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 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.5K+ 21.49% |
$75.4K - $82.9K
|
14.1K
$548K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.49K+ 21.88% |
$75.2K - $82.6K
|
13.9K
$538K
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.49K+ 77.23% |
$75.1K - $82.5K
|
5.71K
$222K
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.93K+ 20.22% |
$58.2K - $64K
|
11.5K
$445K
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
1.6K+ 2.37% |
$48.3K - $53.1K
|
69.2K
$2.68M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.48K+ 14.02% |
$44.8K - $49.2K
|
12.1K
$468K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.48K+ 0.98% |
$44.6K - $49K
|
152K
$5.89M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.34K+ 8.91% |
$40.4K - $44.4K
|
16.4K
$635K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.32K+ 2.12% |
$39.8K - $43.8K
|
63.6K
$2.47M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.15K+ 13.84% |
$34.6K - $38K
|
9.43K
$366K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.08K+ 10.97% |
$32.6K - $35.8K
|
10.9K
$423K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
729New |
$22K - $24.2K
|
729
$28.3K
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
613+ 712.79% |
$18.5K - $20.3K
|
699
$27.1K
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
599+ 2.33% |
$18.1K - $19.9K
|
26.3K
$1.02M
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
577+ 0.2% |
$17.4K - $19.1K
|
296K
$11.5M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
550New |
$16.6K - $18.2K
|
550
$21.3K
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
543New |
$16.4K - $18K
|
543
$21.1K
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
390+ 2.21% |
$11.8K - $12.9K
|
18K
$698K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
324+ 1.65% |
$9.78K - $10.7K
|
20K
$776K
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
272+ 162.87% |
$8.21K - $9.02K
|
439
$17K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
152+ 0.38% |
$4.59K - $5.04K
|
40.4K
$1.57M
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
151New |
$4.56K - $5.01K
|
151
$5.85K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
70+ 0.39% |
$2.11K - $2.32K
|
18.1K
$701K
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
70+ 0.39% |
$2.11K - $2.32K
|
18.1K
$701K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
68New |
$2.05K - $2.25K
|
68
$2.64K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
47New |
$1.42K - $1.56K
|
47
$1.82K
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
44New |
$1.33K - $1.46K
|
44
$1.71K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
33New |
$996 - $1.09K
|
33
$1.28K
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
31New |
$935 - $1.03K
|
31
$1.2K
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 0.05% |
$392 - $431
|
25.8K
$1M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$30.2 - $33.2
|
1
$38.8
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.02% |
$30.2 - $33.2
|
5.65K
$219K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-6- 0.02% |
$181 - $199
|
29K
$1.13M
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-89- 0.03% |
$2.69K - $2.95K
|
270K
$10.5M
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-125- 1.14% |
$3.77K - $4.14K
|
10.9K
$422K
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-310- 3.28% |
$9.35K - $10.3K
|
9.14K
$354K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-410- 3.29% |
$12.4K - $13.6K
|
12K
$467K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-486- 0.3% |
$14.7K - $16.1K
|
162K
$6.27M
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
SELL
|
- |
-813- 6.19% |
$24.5K - $27K
|
12.3K
$478K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.19KClosed |
$35.9K - $39.4K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.68K- 0.07% |
$50.6K - $55.6K
|
2.46M
$95.3M
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.89K- 6.04% |
$87.3K - $95.9K
|
45.1K
$1.75M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.4KClosed |
$103K - $113K
|
0
$0
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-4.44K- 40.54% |
$134K - $147K
|
6.51K
$252K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.7KClosed |
$232K - $255K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.08K- 7.41% |
$274K - $301K
|
113K
$4.39M
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-9.14KClosed |
$276K - $303K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-9.61K- 24.73% |
$290K - $319K
|
29.3K
$1.13M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.83K- 6.04% |
$296K - $326K
|
153K
$5.92M
|