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 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.19K- 9.38% |
$217K - $230K
|
79.1K
$2.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.37K- 66.0% |
$222K - $235K
|
4.31K
$132K
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-11K- 58.21% |
$291K - $309K
|
7.9K
$242K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-12.3K- 7.88% |
$327K - $346K
|
144K
$4.43M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-12.4K- 2.43% |
$329K - $348K
|
500K
$15.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-13.2K- 44.59% |
$349K - $370K
|
16.4K
$502K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.5K- 12.17% |
$357K - $378K
|
97.4K
$2.99M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-13.8K- 57.57% |
$365K - $387K
|
10.2K
$312K
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-14.7K- 5.54% |
$389K - $412K
|
250K
$7.68M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-15.6K- 17.19% |
$414K - $439K
|
75.4K
$2.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.8K- 2.28% |
$418K - $443K
|
677K
$20.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.2K- 2.23% |
$428K - $453K
|
708K
$21.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-16.9K- 19.3% |
$448K - $475K
|
70.8K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-18.2K- 21.24% |
$480K - $509K
|
67.3K
$2.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-18.4K- 0.96% |
$486K - $516K
|
1.91M
$58.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.9K- 9.92% |
$501K - $531K
|
172K
$5.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-20.7K- 8.0% |
$547K - $580K
|
238K
$7.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-20.9K- 6.46% |
$554K - $587K
|
303K
$9.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-33.4K- 27.63% |
$884K - $937K
|
87.5K
$2.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-43.1K- 3.77% |
$1.14M - $1.21M
|
1.1M
$33.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-43.5K- 72.56% |
$1.15M - $1.22M
|
16.5K
$505K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-62.1K- 38.28% |
$1.64M - $1.74M
|
100K
$3.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-77.8K- 40.98% |
$2.06M - $2.18M
|
112K
$3.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-91.3K- 58.78% |
$2.42M - $2.56M
|
64K
$1.96M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-154K- 33.4% |
$4.08M - $4.33M
|
308K
$9.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-184K- 8.36% |
$4.86M - $5.15M
|
2.01M
$61.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-195K- 14.0% |
$5.15M - $5.46M
|
1.19M
$36.7M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-215K- 36.46% |
$5.69M - $6.04M
|
375K
$11.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-353K- 34.19% |
$9.34M - $9.9M
|
679K
$20.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.81M- 93.83% |
$101M - $107M
|
250K
$7.68M
|