Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr (DFAI)

DFAI Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q2 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
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.67M
New
$39.9M - $47.7M
1.67M $51.3M
Oct 23, 2023 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.58M
+ 1573.01%
$37.6M - $44.9M
1.68M $51.4M
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
883K
+ 57.15%
$21.1M - $25.1M
2.43M $74.5M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
855K
+ 1455.33%
$20.4M - $24.4M
914K $28M
Sep 02, 2022 Q2 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
442K
+ 113.7%
$10.6M - $12.6M
831K $25.5M
Jul 11, 2022 Q2 2022
Cva Family Office, LLC

BUY
 -
433K
+ 188.07%
$10.3M - $12.3M
663K $20.4M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
405K
+ 101.86%
$9.68M - $11.5M
803K $24.6M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
351K
+ 120.85%
$8.38M - $10M
642K $19.7M
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

BUY
 -
331K
+ 61.9%
$7.89M - $9.42M
865K $26.5M
Aug 02, 2022 Q2 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
313K
+ 1438.83%
$7.48M - $8.93M
335K $10.3M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
303K
+ 517.66%
$7.23M - $8.63M
362K $11.1M
Aug 10, 2022 Q2 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
261K
New
$6.23M - $7.44M
261K $8.01M
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
254K
New
$6.06M - $7.23M
254K $7.79M
Aug 02, 2022 Q2 2022
E Rn Financial, LLC

BUY
 -
249K
New
$5.95M - $7.1M
249K $7.65M
Jul 19, 2022 Q2 2022
Financial Planning & Information Services, Inc.

BUY
 -
214K
+ 41.19%
$5.11M - $6.1M
734K $22.5M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
178K
+ 158.56%
$4.24M - $5.06M
290K $8.89M
Aug 10, 2022 Q2 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
176K
+ 70.07%
$4.21M - $5.03M
428K $13.1M
Jul 13, 2022 Q2 2022
Rvw Wealth, LLC

BUY
 -
172K
+ 42.18%
$4.09M - $4.89M
578K $17.7M
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

BUY
 -
165K
+ 127.66%
$3.93M - $4.69M
294K $9.01M
Aug 12, 2022 Q2 2022
Cpwm, LLC

Seattle, WA
BUY
 -
164K
+ 474.65%
$3.91M - $4.67M
198K $6.09M
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

BUY
 -
163K
+ 58.74%
$3.89M - $4.65M
441K $13.5M
Jul 14, 2022 Q2 2022
Vista Wealth Management Group, LLC

BUY
 -
163K
New
$3.89M - $4.64M
163K $5M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
158K
New
$3.78M - $4.51M
158K $4.86M
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
143K
+ 28.15%
$3.42M - $4.09M
653K $20M
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
133K
+ 284.03%
$3.17M - $3.79M
180K $5.51M
Jul 07, 2022 Q2 2022
Wipfli Financial Advisors Llc,

BUY
 -
131K
+ 76.58%
$3.13M - $3.74M
302K $9.28M
Aug 04, 2022 Q2 2022
Evoke Wealth, LLC

BUY
 -
131K
+ 13.46%
$3.13M - $3.73M
1.11M $33.9M
Jul 14, 2022 Q2 2022
B&D White Capital Company, LLC

BUY
 -
130K
+ 175.45%
$3.09M - $3.69M
204K $6.25M
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
107K
+ 1103.61%
$2.55M - $3.05M
117K $3.58M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
106K
+ 35.6%
$2.54M - $3.03M
405K $12.4M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
104K
+ 36.64%
$2.47M - $2.95M
386K $11.9M
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
98.4K
+ 183.78%
$2.35M - $2.8M
152K $4.66M
Aug 11, 2022 Q2 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
91.7K
+ 118.18%
$2.19M - $2.61M
169K $5.19M
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

BUY
 -
83K
+ 507.78%
$1.98M - $2.36M
99.3K $3.05M
Aug 04, 2022 Q2 2022
Brighton Jones LLC

BUY
 -
82.1K
+ 47.76%
$1.96M - $2.34M
254K $7.79M
Aug 05, 2022 Q2 2022
Wealth Dimensions Group, Ltd.

BUY
 -
76.1K
+ 34.15%
$1.82M - $2.17M
299K $9.17M
Aug 01, 2022 Q2 2022
Awm Capital, LLC

BUY
 -
67.4K
+ 16.08%
$1.61M - $1.92M
487K $14.9M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
66.7K
+ 39.16%
$1.59M - $1.9M
237K $7.27M
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
59K
+ 138.8%
$1.41M - $1.68M
102K $3.12M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
58.7K
New
$1.4M - $1.67M
58.7K $1.8M
Aug 12, 2022 Q2 2022
Hutchinson Capital Management

San Rafael, CA
BUY
 -
58.1K
New
$1.39M - $1.66M
58.1K $1.78M
Aug 11, 2022 Q2 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
57.6K
+ 58.17%
$1.37M - $1.64M
157K $4.8M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
56.9K
New
$1.36M - $1.62M
56.9K $1.75M
Jul 15, 2022 Q2 2022
Wolff Wiese Magana LLC

BUY
 -
55.6K
New
$1.33M - $1.58M
55.6K $1.71M
Jul 29, 2022 Q2 2022
Mc Ilrath & Eck, LLC

BUY
 -
53.4K
+ 18.67%
$1.28M - $1.52M
340K $10.4M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
51.8K
+ 26.06%
$1.24M - $1.48M
251K $7.69M
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
51.8K
+ 202.38%
$1.24M - $1.47M
77.3K $2.37M
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
51K
+ 304.85%
$1.22M - $1.45M
67.8K $2.08M
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

BUY
 -
50.7K
+ 118.12%
$1.21M - $1.44M
93.5K $2.87M

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