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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-55.2K- 44.76% |
$1.18M - $1.43M
|
68.1K
$2.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-78.6K- 91.71% |
$1.69M - $2.03M
|
7.11K
$216K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-82.7K- 23.85% |
$1.78M - $2.14M
|
264K
$8.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-101K- 28.56% |
$2.17M - $2.61M
|
253K
$7.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-104K- 12.9% |
$2.24M - $2.7M
|
706K
$21.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-119K- 65.39% |
$2.55M - $3.07M
|
62.8K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-121K- 31.68% |
$2.59M - $3.12M
|
260K
$7.91M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-122K- 14.25% |
$2.63M - $3.16M
|
736K
$22.4M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-129K- 45.09% |
$2.77M - $3.34M
|
157K
$4.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-242K- 55.53% |
$5.2M - $6.26M
|
194K
$5.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-267K- 53.57% |
$5.73M - $6.9M
|
231K
$7.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-316K- 38.26% |
$6.78M - $8.16M
|
510K
$15.5M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.37M- 87.73% |
$29.4M - $35.4M
|
191K
$5.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.37M- 87.73% |
$29.4M - $35.4M
|
191K
$5.82M
|