Q3 2022
Greenspring Advisors, LLC

SELL
 -
-56.4K
- 2.63%
$1.07M - $1.28M
2.09M $53.1M
Oct 13, 2022 Q3 2022
Hurlow Wealth Management Group, Inc.

SELL
 -
-57.7K
- 19.5%
$1.09M - $1.31M
238K $6.05M
Nov 14, 2022 Q3 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
SELL
 -
-60.6K
- 5.22%
$1.15M - $1.37M
1.1M $28M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

SELL
 -
-64.1K
- 5.06%
$1.21M - $1.45M
1.2M $30.6M
Nov 22, 2022 Q3 2022
Cva Family Office, LLC

SELL
 -
-66.2K
- 39.73%
$1.25M - $1.5M
100K $2.55M
Nov 08, 2022 Q3 2022
Grand Wealth Management, LLC

Grand Rapids, MI
SELL
 -
-71.6K
- 8.84%
$1.35M - $1.62M
738K $18.8M
Nov 14, 2022 Q3 2022
Truepoint, Inc.

SELL
 -
-72K
- 16.4%
$1.36M - $1.63M
367K $9.32M
Nov 10, 2022 Q3 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-77.7K
- 25.77%
$1.47M - $1.76M
224K $5.69M
Oct 25, 2022 Q3 2022
Applied Capital LLC

SELL
 -
-83.3K
- 40.93%
$1.57M - $1.88M
120K $3.05M

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