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 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.06K+ 2.11% |
$187K - $198K
|
341K
$10.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
6.13K+ 5.84% |
$162K - $172K
|
111K
$3.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.09K+ 4.91% |
$161K - $171K
|
130K
$3.96M
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5.83K+ 32.16% |
$154K - $163K
|
23.9K
$728K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.5KNew |
$146K - $154K
|
5.5K
$167K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.1K+ 6.94% |
$135K - $143K
|
78.5K
$2.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.1K+ 30.85% |
$135K - $143K
|
21.6K
$657K
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
BUY
|
- |
4.9K+ 3.03% |
$130K - $137K
|
166K
$5.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.63K+ 12.03% |
$123K - $130K
|
43.1K
$1.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
4.61K+ 5.21% |
$122K - $129K
|
93.2K
$2.83M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.51K+ 46.07% |
$119K - $127K
|
14.3K
$435K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.46K+ 10.75% |
$118K - $125K
|
45.9K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.45K+ 1.06% |
$118K - $125K
|
424K
$12.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.11K+ 1.48% |
$109K - $115K
|
281K
$8.56M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.09K+ 6.14% |
$108K - $115K
|
70.6K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
3.84K+ 3.4% |
$102K - $108K
|
117K
$3.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.78K+ 6.78% |
$100K - $106K
|
59.5K
$1.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.74K+ 3.89% |
$99.1K - $105K
|
100K
$3.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.69K+ 6.6% |
$97.7K - $104K
|
59.7K
$1.82M
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.44K+ 1.45% |
$91K - $96.4K
|
241K
$7.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.19K+ 1.47% |
$84.3K - $89.3K
|
220K
$6.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
3.12K+ 9.99% |
$82.4K - $87.4K
|
34.3K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.12K+ 2.69% |
$82.4K - $87.4K
|
119K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.09K+ 6.35% |
$81.7K - $86.6K
|
51.7K
$1.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.05K+ 7.58% |
$80.6K - $85.5K
|
43.3K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2.92K+ 9.57% |
$77.1K - $81.8K
|
33.4K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.88K+ 24.11% |
$76.1K - $80.6K
|
14.8K
$450K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.85K+ 35.07% |
$75.3K - $79.9K
|
11K
$333K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.82KNew |
$74.5K - $79K
|
2.82K
$85.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2.68K+ 2.25% |
$70.8K - $75K
|
121K
$3.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
2.41K+ 18.15% |
$63.8K - $67.7K
|
15.7K
$478K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.32K+ 6.65% |
$61.5K - $65.2K
|
37.3K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.19K+ 1.28% |
$57.8K - $61.3K
|
173K
$5.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.07K+ 13.45% |
$54.8K - $58.1K
|
17.5K
$531K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.05K+ 17.22% |
$54.3K - $57.5K
|
14K
$425K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.96K+ 7.13% |
$51.9K - $55K
|
29.5K
$896K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
1.93K+ 0.62% |
$51K - $54K
|
313K
$9.52M
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.89K+ 1.48% |
$49.9K - $52.9K
|
129K
$3.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8K+ 13.14% |
$47.6K - $50.5K
|
15.5K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.77K+ 1.75% |
$46.9K - $49.7K
|
103K
$3.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.74K+ 11.54% |
$46.1K - $48.9K
|
16.9K
$513K
|
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.6K+ 4.86% |
$42.3K - $44.9K
|
34.5K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.51K+ 13.7% |
$40K - $42.4K
|
12.5K
$381K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.48K+ 4.44% |
$39.3K - $41.6K
|
34.9K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.42K+ 24.39% |
$37.7K - $39.9K
|
7.26K
$221K
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.26K+ 9.7% |
$33.3K - $35.3K
|
14.3K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.24KNew |
$32.9K - $34.9K
|
1.24K
$37.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.18K+ 8.6% |
$31.2K - $33.1K
|
14.9K
$453K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.15K+ 1.98% |
$30.5K - $32.3K
|
59.4K
$1.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.15K+ 12.27% |
$30.3K - $32.1K
|
10.5K
$319K
|