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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
874New |
$18.5K - $22.2K
|
874
$22K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
874New |
$18.5K - $22.2K
|
874
$22K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
541+ 1.09% |
$11.5K - $13.7K
|
50K
$1.26M
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
530+ 0.38% |
$11.2K - $13.4K
|
141K
$3.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
511New |
$10.8K - $13K
|
511
$12.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
469+ 1.06% |
$9.95K - $11.9K
|
44.6K
$1.12M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
448New |
$9.51K - $11.4K
|
448
$11.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
443+ 0.26% |
$9.4K - $11.2K
|
172K
$4.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
422+ 0.94% |
$8.95K - $10.7K
|
45.5K
$1.15M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
396+ 0.24% |
$8.4K - $10K
|
167K
$4.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
317+ 0.69% |
$6.73K - $8.04K
|
46.5K
$1.17M
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
307+ 1.3% |
$6.51K - $7.79K
|
24K
$605K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
303New |
$6.43K - $7.69K
|
303
$7.64K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
291+ 0.11% |
$6.18K - $7.38K
|
255K
$6.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
279+ 2.68% |
$5.92K - $7.08K
|
10.7K
$270K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
267+ 1.3% |
$5.67K - $6.77K
|
20.8K
$525K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
250+ 0.12% |
$5.31K - $6.34K
|
212K
$5.34M
|
|
|
Jul 26, 2022
Q2 2022
|
Brewster Financial Planning LLC
|
BUY
|
- |
242+ 0.99% |
$5.14K - $6.14K
|
24.8K
$625K
|
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
242+ 1.25% |
$5.14K - $6.14K
|
19.6K
$493K
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
227+ 0.2% |
$4.82K - $5.76K
|
115K
$2.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
225+ 1.85% |
$4.77K - $5.71K
|
12.4K
$313K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
204+ 0.24% |
$4.33K - $5.18K
|
86.3K
$2.18M
|
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
BUY
|
- |
174+ 0.14% |
$3.69K - $4.41K
|
128K
$3.24M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
151+ 1.28% |
$3.2K - $3.83K
|
11.9K
$301K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
135+ 0.75% |
$2.86K - $3.42K
|
18.2K
$460K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
125New |
$2.65K - $3.17K
|
125
$3.15K
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
104+ 0.08% |
$2.21K - $2.64K
|
126K
$3.19M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
91+ 0.82% |
$1.93K - $2.31K
|
11.2K
$282K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
85+ 1.28% |
$1.8K - $2.16K
|
6.73K
$170K
|
|
|
Jul 28, 2022
Q2 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
61+ 0.01% |
$1.29K - $1.55K
|
462K
$11.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
60+ 0.35% |
$1.27K - $1.52K
|
17.3K
$437K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
46+ 1.3% |
$976 - $1.17K
|
3.6K
$90.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
20+ 1.3% |
$424 - $507
|
1.56K
$39.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19+ 0.53% |
$403 - $482
|
3.63K
$91.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
13+ 0.05% |
$276 - $330
|
27.4K
$690K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.03% |
$106 - $127
|
14.4K
$364K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.08% |
$63.7 - $76.1
|
3.79K
$95.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-59- 0.2% |
$1.25K - $1.5K
|
29.4K
$743K
|
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-126- 0.13% |
$2.67K - $3.2K
|
96K
$2.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-142- 1.82% |
$3.01K - $3.6K
|
7.68K
$194K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-196- 11.23% |
$4.16K - $4.97K
|
1.55K
$39.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-203- 0.07% |
$4.31K - $5.15K
|
291K
$7.35M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-204- 1.82% |
$4.33K - $5.18K
|
11K
$278K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-210Closed |
$4.46K - $5.33K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-227- 0.07% |
$4.82K - $5.76K
|
303K
$7.64M
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-358- 0.7% |
$7.6K - $9.08K
|
50.4K
$1.27M
|
|
|
Aug 09, 2022
Q2 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-428- 0.15% |
$9.08K - $10.9K
|
285K
$7.19M
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-572- 1.21% |
$12.1K - $14.5K
|
46.6K
$1.18M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-593- 0.04% |
$12.6K - $15K
|
1.36M
$34.3M
|