Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr (DFAX)

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q2 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
Aug 12, 2022 Q2 2022	Lpl Financial LLC Fort Mill, SC	BUY	-	6.69M New	$142M - $170M	6.69M $167M
Aug 02, 2022 Q2 2022	Comerica Bank	BUY	-	4.46M New	$94.6M - $113M	4.46M $112M
Aug 03, 2022 Q2 2022	Envestnet Asset Management Inc	BUY	-	3.66M + 72.14%	$77.7M - $92.9M	8.74M $219M
Jul 20, 2022 Q2 2022	Geometric Wealth Advisors	BUY	-	3.53M New	$74.9M - $89.5M	3.53M $88.3M
Aug 15, 2022 Q2 2022	Pathstone Family Office, LLC Englewood, NJ	BUY	-	3.46M New	$73.4M - $87.8M	3.46M $86.6M
Aug 11, 2022 Q2 2022	Cobblestone Capital Advisors LLC Rochester, NY	BUY	-	2.43M + 166.83%	$51.6M - $61.7M	3.89M $97.3M
Jul 11, 2022 Q2 2022	Planning Center, Inc.	BUY	-	1.37M New	$29M - $34.7M	1.37M $34.2M
Aug 12, 2022 Q2 2022	Flow Traders U.S. LLC New York, NY	BUY	-	1.15M + 1320.7%	$24.4M - $29.2M	1.24M $31M
Jul 08, 2022 Q2 2022	Apella Capital, LLC	BUY	-	1.08M New	$23M - $27.4M	1.08M $27.1M
Jul 08, 2022 Q2 2022	New Capital Management LP	BUY	-	978K New	$20.8M - $24.8M	978K $24.5M
Aug 09, 2022 Q2 2022	Vance Wealth, Inc. Santa Clarita, CA	BUY	-	934K New	$19.8M - $23.7M	934K $23.4M
Jul 19, 2022 Q2 2022	Comerica Securities,Inc.	BUY	-	931K + 404.53%	$19.8M - $23.6M	1.16M $29M
Aug 10, 2022 Q2 2022	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	861K + 1834.12%	$18.3M - $21.8M	908K $22.7M
Jul 29, 2022 Q2 2022	Better Wealth, LLC	BUY	-	809K New	$17.2M - $20.5M	809K $20.2M
Jul 13, 2022 Q2 2022	Allworth Financial LP	BUY	-	627K + 40.09%	$13.3M - $15.9M	2.19M $54.8M
Aug 04, 2022 Q2 2022	Ifg Advisory, LLC	BUY	-	608K New	$12.9M - $15.4M	608K $15.2M
Aug 08, 2022 Q2 2022	Truepoint, Inc.	BUY	-	439K New	$9.31M - $11.1M	439K $11M
Aug 04, 2022 Q2 2022	Glassman Wealth Services	BUY	-	415K New	$8.81M - $10.5M	415K $10.4M
Aug 16, 2022 Q2 2022	Jane Street Group, LLC New York, NY	BUY	-	384K + 1175.09%	$8.15M - $9.75M	417K $10.4M
Aug 15, 2022 Q2 2022	Forum Financial Management, LP Lombard, IL	BUY	-	354K + 33.44%	$7.5M - $8.97M	1.41M $35.3M
Jul 21, 2022 Q2 2022	Pb Mares Wealth Management LLC	BUY	-	329K New	$6.98M - $8.35M	329K $8.23M
Jul 19, 2022 Q2 2022	Asset Dedication, LLC	BUY	-	312K + 30.83%	$6.62M - $7.91M	1.32M $33.1M
Jul 11, 2022 Q2 2022	Hurlow Wealth Management Group, Inc.	BUY	-	296K New	$6.28M - $7.5M	296K $7.4M
Aug 03, 2022 Q2 2022	Assetmark, Inc	BUY	-	252K + 9.86%	$5.35M - $6.39M	2.81M $70.2M
Jul 22, 2022 Q2 2022	Financial Connections Group, Inc.	BUY	-	232K + 50027.8%	$4.93M - $5.89M	233K $5.82M
Aug 08, 2022 Q2 2022	Integrated Wealth Concepts LLC	BUY	-	219K New	$4.65M - $5.56M	219K $5.48M
Jul 22, 2022 Q2 2022	Forvis Wealth Advisors, LLC	BUY	-	208K + 1449.87%	$4.41M - $5.27M	222K $5.56M
Aug 01, 2022 Q2 2022	N.E.W. Advisory Services LLC	BUY	-	182K New	$3.87M - $4.63M	182K $4.56M
Aug 02, 2022 Q2 2022	E Rn Financial, LLC	BUY	-	181K + 142.67%	$3.84M - $4.59M	308K $7.71M
Jul 19, 2022 Q2 2022	Commonwealth Equity Services, LLC	BUY	-	178K + 8.14%	$3.77M - $4.51M	2.36M $59.1M
Jul 22, 2022 Q2 2022	Phillips Financial Management, LLC	BUY	-	174K New	$3.69M - $4.42M	174K $4.36M
Aug 15, 2022 Q2 2022	Susquehanna International Group, LLP Bala Cynwyd, PA	BUY	-	152K + 30.75%	$3.22M - $3.85M	645K $16.1M
Jul 13, 2022 Q2 2022	Evanson Asset Management, LLC	BUY	-	143K + 4.63%	$3.04M - $3.63M	3.24M $81M
Aug 08, 2022 Q2 2022	Intelligent Financial Strategies Excelsior, MN	BUY	-	134K + 166.37%	$2.83M - $3.39M	214K $5.35M
Jul 13, 2022 Q2 2022	Private Advisor Group, LLC	BUY	-	128K + 11.2%	$2.71M - $3.24M	1.27M $31.7M
Jul 26, 2022 Q2 2022	Northwest Wealth Management, LLC	BUY	-	125K New	$2.65M - $3.16M	125K $3.12M
Aug 03, 2022 Q2 2022	Ae Wealth Management LLC	BUY	-	117K New	$2.49M - $2.98M	117K $2.94M
Aug 15, 2022 Q2 2022	Cardiff Park Advisors, LLC San Marcos, CA	BUY	-	116K + 8.51%	$2.47M - $2.95M	1.48M $37.1M
Aug 01, 2022 Q2 2022	Moisand Fitzgerald Tamayo, LLC	BUY	-	112K + 54.35%	$2.38M - $2.85M	319K $7.98M
Dec 06, 2024 Q2 2022	Triune Financial Partners, LLC Overland Park, KS	BUY	-	107K + 4.52%	$2.27M - $2.71M	2.48M $62M
Aug 16, 2022 Q2 2022	Mather Group, Llc. Chicago, IL	BUY	-	106K + 24.19%	$2.25M - $2.69M	544K $13.6M
Dec 05, 2023 Q2 2022	Morton Capital Management Llc/Ca Calabasas, CA	BUY	-	105K + 6.14%	$2.22M - $2.66M	1.81M $45.4M
Jul 27, 2022 Q2 2022	Live Oak Private Wealth LLC	BUY	-	99.3K + 379.35%	$2.11M - $2.52M	125K $3.14M
Jul 27, 2022 Q2 2022	Dynamic Advisor Solutions LLC	BUY	-	87.8K New	$1.86M - $2.23M	87.8K $2.2M
Jul 13, 2022 Q2 2022	Ullmann Wealth Partners Group, LLC	BUY	-	76.9K + 6.4%	$1.63M - $1.95M	1.28M $32M
Jul 20, 2022 Q2 2022	Safeguard Investment Advisory Group, LLC	BUY	-	76.7K New	$1.63M - $1.95M	76.7K $1.92M
Aug 09, 2022 Q2 2022	Rfg Advisory, LLC Birmingham, AL	BUY	-	76.3K + 25.05%	$1.62M - $1.94M	381K $9.53M
Aug 11, 2022 Q2 2022	Advisor Partners LLC Walnut Creek, CA	BUY	-	68.7K + 104.19%	$1.46M - $1.74M	135K $3.37M
Jul 11, 2022 Q2 2022	Greenspring Advisors, LLC	BUY	-	66.9K + 3.22%	$1.42M - $1.7M	2.15M $53.7M
Aug 12, 2022 Q2 2022	Buckingham Strategic Partners Saint Louis, MO	BUY	-	64.8K + 3.58%	$1.38M - $1.64M	1.88M $46.9M

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Account

Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr (DFAX)

6.69M

4.46M

3.66M

3.53M

3.46M

2.43M

1.37M

1.15M

1.08M

978K

934K

931K

861K

809K

627K

608K

439K

415K

384K

354K

329K

312K

296K

252K

232K

219K

208K

182K

181K

178K

174K

152K

143K

134K

128K

125K

117K

116K

112K

107K

106K

105K

99.3K

87.8K

76.9K

76.7K

76.3K

68.7K

66.9K

64.8K

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