Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr (DFAI)

DFAI Quotes by TradingView

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
Jul 18, 2022 Q1 2022
Retirement Guys Formula LLC

BUY
 -
48.7K
New
$1.26M - $1.46M
48.7K $1.49M
Apr 13, 2022 Q1 2022
Hurlow Wealth Management Group, Inc.

BUY
 -
48K
New
$1.24M - $1.44M
48K $1.47M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
46.4K
New
$1.2M - $1.4M
46.4K $1.42M
May 16, 2022 Q1 2022
Rbf Capital, LLC

San Francisco, CA
BUY
 -
45K
New
$1.17M - $1.35M
45K $1.38M
May 13, 2022 Q1 2022
Aveo Capital Partners, LLC

BUY
 -
44.2K
+ 238.77%
$1.15M - $1.33M
62.7K $1.92M
Apr 04, 2022 Q1 2022
Garrett Investment Advisors LLC

BUY
 -
40.1K
+ 121.14%
$1.04M - $1.21M
73.2K $2.25M
May 09, 2022 Q1 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
38.4K
+ 98.16%
$997K - $1.16M
77.6K $2.38M
Apr 20, 2022 Q1 2022
Applied Capital LLC

BUY
 -
36.3K
New
$941K - $1.09M
36.3K $1.11M
May 10, 2022 Q1 2022
American Investment Services, Inc.

BUY
 -
36.2K
+ 42.05%
$940K - $1.09M
122K $3.75M
Apr 20, 2022 Q1 2022
Private Capital Management LLC

BUY
 -
35.3K
+ 490.58%
$916K - $1.06M
42.5K $1.3M
Aug 11, 2023 Q1 2022
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
34.1K
+ 100.33%
$883K - $1.02M
68K $2.09M
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

BUY
 -
32.3K
+ 28.18%
$837K - $971K
147K $4.5M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
32K
New
$829K - $961K
32K $980K
May 11, 2022 Q1 2022
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
30.7K
+ 22.34%
$796K - $922K
168K $5.15M
Apr 19, 2022 Q1 2022
Five Oceans Advisors

BUY
 -
30K
New
$779K - $904K
30K $922K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
29.8K
+ 11.1%
$774K - $897K
299K $9.16M
May 10, 2022 Q1 2022
Spinnaker Investment Group, LLC

BUY
 -
29.7K
+ 3.66%
$770K - $892K
840K $25.8M
Apr 29, 2022 Q1 2022
Gradient Capital Advisors, LLC

BUY
 -
27.3K
New
$709K - $822K
27.3K $838K
May 10, 2022 Q1 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
26.4K
+ 163.87%
$685K - $794K
42.5K $1.3M
May 26, 2022 Q1 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
26.4K
+ 57.19%
$684K - $793K
72.4K $2.22M
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
25.8K
+ 312.22%
$671K - $778K
34.1K $1.05M
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

BUY
 -
23.3K
+ 366.21%
$604K - $701K
29.7K $910K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
21.4K
+ 102.93%
$554K - $642K
42.1K $1.29M
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
21.3K
+ 227.09%
$554K - $642K
30.8K $943K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
20.4K
+ 59.04%
$529K - $613K
54.9K $1.68M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
20.3K
+ 53.12%
$527K - $611K
58.5K $1.8M
May 09, 2022 Q1 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
20K
New
$519K - $602K
20K $614K
May 16, 2022 Q1 2022
Hb Wealth Management, LLC

BUY
 -
19.6K
New
$509K - $590K
19.6K $602K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
19.5K
+ 58.25%
$507K - $588K
53.1K $1.63M
May 12, 2022 Q1 2022
Raymond James Trust N.A.

BUY
 -
18.7K
New
$485K - $562K
18.7K $574K
May 10, 2022 Q1 2022
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
18.5K
New
$480K - $557K
18.5K $568K
Apr 18, 2022 Q1 2022
Wmg Financial Advisors, LLC

BUY
 -
18.4K
+ 22.15%
$478K - $554K
102K $3.12M
Apr 12, 2022 Q1 2022
Dbk Financial Counsel, LLC

BUY
 -
16.8K
New
$435K - $504K
16.8K $514K
Apr 29, 2022 Q1 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
16.4K
+ 89.76%
$426K - $494K
34.7K $1.07M
Apr 20, 2022 Q1 2022
Concord Wealth Partners

BUY
 -
16.3K
+ 313.75%
$424K - $491K
21.5K $661K
Aug 23, 2023 Q1 2022
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
16.3K
+ 239.26%
$423K - $490K
23.1K $709K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
14.8K
+ 35.13%
$384K - $445K
56.9K $1.75M
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
14.6K
New
$378K - $439K
14.6K $447K
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
14.4K
New
$374K - $434K
14.4K $443K
Apr 22, 2022 Q1 2022
Mraz, Amerine & Associates, Inc.

BUY
 -
14.4K
+ 22.97%
$374K - $434K
77.2K $2.37M
Apr 27, 2022 Q1 2022
Fort Henry Capital, LLC

BUY
 -
14.4K
+ 25.07%
$374K - $434K
71.9K $2.21M
May 10, 2022 Q1 2022
Marshall Financial Group LLC

BUY
 -
13.7K
+ 24.14%
$356K - $413K
70.7K $2.17M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
13.7K
New
$356K - $413K
13.7K $422K
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
13.4K
+ 21.93%
$347K - $403K
74.4K $2.28M
Apr 21, 2022 Q1 2022
Zhang Financial LLC

BUY
 -
13.4K
New
$347K - $403K
13.4K $411K
May 06, 2022 Q1 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
13.2K
+ 131.53%
$343K - $398K
23.3K $714K
Apr 26, 2022 Q1 2022
Baldrige Asset Management LLC

BUY
 -
13.2K
+ 56.96%
$342K - $397K
36.4K $1.12M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
12.5K
+ 117.35%
$323K - $375K
23.1K $708K
May 13, 2022 Q1 2022
Cpwm, LLC

Seattle, WA
BUY
 -
12.4K
+ 56.28%
$322K - $374K
34.5K $1.06M

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