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
|
Envestnet Asset Management Inc
|
SELL
|
- |
-68K- 1.32% |
$1.58M - $1.82M
|
5.08M
$126M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-70KClosed |
$1.63M - $1.87M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-70.6K- 14.76% |
$1.64M - $1.89M
|
408K
$10.1M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-71.5K- 1.23% |
$1.66M - $1.91M
|
5.75M
$143M
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-77.7KClosed |
$1.81M - $2.08M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-84.8KClosed |
$1.97M - $2.27M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-126K- 1.16% |
$2.92M - $3.36M
|
10.7M
$266M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-127KClosed |
$2.95M - $3.39M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-139KClosed |
$3.22M - $3.7M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-154K- 82.53% |
$3.59M - $4.13M
|
32.7K
$813K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-156K- 42.98% |
$3.62M - $4.16M
|
207K
$5.13M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-183KClosed |
$4.27M - $4.9M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-201KClosed |
$4.68M - $5.37M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-236K- 83.67% |
$5.5M - $6.32M
|
46.2K
$1.15M
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-242K- 11.65% |
$5.64M - $6.48M
|
1.84M
$45.7M
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
SELL
|
- |
-258K- 41.97% |
$6M - $6.89M
|
356K
$8.86M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-293KClosed |
$6.82M - $7.83M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-312KClosed |
$7.26M - $8.35M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-328KClosed |
$7.64M - $8.78M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-461KClosed |
$10.7M - $12.3M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-486KClosed |
$11.3M - $13M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-506KClosed |
$11.8M - $13.5M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Better Wealth, LLC
|
SELL
|
- |
-775KClosed |
$18M - $20.7M
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
New Capital Management LP
|
SELL
|
- |
-781KClosed |
$18.2M - $20.9M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-828K- 94.64% |
$19.3M - $22.1M
|
46.9K
$1.17M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.03MClosed |
$24M - $27.5M
|
0
$0
|
|
|
Dec 06, 2024
Q1 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-1.13M- 32.35% |
$26.4M - $30.3M
|
2.37M
$58.9M
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
SELL
|
- |
-1.22MClosed |
$28.3M - $32.5M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2M- 97.48% |
$46.6M - $53.5M
|
51.9K
$1.29M
|
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-3.62MClosed |
$84.2M - $96.7M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.35MClosed |
$125M - $143M
|
0
$0
|