Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
16.9KNew |
$426K - $464K
|
16.9K
$518K
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
16.8K+ 5.68% |
$422K - $460K
|
312K
$9.56M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.7K+ 5.25% |
$420K - $457K
|
334K
$10.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
15.9KNew |
$400K - $435K
|
15.9K
$486K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.8K+ 6.87% |
$397K - $433K
|
245K
$7.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
15.7K+ 32.58% |
$397K - $432K
|
64.1K
$1.97M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
15.7K+ 101.27% |
$396K - $431K
|
31.2K
$957K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
15.6K+ 2.96% |
$394K - $429K
|
544K
$16.7M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
14.8KNew |
$373K - $407K
|
14.8K
$454K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
14.7K+ 10.32% |
$371K - $404K
|
157K
$4.83M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
14.3KNew |
$361K - $393K
|
14.3K
$440K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.3K+ 5.0% |
$361K - $393K
|
301K
$9.23M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9K+ 3.26% |
$349K - $380K
|
439K
$13.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
13K+ 15.32% |
$327K - $357K
|
97.8K
$3M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
12.7K+ 11.73% |
$320K - $349K
|
121K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.7KNew |
$320K - $348K
|
12.7K
$389K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.3K+ 21.15% |
$310K - $338K
|
70.4K
$2.16M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
11.6KNew |
$293K - $320K
|
11.6K
$357K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11.6KNew |
$292K - $317K
|
11.6K
$355K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.4KNew |
$288K - $314K
|
11.4K
$350K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
11.4KNew |
$288K - $313K
|
11.4K
$350K
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
11.1K+ 40.05% |
$279K - $304K
|
38.8K
$1.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
11.1K+ 4.35% |
$279K - $304K
|
265K
$8.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
10.9K+ 10.77% |
$276K - $301K
|
113K
$3.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.9KNew |
$275K - $300K
|
10.9K
$335K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
10.8K+ 2.2% |
$273K - $297K
|
502K
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
10.8K+ 10.37% |
$272K - $296K
|
115K
$3.52M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10.7K+ 0.36% |
$269K - $292K
|
2.98M
$91.3M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
10.5KNew |
$264K - $288K
|
10.5K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.92K+ 12.48% |
$250K - $272K
|
89.4K
$2.74M
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
9.76K+ 8.95% |
$246K - $268K
|
119K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
9.69K+ 5.78% |
$244K - $266K
|
177K
$5.44M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.29K+ 8.72% |
$234K - $255K
|
116K
$3.55M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
8.99KNew |
$227K - $247K
|
8.99K
$276K
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
8.84K+ 2.73% |
$223K - $243K
|
332K
$10.2M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
8.83K+ 7.43% |
$223K - $242K
|
128K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
8.76K+ 2.78% |
$221K - $240K
|
324K
$9.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
8.73K+ 8.86% |
$220K - $240K
|
107K
$3.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.7K+ 9.99% |
$219K - $239K
|
95.8K
$2.94M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.13K+ 84.09% |
$205K - $223K
|
17.8K
$546K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8.11K+ 87.48% |
$204K - $223K
|
17.4K
$533K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.01KNew |
$202K - $220K
|
8.01K
$246K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8K+ 23.92% |
$202K - $220K
|
41.5K
$1.27M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.79K+ 3.53% |
$196K - $214K
|
229K
$7.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7.75KNew |
$195K - $213K
|
7.75K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.73KNew |
$195K - $212K
|
7.73K
$237K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
7.69K+ 17.81% |
$194K - $211K
|
50.9K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.68K+ 8.18% |
$194K - $211K
|
102K
$3.12M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.5K+ 12.36% |
$189K - $206K
|
68.2K
$2.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.2K+ 5.72% |
$181K - $198K
|
133K
$4.08M
|