Purchases and Sales Made in Q4 2021 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
6.89MNew |
$173M - $185M
|
6.89M
$171M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.13MNew |
$104M - $111M
|
4.13M
$102M
|
|
|
Feb 23, 2022
Q4 2021
|
Geometric Wealth Advisors
|
BUY
|
- |
3.62MNew |
$91.1M - $97.1M
|
3.62M
$89.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.32MNew |
$83.6M - $89.1M
|
3.32M
$82.4M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.05MNew |
$51.7M - $55.1M
|
2.05M
$50.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.8MNew |
$45.3M - $48.3M
|
1.8M
$44.6M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.66MNew |
$41.9M - $44.6M
|
1.66M
$41.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.41MNew |
$35.6M - $37.9M
|
1.41M
$35M
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.34MNew |
$33.7M - $35.9M
|
1.34M
$33.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.31MNew |
$33.1M - $35.2M
|
1.31M
$32.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
1.22MNew |
$30.6M - $32.6M
|
1.22M
$30.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.17MNew |
$29.4M - $31.3M
|
1.17M
$28.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.12M+ 26.5% |
$28.2M - $30.1M
|
5.35M
$133M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.09MNew |
$27.5M - $29.3M
|
1.09M
$27.1M
|
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
775KNew |
$19.5M - $20.8M
|
775K
$19.2M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
679KNew |
$17.1M - $18.2M
|
679K
$16.8M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
554KNew |
$13.9M - $14.8M
|
554K
$13.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
544K+ 58.77% |
$13.7M - $14.6M
|
1.47M
$36.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
515KNew |
$13M - $13.8M
|
515K
$12.8M
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
506KNew |
$12.7M - $13.6M
|
506K
$12.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
462KNew |
$11.6M - $12.4M
|
462K
$11.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
461KNew |
$11.6M - $12.4M
|
461K
$11.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
461KNew |
$11.6M - $12.4M
|
461K
$11.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
458KNew |
$11.5M - $12.3M
|
458K
$11.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
457K+ 45.51% |
$11.5M - $12.2M
|
1.46M
$36.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
395KNew |
$9.94M - $10.6M
|
395K
$9.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
365K+ 11.35% |
$9.2M - $9.8M
|
3.59M
$88.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
356KNew |
$8.95M - $9.54M
|
356K
$8.81M
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
329KNew |
$8.28M - $8.83M
|
329K
$8.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
320KNew |
$8.06M - $8.59M
|
320K
$7.94M
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
307KNew |
$7.73M - $8.23M
|
307K
$7.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Bayshore Asset Management, LLC
|
BUY
|
- |
307KNew |
$7.72M - $8.23M
|
307K
$7.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
286KNew |
$7.2M - $7.67M
|
286K
$7.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
283KNew |
$7.11M - $7.58M
|
283K
$7M
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
268KNew |
$6.74M - $7.18M
|
268K
$6.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
256K+ 58.01% |
$6.44M - $6.86M
|
697K
$17.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
219KNew |
$5.52M - $5.89M
|
219K
$5.44M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
189K+ 83.77% |
$4.76M - $5.07M
|
415K
$10.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
187KNew |
$4.71M - $5.02M
|
187K
$4.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
170KNew |
$4.29M - $4.57M
|
170K
$4.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
164KNew |
$4.12M - $4.39M
|
164K
$4.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
159KNew |
$3.99M - $4.25M
|
159K
$3.93M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
157KNew |
$3.95M - $4.21M
|
157K
$3.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
154KNew |
$3.88M - $4.14M
|
154K
$3.82M
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
153KNew |
$3.85M - $4.1M
|
153K
$3.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
151K+ 12.37% |
$3.8M - $4.04M
|
1.37M
$33.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
150K+ 32.03% |
$3.77M - $4.02M
|
617K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
148K+ 7.49% |
$3.74M - $3.98M
|
2.13M
$52.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
148KNew |
$3.72M - $3.96M
|
148K
$3.66M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
141KNew |
$3.56M - $3.79M
|
141K
$3.51M
|