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 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.07K+ 12.99% |
$52.1K - $55.5K
|
18K
$446K
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.04K+ 1.02% |
$51.3K - $54.7K
|
201K
$4.98M
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.92K+ 4.55% |
$48.3K - $51.5K
|
44.1K
$1.09M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.9KNew |
$47.8K - $50.9K
|
1.9K
$47K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1.83K+ 1.33% |
$46K - $49K
|
139K
$3.45M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.8K+ 0.71% |
$45.2K - $48.2K
|
256K
$6.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.65K+ 28.83% |
$41.4K - $44.1K
|
7.35K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.52K+ 5.9% |
$38.3K - $40.8K
|
27.4K
$678K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.52K+ 13.72% |
$38.1K - $40.6K
|
12.6K
$311K
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.46K+ 6.15% |
$36.8K - $39.2K
|
25.2K
$625K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.41K+ 2.86% |
$35.4K - $37.7K
|
50.6K
$1.25M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.1KNew |
$27.7K - $29.5K
|
1.1K
$27.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
975+ 0.96% |
$24.5K - $26.1K
|
102K
$2.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
883New |
$22.2K - $23.7K
|
883
$21.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
857+ 0.4% |
$21.6K - $23K
|
212K
$5.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
848+ 9.63% |
$21.3K - $22.7K
|
9.65K
$239K
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
BUY
|
- |
726+ 0.58% |
$18.3K - $19.5K
|
127K
$3.14M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
701+ 3.35% |
$17.6K - $18.8K
|
21.6K
$536K
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
698+ 3.78% |
$17.6K - $18.7K
|
19.2K
$475K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
623+ 0.69% |
$15.7K - $16.7K
|
90.3K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
575+ 1.36% |
$14.5K - $15.4K
|
42.8K
$1.06M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
478+ 1.9% |
$12K - $12.8K
|
25.7K
$636K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
464New |
$11.7K - $12.4K
|
464
$11.5K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
464+ 0.54% |
$11.7K - $12.4K
|
86K
$2.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
372New |
$9.36K - $9.98K
|
372
$9.22K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
347+ 0.11% |
$8.73K - $9.31K
|
321K
$7.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
280+ 2.25% |
$7.05K - $7.51K
|
12.7K
$315K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
268New |
$6.75K - $7.19K
|
268
$6.64K
|
|
|
Feb 08, 2022
Q4 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
267+ 0.48% |
$6.72K - $7.16K
|
55.8K
$1.38M
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
262+ 0.78% |
$6.59K - $7.03K
|
33.8K
$838K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
203+ 0.07% |
$5.11K - $5.44K
|
299K
$7.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
200+ 0.73% |
$5.03K - $5.36K
|
27.7K
$687K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
200+ 0.65% |
$5.03K - $5.36K
|
30.9K
$766K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
147+ 0.55% |
$3.7K - $3.94K
|
26.9K
$666K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
112+ 0.96% |
$2.82K - $3K
|
11.8K
$292K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
100+ 0.21% |
$2.52K - $2.68K
|
47K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
77+ 0.06% |
$1.94K - $2.07K
|
126K
$3.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
75+ 0.96% |
$1.89K - $2.01K
|
7.89K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
71+ 0.92% |
$1.79K - $1.9K
|
7.76K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
63+ 0.96% |
$1.59K - $1.69K
|
6.64K
$164K
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
45+ 0.38% |
$1.13K - $1.21K
|
11.8K
$292K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
40+ 0.05% |
$1.01K - $1.07K
|
75.1K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
34+ 0.97% |
$856 - $912
|
3.55K
$87.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
19+ 0.07% |
$478 - $510
|
26.4K
$655K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$201 - $215
|
14.3K
$355K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
8+ 0.03% |
$201 - $215
|
27.8K
$688K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.24% |
$75.5 - $80.5
|
1.27K
$31.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.05% |
$50.3 - $53.6
|
3.78K
$93.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$25.2 - $26.8
|
42.4K
$1.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|