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
|
Evanson Asset Management, LLC
|
SELL
|
- |
-84K- 2.59% |
$1.59M - $1.9M
|
3.15M
$80.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-87.1K- 17.56% |
$1.65M - $1.97M
|
409K
$10.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-106K- 1.0% |
$2.01M - $2.41M
|
10.6M
$268M
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-110K- 88.04% |
$2.09M - $2.5M
|
15K
$381K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-112K- 29.5% |
$2.12M - $2.54M
|
269K
$6.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-148K- 12.78% |
$2.8M - $3.36M
|
1.01M
$25.7M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-225K- 4.1% |
$4.26M - $5.1M
|
5.27M
$134M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-595K- 92.35% |
$11.2M - $13.5M
|
49.4K
$1.25M
|
|
|
Nov 15, 2022
Q3 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-830K- 18.47% |
$15.7M - $18.8M
|
3.67M
$93.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.09M- 88.01% |
$20.6M - $24.7M
|
148K
$3.77M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.1M- 94.71% |
$20.8M - $25M
|
61.7K
$1.57M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.4M- 36.06% |
$26.5M - $31.8M
|
2.49M
$63.2M
|