Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr (DFAI)
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 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
15.3K+ 24.4% |
$365K - $436K
|
78K
$2.39M
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
14.4KNew |
$343K - $409K
|
14.4K
$440K
|
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$342K - $408K
|
14.3K
$439K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14.3K+ 107.69% |
$341K - $407K
|
27.5K
$845K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
14K+ 66.08% |
$335K - $400K
|
35.3K
$1.08M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.9KNew |
$333K - $397K
|
13.9K
$427K
|
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
BUY
|
- |
13.8KNew |
$329K - $393K
|
13.8K
$423K
|
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13.8K+ 59.57% |
$329K - $392K
|
36.9K
$1.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.6KNew |
$324K - $386K
|
13.6K
$416K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
13.5K+ 11.74% |
$321K - $384K
|
128K
$3.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.3K+ 91.99% |
$317K - $378K
|
27.7K
$850K
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
13.1KNew |
$314K - $375K
|
13.1K
$403K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.5K+ 29.45% |
$299K - $357K
|
55.1K
$1.69M
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
11.8KNew |
$283K - $337K
|
11.8K
$363K
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
11.6K+ 23.79% |
$277K - $330K
|
60.3K
$1.85M
|
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$274K - $327K
|
11.5K
$352K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11.3KNew |
$269K - $322K
|
11.3K
$346K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.3KNew |
$269K - $321K
|
11.3K
$346K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$252K - $301K
|
10.6K
$324K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
10.4K+ 93.04% |
$249K - $297K
|
21.6K
$663K
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
10.3K+ 8.55% |
$245K - $293K
|
130K
$4M
|
|
|
Jul 27, 2022
Q2 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
10.2K+ 13.23% |
$244K - $291K
|
87.5K
$2.68M
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
9.96K+ 126.67% |
$238K - $284K
|
17.8K
$547K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
9.8KNew |
$234K - $279K
|
9.8K
$301K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
7.89K+ 39.28% |
$188K - $225K
|
28K
$858K
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
7.83K+ 46.67% |
$187K - $223K
|
24.6K
$754K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.56K+ 23.67% |
$181K - $215K
|
39.5K
$1.21M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.54K+ 15.98% |
$180K - $215K
|
54.7K
$1.68M
|
|
|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
7.32K+ 69.7% |
$175K - $208K
|
17.8K
$546K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.13K+ 4601.29% |
$170K - $203K
|
7.29K
$224K
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
7.02K+ 0.84% |
$168K - $200K
|
847K
$26M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7K+ 4.12% |
$167K - $199K
|
177K
$5.42M
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.69K+ 30.85% |
$160K - $191K
|
28.4K
$870K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.1K+ 32.62% |
$146K - $174K
|
24.8K
$761K
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
6.09K+ 56.97% |
$145K - $174K
|
16.8K
$515K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.79K+ 13.37% |
$138K - $165K
|
49.1K
$1.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.78K+ 7.77% |
$138K - $165K
|
80.2K
$2.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.67K+ 11.27% |
$135K - $162K
|
56K
$1.72M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
5.66K+ 234.37% |
$135K - $161K
|
8.08K
$248K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5.52KNew |
$132K - $157K
|
5.52K
$169K
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
5.27KNew |
$126K - $150K
|
5.27K
$162K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.19K+ 7.25% |
$124K - $148K
|
76.7K
$2.35M
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.07K+ 18.54% |
$121K - $144K
|
32.4K
$994K
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.07K+ 41.96% |
$121K - $144K
|
17.1K
$526K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
4.81K+ 22.32% |
$115K - $137K
|
26.3K
$808K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.66K+ 45.49% |
$111K - $133K
|
14.9K
$457K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.96K+ 9.41% |
$94.6K - $113K
|
46.1K
$1.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.94K+ 24.82% |
$94K - $112K
|
19.8K
$608K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3.91K+ 2.94% |
$93.4K - $112K
|
137K
$4.2M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.69KNew |
$88.2K - $105K
|
3.69K
$113K
|