Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q2 2022. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.64MNew |
$56.4M - $66.6M
|
2.64M
$68.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.62MNew |
$34.7M - $40.9M
|
1.62M
$42M
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.01MNew |
$21.6M - $25.5M
|
1.01M
$26.2M
|
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1MNew |
$21.4M - $25.3M
|
1M
$26M
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
672KNew |
$14.3M - $16.9M
|
672K
$17.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
584K+ 837.69% |
$12.5M - $14.7M
|
654K
$16.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
557KNew |
$11.9M - $14M
|
557K
$14.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
505KNew |
$10.8M - $12.7M
|
505K
$13M
|
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
495KNew |
$10.6M - $12.5M
|
495K
$12.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
360KNew |
$7.69M - $9.07M
|
360K
$9.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
350KNew |
$7.47M - $8.82M
|
350K
$9.04M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
322KNew |
$6.87M - $8.11M
|
322K
$8.31M
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
309KNew |
$6.6M - $7.79M
|
309K
$7.99M
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
291KNew |
$6.22M - $7.34M
|
291K
$7.53M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
282KNew |
$6.01M - $7.09M
|
282K
$7.28M
|
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
BUY
|
- |
178KNew |
$3.79M - $4.48M
|
178K
$4.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
173KNew |
$3.68M - $4.35M
|
173K
$4.46M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
165K+ 294.15% |
$3.53M - $4.17M
|
222K
$5.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
164KNew |
$3.49M - $4.12M
|
164K
$4.23M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
164KNew |
$3.49M - $4.12M
|
164K
$4.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
BUY
|
- |
161KNew |
$3.44M - $4.06M
|
161K
$4.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
154KNew |
$3.3M - $3.89M
|
154K
$3.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
154KNew |
$3.28M - $3.87M
|
154K
$3.97M
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
BUY
|
- |
131K+ 877.49% |
$2.79M - $3.29M
|
146K
$3.76M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
130KNew |
$2.77M - $3.27M
|
130K
$3.35M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
117KNew |
$2.5M - $2.95M
|
117K
$3.03M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
111K+ 10.43% |
$2.36M - $2.79M
|
1.17M
$30.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
102KNew |
$2.18M - $2.57M
|
102K
$2.64M
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
99KNew |
$2.11M - $2.49M
|
99K
$2.56M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
91.4KNew |
$1.95M - $2.3M
|
91.4K
$2.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
85.5KNew |
$1.83M - $2.16M
|
85.5K
$2.21M
|
|
|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
85.3K+ 682.39% |
$1.82M - $2.15M
|
97.8K
$2.53M
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
77.7KNew |
$1.66M - $1.96M
|
77.7K
$2.01M
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
62.4KNew |
$1.33M - $1.57M
|
62.4K
$1.61M
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
62.3KNew |
$1.33M - $1.57M
|
62.3K
$1.61M
|
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
BUY
|
- |
56.6KNew |
$1.21M - $1.43M
|
56.6K
$1.46M
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
51KNew |
$1.09M - $1.28M
|
51K
$1.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
47.7KNew |
$1.02M - $1.2M
|
47.7K
$1.23M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
46.3K+ 67.81% |
$988K - $1.17M
|
115K
$2.96M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.3KNew |
$925K - $1.09M
|
43.3K
$1.12M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
40.8KNew |
$870K - $1.03M
|
40.8K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.3KNew |
$818K - $966K
|
38.3K
$991K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
33.5KNew |
$715K - $843K
|
33.5K
$865K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
30.8KNew |
$657K - $775K
|
30.8K
$795K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
30.4K+ 366.85% |
$650K - $767K
|
38.7K
$1M
|
|
|
Aug 15, 2022
Q2 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
30.3KNew |
$646K - $763K
|
30.3K
$782K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
28.6KNew |
$610K - $720K
|
28.6K
$739K
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
28.1KNew |
$600K - $708K
|
28.1K
$726K
|
|
|
Aug 08, 2022
Q2 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
28.1K+ 3.94% |
$600K - $708K
|
740K
$19.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
25.8KNew |
$552K - $651K
|
25.8K
$668K
|