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 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-22.4KClosed |
$581K - $673K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-22.7K- 86.1% |
$589K - $683K
|
3.66K
$112K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-25.6K- 22.02% |
$663K - $769K
|
90.5K
$2.78M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-33.9K- 6.23% |
$879K - $1.02M
|
510K
$15.6M
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-35.7KClosed |
$926K - $1.07M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-40KClosed |
$1.04M - $1.2M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-63.2K- 16.56% |
$1.64M - $1.9M
|
318K
$9.77M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-87.1K- 69.66% |
$2.26M - $2.62M
|
37.9K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-100KClosed |
$2.6M - $3.01M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-131K- 30.23% |
$3.39M - $3.93M
|
302K
$9.25M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-149K- 8.82% |
$3.87M - $4.49M
|
1.54M
$47.4M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-196KClosed |
$5.08M - $5.89M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
SELL
|
- |
-231K- 96.12% |
$5.98M - $6.94M
|
9.31K
$286K
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-341K- 95.45% |
$8.84M - $10.3M
|
16.3K
$499K
|