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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.6KClosed |
$267K - $320K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
SELL
|
- |
-12.8KClosed |
$273K - $326K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 13.73% |
$274K - $327K
|
81.1K
$2.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-14.3K- 5.33% |
$304K - $363K
|
254K
$6.41M
|
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-16.2KClosed |
$343K - $410K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-16.7K- 22.28% |
$355K - $425K
|
58.4K
$1.47M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-16.8KClosed |
$356K - $425K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17K- 60.36% |
$361K - $432K
|
11.2K
$282K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-17.3K- 0.5% |
$367K - $439K
|
3.46M
$87.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-18.1K- 5.65% |
$383K - $458K
|
302K
$7.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-19.6K- 6.32% |
$416K - $497K
|
291K
$7.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-20.5K- 0.45% |
$435K - $520K
|
4.5M
$113M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-22.7K- 5.52% |
$482K - $577K
|
389K
$9.81M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23.9K- 46.0% |
$506K - $605K
|
28K
$706K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-27.9K- 1.36% |
$592K - $708K
|
2.03M
$51.1M
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-30.1K- 3.59% |
$639K - $764K
|
810K
$20.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-30.6K- 9.87% |
$649K - $776K
|
280K
$7.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-34.8K- 20.55% |
$739K - $884K
|
135K
$3.39M
|
|
|
Jul 08, 2022
Q2 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-35.1K- 2.63% |
$745K - $891K
|
1.3M
$32.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-35.2K- 99.97% |
$748K - $894K
|
10
$252
|
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-39.6K- 7.96% |
$840K - $1M
|
457K
$11.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-39.9K- 7.64% |
$847K - $1.01M
|
483K
$12.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-39.9K- 0.37% |
$848K - $1.01M
|
10.7M
$269M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-40.8K- 2.24% |
$866K - $1.04M
|
1.78M
$44.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-42.1K- 0.98% |
$892K - $1.07M
|
4.24M
$107M
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-42.9K- 7.99% |
$910K - $1.09M
|
494K
$12.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-45.9K- 49.97% |
$975K - $1.17M
|
46K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-48.6KClosed |
$1.03M - $1.23M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-55.4K- 27.91% |
$1.17M - $1.4M
|
143K
$3.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-71K- 19.91% |
$1.51M - $1.8M
|
286K
$7.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-71.5K- 10.52% |
$1.52M - $1.81M
|
608K
$15.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-79.1K- 32.16% |
$1.68M - $2.01M
|
167K
$4.21M
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
SELL
|
- |
-110K- 35.16% |
$2.34M - $2.8M
|
203K
$5.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-146K- 10.05% |
$3.1M - $3.71M
|
1.31M
$33M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-158K- 26.98% |
$3.36M - $4.02M
|
428K
$10.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-248K- 4.32% |
$5.26M - $6.29M
|
5.5M
$139M
|
|
|
Aug 02, 2022
Q2 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-269K- 16.16% |
$5.71M - $6.83M
|
1.4M
$35.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-271KClosed |
$5.74M - $6.87M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-305K- 49.93% |
$6.48M - $7.75M
|
306K
$7.72M
|
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-312K- 16.98% |
$6.62M - $7.92M
|
1.53M
$38.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-317K- 39.02% |
$6.74M - $8.05M
|
496K
$12.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-319KClosed |
$6.78M - $8.1M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-777K- 21.33% |
$16.5M - $19.7M
|
2.87M
$72.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.16M- 89.6% |
$24.5M - $29.3M
|
134K
$3.38M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.3M- 99.69% |
$27.5M - $32.9M
|
4.04K
$102K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.43MClosed |
$72.9M - $87.1M
|
0
$0
|