Purchases and Sales Made in Q3 2021 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.8MNew |
$278M - $293M
|
10.8M
$266M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.86MNew |
$151M - $160M
|
5.86M
$145M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.12MNew |
$132M - $139M
|
5.12M
$127M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
4.32MNew |
$112M - $118M
|
4.32M
$107M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.23MNew |
$109M - $115M
|
4.23M
$105M
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.58MNew |
$92.4M - $97.4M
|
3.58M
$88.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.48MNew |
$89.8M - $94.6M
|
3.48M
$86.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.22MNew |
$83.2M - $87.6M
|
3.22M
$79.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
1.98MNew |
$51.2M - $53.9M
|
1.98M
$49.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.97MNew |
$50.9M - $53.7M
|
1.97M
$48.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.95MNew |
$50.3M - $53M
|
1.95M
$48.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.68M+ 968.55% |
$43.5M - $45.8M
|
1.86M
$46M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.39MNew |
$35.9M - $37.8M
|
1.39M
$34.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.22MNew |
$31.5M - $33.2M
|
1.22M
$30.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.16MNew |
$29.9M - $31.5M
|
1.16M
$28.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.06MNew |
$27.5M - $28.9M
|
1.06M
$26.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
1.06MNew |
$27.4M - $28.9M
|
1.06M
$26.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1MNew |
$25.9M - $27.3M
|
1M
$24.9M
|
|
|
Nov 15, 2021
Q3 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
956KNew |
$24.7M - $26M
|
956K
$23.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
925KNew |
$23.9M - $25.2M
|
925K
$22.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
875KNew |
$22.6M - $23.8M
|
875K
$21.7M
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
BUY
|
- |
770KNew |
$19.9M - $21M
|
770K
$19.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
699KNew |
$18.1M - $19M
|
699K
$17.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
696KNew |
$18M - $18.9M
|
696K
$17.3M
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
687K+ 205.69% |
$17.7M - $18.7M
|
1.02M
$25.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
668KNew |
$17.2M - $18.2M
|
668K
$16.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
645KNew |
$16.6M - $17.5M
|
645K
$16M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
634KNew |
$16.4M - $17.3M
|
634K
$15.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
621KNew |
$16M - $16.9M
|
621K
$15.4M
|
|
|
Feb 15, 2022
Q3 2021
|
Awm Capital, LLC
|
BUY
|
- |
620KNew |
$16M - $16.9M
|
620K
$15.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
616KNew |
$15.9M - $16.8M
|
616K
$15.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
596KNew |
$15.4M - $16.2M
|
596K
$14.8M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
519KNew |
$13.4M - $14.1M
|
519K
$12.9M
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
491KNew |
$12.7M - $13.4M
|
491K
$12.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
488KNew |
$12.6M - $13.3M
|
488K
$12.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
486KNew |
$12.6M - $13.2M
|
486K
$12.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
482KNew |
$12.5M - $13.1M
|
482K
$12M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
468KNew |
$12.1M - $12.7M
|
468K
$11.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
441KNew |
$11.4M - $12M
|
441K
$10.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
388KNew |
$10M - $10.5M
|
388K
$9.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
369KNew |
$9.53M - $10M
|
369K
$9.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
366KNew |
$9.47M - $9.97M
|
366K
$9.08M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
338KNew |
$8.73M - $9.19M
|
338K
$8.37M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
334KNew |
$8.63M - $9.09M
|
334K
$8.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
321KNew |
$8.28M - $8.72M
|
321K
$7.94M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
319KNew |
$8.24M - $8.68M
|
319K
$7.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
307KNew |
$7.92M - $8.35M
|
307K
$7.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
303KNew |
$7.82M - $8.24M
|
303K
$7.51M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
299KNew |
$7.72M - $8.13M
|
299K
$7.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
298KNew |
$7.69M - $8.11M
|
298K
$7.38M
|