Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFAX)

DFAX Quotes by TradingView

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
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
36.6K
+ 11.48%
$691K - $829K
355K $8.96M
Oct 12, 2022 Q3 2022
Prosperity Planning, Inc.

BUY
 -
33.9K
+ 5.5%
$640K - $767K
650K $16.4M
Nov 14, 2022 Q3 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
33.2K
+ 69.43%
$627K - $752K
81K $2.04M
Oct 12, 2022 Q3 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
33.1K
+ 2.59%
$625K - $749K
1.31M $33.1M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
31K
+ 3.42%
$586K - $703K
939K $23.7M
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
31K
+ 13.94%
$585K - $701K
253K $6.38M
Nov 01, 2022 Q3 2022
Claris Advisors, LLC

BUY
 -
29.2K
+ 8.43%
$552K - $661K
376K $9.47M
Oct 14, 2022 Q3 2022
First National Bank Sioux Falls

BUY
 -
27.4K
+ 9.93%
$518K - $620K
303K $7.65M
Nov 14, 2022 Q3 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
27.3K
New
$515K - $617K
27.3K $688K
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
27K
+ 0.71%
$510K - $611K
3.84M $96.9M
Nov 14, 2022 Q3 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
25K
New
$472K - $566K
25K $630K
Oct 31, 2022 Q3 2022
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
25K
+ 2.67%
$472K - $565K
959K $24.2M
Nov 10, 2022 Q3 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
24.7K
+ 9.73%
$467K - $560K
279K $7.03M
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
24.6K
+ 12.88%
$464K - $556K
215K $5.43M
Oct 18, 2022 Q3 2022
Firethorn Wealth Partners, LLC

BUY
 -
24.4K
+ 23.4%
$462K - $553K
129K $3.25M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
24.3K
New
$458K - $549K
24.3K $612K
Oct 26, 2022 Q3 2022
Chico Wealth Ria

BUY
 -
24K
New
$453K - $542K
24K $604K
Nov 09, 2022 Q3 2022
Brighton Jones LLC

BUY
 -
22.7K
+ 12.35%
$429K - $514K
207K $5.21M
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
21.7K
New
$409K - $490K
21.7K $546K
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
20K
New
$378K - $453K
20K $504K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
19.8K
+ 38.86%
$373K - $447K
70.6K $1.78M
Oct 31, 2022 Q3 2022
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
19.4K
+ 6.6%
$367K - $440K
314K $7.92M
Dec 05, 2023 Q3 2022
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
18.3K
+ 1.01%
$345K - $414K
1.83M $46.2M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
18.2K
+ 48.61%
$345K - $413K
55.8K $1.41M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
17.5K
+ 49.59%
$330K - $396K
52.7K $1.33M
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
17.3K
+ 0.5%
$327K - $391K
3.48M $87.7M
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
17.3K
+ 0.5%
$327K - $391K
3.48M $87.7M
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
17.2K
+ 2.83%
$325K - $389K
625K $15.8M
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
16.7K
+ 8.11%
$316K - $379K
223K $5.62M
Nov 14, 2022 Q3 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
16.4K
+ 153.34%
$310K - $371K
27.1K $683K
Nov 04, 2022 Q3 2022
Gradient Capital Advisors, LLC

BUY
 -
16K
+ 29.82%
$302K - $362K
69.7K $1.76M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
16K
+ 5.92%
$302K - $362K
287K $7.23M
Nov 09, 2022 Q3 2022
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
14.9K
New
$281K - $337K
14.9K $375K
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
14.1K
New
$266K - $319K
14.1K $355K
Nov 02, 2022 Q3 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
13.7K
New
$259K - $310K
13.7K $345K
Oct 14, 2022 Q3 2022
Diversified Trust CO

BUY
 -
13.4K
+ 59.44%
$252K - $302K
35.8K $904K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
12.8K
+ 19.94%
$242K - $290K
77.1K $1.94M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
12.6K
+ 10.7%
$237K - $284K
130K $3.28M
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
11.8K
+ 5.4%
$223K - $268K
231K $5.83M
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
11.4K
+ 3.67%
$215K - $257K
321K $8.09M
Oct 24, 2022 Q3 2022
Wealth Architects, LLC

BUY
 -
11.2K
+ 10.81%
$211K - $252K
114K $2.88M
Oct 26, 2022 Q3 2022
Orion Capital Management LLC

BUY
 -
10.4K
+ 189.58%
$197K - $236K
16K $402K
Oct 28, 2022 Q3 2022
Lauterbach Financial Advisors, LLC

BUY
 -
9.54K
+ 2.02%
$180K - $216K
482K $12.1M
Nov 10, 2022 Q3 2022
N.E.W. Advisory Services LLC

BUY
 -
9.19K
+ 5.04%
$174K - $208K
192K $4.83M
Oct 19, 2022 Q3 2022
Sloy Dahl & Holst, LLC

BUY
 -
9.05K
+ 5.55%
$171K - $205K
172K $4.34M
Oct 28, 2022 Q3 2022
Better Wealth, LLC

BUY
 -
8.46K
+ 1.05%
$160K - $191K
817K $20.6M
May 09, 2023 Q3 2022
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
BUY
 -
8.11K
+ 4.95%
$153K - $183K
172K $4.33M
Oct 24, 2022 Q3 2022
Investment Advisory Group, LLC

BUY
 -
7.15K
+ 4.5%
$135K - $162K
166K $4.19M
Nov 10, 2022 Q3 2022
Intelligent Financial Strategies

Excelsior, MN
BUY
 -
7.06K
+ 3.3%
$133K - $160K
221K $5.57M

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