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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-5.79K- 2.62% |
$109K - $129K
|
215K
$5.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.1K- 9.9% |
$115K - $136K
|
55.6K
$1.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-6.24K- 14.41% |
$117K - $139K
|
37K
$948K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-6.71K- 9.26% |
$126K - $150K
|
65.8K
$1.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-6.86K- 58.25% |
$129K - $153K
|
4.92K
$126K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
SELL
|
- |
-7.43K- 2.98% |
$140K - $166K
|
242K
$6.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-7.66K- 23.09% |
$144K - $171K
|
25.5K
$653K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-7.7K- 6.74% |
$145K - $172K
|
107K
$2.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7.89K- 1.26% |
$148K - $176K
|
618K
$15.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-8.25K- 1.95% |
$155K - $185K
|
416K
$10.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-8.58K- 15.05% |
$161K - $192K
|
48.4K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-8.8K- 2.8% |
$166K - $197K
|
305K
$7.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.87K- 0.7% |
$167K - $198K
|
1.25M
$32.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-9.74K- 21.74% |
$183K - $218K
|
35.1K
$898K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-10.2K- 9.08% |
$192K - $229K
|
102K
$2.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.5K- 35.32% |
$198K - $235K
|
19.3K
$494K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-10.9K- 2.24% |
$205K - $243K
|
475K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.9K- 27.86% |
$205K - $244K
|
28.3K
$724K
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
SELL
|
- |
-11.2K- 2.99% |
$211K - $251K
|
364K
$9.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-11.3K- 3.71% |
$212K - $252K
|
293K
$7.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-11.5K- 25.34% |
$216K - $257K
|
33.9K
$867K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-11.5K- 9.69% |
$216K - $257K
|
107K
$2.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-11.6K- 14.13% |
$218K - $259K
|
70.5K
$1.81M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-11.8K- 11.73% |
$222K - $263K
|
88.7K
$2.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.6K- 39.49% |
$237K - $282K
|
19.3K
$495K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-15.5K- 1.62% |
$291K - $346K
|
943K
$24.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.1K- 13.18% |
$322K - $383K
|
113K
$2.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-17.3K- 63.58% |
$326K - $388K
|
9.93K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.3K- 11.72% |
$326K - $388K
|
131K
$3.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-18.5K- 2.75% |
$348K - $413K
|
655K
$16.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-21.7K- 3.23% |
$409K - $486K
|
651K
$16.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-23.6K- 21.5% |
$443K - $527K
|
86.1K
$2.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.4K- 6.76% |
$459K - $546K
|
336K
$8.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-25K- 60.14% |
$469K - $558K
|
16.5K
$424K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-25.1K- 16.8% |
$472K - $561K
|
124K
$3.18M
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-25.4K- 26.4% |
$477K - $567K
|
70.7K
$1.81M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26K- 28.96% |
$489K - $582K
|
63.8K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-28.3K- 9.37% |
$533K - $633K
|
274K
$7.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-30.1K- 9.5% |
$566K - $673K
|
287K
$7.34M
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-30.3K- 6.29% |
$570K - $678K
|
451K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-30.8K- 9.9% |
$580K - $690K
|
281K
$7.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-32.1K- 6.94% |
$604K - $718K
|
431K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-37.5K- 68.75% |
$704K - $837K
|
17K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-41.9K- 28.25% |
$789K - $938K
|
107K
$2.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
SELL
|
- |
-45.4K- 37.82% |
$855K - $1.02M
|
74.7K
$1.91M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-45.5K- 4.08% |
$857K - $1.02M
|
1.07M
$27.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-48.3K- 4.77% |
$909K - $1.08M
|
964K
$24.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-48.6K- 23.23% |
$913K - $1.09M
|
160K
$4.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-55.5K- 31.72% |
$1.04M - $1.24M
|
119K
$3.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-57.4K- 16.31% |
$1.08M - $1.28M
|
294K
$7.54M
|