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 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
BUY
|
- |
14.1KNew |
$364K - $384K
|
14.1K
$349K
|
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
13.3KNew |
$345K - $363K
|
13.3K
$331K
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
12.8KNew |
$332K - $350K
|
12.8K
$318K
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
12.6KNew |
$326K - $344K
|
12.6K
$313K
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.6KNew |
$324K - $342K
|
12.6K
$311K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
12.4KNew |
$321K - $338K
|
12.4K
$308K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
12KNew |
$310K - $327K
|
12K
$298K
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
11.7KNew |
$303K - $319K
|
11.7K
$291K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
11.7KNew |
$301K - $318K
|
11.7K
$289K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.4KNew |
$295K - $311K
|
11.4K
$283K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
11.1KNew |
$288K - $303K
|
11.1K
$276K
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11KNew |
$285K - $300K
|
11K
$274K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.72KNew |
$251K - $264K
|
9.72K
$241K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.65KNew |
$249K - $263K
|
9.65K
$239K
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
9.61KNew |
$248K - $261K
|
9.61K
$238K
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.56KNew |
$247K - $260K
|
9.56K
$237K
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9.33KNew |
$241K - $254K
|
9.33K
$231K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.8KNew |
$227K - $240K
|
8.8K
$218K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.76KNew |
$226K - $238K
|
8.76K
$217K
|
|
|
Oct 27, 2021
Q3 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
8.47KNew |
$219K - $230K
|
8.47K
$210K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
7.88KNew |
$203K - $214K
|
7.88K
$195K
|
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
7.82KNew |
$202K - $213K
|
7.82K
$194K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
7.76KNew |
$200K - $211K
|
7.76K
$192K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.73KNew |
$200K - $210K
|
7.73K
$192K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
7.69KNew |
$199K - $209K
|
7.69K
$191K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.58KNew |
$196K - $206K
|
7.58K
$188K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7.08KNew |
$183K - $193K
|
7.08K
$175K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.57KNew |
$170K - $179K
|
6.57K
$163K
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
6.02KNew |
$156K - $164K
|
6.02K
$149K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.97KNew |
$154K - $163K
|
5.97K
$148K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.71KNew |
$147K - $155K
|
5.71K
$141K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.69KNew |
$147K - $155K
|
5.69K
$141K
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
5.46KNew |
$141K - $149K
|
5.46K
$135K
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.54KNew |
$117K - $124K
|
4.54K
$113K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.49KNew |
$116K - $122K
|
4.49K
$111K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
3.78KNew |
$97.6K - $103K
|
3.78K
$93.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.53KNew |
$91.2K - $96.1K
|
3.53K
$87.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.51KNew |
$90.8K - $95.6K
|
3.51K
$87.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.28KNew |
$84.7K - $89.2K
|
3.28K
$81.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
3.21KNew |
$82.8K - $87.3K
|
3.21K
$79.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.77KNew |
$71.6K - $75.4K
|
2.77K
$68.7K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.74KNew |
$70.8K - $74.6K
|
2.74K
$67.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
2.45KNew |
$63.3K - $66.7K
|
2.45K
$60.8K
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.81KNew |
$46.7K - $49.2K
|
1.81K
$44.8K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.75KNew |
$45.1K - $47.5K
|
1.75K
$43.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
1.71KNew |
$44.2K - $46.5K
|
1.71K
$42.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.54KNew |
$39.9K - $42K
|
1.54K
$38.2K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.54KNew |
$39.7K - $41.8K
|
1.54K
$38.1K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
1.54KNew |
$39.7K - $41.8K
|
1.54K
$38.1K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
1.42KNew |
$36.8K - $38.7K
|
1.42K
$35.3K
|