Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFAI)

DFAI Quotes by TradingView

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
Feb 07, 2023 Q4 2022
Karpas Strategies, LLC

SELL
 -
-1.4K
- 12.38%
$30K - $36.1K
9.9K $298K
Feb 13, 2023 Q4 2022
Resolute Financial, LLC

SELL
 -
-1.59K
- 8.24%
$34.2K - $41.2K
17.7K $535K
Feb 15, 2023 Q4 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-1.8K
- 14.71%
$38.6K - $46.5K
10.4K $314K
Feb 01, 2023 Q4 2022
Marshall Financial Group LLC

SELL
 -
-1.91K
- 1.98%
$40.9K - $49.2K
94.5K $2.85M
Feb 10, 2023 Q4 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-2.89K
- 14.16%
$62K - $74.6K
17.5K $528K
Feb 13, 2023 Q4 2022
G2 Capital Management, LLC

Columbus, OH
SELL
 -
-3.02K
- 15.21%
$64.8K - $78.1K
16.8K $507K
Jan 12, 2023 Q4 2022
Evanson Asset Management, LLC

SELL
 -
-3.2K
- 2.88%
$68.8K - $82.8K
108K $3.26M
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-3.25K
- 25.99%
$69.8K - $84K
9.25K $279K
Jan 27, 2023 Q4 2022
D.B. Root & Company, LLC

SELL
 -
-3.3K
- 3.07%
$70.9K - $85.3K
104K $3.14M
Feb 13, 2023 Q4 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-4.35K
- 17.16%
$93.5K - $113K
21K $634K
Jan 20, 2023 Q4 2022
Gemmer Asset Management LLC

SELL
 -
-5.33K
- 36.67%
$114K - $138K
9.21K $278K
Jan 10, 2023 Q4 2022
Apella Capital, LLC

SELL
 -
-6.37K
- 25.93%
$137K - $165K
18.2K $548K
Feb 10, 2023 Q4 2022
Jackson Hole Capital Partners, LLC

SELL
 -
-6.9K
- 49.99%
$148K - $178K
6.91K $208K
Feb 02, 2023 Q4 2022
Brighton Jones LLC

SELL
 -
-7.56K
- 2.37%
$162K - $195K
311K $9.38M
Jan 23, 2023 Q4 2022
Level Financial Advisors, Inc.

SELL
 -
-7.7K
- 92.16%
$165K - $199K
655 $19.7K
Feb 13, 2023 Q4 2022
Retirement Guys Formula LLC

SELL
 -
-7.97K
- 12.55%
$171K - $206K
55.6K $1.68M
Feb 06, 2023 Q4 2022
Ml & R Wealth Management LLC

SELL
 -
-8.2K
- 24.4%
$176K - $212K
25.4K $766K
Feb 07, 2023 Q4 2022
Firethorn Wealth Partners, LLC

SELL
 -
-8.58K
- 15.8%
$184K - $222K
45.7K $1.38M
Aug 11, 2023 Q4 2022
Hill Investment Group Partners, LLC

St. Louis, MO
SELL
 -
-8.88K
- 27.1%
$191K - $229K
23.9K $720K
Feb 10, 2023 Q4 2022
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-9.11K
- 34.32%
$196K - $236K
17.4K $525K
Jan 09, 2023 Q4 2022
Garrett Investment Advisors LLC

SELL
 -
-9.16K
- 13.11%
$197K - $237K
60.7K $1.83M
Jan 12, 2023 Q4 2022
Mraz, Amerine & Associates, Inc.

SELL
 -
-9.85K
- 10.56%
$212K - $255K
83.4K $2.51M
Jan 25, 2023 Q4 2022
Versant Capital Management, Inc

SELL
 -
-10.1K
- 26.82%
$217K - $261K
27.6K $832K
Jan 12, 2023 Q4 2022
Soundmark Wealth Management, LLC

SELL
 -
-10.5K
- 40.92%
$225K - $271K
15.2K $457K
Feb 02, 2023 Q4 2022
Total Wealth Planning, LLC

SELL
 -
-10.8K
- 15.66%
$232K - $280K
58.2K $1.76M
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-10.8K
- 19.07%
$232K - $280K
45.9K $1.38M
Feb 03, 2023 Q4 2022
Gradient Capital Advisors, LLC

SELL
 -
-11K
- 40.69%
$237K - $285K
16.1K $485K
Feb 09, 2023 Q4 2022
Wealthsource Partners, LLC

SELL
 -
-11.3K
- 7.1%
$243K - $293K
148K $4.47M
Feb 14, 2023 Q4 2022
Helen Stephens Group, LLC

SELL
 -
-13.1K
- 4.88%
$281K - $339K
255K $7.7M
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

SELL
 -
-14K
- 16.36%
$301K - $363K
71.8K $2.16M
Nov 06, 2024 Q4 2022
Concord Asset Management, Llc/Va

Abingdon, VA
SELL
 -
-14.1K
Closed
$302K - $363K
0 $0
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-17.5K
- 24.17%
$376K - $453K
55K $1.66M
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

SELL
 -
-17.9K
- 3.16%
$384K - $462K
549K $16.6M
Jan 12, 2023 Q4 2022
Valley National Advisers Inc

SELL
 -
-18.3K
- 23.4%
$392K - $472K
59.8K $1.8M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
SELL
 -
-20K
- 74.44%
$429K - $517K
6.87K $207K
Jan 11, 2023 Q4 2022
Collective Family Office LLC

SELL
 -
-21K
- 57.07%
$452K - $544K
15.8K $477K
Feb 14, 2023 Q4 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-21.6K
- 29.67%
$465K - $560K
51.3K $1.55M
May 28, 2024 Q4 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-21.9K
Closed
$470K - $565K
0 $0
Feb 14, 2023 Q4 2022
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-22.9K
- 21.21%
$493K - $593K
85.2K $2.57M
Jan 27, 2023 Q4 2022
Concord Wealth Partners

SELL
 -
-23.5K
- 63.53%
$504K - $607K
13.5K $406K
Jan 11, 2023 Q4 2022
City State Bank

Norwalk, IA
SELL
 -
-24.2K
- 64.25%
$520K - $626K
13.5K $406K
Feb 07, 2023 Q4 2022
Vista Wealth Management Group, LLC

SELL
 -
-25.2K
- 7.21%
$542K - $652K
325K $9.79M
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-30.8K
- 15.43%
$662K - $797K
169K $5.1M
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-40.6K
- 33.8%
$871K - $1.05M
79.4K $2.39M
Jan 31, 2023 Q4 2022
Pb Mares Wealth Management LLC

SELL
 -
-43.2K
- 25.54%
$927K - $1.12M
126K $3.79M
Mar 01, 2023 Q4 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-43.8K
- 15.53%
$941K - $1.13M
238K $7.19M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

SELL
 -
-47.5K
- 4.32%
$1.02M - $1.23M
1.05M $31.7M
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-47.8K
- 84.76%
$1.03M - $1.23M
8.59K $259K
Feb 08, 2023 Q4 2022
Okabena Investment Services Inc

Minneapolis, MN
SELL
 -
-52K
- 16.19%
$1.12M - $1.34M
269K $8.12M

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