Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.24M+ 11994.23% |
$42.3M - $50.7M
|
2.26M
$56.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.23M+ 25.56% |
$42.2M - $50.6M
|
11M
$277M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.73MNew |
$32.8M - $39.3M
|
1.73M
$43.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.66M+ 88.24% |
$31.3M - $37.5M
|
3.53M
$89.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
1.05M+ 29.68% |
$19.8M - $23.7M
|
4.58M
$115M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.03M+ 768.64% |
$19.5M - $23.3M
|
1.17M
$29.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.03M+ 67.32% |
$19.4M - $23.3M
|
2.55M
$64.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
999K+ 34.87% |
$18.9M - $22.6M
|
3.87M
$97.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
659KNew |
$12.5M - $14.9M
|
659K
$16.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
390K+ 19.22% |
$7.36M - $8.82M
|
2.42M
$60.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
379KNew |
$7.17M - $8.59M
|
379K
$9.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
370K+ 15.69% |
$7M - $8.39M
|
2.73M
$68.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
369K+ 16.85% |
$6.97M - $8.36M
|
2.56M
$64.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
330K+ 24.92% |
$6.23M - $7.47M
|
1.65M
$41.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
315KNew |
$5.96M - $7.14M
|
315K
$7.96M
|
|
|
Nov 01, 2022
Q3 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
314K+ 22.49% |
$5.93M - $7.1M
|
1.71M
$43.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
307K+ 73.67% |
$5.8M - $6.95M
|
724K
$18.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
307K+ 73.67% |
$5.8M - $6.95M
|
724K
$18.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
245K+ 57.17% |
$4.63M - $5.54M
|
673K
$17M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
244K+ 58.89% |
$4.62M - $5.53M
|
659K
$16.6M
|
|
|
Oct 11, 2022
Q3 2022
|
New Capital Management LP
|
BUY
|
- |
244K+ 24.93% |
$4.61M - $5.52M
|
1.22M
$30.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
221K+ 3.31% |
$4.18M - $5.01M
|
6.91M
$174M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
209KNew |
$3.95M - $4.73M
|
209K
$5.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
150K+ 23.25% |
$2.84M - $3.4M
|
796K
$20.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
146KNew |
$2.77M - $3.32M
|
146K
$3.69M
|
|
|
Oct 18, 2022
Q3 2022
|
Planning Center, Inc.
|
BUY
|
- |
133K+ 9.69% |
$2.5M - $3M
|
1.5M
$37.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
126K+ 8.92% |
$2.38M - $2.85M
|
1.54M
$38.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
125K+ 4.45% |
$2.36M - $2.83M
|
2.93M
$73.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
117K+ 11.69% |
$2.21M - $2.64M
|
1.12M
$28.1M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
115K+ 65920.69% |
$2.17M - $2.6M
|
115K
$2.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
112K+ 2.51% |
$2.12M - $2.54M
|
4.57M
$115M
|
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
109KNew |
$2.07M - $2.48M
|
109K
$2.76M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
108KNew |
$2.05M - $2.45M
|
108K
$2.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
96.1K+ 55.2% |
$1.82M - $2.18M
|
270K
$6.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
93.4KNew |
$1.76M - $2.11M
|
93.4K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
BUY
|
- |
91K+ 44.24% |
$1.72M - $2.06M
|
297K
$7.48M
|
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
87.7K+ 7.78% |
$1.66M - $1.98M
|
1.21M
$30.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.6K+ 11.67% |
$1.56M - $1.87M
|
791K
$19.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
77.8K+ 33.44% |
$1.47M - $1.76M
|
310K
$7.83M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
72.4KNew |
$1.37M - $1.64M
|
72.4K
$1.82M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
71.7K+ 189.38% |
$1.36M - $1.62M
|
110K
$2.76M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
65.1K+ 10.71% |
$1.23M - $1.47M
|
673K
$17M
|
|
|
Oct 05, 2022
Q3 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
63K+ 4.84% |
$1.19M - $1.43M
|
1.36M
$34.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
51.2K+ 35.79% |
$966K - $1.16M
|
194K
$4.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
47.1K+ 3.46% |
$890K - $1.07M
|
1.41M
$35.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
44.2K+ 95.26% |
$835K - $1M
|
90.6K
$2.28M
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
42.2KNew |
$797K - $956K
|
42.2K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
41.8K+ 155.15% |
$789K - $946K
|
68.7K
$1.73M
|
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
40.3K+ 29.93% |
$761K - $912K
|
175K
$4.41M
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
36.8K+ 126.75% |
$695K - $833K
|
65.9K
$1.66M
|