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 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-17.8K- 1.68% |
$449K - $478K
|
1.04M
$25.8M
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-18.4K- 1.93% |
$463K - $494K
|
938K
$23.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19.8K- 0.57% |
$499K - $532K
|
3.46M
$85.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-24.3K- 51.88% |
$613K - $653K
|
22.6K
$560K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-24.7K- 7.31% |
$622K - $663K
|
313K
$7.76M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-26.1KClosed |
$657K - $700K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-30.5K- 2.63% |
$768K - $818K
|
1.13M
$28M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32.1K- 5.21% |
$808K - $861K
|
584K
$14.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
SELL
|
- |
-37.7K- 0.87% |
$949K - $1.01M
|
4.28M
$106M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-47.2K- 0.8% |
$1.19M - $1.27M
|
5.82M
$144M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-52.6K- 17.35% |
$1.32M - $1.41M
|
250K
$6.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-83.9KClosed |
$2.11M - $2.25M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-105K- 28.54% |
$2.63M - $2.8M
|
262K
$6.49M
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-271K- 38.76% |
$6.82M - $7.26M
|
428K
$10.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-443K- 12.39% |
$11.2M - $11.9M
|
3.13M
$77.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-486KClosed |
$12.2M - $13M
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-622K- 98.02% |
$15.7M - $16.7M
|
12.6K
$312K
|
|
|
Dec 06, 2024
Q4 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-1.17M- 33.42% |
$29.5M - $31.4M
|
2.33M
$57.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5.9M- 85.71% |
$149M - $158M
|
984K
$24.4M
|