Purchases and Sales Made in Q4 2021 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6.75KNew |
$191K - $205K
|
6.75K
$207K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.36KNew |
$180K - $193K
|
6.36K
$195K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6K+ 21.77% |
$170K - $182K
|
33.5K
$1.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.82K+ 25.24% |
$165K - $177K
|
28.9K
$886K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.7K+ 39.69% |
$161K - $173K
|
20K
$615K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
5.46KNew |
$154K - $166K
|
5.46K
$168K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
5.21KNew |
$147K - $158K
|
5.21K
$160K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
5.1K+ 2.17% |
$144K - $155K
|
240K
$7.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.87KNew |
$138K - $148K
|
4.87K
$149K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.76K+ 72.22% |
$134K - $145K
|
11.3K
$348K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
4.7KNew |
$133K - $143K
|
4.7K
$144K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.36KNew |
$123K - $132K
|
4.36K
$134K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4.32K+ 6.76% |
$122K - $131K
|
68.2K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
4.2K+ 35.73% |
$119K - $128K
|
16K
$489K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.67K+ 23.43% |
$104K - $112K
|
19.4K
$594K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.56K+ 16.89% |
$100K - $108K
|
24.6K
$755K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.49KNew |
$98.7K - $106K
|
3.49K
$107K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.28K+ 10.67% |
$92.6K - $99.6K
|
34K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.18K+ 8.44% |
$89.8K - $96.6K
|
40.8K
$1.25M
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
3.08K+ 8.08% |
$87.1K - $93.7K
|
41.2K
$1.27M
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
2.93K+ 3.51% |
$82.7K - $88.9K
|
86.2K
$2.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.36KNew |
$66.8K - $71.8K
|
2.36K
$72.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
1.84KNew |
$51.9K - $55.8K
|
1.84K
$56.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.74K+ 17.23% |
$49.1K - $52.8K
|
11.8K
$363K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.67K+ 4.6% |
$47.3K - $50.8K
|
38K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.65K+ 16.71% |
$46.6K - $50.1K
|
11.5K
$353K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 21.4% |
$42.4K - $45.6K
|
8.51K
$261K
|
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
1.32K+ 5.81% |
$37.2K - $40K
|
24K
$736K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.23K+ 9.62% |
$34.7K - $37.3K
|
14K
$429K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.07K+ 6.19% |
$30.2K - $32.4K
|
18.3K
$561K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.05KNew |
$29.7K - $32K
|
1.05K
$32.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.05K+ 35.91% |
$29.5K - $31.8K
|
3.96K
$121K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
1.02KNew |
$28.8K - $31K
|
1.02K
$31.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
984New |
$27.8K - $29.9K
|
984
$30.2K
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
912+ 2.76% |
$25.8K - $27.7K
|
33.9K
$1.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
735New |
$20.8K - $22.3K
|
735
$22.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
506+ 6.51% |
$14.3K - $15.4K
|
8.28K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
432New |
$12.2K - $13.1K
|
432
$13.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
412+ 50.0% |
$11.6K - $12.5K
|
1.24K
$37.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
375New |
$10.6K - $11.4K
|
375
$11.5K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
367+ 186.29% |
$10.4K - $11.2K
|
564
$17.3K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
339+ 0.89% |
$9.58K - $10.3K
|
38.6K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
331New |
$9.36K - $10.1K
|
331
$10.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
295+ 0.63% |
$8.34K - $8.97K
|
47.5K
$1.46M
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
285+ 3.6% |
$8.06K - $8.66K
|
8.21K
$252K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
155New |
$4.38K - $4.71K
|
155
$4.76K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
85New |
$2.4K - $2.58K
|
85
$2.61K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
84New |
$2.37K - $2.55K
|
84
$2.58K
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
33+ 0.33% |
$933 - $1K
|
9.91K
$304K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
29New |
$820 - $882
|
29
$890
|