Purchases and Sales Made in Q4 2021 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q4 2021. 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 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20.8K+ 29.29% |
$627K - $689K
|
91.7K
$4.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.5K+ 8.28% |
$587K - $645K
|
255K
$11.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19KNew |
$572K - $629K
|
19K
$840K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18.5K+ 31.7% |
$559K - $614K
|
76.9K
$3.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17K+ 53.63% |
$513K - $564K
|
48.7K
$2.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16KNew |
$481K - $529K
|
16K
$706K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.7K+ 179.59% |
$473K - $520K
|
24.4K
$1.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.6K+ 8.13% |
$441K - $485K
|
194K
$8.61M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14KNew |
$422K - $464K
|
14K
$620K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
12.7K+ 110.5% |
$384K - $422K
|
24.3K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.2KNew |
$369K - $406K
|
12.2K
$542K
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
12.2KNew |
$368K - $404K
|
12.2K
$540K
|
|
|
Mar 17, 2022
Q4 2021
|
Retirement Solution Inc.
|
BUY
|
- |
11.8K+ 0.35% |
$355K - $390K
|
3.38M
$150M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
11.6KNew |
$351K - $385K
|
11.6K
$515K
|
|
|
Feb 08, 2022
Q4 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
11.1KNew |
$335K - $368K
|
11.1K
$492K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
10.9KNew |
$330K - $363K
|
10.9K
$484K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
10.5K+ 95.34% |
$317K - $348K
|
21.5K
$953K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4K+ 25.49% |
$313K - $344K
|
51.1K
$2.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.2KNew |
$308K - $338K
|
10.2K
$452K
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
9.69KNew |
$292K - $321K
|
9.69K
$429K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
9.55KNew |
$288K - $316K
|
9.55K
$423K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
9.28KNew |
$280K - $308K
|
9.28K
$411K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
9.02K+ 6.66% |
$272K - $299K
|
144K
$6.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9KNew |
$272K - $298K
|
9K
$398K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.76K+ 77.7% |
$264K - $290K
|
20K
$887K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8.55KNew |
$258K - $283K
|
8.55K
$378K
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
8.4KNew |
$253K - $278K
|
8.4K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.32KNew |
$251K - $276K
|
8.32K
$368K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
7.88KNew |
$238K - $261K
|
7.88K
$349K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.85K+ 3.84% |
$237K - $260K
|
212K
$9.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.66K+ 39.23% |
$231K - $254K
|
27.2K
$1.2M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.83KNew |
$206K - $227K
|
6.83K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.77KNew |
$204K - $224K
|
6.77K
$300K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
6.45KNew |
$195K - $214K
|
6.45K
$286K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.29KNew |
$190K - $209K
|
6.29K
$279K
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
6.15KNew |
$185K - $204K
|
6.15K
$272K
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
6.07KNew |
$183K - $201K
|
6.07K
$269K
|
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5.79K+ 62.99% |
$175K - $192K
|
15K
$664K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.23K+ 2.58% |
$158K - $173K
|
208K
$9.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.16K+ 9.79% |
$156K - $171K
|
57.9K
$2.56M
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
5.08K+ 8.91% |
$153K - $169K
|
62.1K
$2.75M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.4K+ 16.18% |
$133K - $146K
|
31.6K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.38K+ 3.93% |
$132K - $145K
|
116K
$5.13M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
3.98K+ 11.59% |
$120K - $132K
|
38.3K
$1.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.83K+ 8.84% |
$116K - $127K
|
47.2K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.41K+ 13.19% |
$103K - $113K
|
29.3K
$1.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
3.38K+ 2.99% |
$102K - $112K
|
117K
$5.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.31K+ 4.83% |
$99.7K - $110K
|
71.8K
$3.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.05K+ 12.12% |
$92.1K - $101K
|
28.2K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.96K+ 19.46% |
$89.4K - $98.2K
|
18.2K
$805K
|