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

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
May 13, 2022 Q1 2022	Cpwm, LLC Seattle, WA	BUY	-	5.14K + 2.66%	$119K - $137K	198K $4.93M
May 13, 2022 Q1 2022	Morgan Stanley New York, NY	BUY	-	4.8K New	$112K - $128K	4.8K $119K
May 10, 2022 Q1 2022	3 D/L Capital Management, LLC	BUY	-	4.01K + 35.95%	$93.2K - $107K	15.1K $377K
Apr 04, 2022 Q1 2022	Garrett Investment Advisors LLC	BUY	-	3.87K + 14.39%	$90.1K - $104K	30.8K $766K
May 05, 2022 Q1 2022	Ifg Advisors, LLC	BUY	-	3.75K New	$87.1K - $100K	3.75K $93.1K
Apr 29, 2022 Q1 2022	C M Bidwell & Associates LTD Honolulu, HI	BUY	-	3.43K + 19.05%	$79.8K - $91.6K	21.4K $533K
May 17, 2022 Q1 2022	Maple Capital Management, Inc.	BUY	-	3.08K + 23.51%	$71.6K - $82.2K	16.2K $402K
May 16, 2022 Q1 2022	Schubert & CO	BUY	-	2.92K + 10.21%	$67.8K - $77.9K	31.5K $783K
May 28, 2024 Q1 2022	Rockbridge Investment Management, Lcc Syracuse, NY	BUY	-	2.89K New	$67.2K - $77.2K	2.89K $71.8K
May 12, 2022 Q1 2022	Cetera Advisors LLC Denver, CO	BUY	-	2.82K + 4.49%	$65.5K - $75.3K	65.6K $1.63M
Apr 04, 2022 Q1 2022	Symmetry Partners, LLC	BUY	-	2.63K + 0.25%	$61.2K - $70.4K	1.05M $26M
Apr 28, 2022 Q1 2022	Merriman Wealth Management, LLC	BUY	-	2.42K + 2.61%	$56.3K - $64.7K	95K $2.36M
May 13, 2022 Q1 2022	Stifel Financial Corp St. Louis, MO	BUY	-	2.15K + 13.58%	$50K - $57.4K	18K $447K
Apr 14, 2022 Q1 2022	Aurora Private Wealth, Inc.	BUY	-	2.1K + 6.22%	$48.9K - $56.2K	35.9K $893K
May 13, 2022 Q1 2022	Merit Financial Group, LLC	BUY	-	2.06K + 4.85%	$47.9K - $55K	44.5K $1.11M
Apr 14, 2022 Q1 2022	Capital Performance Advisors LLP	BUY	-	1.94K + 1.37%	$45.2K - $51.9K	143K $3.56M
Apr 29, 2022 Q1 2022	Gradient Capital Advisors, LLC	BUY	-	1.88K + 3.89%	$43.7K - $50.2K	50.2K $1.25M
Apr 28, 2022 Q1 2022	Aquire Wealth Advisors, LLC	BUY	-	1.77K + 1.92%	$41.1K - $47.2K	94K $2.34M
Apr 25, 2022 Q1 2022	Harbor Group, Inc.	BUY	-	1.65K + 1.31%	$38.5K - $44.2K	128K $3.19M
May 11, 2022 Q1 2022	Jpmorgan Chase & CO New York, NY	BUY	-	1.64K New	$38.2K - $43.8K	1.64K $40.8K
May 13, 2022 Q1 2022	Signet Financial Management, LLC Parsippany, NJ	BUY	-	1.56K + 20.17%	$36.3K - $41.7K	9.29K $231K
May 10, 2022 Q1 2022	Ascent Group, LLC	BUY	-	1.55K + 5.33%	$36K - $41.4K	30.6K $762K
Apr 14, 2022 Q1 2022	Websterrogers Financial Advisors, LLC	BUY	-	1.37K + 6.16%	$31.9K - $36.7K	23.7K $589K
May 12, 2022 Q1 2022	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	1.24K + 2.44%	$28.8K - $33.1K	51.9K $1.29M
Apr 27, 2022 Q1 2022	Advisory Services & Investments, LLC	BUY	-	1.13K + 4.49%	$26.3K - $30.2K	26.3K $655K
Apr 29, 2022 Q1 2022	Morris Financial Concepts, Inc.	BUY	-	1.09K + 1.1%	$25.4K - $29.2K	100K $2.49M
May 09, 2022 Q1 2022	Northwestern Mutual Wealth Management CO	BUY	-	1.01K + 3.78%	$23.6K - $27.1K	27.8K $691K
May 16, 2022 Q1 2022	Geneos Wealth Management Inc.	BUY	-	967 New	$22.5K - $25.8K	967 $24K
Apr 19, 2022 Q1 2022	Mjp Associates Inc	BUY	-	934 + 11.78%	$21.7K - $25K	8.86K $220K
May 12, 2022 Q1 2022	Treynor Bancshares, Inc.	BUY	-	909 + 0.53%	$21.1K - $24.3K	171K $4.26M
May 09, 2022 Q1 2022	Lincoln National Corp	BUY	-	892 + 0.3%	$20.7K - $23.8K	299K $7.43M
May 11, 2022 Q1 2022	Mc Carthy Asset Management, Inc.	BUY	-	882 + 0.63%	$20.5K - $23.6K	140K $3.49M
May 10, 2022 Q1 2022	Sage Mountain Advisors LLC	BUY	-	876 + 6.02%	$20.4K - $23.4K	15.4K $383K
Apr 20, 2022 Q1 2022	Gemmer Asset Management LLC	BUY	-	813 + 11.06%	$18.9K - $21.7K	8.16K $203K
May 04, 2022 Q1 2022	Clearstead Advisors, LLC Cleveland, OH	BUY	-	809 + 5.94%	$18.8K - $21.6K	14.4K $359K
Jun 08, 2022 Q1 2022	Us Advisors Wealth Management, LLC Eden Prairie, MN	BUY	-	763 + 7.91%	$17.7K - $20.4K	10.4K $259K
May 05, 2022 Q1 2022	Falcon Wealth Planning	BUY	-	700 + 3.49%	$16.3K - $18.7K	20.7K $516K
May 11, 2022 Q1 2022	Us Bancorp \De\	BUY	-	574 + 111.46%	$13.4K - $15.3K	1.09K $27.1K
Mar 21, 2023 Q1 2022	American Portfolios Advisors Holbrook, NY	BUY	-	515 + 0.48%	$12K - $13.8K	109K $2.71M
May 04, 2022 Q1 2022	Aptus Capital Advisors, LLC	BUY	-	511 New	$11.9K - $13.7K	511 $12.7K
May 27, 2022 Q1 2022	Beaird Harris Wealth Management, LLC Dallas, TX	BUY	-	500 + 12.1%	$11.6K - $13.4K	4.63K $115K
May 11, 2022 Q1 2022	Raymond James & Associates St Petersburg, FL	BUY	-	458 + 2.7%	$10.7K - $12.2K	17.4K $434K
May 16, 2022 Q1 2022	Wells Fargo & Company San Francisco, CA	BUY	-	356 + 12.54%	$8.28K - $9.51K	3.2K $79.4K
May 16, 2022 Q1 2022	Creative Planning Overland Park, KS	BUY	-	298 + 0.13%	$6.93K - $7.96K	223K $5.55M
Apr 27, 2022 Q1 2022	Sage Rhino Capital LLC	BUY	-	241 + 0.72%	$5.61K - $6.44K	33.6K $835K
Apr 21, 2022 Q1 2022	Brewster Financial Planning LLC	BUY	-	227 + 0.93%	$5.28K - $6.07K	24.5K $610K
May 06, 2022 Q1 2022	Fairfield, Bush & Co. Darien, CT	BUY	-	220 New	$5.12K - $5.88K	220 $5.47K
May 16, 2022 Q1 2022	Kerntke Otto Mc Glone Wealth Management Group Appleton, WI	BUY	-	133 + 0.69%	$3.09K - $3.55K	19.3K $480K
May 05, 2022 Q1 2022	Uma Financial Services, Inc.	BUY	-	119 + 0.14%	$2.77K - $3.18K	86.1K $2.14M
Apr 12, 2022 Q1 2022	Global Trust Asset Management, LLC	BUY	-	50 New	$1.16K - $1.34K	50 $1.24K

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Account

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

5.14K

4.8K

4.01K

3.87K

3.75K

3.43K

3.08K

2.92K

2.89K

2.82K

2.63K

2.42K

2.15K

2.1K

2.06K

1.94K

1.88K

1.77K

1.65K

1.64K

1.56K

1.55K

1.37K

1.24K

1.13K

1.09K

1.01K

967

934

909

892

882

876

813

809

763

700

574

515

511

500

458

356

298

241

227

220

133

119

50

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