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
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-3.04K
- 0.46%
$70.8K - $81.3K
655K $16.3M
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

SELL
 -
-3.19K
- 0.77%
$74.3K - $85.3K
412K $10.2M
May 03, 2022 Q1 2022
Sterneck Capital Management, LLC

Kansas City, MO
SELL
 -
-3.75K
- 17.2%
$87.2K - $100K
18.1K $449K
May 10, 2022 Q1 2022
Rather & Kittrell, Inc.

Knoxville, TN
SELL
 -
-4.62K
Closed
$107K - $123K
0 $0
May 13, 2022 Q1 2022
Plancorp, LLC

SELL
 -
-4.89K
- 0.11%
$114K - $131K
4.28M $106M
May 12, 2022 Q1 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-6.53K
- 19.83%
$152K - $174K
26.4K $656K
May 06, 2022 Q1 2022
Aspiriant, LLC

SELL
 -
-7.38K
- 2.47%
$172K - $197K
292K $7.25M
May 13, 2022 Q1 2022
Better Money Decisions, LLC

SELL
 -
-7.76K
Closed
$180K - $207K
0 $0
Apr 21, 2022 Q1 2022
Bt Wealth Management LLC

SELL
 -
-7.89K
Closed
$184K - $211K
0 $0
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-9.19K
Closed
$214K - $246K
0 $0
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-9.55K
- 31.31%
$222K - $255K
20.9K $521K
Aug 12, 2022 Q1 2022
Warwick Investment Management, Inc.

SELL
 -
-9.69K
- 2.95%
$225K - $259K
319K $7.94M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-9.78K
- 22.94%
$228K - $261K
32.9K $817K
Apr 18, 2022 Q1 2022
First Purpose Wealth LLC

SELL
 -
-9.88K
Closed
$230K - $264K
0 $0
Apr 14, 2022 Q1 2022
Briggs Advisory Group, Inc.

SELL
 -
-10K
- 3.13%
$233K - $268K
310K $7.72M
Apr 13, 2022 Q1 2022
Tiaa, Fsb

St. Louis, MO
SELL
 -
-10.2K
Closed
$237K - $272K
0 $0
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-11.1K
- 1.81%
$257K - $296K
602K $15M
Apr 20, 2022 Q1 2022
Ironwood Financial, LLC

SELL
 -
-11.1K
Closed
$259K - $297K
0 $0
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-11.8K
- 52.13%
$274K - $314K
10.8K $269K
Apr 14, 2022 Q1 2022
Rhs Financial, LLC

SELL
 -
-12.6K
Closed
$294K - $338K
0 $0
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-12.7K
Closed
$294K - $338K
0 $0
Apr 27, 2022 Q1 2022
Wealthpoint, LLC

SELL
 -
-12.7K
Closed
$295K - $339K
0 $0
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-12.9K
- 7.93%
$299K - $343K
149K $3.71M
Apr 22, 2022 Q1 2022
Main Street Financial Solutions, LLC

SELL
 -
-13.5K
Closed
$314K - $361K
0 $0
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-15.4K
Closed
$359K - $412K
0 $0
May 16, 2022 Q1 2022
Surevest, LLC

Los Angeles, CA
SELL
 -
-16.9K
Closed
$394K - $452K
0 $0
May 10, 2022 Q1 2022
Western Wealth Management, LLC

SELL
 -
-17.6K
Closed
$409K - $470K
0 $0
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-18.2K
- 27.27%
$424K - $487K
48.6K $1.21M
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

SELL
 -
-18.5K
Closed
$430K - $494K
0 $0
Apr 12, 2022 Q1 2022
Stonnington Group, LLC

SELL
 -
-25.7K
Closed
$597K - $686K
0 $0
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
SELL
 -
-27.2K
- 63.38%
$634K - $728K
15.7K $391K
May 10, 2022 Q1 2022
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-27.7K
Closed
$645K - $741K
0 $0
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

SELL
 -
-30.8K
- 4.99%
$717K - $823K
587K $14.6M
May 10, 2022 Q1 2022
Sloy Dahl & Holst, LLC

SELL
 -
-38.4K
- 19.22%
$894K - $1.03M
161K $4.01M
Apr 11, 2022 Q1 2022
Evanson Asset Management, LLC

SELL
 -
-39.1K
- 1.25%
$909K - $1.04M
3.1M $77M
May 04, 2022 Q1 2022
Summit Wealth Group, LLC

White River Junction, VT
SELL
 -
-39.7K
- 44.51%
$923K - $1.06M
49.5K $1.23M
Apr 20, 2022 Q1 2022
Pallas Capital Advisors LLC

Braintree, MA
SELL
 -
-40K
Closed
$930K - $1.07M
0 $0
Apr 15, 2022 Q1 2022
Verus Financial Partners, Inc.

SELL
 -
-40.9K
Closed
$952K - $1.09M
0 $0
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-41.4K
- 2.95%
$963K - $1.11M
1.36M $33.8M
Apr 20, 2022 Q1 2022
Concord Wealth Partners

SELL
 -
-42.7K
Closed
$992K - $1.14M
0 $0
Apr 14, 2022 Q1 2022
Glassman Wealth Services

SELL
 -
-42.8K
Closed
$995K - $1.14M
0 $0
Apr 27, 2022 Q1 2022
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-45.5K
- 2.44%
$1.06M - $1.22M
1.82M $45.3M
Apr 21, 2022 Q1 2022
Bayshore Asset Management, LLC

SELL
 -
-46.5K
- 15.15%
$1.08M - $1.24M
260K $6.47M
May 16, 2022 Q1 2022
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-46.7K
- 3.31%
$1.09M - $1.25M
1.37M $34M
Apr 21, 2022 Q1 2022
Zhang Financial LLC

SELL
 -
-47K
Closed
$1.09M - $1.26M
0 $0
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

SELL
 -
-49.3K
Closed
$1.15M - $1.32M
0 $0
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-51.4K
- 37.12%
$1.2M - $1.37M
87.2K $2.17M
Apr 18, 2022 Q1 2022
Sanctuary Wealth Management, L.L.C.

SELL
 -
-55.8K
Closed
$1.3M - $1.49M
0 $0
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-60.2K
- 92.61%
$1.4M - $1.61M
4.8K $119K

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