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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
139KNew |
$3.49M - $3.72M
|
139K
$3.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
139KNew |
$3.49M - $3.72M
|
139K
$3.43M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
137KNew |
$3.46M - $3.69M
|
137K
$3.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
135K+ 19.38% |
$3.4M - $3.62M
|
831K
$20.6M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
132KNew |
$3.32M - $3.53M
|
132K
$3.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Kraft Asset Management, LLC
|
BUY
|
- |
116KNew |
$2.91M - $3.1M
|
116K
$2.86M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
115KNew |
$2.89M - $3.08M
|
115K
$2.85M
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
112KNew |
$2.83M - $3.01M
|
112K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
110K+ 16.42% |
$2.76M - $2.94M
|
777K
$19.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
108K+ 5.5% |
$2.73M - $2.91M
|
2.08M
$51.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
99KNew |
$2.49M - $2.66M
|
99K
$2.45M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
93.7K+ 18.05% |
$2.36M - $2.51M
|
613K
$15.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
92.6KNew |
$2.33M - $2.48M
|
92.6K
$2.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
92.3KNew |
$2.32M - $2.47M
|
92.3K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
92.1KNew |
$2.32M - $2.47M
|
92.1K
$2.28M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
90.4KNew |
$2.28M - $2.43M
|
90.4K
$2.24M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
86.2KNew |
$2.17M - $2.31M
|
86.2K
$2.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
85K+ 0.79% |
$2.14M - $2.28M
|
10.8M
$269M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
84.8KNew |
$2.13M - $2.27M
|
84.8K
$2.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
80.2KNew |
$2.02M - $2.15M
|
80.2K
$1.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
75.9K+ 7.14% |
$1.91M - $2.04M
|
1.14M
$28.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
BUY
|
- |
75.5K+ 29.84% |
$1.9M - $2.02M
|
328K
$8.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
71.2K+ 47.21% |
$1.79M - $1.91M
|
222K
$5.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
66.3KNew |
$1.67M - $1.78M
|
66.3K
$1.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
62.5KNew |
$1.57M - $1.68M
|
62.5K
$1.55M
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
52.8K+ 20.35% |
$1.33M - $1.42M
|
312K
$7.74M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
52.1KNew |
$1.31M - $1.4M
|
52.1K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
48.9KNew |
$1.23M - $1.31M
|
48.9K
$1.21M
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
48.2K+ 9.82% |
$1.21M - $1.29M
|
539K
$13.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
47.2KNew |
$1.19M - $1.27M
|
47.2K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44.1K+ 91.45% |
$1.11M - $1.18M
|
92.4K
$2.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
42.7KNew |
$1.07M - $1.14M
|
42.7K
$1.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.6K+ 67579.37% |
$1.07M - $1.14M
|
42.6K
$1.06M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.1KNew |
$960K - $1.02M
|
38.1K
$945K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37.6KNew |
$947K - $1.01M
|
37.6K
$933K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
37.6K+ 26.86% |
$947K - $1.01M
|
178K
$4.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34.3K+ 8.86% |
$864K - $921K
|
422K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
32K+ 56.05% |
$806K - $859K
|
89.2K
$2.21M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
30.8KNew |
$775K - $826K
|
30.8K
$763K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30.6K+ 4.93% |
$771K - $821K
|
652K
$16.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
29.6KNew |
$746K - $795K
|
29.6K
$735K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
29.2K+ 15.4% |
$735K - $783K
|
219K
$5.42M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
29.1KNew |
$732K - $780K
|
29.1K
$721K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
29.1KNew |
$732K - $780K
|
29.1K
$720K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
28.6KNew |
$719K - $766K
|
28.6K
$708K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.4K+ 0.54% |
$690K - $735K
|
5.14M
$127M
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
26.6KNew |
$670K - $714K
|
26.6K
$660K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
26.2KNew |
$659K - $702K
|
26.2K
$649K
|
|
|
Jan 24, 2022
Q4 2021
|
Brewster Financial Planning LLC
|
BUY
|
- |
24.3KNew |
$612K - $652K
|
24.3K
$602K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.1KNew |
$582K - $620K
|
23.1K
$573K
|