Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Chico Wealth Ria
|
BUY
|
- |
729KNew |
$18.9M - $21.9M
|
729K
$22.4M
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
438K+ 91.98% |
$11.4M - $13.2M
|
915K
$28.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
392K+ 306.97% |
$10.2M - $11.8M
|
520K
$16M
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
389KNew |
$10.1M - $11.7M
|
389K
$11.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
331KNew |
$8.58M - $9.95M
|
331K
$10.2M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
319K+ 403.52% |
$8.27M - $9.59M
|
398K
$12.2M
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
BUY
|
- |
292K+ 230.59% |
$7.58M - $8.79M
|
419K
$12.9M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
283KNew |
$7.33M - $8.51M
|
283K
$8.67M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
268KNew |
$6.94M - $8.05M
|
268K
$8.21M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
252K+ 200.66% |
$6.55M - $7.59M
|
378K
$11.6M
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
223KNew |
$5.78M - $6.71M
|
223K
$6.84M
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
215K+ 917.93% |
$5.58M - $6.46M
|
238K
$7.31M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
193K+ 229.57% |
$5.02M - $5.82M
|
278K
$8.52M
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
175K+ 227.39% |
$4.54M - $5.26M
|
252K
$7.73M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
171KNew |
$4.44M - $5.15M
|
171K
$5.25M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
167K+ 1500.65% |
$4.32M - $5.01M
|
178K
$5.45M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
148K+ 17.89% |
$3.84M - $4.45M
|
974K
$29.9M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
141K+ 489.72% |
$3.67M - $4.25M
|
170K
$5.23M
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
140K+ 56.59% |
$3.63M - $4.21M
|
388K
$11.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
131K+ 132.2% |
$3.4M - $3.94M
|
230K
$7.06M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
129KNew |
$3.35M - $3.88M
|
129K
$3.96M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
123KNew |
$3.2M - $3.71M
|
123K
$3.78M
|
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
BUY
|
- |
123KNew |
$3.2M - $3.71M
|
123K
$3.78M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
107K+ 73.29% |
$2.77M - $3.21M
|
252K
$7.74M
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
106K+ 74.46% |
$2.76M - $3.2M
|
249K
$7.65M
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
106KNew |
$2.74M - $3.18M
|
106K
$3.24M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
98.4K+ 31.92% |
$2.55M - $2.96M
|
407K
$12.5M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
93.1K+ 21.1% |
$2.41M - $2.8M
|
534K
$16.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
83.8K+ 29.5% |
$2.17M - $2.52M
|
368K
$11.3M
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
82.2KNew |
$2.13M - $2.47M
|
82.2K
$2.52M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80.2K+ 6.27% |
$2.08M - $2.41M
|
1.36M
$41.7M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
79.8K+ 86.99% |
$2.07M - $2.4M
|
172K
$5.27M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
76.9K+ 26.33% |
$1.99M - $2.31M
|
369K
$11.3M
|
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
73.9KNew |
$1.92M - $2.22M
|
73.9K
$2.27M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
72.9KNew |
$1.89M - $2.19M
|
72.9K
$2.24M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
71.4KNew |
$1.85M - $2.15M
|
71.4K
$2.19M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
68.8K+ 66.67% |
$1.78M - $2.07M
|
172K
$5.27M
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
66.8K+ 53.45% |
$1.73M - $2.01M
|
192K
$5.88M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.1K+ 48.74% |
$1.69M - $1.96M
|
199K
$6.1M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
64.8KNew |
$1.68M - $1.95M
|
64.8K
$1.99M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
64.6K+ 5.53% |
$1.68M - $1.94M
|
1.23M
$37.8M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.3K+ 99.49% |
$1.67M - $1.93M
|
129K
$3.96M
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
60.8K+ 178.87% |
$1.58M - $1.83M
|
94.7K
$2.91M
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
58.8K+ 25.89% |
$1.53M - $1.77M
|
286K
$8.78M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.7KNew |
$1.52M - $1.77M
|
58.7K
$1.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
57.8K+ 92.58% |
$1.5M - $1.74M
|
120K
$3.69M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
57.1K+ 24.43% |
$1.48M - $1.72M
|
291K
$8.92M
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
56.2K+ 159.99% |
$1.46M - $1.69M
|
91.3K
$2.8M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
53.5KNew |
$1.39M - $1.61M
|
53.5K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.1K+ 41.93% |
$1.3M - $1.51M
|
170K
$5.21M
|