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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
5.34K+ 9.35% |
$100K - $119K
|
62.4K
$1.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
5.03K+ 1.33% |
$94.5K - $112K
|
382K
$9.79M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.97K+ 4.33% |
$93.6K - $111K
|
120K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.94K+ 1.72% |
$92.8K - $110K
|
292K
$7.47M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.88K+ 6.03% |
$91.9K - $109K
|
85.9K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.57KNew |
$85.9K - $102K
|
4.57K
$117K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.4K+ 4.82% |
$82.8K - $98.5K
|
95.8K
$2.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
4.39K+ 6.62% |
$82.5K - $98.1K
|
70.7K
$1.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.29KNew |
$80.7K - $95.9K
|
4.29K
$110K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.73K+ 1.35% |
$70.2K - $83.4K
|
280K
$7.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
3.66K+ 3.34% |
$68.8K - $81.7K
|
113K
$2.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.41K+ 1.39% |
$64.2K - $76.3K
|
250K
$6.39M
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.24K+ 8095.0% |
$60.9K - $72.4K
|
3.28K
$83.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.14K+ 9.75% |
$59.1K - $70.3K
|
35.4K
$906K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
3.11K+ 11.23% |
$58.4K - $69.5K
|
30.8K
$788K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.07K+ 23.4% |
$57.8K - $68.7K
|
16.2K
$415K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
3.04K+ 7.05% |
$57.2K - $68K
|
46.1K
$1.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.8K+ 1.69% |
$52.7K - $62.7K
|
169K
$4.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.63K+ 0.94% |
$49.5K - $58.8K
|
282K
$7.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.47K+ 4.03% |
$46.5K - $55.3K
|
63.8K
$1.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.47K+ 1.23% |
$46.4K - $55.1K
|
203K
$5.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.45K+ 5.23% |
$46K - $54.7K
|
49.3K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.32K+ 1.76% |
$43.7K - $51.9K
|
134K
$3.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Chico Wealth Ria
|
BUY
|
- |
2.24K+ 9.33% |
$42.1K - $50K
|
26.2K
$671K
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.99K+ 1.18% |
$37.4K - $44.5K
|
171K
$4.37M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.91K+ 17.85% |
$35.8K - $42.6K
|
12.6K
$322K
|
|
|
Jan 20, 2023
Q4 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1.72K+ 1.2% |
$32.3K - $38.4K
|
145K
$3.7M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
1.72K+ 0.17% |
$32.3K - $38.4K
|
1.03M
$26.4M
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.59K+ 1.19% |
$29.9K - $35.6K
|
135K
$3.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.26K+ 1.44% |
$23.7K - $28.2K
|
88.4K
$2.26M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.2K+ 4.96% |
$22.6K - $26.9K
|
25.5K
$652K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.05K+ 5.87% |
$19.8K - $23.5K
|
19K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
935+ 1.95% |
$17.6K - $20.9K
|
48.9K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
926New |
$17.4K - $20.7K
|
926
$23.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
742+ 0.56% |
$14K - $16.6K
|
134K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
676+ 1.09% |
$12.7K - $15.1K
|
62.8K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
594+ 0.32% |
$11.2K - $13.3K
|
188K
$4.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
582+ 0.13% |
$10.9K - $13K
|
440K
$11.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
565New |
$10.6K - $12.6K
|
565
$14.5K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
529+ 1.66% |
$9.95K - $11.8K
|
32.4K
$830K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
500+ 0.86% |
$9.41K - $11.2K
|
58.8K
$1.51M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
495+ 3.0% |
$9.31K - $11.1K
|
17K
$435K
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
475+ 0.15% |
$8.93K - $10.6K
|
316K
$8.09M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
454+ 1.71% |
$8.54K - $10.2K
|
26.9K
$690K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
294+ 7.41% |
$5.53K - $6.57K
|
4.26K
$109K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
282New |
$5.3K - $6.31K
|
282
$7.22K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
216+ 0.07% |
$4.06K - $4.83K
|
321K
$8.22M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
184+ 0.87% |
$3.46K - $4.11K
|
21.2K
$544K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
183+ 0.99% |
$3.44K - $4.09K
|
18.6K
$477K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
178New |
$3.35K - $3.98K
|
178
$4.56K
|