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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
17.6KNew |
$467K - $495K
|
17.6K
$531K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
17.5K+ 16.36% |
$464K - $492K
|
125K
$3.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
17.5K+ 148.71% |
$464K - $491K
|
29.3K
$883K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
17.4K+ 63.37% |
$460K - $488K
|
44.8K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
17K+ 10.44% |
$449K - $476K
|
179K
$5.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.8K+ 30.54% |
$444K - $471K
|
71.8K
$2.16M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.5K+ 20.44% |
$438K - $464K
|
97.4K
$2.94M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16.4K+ 13.02% |
$434K - $460K
|
143K
$4.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
16.3K+ 13.56% |
$432K - $458K
|
137K
$4.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16K+ 6.74% |
$422K - $448K
|
253K
$7.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15.7K+ 4.76% |
$417K - $442K
|
347K
$10.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.2K+ 23.21% |
$402K - $426K
|
80.6K
$2.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
14.9K+ 1.61% |
$394K - $417K
|
940K
$28.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
14.6K+ 37.09% |
$387K - $411K
|
54.1K
$1.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
13.3K+ 34.56% |
$351K - $373K
|
51.7K
$1.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
13.2K+ 5.64% |
$350K - $371K
|
248K
$7.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.2K+ 43.91% |
$348K - $369K
|
43.1K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13K+ 231.33% |
$343K - $363K
|
18.5K
$559K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12.8K+ 111.07% |
$340K - $360K
|
24.4K
$736K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
12.8K+ 44.46% |
$340K - $360K
|
41.7K
$1.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
12.8K+ 3.62% |
$339K - $360K
|
367K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.4K+ 4.71% |
$329K - $349K
|
277K
$8.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
11.9K+ 8.68% |
$315K - $334K
|
149K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.4K+ 2.43% |
$303K - $321K
|
483K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.1K+ 12.41% |
$293K - $311K
|
100K
$3.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11K+ 14.55% |
$290K - $308K
|
86.4K
$2.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8K+ 23.57% |
$286K - $304K
|
56.7K
$1.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10.8K+ 24.83% |
$286K - $303K
|
54.4K
$1.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
10.4K+ 3.23% |
$274K - $290K
|
331K
$9.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
10.2K+ 8.2% |
$270K - $287K
|
135K
$4.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.91KNew |
$262K - $278K
|
9.91K
$299K
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
9.85K+ 4.3% |
$260K - $276K
|
239K
$7.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.26K+ 5.27% |
$245K - $260K
|
185K
$5.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
9.21KNew |
$244K - $258K
|
9.21K
$278K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
8.98K+ 4.33% |
$238K - $252K
|
216K
$6.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
8.89K+ 4.82% |
$235K - $249K
|
193K
$5.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
8.38K+ 2.59% |
$222K - $235K
|
332K
$10M
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7.97K+ 2.46% |
$211K - $224K
|
332K
$10M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.9K+ 7.78% |
$209K - $222K
|
109K
$3.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
7.86K+ 94.07% |
$208K - $221K
|
16.2K
$489K
|
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.81KNew |
$207K - $219K
|
7.81K
$235K
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
7.8KNew |
$206K - $219K
|
7.8K
$235K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
7.79K+ 20.1% |
$206K - $219K
|
46.5K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.73K+ 10.56% |
$204K - $217K
|
80.9K
$2.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
7.65K+ 15.98% |
$202K - $214K
|
55.5K
$1.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.62K+ 7.15% |
$202K - $214K
|
114K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
7.51KNew |
$199K - $211K
|
7.51K
$226K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
7.48K+ 79.44% |
$198K - $210K
|
16.9K
$509K
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
BUY
|
- |
7.44K+ 27.85% |
$197K - $209K
|
34.2K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
7.35K+ 63.1% |
$194K - $206K
|
19K
$572K
|