Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr (DFAX)

DFAX Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) 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 21, 2022 Q1 2022
Claris Advisors, LLC

BUY
 -
26.2K
+ 8.54%
$610K - $700K
333K $8.28M
Apr 21, 2022 Q1 2022
Live Oak Private Wealth LLC

BUY
 -
26.2K
New
$609K - $699K
26.2K $651K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
25.7K
+ 269.99%
$598K - $687K
35.2K $876K
May 13, 2022 Q1 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
25.3K
+ 2.24%
$588K - $676K
1.15M $28.7M
Apr 21, 2022 Q1 2022
Rs Crum Inc.

BUY
 -
25.1K
+ 16.39%
$583K - $670K
178K $4.42M
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
24.5K
+ 359.28%
$571K - $656K
31.4K $780K
Apr 22, 2022 Q1 2022
Wipfli Financial Advisors Llc,

BUY
 -
24.2K
+ 81.62%
$562K - $646K
53.8K $1.34M
May 03, 2022 Q1 2022
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
23.2K
+ 8.65%
$539K - $619K
291K $7.23M
May 02, 2022 Q1 2022
Kraft Asset Management, LLC

BUY
 -
23.1K
+ 19.95%
$536K - $616K
139K $3.45M
May 13, 2022 Q1 2022
E Rn Financial, LLC

BUY
 -
22.4K
+ 21.38%
$520K - $597K
127K $3.16M
Apr 28, 2022 Q1 2022
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
20.8K
+ 1.58%
$483K - $555K
1.33M $33.2M
Apr 27, 2022 Q1 2022
Shearwater Capital LLC

BUY
 -
18.8K
+ 3.66%
$438K - $503K
534K $13.3M
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
18.1K
+ 7.23%
$421K - $484K
268K $6.67M
May 12, 2022 Q1 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
17K
+ 7.66%
$396K - $455K
239K $5.94M
May 13, 2022 Q1 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
16.3K
+ 3.87%
$380K - $437K
438K $10.9M
May 16, 2022 Q1 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
15.7K
+ 11.3%
$366K - $420K
155K $3.85M
May 13, 2022 Q1 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
14.1K
New
$328K - $377K
14.1K $351K
Apr 27, 2022 Q1 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
13.8K
+ 26.57%
$322K - $370K
66K $1.64M
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
13.3K
+ 5.41%
$310K - $356K
260K $6.46M
May 10, 2022 Q1 2022
Wealthstream Advisors, Inc.

BUY
 -
12.7K
+ 20.28%
$295K - $339K
75.2K $1.87M
May 10, 2022 Q1 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
12.6K
+ 8.16%
$293K - $336K
167K $4.15M
Oct 03, 2022 Q1 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
12.1K
New
$280K - $322K
12.1K $300K
May 10, 2022 Q1 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
11.4K
+ 0.63%
$264K - $303K
1.81M $45M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
11.4K
+ 4.41%
$264K - $303K
269K $6.68M
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
11.3K
+ 30.0%
$263K - $302K
48.9K $1.22M
May 16, 2022 Q1 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
11.2K
New
$259K - $298K
11.2K $277K
Jun 08, 2022 Q1 2022
American Trust

Lexington, KY
BUY
 -
11.1K
New
$258K - $296K
11.1K $275K
May 17, 2022 Q1 2022
Wealth Architects, LLC

BUY
 -
11K
+ 11.36%
$256K - $294K
108K $2.68M
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
10.8K
+ 5.88%
$251K - $288K
194K $4.83M
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
10.5K
+ 139.06%
$245K - $281K
18.1K $450K
May 02, 2022 Q1 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
10.5K
New
$244K - $280K
10.5K $261K
May 20, 2022 Q1 2022
Sawtooth Solutions, LLC

BUY
 -
10.4K
New
$241K - $277K
10.4K $258K
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
10.2K
+ 55.3%
$237K - $272K
28.6K $712K
Apr 18, 2022 Q1 2022
Ml & R Wealth Management LLC

BUY
 -
10K
+ 6.76%
$233K - $267K
158K $3.92M
Apr 27, 2022 Q1 2022
Argi Investment Services, LLC

BUY
 -
9.76K
New
$227K - $261K
9.76K $243K
May 13, 2022 Q1 2022
Gould Asset Management LLC

Claremont, CA
BUY
 -
9.64K
New
$224K - $258K
9.64K $240K
May 03, 2022 Q1 2022
Investmark Advisory Group LLC

BUY
 -
9.32K
+ 30.26%
$217K - $249K
40.1K $997K
May 05, 2022 Q1 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
9.01K
+ 2.28%
$210K - $241K
404K $10M
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
8.35K
New
$194K - $223K
8.35K $207K
Apr 26, 2022 Q1 2022
Blue Sky Wealth Advisors, LLC

BUY
 -
8.26K
+ 0.84%
$192K - $221K
992K $24.7M
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
8.25K
+ 649.92%
$192K - $221K
9.52K $237K
May 11, 2022 Q1 2022
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
6.65K
+ 15.05%
$155K - $178K
50.8K $1.26M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
6.35K
+ 7.03%
$148K - $170K
96.8K $2.41M
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

BUY
 -
6.35K
+ 5.65%
$148K - $170K
119K $2.95M
Apr 18, 2022 Q1 2022
Dopkins Wealth Management, LLC

BUY
 -
6.13K
+ 2.79%
$143K - $164K
226K $5.61M
May 09, 2022 Q1 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
5.9K
+ 3.61%
$137K - $158K
169K $4.21M
Apr 29, 2022 Q1 2022
Investment Advisory Group, LLC

BUY
 -
5.67K
+ 3.57%
$132K - $152K
164K $4.08M
May 09, 2023 Q1 2022
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
BUY
 -
5.55K
+ 3.65%
$129K - $148K
157K $3.91M
May 11, 2022 Q1 2022
Lauterbach Financial Advisors, LLC

BUY
 -
5.45K
+ 1.19%
$127K - $146K
464K $11.5M

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