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 08, 2022 Q2 2022
Wmg Financial Advisors, LLC

BUY
 -
3.3K
+ 3.25%
$78.8K - $94K
105K $3.16M
Jul 28, 2022 Q2 2022
Wescott Financial Advisory Group, LLC

BUY
 -
2.36K
+ 20.51%
$56.3K - $67.2K
13.9K $418K
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

BUY
 -
2.05K
New
$48.9K - $58.4K
2.05K $61.8K
Aug 22, 2022 Q2 2022
City State Bank

Norwalk, IA
BUY
 -
1.68K
+ 4.79%
$40.1K - $47.9K
36.8K $1.11M
Aug 16, 2022 Q2 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1.59K
+ 12.66%
$37.9K - $45.2K
14.1K $426K
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

BUY
 -
1.49K
+ 29800.0%
$35.6K - $42.5K
1.5K $45.1K
Aug 12, 2022 Q2 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
1.34K
+ 6.89%
$31.9K - $38.1K
20.7K $625K
Aug 15, 2022 Q2 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
985
+ 1.96%
$23.5K - $28.1K
51.2K $1.54M
Jul 20, 2022 Q2 2022
Exeter Financial, LLC

BUY
 -
838
+ 10.0%
$20K - $23.9K
9.22K $278K
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

BUY
 -
778
+ 6.85%
$18.6K - $22.2K
12.1K $366K
Aug 15, 2022 Q2 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
733
+ 5.23%
$17.5K - $20.9K
14.8K $445K
Jul 22, 2022 Q2 2022
First National Bank Sioux Falls

BUY
 -
610
+ 2.54%
$14.6K - $17.4K
24.6K $742K
Jul 22, 2022 Q2 2022
Orion Capital Management LLC

BUY
 -
538
New
$12.8K - $15.3K
538 $16.2K
Aug 15, 2022 Q2 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
515
+ 0.71%
$12.3K - $14.7K
73K $2.2M
Aug 01, 2022 Q2 2022
Us Bancorp \De\

BUY
 -
500
New
$11.9K - $14.2K
500 $15.1K
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
429
+ 1.26%
$10.2K - $12.2K
34.6K $1.04M
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
315
+ 2.78%
$7.52K - $8.97K
11.7K $351K
Jul 28, 2022 Q2 2022
Sageworth Trust CO

BUY
 -
119
New
$2.84K - $3.39K
119 $3.59K
Jul 25, 2022 Q2 2022
Morris Financial Concepts, Inc.

BUY
 -
90
+ 98.9%
$2.15K - $2.56K
181 $5.46K
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
88
New
$2.1K - $2.51K
88 $2.65K
Jul 08, 2022 Q2 2022
Baker Boyer National Bank

BUY
 -
16
+ 0.02%
$382 - $456
105K $3.17M
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 12, 2022 Q2 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-29
Closed
$692 - $826
0 $0
Aug 11, 2022 Q2 2022
Wealthspan Partners, LLC

Davenport, IA
SELL
 -
-37
- 0.27%
$883 - $1.05K
13.5K $406K
Jul 18, 2022 Q2 2022
Shearwater Capital LLC

SELL
 -
-144
- 0.33%
$3.44K - $4.1K
43.3K $1.31M
Jul 19, 2022 Q2 2022
Karpas Strategies, LLC

SELL
 -
-154
- 1.34%
$3.68K - $4.39K
11.4K $342K
Jul 25, 2022 Q2 2022
Beacon Financial Advisory LLC

SELL
 -
-276
- 1.44%
$6.59K - $7.86K
18.8K $568K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-400
Closed
$9.55K - $11.4K
0 $0
Aug 15, 2022 Q2 2022
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-517
- 12.72%
$12.3K - $14.7K
3.55K $107K
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-564
Closed
$13.5K - $16.1K
0 $0
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-614
Closed
$14.7K - $17.5K
0 $0
Aug 15, 2022 Q2 2022
Forum Financial Management, LP

Lombard, IL
SELL
 -
-954
- 7.92%
$22.8K - $27.2K
11.1K $334K
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-1.25K
- 1.94%
$29.9K - $35.6K
63.4K $1.91M
Jul 19, 2022 Q2 2022
Stone Point Wealth LLC

SELL
 -
-1.53K
- 7.62%
$36.4K - $43.4K
18.5K $557K
Aug 12, 2022 Q2 2022
Burney CO

Reston, VA
SELL
 -
-2.28K
- 9.49%
$54.5K - $65K
21.8K $656K
Aug 01, 2022 Q2 2022
Total Wealth Planning, LLC

SELL
 -
-2.58K
- 2.45%
$61.7K - $73.6K
103K $3.11M
Aug 02, 2022 Q2 2022
Resolute Financial, LLC

SELL
 -
-2.67K
- 10.05%
$63.7K - $76K
23.9K $719K
Jul 12, 2022 Q2 2022
Financial Management Professionals, Inc.

SELL
 -
-3K
- 3.31%
$71.5K - $85.4K
87.5K $2.64M
Jul 25, 2022 Q2 2022
Private Ocean, LLC

SELL
 -
-3.66K
Closed
$87.4K - $104K
0 $0
Aug 15, 2022 Q2 2022
Cahill Wealth Management, LLC

Portage, MI
SELL
 -
-3.8K
- 20.52%
$90.7K - $108K
14.7K $444K
Aug 12, 2022 Q2 2022
Cowa, LLC

Tulsa, OK
SELL
 -
-4.41K
- 1.15%
$105K - $125K
378K $11.4M
Jul 28, 2022 Q2 2022
Claris Advisors, LLC

SELL
 -
-4.6K
- 25.07%
$110K - $131K
13.8K $415K
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-4.67K
- 6.04%
$111K - $133K
72.6K $2.19M
Jul 27, 2022 Q2 2022
Modera Wealth Management, LLC

SELL
 -
-5.07K
- 19.04%
$121K - $145K
21.6K $650K
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-6.04K
- 15.92%
$144K - $172K
31.9K $961K
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

SELL
 -
-6.08K
- 30.95%
$145K - $173K
13.6K $409K
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-6.76K
- 49.21%
$161K - $193K
6.98K $210K
Nov 06, 2024 Q2 2022
Concord Asset Management, Llc/Va

Abingdon, VA
SELL
 -
-7.18K
Closed
$171K - $205K
0 $0
Aug 03, 2022 Q2 2022
Firethorn Wealth Partners, LLC

SELL
 -
-7.56K
- 10.92%
$180K - $215K
61.7K $1.86M

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