Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-63.6K- 63.89% |
$1.6M - $1.92M
|
36K
$1.42M
|
|
|
Nov 01, 2022
Q3 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-64.3K- 33.88% |
$1.62M - $1.94M
|
125K
$4.97M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
SELL
|
- |
-72.9K- 12.56% |
$1.83M - $2.2M
|
508K
$20.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-101K- 52.26% |
$2.54M - $3.05M
|
92.4K
$3.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-154K- 82.22% |
$3.88M - $4.65M
|
33.4K
$1.32M
|
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-254K- 76.32% |
$6.39M - $7.66M
|
78.8K
$3.12M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-255K- 61.02% |
$6.4M - $7.67M
|
163K
$6.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-291K- 31.0% |
$7.33M - $8.78M
|
648K
$25.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-334K- 68.02% |
$8.41M - $10.1M
|
157K
$6.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-342K- 57.86% |
$8.6M - $10.3M
|
249K
$9.86M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-721K- 96.02% |
$18.1M - $21.7M
|
29.8K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-740KClosed |
$18.6M - $22.3M
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-821K- 87.1% |
$20.6M - $24.7M
|
122K
$4.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-821K- 32.12% |
$20.7M - $24.8M
|
1.74M
$68.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.17M- 94.04% |
$54.7M - $65.5M
|
138K
$5.46M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.18M- 94.05% |
$54.8M - $65.7M
|
138K
$5.46M
|