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
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
44.6KNew |
$1.15M - $1.21M
|
44.6K
$1.11M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
43.8KNew |
$1.13M - $1.19M
|
43.8K
$1.09M
|
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
43.7KNew |
$1.13M - $1.19M
|
43.7K
$1.08M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
42.4KNew |
$1.1M - $1.15M
|
42.4K
$1.05M
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
42.2KNew |
$1.09M - $1.15M
|
42.2K
$1.05M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
42.2KNew |
$1.09M - $1.15M
|
42.2K
$1.05M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
42KNew |
$1.08M - $1.14M
|
42K
$1.04M
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
41KNew |
$1.06M - $1.12M
|
41K
$1.02M
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
40.4KNew |
$1.04M - $1.1M
|
40.4K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
40KNew |
$1.03M - $1.09M
|
40K
$991K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
37.2KNew |
$961K - $1.01M
|
37.2K
$922K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
33.5KNew |
$866K - $913K
|
33.5K
$831K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
33.1KNew |
$855K - $901K
|
33.1K
$821K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
32.3KNew |
$835K - $879K
|
32.3K
$801K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
31.3KNew |
$807K - $850K
|
31.3K
$774K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
30.7KNew |
$793K - $836K
|
30.7K
$761K
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
30.4KNew |
$785K - $827K
|
30.4K
$753K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
30.4KNew |
$785K - $827K
|
30.4K
$753K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
28.3KNew |
$730K - $769K
|
28.3K
$701K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.2KNew |
$728K - $767K
|
28.2K
$699K
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
27.7KNew |
$717K - $755K
|
27.7K
$688K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27.6KNew |
$713K - $751K
|
27.6K
$684K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
27.5KNew |
$711K - $749K
|
27.5K
$682K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.8KNew |
$692K - $729K
|
26.8K
$664K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
26.7KNew |
$691K - $728K
|
26.7K
$663K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
26.4KNew |
$682K - $719K
|
26.4K
$655K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
26.1KNew |
$675K - $711K
|
26.1K
$647K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
25.8KNew |
$667K - $703K
|
25.8K
$640K
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
25.3KNew |
$654K - $689K
|
25.3K
$628K
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
BUY
|
- |
25.2KNew |
$650K - $685K
|
25.2K
$624K
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
24.6KNew |
$636K - $670K
|
24.6K
$611K
|
|
|
Nov 01, 2021
Q3 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
23.7KNew |
$613K - $646K
|
23.7K
$588K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.7KNew |
$587K - $618K
|
22.7K
$563K
|
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
21.8KNew |
$563K - $593K
|
21.8K
$540K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
20.9KNew |
$541K - $569K
|
20.9K
$519K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
19.5KNew |
$504K - $531K
|
19.5K
$484K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.1KNew |
$493K - $519K
|
19.1K
$473K
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
18.5KNew |
$477K - $503K
|
18.5K
$458K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.7KNew |
$457K - $482K
|
17.7K
$439K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17KNew |
$439K - $462K
|
17K
$421K
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
16.9KNew |
$437K - $461K
|
16.9K
$420K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16.8KNew |
$433K - $456K
|
16.8K
$415K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
16.4KNew |
$424K - $446K
|
16.4K
$406K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.2KNew |
$419K - $442K
|
16.2K
$402K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
15.9KNew |
$411K - $433K
|
15.9K
$395K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$398K - $419K
|
15.4K
$382K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
15.1KNew |
$389K - $410K
|
15.1K
$373K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
14.4KNew |
$371K - $391K
|
14.4K
$356K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
14.3KNew |
$370K - $390K
|
14.3K
$355K
|
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$366K - $385K
|
14.2K
$351K
|