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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.1K+ 9.04% |
$29.2K - $31K
|
13.3K
$408K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.1K+ 0.75% |
$29.2K - $31K
|
148K
$4.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.03K+ 7.4% |
$27.3K - $28.9K
|
15K
$459K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
990+ 1.5% |
$26.2K - $27.8K
|
67.1K
$2.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
955+ 3.83% |
$25.3K - $26.8K
|
25.9K
$794K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
938+ 5.51% |
$24.8K - $26.3K
|
17.9K
$551K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
918+ 4.89% |
$24.3K - $25.7K
|
19.7K
$605K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
870+ 68.88% |
$23K - $24.4K
|
2.13K
$65.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
860+ 2.28% |
$22.8K - $24.1K
|
38.6K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
841New |
$22.3K - $23.6K
|
841
$25.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
830+ 144.35% |
$22K - $23.3K
|
1.41K
$43.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
779+ 1.49% |
$20.6K - $21.9K
|
53.1K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
749+ 5.17% |
$19.8K - $21K
|
15.2K
$468K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
726+ 1.59% |
$19.2K - $20.4K
|
46.4K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
685New |
$18.1K - $19.2K
|
685
$21K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
668+ 20.64% |
$17.7K - $18.7K
|
3.91K
$120K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
639+ 10.97% |
$16.9K - $17.9K
|
6.46K
$198K
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
562+ 0.15% |
$14.9K - $15.8K
|
386K
$11.8M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
545+ 0.35% |
$14.4K - $15.3K
|
158K
$4.84M
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
425+ 1.21% |
$11.2K - $11.9K
|
35.5K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
399+ 1.96% |
$10.6K - $11.2K
|
20.7K
$636K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
361+ 1.85% |
$9.55K - $10.1K
|
19.8K
$608K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
317+ 0.05% |
$8.39K - $8.89K
|
594K
$18.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
278+ 0.1% |
$7.36K - $7.8K
|
266K
$8.15M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
268+ 113.56% |
$7.09K - $7.52K
|
504
$15.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
209+ 1.33% |
$5.53K - $5.86K
|
16K
$490K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
200+ 0.4% |
$5.29K - $5.61K
|
50.3K
$1.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
160+ 0.9% |
$4.23K - $4.49K
|
18K
$551K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
140+ 17.31% |
$3.7K - $3.93K
|
949
$29.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
108+ 1.09% |
$2.86K - $3.03K
|
10K
$308K
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
103+ 0.77% |
$2.73K - $2.89K
|
13.5K
$415K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56+ 124.44% |
$1.48K - $1.57K
|
101
$3.1K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
49+ 0.24% |
$1.3K - $1.37K
|
20.8K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37+ 5.27% |
$979 - $1.04K
|
739
$22.7K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
26+ 12.32% |
$688 - $729
|
237
$7.27K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
26+ 12.32% |
$688 - $729
|
237
$7.27K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20+ 0.14% |
$529 - $561
|
14.1K
$432K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
18+ 0.01% |
$476 - $505
|
157K
$4.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
10+ 0.11% |
$265 - $281
|
9.1K
$279K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10+ 0.89% |
$265 - $281
|
1.13K
$34.8K
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
9+ 0.02% |
$238 - $252
|
57.6K
$1.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.04% |
$132 - $140
|
12.9K
$396K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.19% |
$26.5 - $28.1
|
528
$16.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3- 0.04% |
$79.4 - $84.2
|
8K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3- 0.04% |
$79.4 - $84.2
|
8.18K
$251K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 0.2% |
$159 - $168
|
2.96K
$90.8K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-34- 79.07% |
$900 - $954
|
9
$276
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-35- 0.07% |
$926 - $982
|
50.7K
$1.55M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-57- 8.2% |
$1.51K - $1.6K
|
638
$19.6K
|