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 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
285KNew |
$7.36M - $7.75M
|
285K
$7.06M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
270KNew |
$6.96M - $7.34M
|
270K
$6.68M
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
260KNew |
$6.7M - $7.06M
|
260K
$6.43M
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
254KNew |
$6.56M - $6.91M
|
254K
$6.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Applied Capital LLC
|
BUY
|
- |
253KNew |
$6.53M - $6.88M
|
253K
$6.27M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
249KNew |
$6.42M - $6.77M
|
249K
$6.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
229KNew |
$5.92M - $6.23M
|
229K
$5.68M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
226KNew |
$5.83M - $6.14M
|
226K
$5.59M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
225KNew |
$5.82M - $6.13M
|
225K
$5.58M
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
212KNew |
$5.47M - $5.76M
|
212K
$5.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
212KNew |
$5.47M - $5.76M
|
212K
$5.24M
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
200KNew |
$5.16M - $5.44M
|
200K
$4.95M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
199KNew |
$5.14M - $5.42M
|
199K
$4.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
193KNew |
$4.99M - $5.26M
|
193K
$4.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
190KNew |
$4.9M - $5.16M
|
190K
$4.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
180KNew |
$4.65M - $4.89M
|
180K
$4.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
174KNew |
$4.5M - $4.74M
|
174K
$4.32M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
174KNew |
$4.49M - $4.73M
|
174K
$4.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
164KNew |
$4.23M - $4.45M
|
164K
$4.06M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
163KNew |
$4.22M - $4.44M
|
163K
$4.05M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
151KNew |
$3.9M - $4.11M
|
151K
$3.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
146KNew |
$3.78M - $3.98M
|
146K
$3.63M
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
142KNew |
$3.66M - $3.86M
|
142K
$3.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
140KNew |
$3.62M - $3.81M
|
140K
$3.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
138KNew |
$3.55M - $3.74M
|
138K
$3.41M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
130KNew |
$3.35M - $3.52M
|
130K
$3.21M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
126KNew |
$3.26M - $3.43M
|
126K
$3.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
BUY
|
- |
126KNew |
$3.25M - $3.42M
|
126K
$3.12M
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
120KNew |
$3.09M - $3.26M
|
120K
$2.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
102KNew |
$2.62M - $2.76M
|
102K
$2.52M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
90.3KNew |
$2.33M - $2.46M
|
90.3K
$2.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
89.7KNew |
$2.32M - $2.44M
|
89.7K
$2.22M
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
87.6KNew |
$2.26M - $2.38M
|
87.6K
$2.17M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
85.7KNew |
$2.21M - $2.33M
|
85.7K
$2.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
85.5KNew |
$2.21M - $2.33M
|
85.5K
$2.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
83.9KNew |
$2.17M - $2.28M
|
83.9K
$2.08M
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
79.6KNew |
$2.06M - $2.17M
|
79.6K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
75.1KNew |
$1.94M - $2.04M
|
75.1K
$1.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
74.4KNew |
$1.92M - $2.02M
|
74.4K
$1.84M
|
|
|
Nov 09, 2021
Q3 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
71.5KNew |
$1.85M - $1.95M
|
71.5K
$1.77M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
66.8KNew |
$1.73M - $1.82M
|
66.8K
$1.66M
|
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
63.4KNew |
$1.64M - $1.72M
|
63.4K
$1.57M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
62.8KNew |
$1.62M - $1.71M
|
62.8K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
57.2KNew |
$1.48M - $1.56M
|
57.2K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
55.6KNew |
$1.44M - $1.51M
|
55.6K
$1.38M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49.2KNew |
$1.27M - $1.34M
|
49.2K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48.2KNew |
$1.25M - $1.31M
|
48.2K
$1.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
46.9KNew |
$1.21M - $1.28M
|
46.9K
$1.16M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
46.9KNew |
$1.21M - $1.28M
|
46.9K
$1.16M
|
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
45.5KNew |
$1.18M - $1.24M
|
45.5K
$1.13M
|