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 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-86- 0.52% |
$2.28K - $2.41K
|
16.5K
$498K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-101- 0.32% |
$2.67K - $2.83K
|
31.3K
$943K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-137- 0.24% |
$3.63K - $3.84K
|
58K
$1.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-141- 1.34% |
$3.73K - $3.96K
|
10.3K
$312K
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-200- 0.31% |
$5.29K - $5.61K
|
63.9K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-232- 9.42% |
$6.14K - $6.51K
|
2.23K
$67.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-239- 0.16% |
$6.32K - $6.7K
|
149K
$4.48M
|
|
|
Jul 05, 2023
Q2 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-356- 0.42% |
$9.42K - $9.99K
|
83.8K
$2.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-520- 2.23% |
$13.8K - $14.6K
|
22.8K
$687K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-656- 2.73% |
$17.4K - $18.4K
|
23.4K
$704K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-679- 2.49% |
$18K - $19K
|
26.6K
$801K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-791- 0.43% |
$20.9K - $22.2K
|
182K
$5.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-793- 1.18% |
$21K - $22.2K
|
66.5K
$2M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-878- 2.68% |
$23.2K - $24.6K
|
31.9K
$960K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-980- 5.28% |
$25.9K - $27.5K
|
17.6K
$530K
|
|
|
Jul 18, 2023
Q2 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.03K- 8.71% |
$27.3K - $28.9K
|
10.8K
$325K
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.47K- 1.28% |
$38.8K - $41.1K
|
113K
$3.41M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.49K- 71.07% |
$39.5K - $41.8K
|
607
$18.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.76K- 3.27% |
$46.4K - $49.2K
|
52K
$1.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.91K- 7.4% |
$50.4K - $53.5K
|
23.9K
$719K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 1.03% |
$51.1K - $54.1K
|
185K
$5.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.96K- 3.11% |
$51.9K - $55K
|
61.1K
$1.84M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2K- 10.48% |
$53K - $56.2K
|
17.1K
$516K
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.05K- 1.96% |
$54.3K - $57.6K
|
103K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.1K- 1.48% |
$55.6K - $58.9K
|
140K
$4.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.36K- 7.35% |
$62.4K - $66.2K
|
29.7K
$896K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-2.4K- 12.25% |
$63.5K - $67.3K
|
17.2K
$518K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.43K- 0.59% |
$64.2K - $68K
|
410K
$12.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-2.53K- 19.56% |
$66.9K - $70.9K
|
10.4K
$313K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-2.59K- 13.32% |
$68.5K - $72.6K
|
16.8K
$508K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.6K- 25.16% |
$68.7K - $72.9K
|
7.73K
$233K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.6K- 25.16% |
$68.7K - $72.9K
|
7.73K
$233K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.73K- 0.66% |
$72.1K - $76.4K
|
410K
$12.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.74K- 3.52% |
$72.6K - $76.9K
|
75.1K
$2.26M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.02K- 0.55% |
$79.9K - $84.7K
|
541K
$16.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.09K- 5.77% |
$81.9K - $86.8K
|
50.5K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-3.21K- 0.98% |
$84.8K - $89.9K
|
322K
$9.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.27K- 4.74% |
$86.5K - $91.7K
|
65.7K
$1.98M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.47K- 10.34% |
$91.8K - $97.3K
|
30.1K
$907K
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.52K- 15.91% |
$93.2K - $98.8K
|
18.6K
$561K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3.64K- 0.4% |
$96.4K - $102K
|
901K
$27.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.73K- 9.82% |
$98.6K - $105K
|
34.2K
$1.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.8K- 5.57% |
$101K - $107K
|
64.4K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.99K- 16.86% |
$105K - $112K
|
19.7K
$593K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.23K- 1.83% |
$112K - $119K
|
227K
$6.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-5.59K- 5.48% |
$148K - $157K
|
96.6K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.92K- 64.23% |
$157K - $166K
|
3.29K
$99.3K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-6.36K- 8.68% |
$168K - $178K
|
66.9K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.92K- 4.63% |
$183K - $194K
|
143K
$4.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-7.56K- 8.42% |
$200K - $212K
|
82.2K
$2.48M
|