Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
6.95K+ 3.49% |
$203K - $231K
|
206K
$8.59M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.77K+ 2.66% |
$197K - $225K
|
261K
$10.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
6.61KNew |
$193K - $220K
|
6.61K
$275K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.45KNew |
$188K - $214K
|
6.45K
$269K
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.48K+ 65.29% |
$160K - $182K
|
13.9K
$578K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.53KNew |
$132K - $150K
|
4.53K
$189K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.44K+ 68.18% |
$129K - $147K
|
10.9K
$456K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.42K+ 36.61% |
$129K - $147K
|
16.5K
$687K
|
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.03K+ 26.89% |
$118K - $134K
|
19K
$793K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.24K+ 3.87% |
$65.5K - $74.6K
|
60.2K
$2.51M
|
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
2.1K+ 8.66% |
$61.3K - $69.8K
|
26.4K
$1.1M
|
|
|
May 02, 2022
Q1 2022
|
Better Wealth, LLC
|
BUY
|
- |
2.09K+ 1.49% |
$61.1K - $69.6K
|
142K
$5.93M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.08K+ 7.38% |
$60.8K - $69.2K
|
30.3K
$1.26M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.06K+ 6.51% |
$60K - $68.3K
|
33.6K
$1.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.02K+ 23.68% |
$59.1K - $67.3K
|
10.6K
$441K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
2K+ 9.99% |
$58.4K - $66.5K
|
22K
$918K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1.85K+ 16.16% |
$54.1K - $61.6K
|
13.3K
$556K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.79K+ 0.6% |
$52.3K - $59.5K
|
298K
$12.4M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.35KNew |
$39.2K - $44.7K
|
1.35K
$56.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.12K+ 19.58% |
$32.7K - $37.2K
|
6.83K
$285K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.03K+ 10.96% |
$30.1K - $34.3K
|
10.5K
$436K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.01K+ 2.65% |
$29.6K - $33.7K
|
39.3K
$1.64M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
977+ 3.34% |
$28.5K - $32.5K
|
30.2K
$1.26M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
814New |
$23.8K - $27.1K
|
814
$33.9K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
575+ 0.28% |
$16.8K - $19.1K
|
209K
$8.71M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
544+ 0.36% |
$15.9K - $18.1K
|
152K
$6.35M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
374New |
$10.9K - $12.4K
|
374
$15.6K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
315+ 2.88% |
$9.19K - $10.5K
|
11.2K
$468K
|
|
|
May 16, 2022
Q1 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
286+ 3.08% |
$8.35K - $9.51K
|
9.57K
$399K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
173+ 31.45% |
$5.05K - $5.75K
|
723
$30.1K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
102+ 0.11% |
$2.98K - $3.39K
|
90.1K
$3.76M
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
85+ 0.29% |
$2.48K - $2.83K
|
29.3K
$1.22M
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
50New |
$1.46K - $1.66K
|
50
$2.08K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
43+ 97.73% |
$1.25K - $1.43K
|
87
$3.63K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
34New |
$992 - $1.13K
|
34
$1.42K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9New |
$263 - $299
|
9
$375
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 0.03% |
$204 - $233
|
25.9K
$1.08M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1Closed |
$29.2 - $33.2
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-31Closed |
$905 - $1.03K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-33Closed |
$963 - $1.1K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-101- 0.43% |
$2.95K - $3.36K
|
23.4K
$977K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-163- 0.11% |
$4.76K - $5.42K
|
153K
$6.36M
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
SELL
|
- |
-200- 2.19% |
$5.84K - $6.65K
|
8.94K
$373K
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-543Closed |
$15.8K - $18K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-599- 9.74% |
$17.5K - $19.9K
|
5.55K
$231K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-652- 1.61% |
$19K - $21.7K
|
39.7K
$1.66M
|
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
SELL
|
- |
-690- 7.12% |
$20.1K - $22.9K
|
9K
$375K
|
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-749- 2.93% |
$21.9K - $24.9K
|
24.8K
$1.03M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-900Closed |
$26.3K - $29.9K
|
0
$0
|