Purchases and Sales Made in Q4 2021 in Dimensional ETF Tr (DFAX)

DFAX Quotes by TradingView

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 03, 2022 Q4 2021
Northwestern Mutual Wealth Management CO

SELL
 -
-3
- 0.01%
$75.5 - $80.5
26.8K $664K
Jan 26, 2022 Q4 2021
Lincoln National Corp

SELL
 -
-17
- 0.01%
$428 - $456
298K $7.38M
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
SELL
 -
-22
- 34.38%
$554 - $590
42 $1.04K
Jan 19, 2022 Q4 2021
Verus Financial Partners, Inc.

SELL
 -
-91
- 0.22%
$2.29K - $2.44K
40.9K $1.01M
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-96
- 72.18%
$2.42K - $2.57K
37 $917
Feb 08, 2022 Q4 2021
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-216
- 0.65%
$5.44K - $5.79K
32.9K $815K
Feb 15, 2022 Q4 2021
Maple Capital Management, Inc.

SELL
 -
-250
- 1.87%
$6.29K - $6.71K
13.1K $324K
Feb 14, 2022 Q4 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-400
- 2.46%
$10.1K - $10.7K
15.8K $392K
Feb 02, 2022 Q4 2021
Sage Mountain Advisors LLC

SELL
 -
-524
- 3.48%
$13.2K - $14.1K
14.5K $360K
Jan 27, 2022 Q4 2021
Janney Montgomery Scott LLC

SELL
 -
-610
- 3.2%
$15.4K - $16.4K
18.5K $458K
Feb 02, 2022 Q4 2021
Stonebridge Financial Planning Group, LLC

SELL
 -
-699
Closed
$17.6K - $18.7K
0 $0
Feb 14, 2022 Q4 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-895
- 19.93%
$22.5K - $24K
3.6K $89.1K
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-944
- 10.77%
$23.8K - $25.3K
7.82K $194K
Feb 14, 2022 Q4 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-983
- 5.99%
$24.7K - $26.4K
15.4K $382K
Feb 14, 2022 Q4 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-1.14K
- 0.7%
$28.8K - $30.7K
162K $4.02M
Jan 21, 2022 Q4 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-1.33K
- 10.59%
$33.5K - $35.7K
11.2K $278K
Jan 18, 2022 Q4 2021
Cx Institutional

SELL
 -
-1.35K
Closed
$33.9K - $36.1K
0 $0
Jan 21, 2022 Q4 2021
Tfo Tdc, LLC

SELL
 -
-1.71K
Closed
$43K - $45.9K
0 $0
Feb 03, 2022 Q4 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-1.94K
- 2.44%
$48.9K - $52.1K
77.7K $1.93M
Feb 15, 2022 Q4 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-2.1K
- 18.6%
$52.9K - $56.3K
9.19K $228K
Jan 20, 2022 Q4 2021
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-2.25K
- 11.51%
$56.6K - $60.3K
17.3K $428K
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-2.31K
- 1.03%
$58.2K - $62K
223K $5.52M
Jan 24, 2022 Q4 2021
Websterrogers Financial Advisors, LLC

SELL
 -
-2.34K
- 9.49%
$58.8K - $62.7K
22.3K $553K
Jan 18, 2022 Q4 2021
Kovack Advisors, Inc.

SELL
 -
-2.45K
- 20.37%
$61.6K - $65.7K
9.57K $237K
Jan 24, 2022 Q4 2021
Fieldpoint Private Securities, LLC

SELL
 -
-2.77K
Closed
$69.8K - $74.3K
0 $0
Feb 14, 2022 Q4 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-2.85K
- 50.11%
$71.8K - $76.5K
2.84K $70.4K
Feb 09, 2022 Q4 2021
Washington Trust CO

SELL
 -
-3.21K
Closed
$80.7K - $86K
0 $0
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-3.53K
Closed
$88.9K - $94.7K
0 $0
Jan 14, 2022 Q4 2021
Carlson Capital Management

SELL
 -
-3.78K
- 26.26%
$95K - $101K
10.6K $263K
Jan 14, 2022 Q4 2021
Five Oceans Advisors

SELL
 -
-3.84K
- 9.51%
$96.6K - $103K
36.5K $905K
Jan 21, 2022 Q4 2021
Oakwell Private Wealth Management, LLC

SELL
 -
-6.01K
- 42.46%
$151K - $161K
8.15K $202K
Jan 31, 2022 Q4 2021
Horizon Financial Services, LLC

SELL
 -
-6.02K
Closed
$152K - $161K
0 $0
Feb 15, 2022 Q4 2021
Awm Capital, LLC

SELL
 -
-6.2K
- 1.0%
$156K - $166K
614K $15.2M
Feb 09, 2022 Q4 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-6.35K
- 35.88%
$160K - $170K
11.4K $281K
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-6.69K
- 6.17%
$168K - $179K
102K $2.52M
Feb 03, 2022 Q4 2021
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-6.7K
- 1.81%
$169K - $180K
362K $8.98M
Feb 10, 2022 Q4 2021
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-7.32K
- 5.0%
$184K - $196K
139K $3.45M
Feb 14, 2022 Q4 2021
Ubs Group Ag

SELL
 -
-8.12K
- 0.42%
$204K - $218K
1.94M $48.1M
Feb 10, 2022 Q4 2021
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
SELL
 -
-8.47K
Closed
$213K - $227K
0 $0
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-9.33K
- 1.91%
$235K - $250K
478K $11.8M
Feb 11, 2022 Q4 2021
Sawtooth Solutions, LLC

SELL
 -
-11.4K
Closed
$288K - $307K
0 $0
Jan 24, 2022 Q4 2021
Baker Boyer National Bank

SELL
 -
-11.6K
- 0.67%
$291K - $310K
1.72M $42.5M
Feb 03, 2022 Q4 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-12.5K
- 4.62%
$313K - $334K
257K $6.37M
Jan 26, 2022 Q4 2021
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-14K
- 4.4%
$353K - $376K
305K $7.55M
Feb 07, 2022 Q4 2021
Red Wave Investments LLC

Dillsburg, PA
SELL
 -
-14.2K
- 22.4%
$357K - $381K
49.2K $1.22M
Feb 07, 2022 Q4 2021
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-15.4K
Closed
$388K - $413K
0 $0
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

SELL
 -
-15.7K
- 18.29%
$395K - $420K
70K $1.74M
Jan 28, 2022 Q4 2021
Wipfli Financial Advisors Llc,

SELL
 -
-15.9K
- 34.95%
$401K - $427K
29.6K $734K
Feb 10, 2022 Q4 2021
Comerica Securities,Inc.

SELL
 -
-16.5K
- 6.64%
$416K - $443K
232K $5.75M

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