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 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8.18K- 23.55% |
$195K - $233K
|
26.5K
$814K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.46K- 27.5% |
$202K - $241K
|
22.3K
$684K
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-9.31KClosed |
$222K - $265K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.96K- 9.27% |
$238K - $284K
|
97.4K
$2.99M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-10.4K- 39.51% |
$249K - $297K
|
15.9K
$489K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.7K- 46.5% |
$256K - $306K
|
12.3K
$379K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.7KClosed |
$256K - $306K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-12.2KClosed |
$290K - $346K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.5K- 9.65% |
$297K - $355K
|
117K
$3.57M
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
SELL
|
- |
-14.4K- 39.73% |
$344K - $411K
|
21.9K
$671K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.7K- 10.08% |
$350K - $418K
|
131K
$4.02M
|
|
|
Jul 28, 2022
Q2 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-15.8K- 15.11% |
$378K - $451K
|
88.9K
$2.73M
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-16.3KClosed |
$388K - $463K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-20.8K- 28.36% |
$496K - $592K
|
52.5K
$1.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-22.6KClosed |
$539K - $643K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-23.4K- 53.37% |
$558K - $666K
|
20.4K
$626K
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-24.8K- 27.18% |
$592K - $707K
|
66.5K
$2.04M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-26.1KClosed |
$622K - $742K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-29.1K- 42.82% |
$695K - $829K
|
38.9K
$1.19M
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-31.3K- 25.6% |
$748K - $892K
|
91.1K
$2.79M
|
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
SELL
|
- |
-31.4K- 4.31% |
$750K - $895K
|
697K
$21.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-46.3K- 11.93% |
$1.1M - $1.32M
|
341K
$10.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-47.5KClosed |
$1.13M - $1.35M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
SELL
|
- |
-47.5KClosed |
$1.13M - $1.35M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-56.9KClosed |
$1.36M - $1.62M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-70.2K- 50.75% |
$1.67M - $2M
|
68.1K
$2.09M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-75.1K- 53.75% |
$1.79M - $2.14M
|
64.6K
$1.98M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-83.6K- 22.66% |
$2M - $2.38M
|
285K
$8.75M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-85.5K- 6.3% |
$2.04M - $2.44M
|
1.27M
$39M
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-102K- 26.87% |
$2.43M - $2.89M
|
276K
$8.48M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-112K- 90.5% |
$2.66M - $3.18M
|
11.7K
$359K
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-139K- 43.52% |
$3.31M - $3.95M
|
180K
$5.52M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-178KClosed |
$4.24M - $5.07M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-203K- 22.16% |
$4.84M - $5.78M
|
712K
$21.9M
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-238K- 99.95% |
$5.69M - $6.79M
|
114
$3.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-241K- 79.79% |
$5.74M - $6.86M
|
61K
$1.87M
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-331KClosed |
$7.9M - $9.43M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.23MClosed |
$29.4M - $35.1M
|
0
$0
|