Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
119KNew |
$2.55M - $3.07M
|
119K
$3.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
118KNew |
$2.54M - $3.06M
|
118K
$3.6M
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
115K+ 79.34% |
$2.47M - $2.98M
|
260K
$7.91M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
114KNew |
$2.44M - $2.94M
|
114K
$3.46M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
110KNew |
$2.35M - $2.83M
|
110K
$3.33M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
108KNew |
$2.32M - $2.8M
|
108K
$3.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
108KNew |
$2.32M - $2.8M
|
108K
$3.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
108K+ 24.85% |
$2.32M - $2.79M
|
542K
$16.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
108KNew |
$2.31M - $2.78M
|
108K
$3.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
105K+ 97.23% |
$2.26M - $2.72M
|
213K
$6.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
103KNew |
$2.22M - $2.67M
|
103K
$3.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
103K+ 24.27% |
$2.21M - $2.67M
|
528K
$16.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
102KNew |
$2.18M - $2.62M
|
102K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
100K+ 44.91% |
$2.15M - $2.59M
|
323K
$9.81M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
97.2KNew |
$2.09M - $2.51M
|
97.2K
$2.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
92.2KNew |
$1.98M - $2.38M
|
92.2K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
87.2K+ 20.76% |
$1.87M - $2.25M
|
507K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
85.9K+ 414.95% |
$1.84M - $2.22M
|
107K
$3.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
82.4K+ 384.05% |
$1.77M - $2.13M
|
104K
$3.16M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
75.4K+ 8.9% |
$1.62M - $1.95M
|
923K
$28.1M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
70.8KNew |
$1.52M - $1.83M
|
70.8K
$2.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70.8K+ 201.41% |
$1.52M - $1.83M
|
106K
$3.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
70.5KNew |
$1.51M - $1.82M
|
70.5K
$2.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
68.1KNew |
$1.46M - $1.76M
|
68.1K
$2.07M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
67.3KNew |
$1.45M - $1.74M
|
67.3K
$2.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
67KNew |
$1.44M - $1.73M
|
67K
$2.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
66.6KNew |
$1.43M - $1.72M
|
66.6K
$2.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
65.5K+ 331.39% |
$1.41M - $1.69M
|
85.3K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
64.7K+ 68.64% |
$1.39M - $1.67M
|
159K
$4.84M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
61K+ 24.75% |
$1.31M - $1.58M
|
307K
$9.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
60.7K+ 89.29% |
$1.3M - $1.57M
|
129K
$3.92M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
57.3KNew |
$1.23M - $1.48M
|
57.3K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
54.8K+ 5.71% |
$1.18M - $1.42M
|
1.01M
$30.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
52K+ 13.67% |
$1.12M - $1.35M
|
433K
$13.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
52K+ 41.26% |
$1.12M - $1.34M
|
178K
$5.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
52K+ 36.53% |
$1.12M - $1.34M
|
194K
$5.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
51.9K+ 57.15% |
$1.11M - $1.34M
|
143K
$4.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
50.6K+ 21.9% |
$1.09M - $1.31M
|
282K
$8.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
49.1K+ 26.26% |
$1.05M - $1.27M
|
236K
$7.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44.7KNew |
$960K - $1.16M
|
44.7K
$1.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
44.1K+ 152.22% |
$947K - $1.14M
|
73.1K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
42.9K+ 11.7% |
$920K - $1.11M
|
409K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
41.4KNew |
$889K - $1.07M
|
41.4K
$1.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
41.2K+ 14.73% |
$885K - $1.07M
|
321K
$9.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
38.2K+ 61.98% |
$821K - $989K
|
100K
$3.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37.7K+ 21.16% |
$810K - $975K
|
216K
$6.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37KNew |
$794K - $956K
|
37K
$1.12M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
36.8K+ 16.93% |
$791K - $952K
|
254K
$7.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
36.7KNew |
$789K - $950K
|
36.7K
$1.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
36.4K+ 303.92% |
$781K - $940K
|
48.3K
$1.47M
|