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 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.71K+ 8.33% |
$169K - $184K
|
87.3K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
6.71K+ 25.1% |
$169K - $184K
|
33.4K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.71K+ 3.97% |
$169K - $184K
|
176K
$5.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
6.53K+ 3.67% |
$165K - $179K
|
185K
$5.66M
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
6.45K+ 15.58% |
$163K - $177K
|
47.8K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.23K+ 13.58% |
$157K - $171K
|
52.1K
$1.6M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
5.84KNew |
$147K - $160K
|
5.84K
$179K
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
5.57K+ 7.08% |
$140K - $153K
|
84.2K
$2.58M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.09K+ 37.74% |
$128K - $140K
|
18.6K
$569K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.97K+ 4.7% |
$125K - $137K
|
111K
$3.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.92K+ 5.06% |
$124K - $135K
|
102K
$3.13M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.84K+ 68.39% |
$122K - $133K
|
11.9K
$365K
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
4.83K+ 488.28% |
$122K - $133K
|
5.82K
$179K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.73K+ 19.03% |
$119K - $130K
|
29.6K
$907K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
4.49K+ 50.98% |
$113K - $123K
|
13.3K
$408K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.48K+ 48.37% |
$113K - $123K
|
13.7K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.42KNew |
$111K - $121K
|
4.42K
$135K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
4.34K+ 50.09% |
$109K - $119K
|
13K
$399K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 6.96% |
$109K - $119K
|
66.5K
$2.04M
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.22K+ 8.15% |
$106K - $116K
|
56K
$1.72M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
BUY
|
- |
4.22K+ 18.76% |
$106K - $116K
|
26.7K
$820K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
3.91K+ 0.77% |
$98.6K - $107K
|
512K
$15.7M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
3.55K+ 3.24% |
$89.5K - $97.4K
|
113K
$3.47M
|
|
|
May 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.48K+ 36.84% |
$87.6K - $95.4K
|
12.9K
$396K
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.4K+ 11.51% |
$85.7K - $93.3K
|
32.9K
$1.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
3.28K+ 3.85% |
$82.7K - $90K
|
88.5K
$2.72M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.24K+ 0.31% |
$81.6K - $88.9K
|
1.05M
$32.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.23K+ 5.14% |
$81.5K - $88.7K
|
66.1K
$2.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.11K+ 1.22% |
$78.3K - $85.3K
|
259K
$7.93M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.97KNew |
$74.8K - $81.4K
|
2.97K
$91K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.96K+ 18.7% |
$74.6K - $81.3K
|
18.8K
$576K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.93K+ 2.42% |
$73.7K - $80.3K
|
124K
$3.8M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.91K+ 3.11% |
$73.3K - $79.8K
|
96.3K
$2.95M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.87KNew |
$72.4K - $78.8K
|
2.87K
$88.1K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.74K+ 7.67% |
$69.2K - $75.3K
|
38.5K
$1.18M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.64K+ 11.84% |
$66.6K - $72.5K
|
24.9K
$765K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.59K+ 46.97% |
$65.4K - $71.2K
|
8.12K
$249K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.44K+ 30.92% |
$61.5K - $66.9K
|
10.3K
$317K
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
2.37K+ 18.28% |
$59.7K - $65K
|
15.3K
$470K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.36K+ 6.24% |
$59.6K - $64.9K
|
40.2K
$1.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.34K+ 2.25% |
$59.1K - $64.3K
|
107K
$3.27M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.11KNew |
$53.1K - $57.8K
|
2.11K
$64.6K
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.01K+ 0.85% |
$50.5K - $55K
|
237K
$7.28M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.01K+ 6.08% |
$50.5K - $55K
|
35K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 4.21% |
$46.5K - $50.6K
|
45.7K
$1.4M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.83K+ 7.2% |
$46.1K - $50.2K
|
27.2K
$836K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.76K+ 6.5% |
$44.4K - $48.4K
|
28.9K
$886K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.66KNew |
$41.9K - $45.6K
|
1.66K
$51K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.66K+ 2.31% |
$41.7K - $45.5K
|
73.4K
$2.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.53K+ 7.39% |
$38.4K - $41.9K
|
22.1K
$680K
|