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 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-900Closed |
$26.3K - $29.9K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 10.03% |
$41K - $46.7K
|
12.6K
$525K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.52K- 5.61% |
$44.5K - $50.7K
|
25.6K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.83K- 1.58% |
$53.3K - $60.8K
|
114K
$4.75M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.94K- 11.81% |
$56.5K - $64.3K
|
14.4K
$602K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.03K- 9.59% |
$59.2K - $67.4K
|
19.1K
$798K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.54K- 5.39% |
$74.2K - $84.5K
|
44.6K
$1.86M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.58K- 45.73% |
$75.3K - $85.8K
|
3.06K
$128K
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.19K- 7.09% |
$93.1K - $106K
|
41.9K
$1.74M
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3.33K- 32.57% |
$97.1K - $111K
|
6.89K
$287K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.13K- 37.91% |
$120K - $137K
|
6.76K
$282K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-4.72K- 1.75% |
$138K - $157K
|
265K
$11M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-5.25K- 54.96% |
$153K - $174K
|
4.3K
$179K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-5.62K- 35.26% |
$164K - $187K
|
10.3K
$430K
|
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-6.07KClosed |
$177K - $202K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-6.45KClosed |
$188K - $214K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.58K- 36.15% |
$192K - $219K
|
11.6K
$484K
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-7.06K- 3.65% |
$206K - $235K
|
187K
$7.78M
|
|
|
Apr 29, 2022
Q1 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-7.28K- 0.22% |
$212K - $242K
|
3.37M
$141M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-7.88KClosed |
$230K - $262K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.24K- 67.31% |
$240K - $274K
|
4K
$167K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.32KClosed |
$243K - $276K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-8.63K- 54.17% |
$252K - $287K
|
7.3K
$304K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9KClosed |
$263K - $299K
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.1K- 71.63% |
$295K - $336K
|
4K
$167K
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-10.9K- 14.15% |
$318K - $362K
|
66.1K
$2.75M
|
|
|
May 09, 2022
Q1 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-12.2KClosed |
$356K - $406K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-12.3KClosed |
$360K - $410K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-14.1KClosed |
$412K - $470K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-15K- 28.55% |
$439K - $500K
|
37.6K
$1.57M
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
SELL
|
- |
-15.1KClosed |
$441K - $503K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.4K- 57.12% |
$448K - $511K
|
11.5K
$481K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.4K- 71.19% |
$507K - $578K
|
7.04K
$293K
|
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-18K- 5.88% |
$526K - $600K
|
289K
$12M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-18.1KClosed |
$527K - $601K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19KClosed |
$554K - $631K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19.7K- 25.49% |
$576K - $656K
|
57.7K
$2.4M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32K- 19.76% |
$933K - $1.06M
|
130K
$5.41M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-48.7KClosed |
$1.42M - $1.62M
|
0
$0
|