Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
55.1K+ 9.11% |
$1.46M - $1.55M
|
660K
$20.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
54.1K+ 30.48% |
$1.43M - $1.52M
|
231K
$7.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
52.8K+ 44.89% |
$1.4M - $1.48M
|
170K
$5.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.1KNew |
$1.27M - $1.35M
|
48.1K
$1.46M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
46.5K+ 1.56% |
$1.23M - $1.3M
|
3.02M
$91.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45.9K+ 67.06% |
$1.21M - $1.29M
|
114K
$3.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
42.3K+ 9.98% |
$1.12M - $1.19M
|
466K
$14.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
41.7KNew |
$1.1M - $1.17M
|
41.7K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
41.4K+ 14.08% |
$1.1M - $1.16M
|
336K
$10.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
40.9K+ 13.61% |
$1.08M - $1.15M
|
341K
$10.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
40.1K+ 25.99% |
$1.06M - $1.12M
|
194K
$5.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
39.9K+ 8.61% |
$1.05M - $1.12M
|
503K
$15.3M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
39.9KNew |
$1.05M - $1.12M
|
39.9K
$1.21M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
38.7K+ 13.24% |
$1.03M - $1.09M
|
331K
$10.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
37.5K+ 56.5% |
$991K - $1.05M
|
104K
$3.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
36.8K+ 11.82% |
$975K - $1.03M
|
348K
$10.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35.7K+ 8.23% |
$945K - $1M
|
469K
$14.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.5K+ 53.7% |
$939K - $995K
|
102K
$3.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.1K+ 5.0% |
$928K - $984K
|
736K
$22.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
34.3K+ 100.0% |
$907K - $962K
|
68.6K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
33.1K+ 10.47% |
$876K - $929K
|
349K
$10.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
32.9K+ 2.4% |
$869K - $922K
|
1.4M
$42.7M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.4K+ 6.35% |
$831K - $881K
|
526K
$16M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.5K+ 46.13% |
$807K - $855K
|
96.6K
$2.94M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
30.1K+ 10.1% |
$796K - $844K
|
328K
$9.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
29.7K+ 80.88% |
$786K - $833K
|
66.4K
$2.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
29.4K+ 22.1% |
$778K - $825K
|
162K
$4.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
28.7K+ 8.64% |
$760K - $805K
|
361K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
28.5K+ 11.11% |
$755K - $801K
|
285K
$8.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
27.3K+ 23.06% |
$722K - $765K
|
146K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
26.4K+ 19.85% |
$698K - $740K
|
159K
$4.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.3K+ 56.6% |
$671K - $711K
|
70.1K
$2.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
24.2K+ 22.21% |
$641K - $680K
|
133K
$4.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
23.6K+ 46.29% |
$623K - $661K
|
74.4K
$2.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
23.1K+ 23.61% |
$611K - $647K
|
121K
$3.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 4.2% |
$594K - $630K
|
557K
$16.9M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
22.1KNew |
$585K - $620K
|
22.1K
$673K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.9K+ 7.28% |
$580K - $615K
|
323K
$9.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.8KNew |
$578K - $612K
|
21.8K
$664K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.3K+ 8.59% |
$562K - $596K
|
269K
$8.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
21.1K+ 7.67% |
$560K - $593K
|
297K
$9.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
20.9K+ 191.28% |
$553K - $586K
|
31.8K
$968K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
20.7K+ 41.14% |
$547K - $579K
|
70.9K
$2.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
20.4K+ 10.91% |
$539K - $571K
|
207K
$6.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20.3K+ 4.37% |
$538K - $571K
|
486K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Chico Wealth Ria
|
BUY
|
- |
20.2K+ 2.64% |
$536K - $568K
|
786K
$23.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
20.2K+ 4.02% |
$535K - $567K
|
522K
$15.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
19.9K+ 1.9% |
$527K - $559K
|
1.07M
$32.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
18.4KNew |
$486K - $515K
|
18.4K
$558K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.3K+ 160.62% |
$486K - $515K
|
29.8K
$905K
|