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 | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
40New |
$930 - $1.07K
|
40
$994
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
17+ 0.02% |
$395 - $454
|
80.3K
$2M
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 0.07% |
$326 - $374
|
20.6K
$511K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 0.31% |
$256 - $294
|
3.61K
$89.7K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8+ 0.03% |
$186 - $214
|
26.9K
$669K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
8+ 0.07% |
$186 - $214
|
11.8K
$293K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6+ 0.0% |
$140 - $160
|
126K
$3.14M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5+ 0.08% |
$116 - $134
|
6.64K
$165K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
3+ 0.0% |
$69.8 - $80.2
|
75.1K
$1.87M
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3+ 0.0% |
$69.8 - $80.2
|
262K
$6.51M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$46.5 - $53.4
|
3.55K
$88.3K
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$46.5 - $53.4
|
10.2K
$254K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$46.5 - $53.4
|
12.6K
$313K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.0% |
$23.3 - $26.7
|
26.4K
$657K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1+ 0.0% |
$23.3 - $26.7
|
27.4K
$680K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$23.3 - $26.7
|
8.95K
$222K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.03% |
$23.3 - $26.7
|
3.78K
$94K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-30- 71.43% |
$698 - $802
|
12
$298
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-146- 0.49% |
$3.4K - $3.9K
|
29.5K
$733K
|
|
|
Apr 19, 2022
Q1 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-206- 1.66% |
$4.79K - $5.5K
|
12.2K
$303K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-263- 0.58% |
$6.12K - $7.03K
|
45.1K
$1.12M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-268Closed |
$6.23K - $7.16K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-372Closed |
$8.65K - $9.94K
|
0
$0
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-386- 0.34% |
$8.98K - $10.3K
|
115K
$2.85M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-394- 0.14% |
$9.16K - $10.5K
|
286K
$7.1M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-440- 0.48% |
$10.2K - $11.8K
|
91.9K
$2.29M
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-502- 6.54% |
$11.7K - $13.4K
|
7.18K
$178K
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-550- 0.26% |
$12.8K - $14.7K
|
212K
$5.27M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-590- 2.73% |
$13.7K - $15.8K
|
21K
$523K
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-590- 0.65% |
$13.7K - $15.8K
|
89.7K
$2.23M
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-667- 0.16% |
$15.5K - $17.8K
|
427K
$10.6M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.01KClosed |
$23.5K - $27K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-1.19K- 0.07% |
$27.8K - $31.9K
|
1.72M
$42.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.22K- 1.19% |
$28.4K - $32.6K
|
101K
$2.52M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.27K- 0.4% |
$29.5K - $33.9K
|
320K
$7.95M
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.39K- 0.54% |
$32.4K - $37.2K
|
255K
$6.33M
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
SELL
|
- |
-1.44K- 3.94% |
$33.5K - $38.5K
|
35.1K
$872K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.54KClosed |
$35.8K - $41.1K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-1.54KClosed |
$35.8K - $41.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.75K- 18.21% |
$40.7K - $46.8K
|
7.86K
$195K
|
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.75K- 3.56% |
$40.7K - $46.8K
|
47.4K
$1.18M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.75K- 0.57% |
$40.8K - $46.8K
|
303K
$7.54M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1.9KClosed |
$44.1K - $50.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.93K- 5.07% |
$45K - $51.6K
|
36.2K
$900K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.05K- 0.88% |
$47.7K - $54.8K
|
230K
$5.72M
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-2.14K- 20.22% |
$49.8K - $57.3K
|
8.46K
$210K
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-2.4K- 0.44% |
$55.7K - $64K
|
537K
$13.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-2.45KClosed |
$57K - $65.5K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.96K- 0.94% |
$68.8K - $79K
|
310K
$7.71M
|