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

DFAX Quotes by TradingView

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 Trade History
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
10.6K
+ 4.07%
$225K - $269K
271K $6.83M
Jul 25, 2022 Q2 2022
First Purpose Wealth LLC

BUY
 -
10.4K
New
$221K - $264K
10.4K $263K
Jul 11, 2022 Q2 2022
Affinity Capital Advisors, LLC

BUY
 -
9.83K
New
$208K - $249K
9.83K $248K
Jul 12, 2022 Q2 2022
Consilium Wealth Advisory, LLC

BUY
 -
9.75K
New
$207K - $247K
9.75K $246K
Jul 22, 2022 Q2 2022
Spire Wealth Management

BUY
 -
9.42K
New
$200K - $239K
9.42K $238K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
8.94K
New
$190K - $227K
8.94K $225K
Aug 04, 2022 Q2 2022
Brighton Jones LLC

BUY
 -
8.51K
+ 4.85%
$181K - $216K
184K $4.64M
Jul 29, 2022 Q2 2022
Lauterbach Financial Advisors, LLC

BUY
 -
8.33K
+ 1.8%
$177K - $211K
472K $11.9M
Aug 15, 2022 Q2 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
8.27K
+ 0.72%
$176K - $210K
1.16M $29.3M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
8.19K
+ 3.05%
$174K - $208K
277K $6.98M
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
7.76K
New
$165K - $197K
7.76K $196K
Aug 02, 2022 Q2 2022
Blue Sky Wealth Advisors, LLC

BUY
 -
6.72K
+ 0.68%
$143K - $171K
999K $25.2M
Aug 09, 2022 Q2 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
6.65K
+ 59.64%
$141K - $169K
17.8K $449K
May 09, 2023 Q2 2022
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
BUY
 -
6.42K
+ 4.08%
$136K - $163K
164K $4.13M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
5.86K
New
$124K - $149K
5.86K $148K
Jul 27, 2022 Q2 2022
Advisory Services & Investments, LLC

BUY
 -
5.71K
+ 21.68%
$121K - $145K
32K $808K
Jul 25, 2022 Q2 2022
Ml & R Wealth Management LLC

BUY
 -
5.54K
+ 3.51%
$117K - $140K
163K $4.12M
Jul 22, 2022 Q2 2022
Orion Capital Management LLC

BUY
 -
5.51K
New
$117K - $140K
5.51K $139K
Jul 11, 2022 Q2 2022
Soundmark Wealth Management, LLC

BUY
 -
5.45K
+ 1.28%
$116K - $138K
433K $10.9M
Jul 28, 2022 Q2 2022
Sage Rhino Capital LLC

BUY
 -
5.3K
+ 15.77%
$112K - $134K
38.9K $981K
Jul 21, 2022 Q2 2022
Aurora Private Wealth, Inc.

BUY
 -
4.45K
+ 12.39%
$94.4K - $113K
40.4K $1.02M
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
4.4K
+ 15.36%
$93.3K - $112K
33K $833K
Oct 03, 2022 Q2 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
4.3K
+ 35.64%
$91.2K - $109K
16.4K $412K
Aug 11, 2022 Q2 2022
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
3.84K
+ 1.32%
$81.5K - $97.4K
295K $7.43M
Jul 18, 2022 Q2 2022
Gradient Capital Advisors, LLC

BUY
 -
3.51K
+ 6.99%
$74.4K - $88.9K
53.7K $1.35M
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
3.5K
New
$74.3K - $88.8K
3.5K $88.3K
Aug 01, 2022 Q2 2022
Dopkins Wealth Management, LLC

BUY
 -
3.43K
+ 1.52%
$72.7K - $86.9K
229K $5.78M
Jul 13, 2022 Q2 2022
Rvw Wealth, LLC

BUY
 -
3.29K
+ 11.85%
$69.8K - $83.4K
31K $783K
Aug 16, 2022 Q2 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
2.99K
+ 3.33%
$63.3K - $75.7K
92.7K $2.34M
Jul 15, 2022 Q2 2022
Investmark Advisory Group LLC

BUY
 -
2.93K
+ 7.31%
$62.3K - $74.4K
43.1K $1.09M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.83K
+ 15.75%
$60.1K - $71.8K
20.8K $525K
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

BUY
 -
2.68K
+ 32.86%
$56.9K - $68.1K
10.8K $274K
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
2.48K
+ 5.58%
$52.7K - $63K
47K $1.18M
Jul 21, 2022 Q2 2022
Investors Research Corp

BUY
 -
2.45K
New
$52K - $62.2K
2.45K $61.8K
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

BUY
 -
2.45K
+ 1.3%
$51.9K - $62.1K
191K $4.81M
Aug 05, 2022 Q2 2022
Ascent Group, LLC

BUY
 -
2.25K
+ 7.34%
$47.7K - $57.1K
32.9K $829K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
2.11K
+ 3.84%
$44.7K - $53.5K
57K $1.44M
Aug 12, 2022 Q2 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
1.94K
+ 13.8%
$41.2K - $49.3K
16K $404K
Aug 02, 2022 Q2 2022
3 D/L Capital Management, LLC

BUY
 -
1.91K
+ 12.62%
$40.6K - $48.5K
17.1K $430K
Jul 26, 2022 Q2 2022
Independent Wealth Network Inc.

BUY
 -
1.9K
+ 6.15%
$40.3K - $48.2K
32.8K $828K
Aug 15, 2022 Q2 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
1.87K
+ 1.42%
$39.7K - $47.5K
134K $3.37M
Aug 15, 2022 Q2 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.54K
New
$32.6K - $38.9K
1.54K $38.7K
Aug 02, 2022 Q2 2022
Sloy Dahl & Holst, LLC

BUY
 -
1.5K
+ 0.93%
$31.9K - $38.1K
163K $4.11M
Aug 11, 2022 Q2 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
1.35K
New
$28.6K - $34.2K
1.35K $34K
Aug 02, 2022 Q2 2022
Cx Institutional

BUY
 -
1.35K
New
$28.6K - $34.1K
1.35K $33.9K
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.24K
+ 2.17%
$26.3K - $31.4K
58.3K $1.47M
Aug 02, 2022 Q2 2022
Versant Capital Management, Inc

BUY
 -
1.06K
+ 0.89%
$22.4K - $26.8K
120K $3.02M
Aug 15, 2022 Q2 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
949
+ 10.21%
$20.1K - $24.1K
10.2K $258K
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
899
+ 0.58%
$19.1K - $22.8K
156K $3.93M

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