Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20K+ 100.0% |
$376K - $447K
|
40K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
19.8K+ 6.37% |
$372K - $442K
|
330K
$8.46M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.7K+ 33.82% |
$371K - $442K
|
78.1K
$2M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17.9K+ 66.22% |
$337K - $401K
|
45K
$1.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
16.9KNew |
$319K - $379K
|
16.9K
$434K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15.5K+ 4.37% |
$292K - $348K
|
371K
$9.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
15KNew |
$283K - $336K
|
15K
$385K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
14.1KNew |
$266K - $316K
|
14.1K
$362K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13.8KNew |
$260K - $309K
|
13.8K
$354K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
13.4K+ 995.62% |
$252K - $300K
|
14.8K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.9K+ 23.03% |
$243K - $289K
|
69.2K
$1.77M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
12.9KNew |
$243K - $289K
|
12.9K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 0.34% |
$243K - $289K
|
3.86M
$98.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
12.4KNew |
$233K - $277K
|
12.4K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
12.2K+ 48.85% |
$230K - $273K
|
37.2K
$953K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12KNew |
$225K - $267K
|
12K
$306K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
11.9KNew |
$224K - $267K
|
11.9K
$305K
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
BUY
|
- |
11.6K+ 1.43% |
$219K - $260K
|
829K
$21.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.6K+ 261.71% |
$218K - $259K
|
16K
$410K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
11.6K+ 16.59% |
$218K - $259K
|
81.3K
$2.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.2KNew |
$211K - $250K
|
11.2K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$208K - $247K
|
11K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.9K+ 103.79% |
$206K - $244K
|
21.5K
$549K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$189K - $224K
|
10K
$257K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.83KNew |
$185K - $220K
|
9.83K
$252K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
9.76KNew |
$184K - $218K
|
9.76K
$250K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.72KNew |
$183K - $217K
|
9.72K
$249K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
9.55K+ 18.07% |
$180K - $214K
|
62.4K
$1.6M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.52KNew |
$179K - $213K
|
9.52K
$244K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
9.48KNew |
$178K - $212K
|
9.48K
$243K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
9.4KNew |
$177K - $210K
|
9.4K
$241K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.35KNew |
$176K - $209K
|
9.35K
$239K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9.33KNew |
$176K - $209K
|
9.33K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.17KNew |
$173K - $205K
|
9.17K
$235K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
8.9K+ 115.91% |
$167K - $199K
|
16.6K
$425K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
8.72K+ 4.05% |
$164K - $195K
|
224K
$5.74M
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
7.78K+ 8.24% |
$146K - $174K
|
102K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.69K+ 67.39% |
$145K - $172K
|
19.1K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.62K+ 3.98% |
$143K - $170K
|
199K
$5.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.4KNew |
$139K - $166K
|
7.4K
$190K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.4KNew |
$139K - $166K
|
7.4K
$190K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.34K+ 1.28% |
$138K - $164K
|
581K
$14.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.32K+ 13.13% |
$138K - $164K
|
63.1K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7.15KNew |
$134K - $160K
|
7.15K
$183K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
6.87KNew |
$129K - $154K
|
6.87K
$176K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6.51KNew |
$123K - $146K
|
6.51K
$167K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
6.35K+ 42.31% |
$119K - $142K
|
21.4K
$547K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.12KNew |
$115K - $137K
|
6.12K
$157K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6K+ 54.42% |
$113K - $134K
|
17K
$436K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.75KNew |
$108K - $128K
|
5.75K
$147K
|