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 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
20.5KNew |
$517K - $551K
|
20.5K
$509K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
20.3K+ 3.41% |
$512K - $545K
|
616K
$15.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
20KNew |
$505K - $538K
|
20K
$497K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.7K+ 12.06% |
$497K - $529K
|
183K
$4.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.4KNew |
$488K - $520K
|
19.4K
$480K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
18.9K+ 62.16% |
$476K - $507K
|
49.3K
$1.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.4KNew |
$464K - $494K
|
18.4K
$457K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.6K+ 7.69% |
$443K - $472K
|
247K
$6.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$443K - $472K
|
17.6K
$436K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
17K+ 19.41% |
$428K - $456K
|
105K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.6KNew |
$343K - $366K
|
13.6K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.2K+ 2.04% |
$331K - $353K
|
658K
$16.3M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.7KNew |
$319K - $340K
|
12.7K
$314K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
12.5K+ 6.94% |
$314K - $335K
|
192K
$4.77M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
12.4KNew |
$312K - $332K
|
12.4K
$307K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.2K+ 0.88% |
$307K - $327K
|
1.4M
$34.7M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
11.7K+ 37.51% |
$295K - $314K
|
43K
$1.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
11.3KNew |
$285K - $303K
|
11.3K
$280K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$280K - $299K
|
11.1K
$276K
|
|
|
Jan 28, 2022
Q4 2021
|
New Capital Management LP
|
BUY
|
- |
10.6K+ 1.37% |
$266K - $284K
|
781K
$19.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
10.5KNew |
$263K - $280K
|
10.5K
$259K
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
10.2KNew |
$257K - $274K
|
10.2K
$253K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
10.2KNew |
$256K - $273K
|
10.2K
$252K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
10.2K+ 1.0% |
$256K - $273K
|
1.03M
$25.5M
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
9.89K+ 6.97% |
$249K - $265K
|
152K
$3.76M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
9.88KNew |
$249K - $265K
|
9.88K
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.47K+ 5.44% |
$238K - $254K
|
184K
$4.55M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.45K+ 0.51% |
$238K - $254K
|
1.87M
$46.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.28KNew |
$234K - $249K
|
9.28K
$230K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8.95KNew |
$225K - $240K
|
8.95K
$222K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.24K+ 2.89% |
$207K - $221K
|
293K
$7.26M
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
7.93KNew |
$199K - $213K
|
7.93K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.89K+ 2.57% |
$199K - $212K
|
315K
$7.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.76K+ 34.14% |
$195K - $208K
|
30.5K
$756K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
7.68KNew |
$193K - $206K
|
7.68K
$190K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
7.41K+ 5.72% |
$187K - $199K
|
137K
$3.39M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.94K+ 5.8% |
$175K - $186K
|
127K
$3.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.83KNew |
$172K - $183K
|
6.83K
$169K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
6.34K+ 7.02% |
$160K - $170K
|
96.7K
$2.4M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
4.62KNew |
$116K - $124K
|
4.62K
$114K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.56K+ 57.86% |
$115K - $122K
|
12.4K
$308K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.52K+ 47.23% |
$114K - $121K
|
14.1K
$349K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
4.19K+ 0.87% |
$105K - $112K
|
486K
$12.1M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.13KNew |
$104K - $111K
|
4.13K
$102K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
3.91K+ 50.44% |
$98.5K - $105K
|
11.7K
$289K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.87K+ 40.1% |
$97.4K - $104K
|
13.5K
$335K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.7K+ 8.3% |
$93.2K - $99.3K
|
48.3K
$1.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.37K+ 8.04% |
$84.9K - $90.5K
|
45.3K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$80.7K - $86K
|
3.21K
$79.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.94K+ 9.66% |
$73.9K - $78.8K
|
33.3K
$826K
|