Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18.6M+ 108871.88% |
$350M - $416M
|
18.6M
$470M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.66M+ 504.83% |
$68.8M - $81.7M
|
4.38M
$110M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.05M+ 1136.2% |
$57.4M - $68.2M
|
3.32M
$83.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
1.98MNew |
$37.3M - $44.3M
|
1.98M
$50M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1.64MNew |
$30.9M - $36.7M
|
1.64M
$41.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.61M+ 58.86% |
$30.2M - $35.9M
|
4.34M
$109M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
1.34M+ 89.34% |
$25.2M - $30M
|
2.84M
$71.6M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.32MNew |
$24.7M - $29.4M
|
1.32M
$33.2M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.04MNew |
$19.6M - $23.3M
|
1.04M
$26.3M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
926KNew |
$17.4M - $20.7M
|
926K
$23.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
815KNew |
$15.3M - $18.2M
|
815K
$20.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
761KNew |
$14.3M - $17M
|
761K
$19.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
734KNew |
$13.8M - $16.4M
|
734K
$18.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
678K+ 72.25% |
$12.8M - $15.2M
|
1.62M
$40.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
646KNew |
$12.1M - $14.4M
|
646K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
578K+ 5.47% |
$10.9M - $12.9M
|
11.1M
$281M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
BUY
|
- |
524K+ 42.91% |
$9.87M - $11.7M
|
1.75M
$44.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
456K+ 4.16% |
$8.59M - $10.2M
|
11.4M
$288M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
398KNew |
$7.49M - $8.91M
|
398K
$10M
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
388KNew |
$7.31M - $8.68M
|
388K
$9.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
374K+ 1164.43% |
$7.04M - $8.37M
|
407K
$10.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
360KNew |
$6.78M - $8.06M
|
360K
$9.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
342K+ 43.23% |
$6.43M - $7.64M
|
1.13M
$28.6M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
336KNew |
$6.33M - $7.52M
|
336K
$8.48M
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
315K+ 6.88% |
$5.93M - $7.05M
|
4.89M
$123M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
315K+ 47.75% |
$5.92M - $7.04M
|
974K
$24.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
300KNew |
$5.65M - $6.71M
|
300K
$7.57M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
275K+ 10.72% |
$5.16M - $6.14M
|
2.83M
$71.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
261K+ 7.12% |
$4.91M - $5.84M
|
3.93M
$99M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
250KNew |
$4.7M - $5.58M
|
250K
$6.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
246KNew |
$4.63M - $5.51M
|
246K
$6.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
221K+ 492.0% |
$4.16M - $4.95M
|
266K
$6.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
212KNew |
$3.98M - $4.73M
|
212K
$5.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
211KNew |
$3.97M - $4.72M
|
211K
$5.32M
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
205KNew |
$3.85M - $4.58M
|
205K
$5.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
197K+ 11.95% |
$3.71M - $4.41M
|
1.85M
$46.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
191K+ 60.23% |
$3.58M - $4.26M
|
507K
$12.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
181K+ 249.66% |
$3.4M - $4.04M
|
253K
$6.38M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
179K+ 190.32% |
$3.36M - $3.99M
|
273K
$6.87M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
164KNew |
$3.08M - $3.66M
|
164K
$4.13M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
156K+ 1462.24% |
$2.94M - $3.49M
|
167K
$4.21M
|
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
156KNew |
$2.94M - $3.49M
|
156K
$3.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
151K+ 5.14% |
$2.83M - $3.37M
|
3.08M
$77.7M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
134K+ 11.05% |
$2.52M - $3M
|
1.35M
$34M
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
133K+ 5.22% |
$2.51M - $2.98M
|
2.69M
$67.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
125KNew |
$2.34M - $2.79M
|
125K
$3.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
116KNew |
$2.18M - $2.59M
|
116K
$2.92M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
113KNew |
$2.13M - $2.54M
|
113K
$2.86M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
105KNew |
$1.97M - $2.34M
|
105K
$2.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
101K+ 187.98% |
$1.9M - $2.25M
|
154K
$3.9M
|