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 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
95.9K+ 42.88% |
$1.8M - $2.14M
|
320K
$8.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
94.9KNew |
$1.78M - $2.12M
|
94.9K
$2.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
94K+ 7.82% |
$1.77M - $2.1M
|
1.3M
$32.7M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
90.3K+ 9.62% |
$1.7M - $2.02M
|
1.03M
$25.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
87.7K+ 31.25% |
$1.65M - $1.96M
|
368K
$9.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
83.3KNew |
$1.57M - $1.86M
|
83.3K
$2.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
80.4KNew |
$1.51M - $1.8M
|
80.4K
$2.03M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
78.3K+ 4.27% |
$1.47M - $1.75M
|
1.91M
$48.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
75.8K+ 1.8% |
$1.43M - $1.69M
|
4.29M
$108M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
75K+ 32.46% |
$1.41M - $1.68M
|
306K
$7.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
73.5K+ 32.85% |
$1.38M - $1.64M
|
297K
$7.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
71.2KNew |
$1.34M - $1.59M
|
71.2K
$1.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
70.2KNew |
$1.32M - $1.57M
|
70.2K
$1.77M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
65.1K+ 24.1% |
$1.22M - $1.46M
|
335K
$8.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
62.8KNew |
$1.18M - $1.4M
|
62.8K
$1.58M
|
|
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
62.4K+ 36.29% |
$1.17M - $1.39M
|
234K
$5.91M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
60.5K+ 3.94% |
$1.14M - $1.35M
|
1.6M
$40.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
57.4K+ 87.21% |
$1.08M - $1.28M
|
123K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
56.2K+ 3.29% |
$1.06M - $1.26M
|
1.77M
$44.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
50.6K+ 1.31% |
$952K - $1.13M
|
3.92M
$98.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
48.6KNew |
$914K - $1.09M
|
48.6K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
47.7KNew |
$898K - $1.07M
|
47.7K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
46.5K+ 18.39% |
$876K - $1.04M
|
300K
$7.56M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
46.1KNew |
$867K - $1.03M
|
46.1K
$1.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
44.9K+ 21.73% |
$844K - $1M
|
251K
$6.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
44.3K+ 160.14% |
$833K - $990K
|
71.9K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.8KNew |
$787K - $935K
|
41.8K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
39.7KNew |
$746K - $887K
|
39.7K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
39.4KNew |
$740K - $880K
|
39.4K
$992K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
39.2K+ 14.73% |
$738K - $877K
|
305K
$7.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
38.1K+ 16.0% |
$716K - $852K
|
276K
$6.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
37K+ 28.72% |
$696K - $827K
|
166K
$4.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
36.5K+ 2.78% |
$686K - $816K
|
1.35M
$34M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
36.4K+ 1.51% |
$684K - $813K
|
2.45M
$61.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
34.5KNew |
$649K - $771K
|
34.5K
$870K
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
34.2K+ 14.96% |
$642K - $764K
|
262K
$6.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34K+ 163.36% |
$640K - $760K
|
54.8K
$1.38M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
32.9K+ 1.46% |
$618K - $735K
|
2.29M
$57.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
31.1K+ 5.66% |
$584K - $695K
|
580K
$14.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
30.5KNew |
$574K - $682K
|
30.5K
$769K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.1K+ 8.74% |
$509K - $605K
|
337K
$8.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
26.1K+ 163.74% |
$491K - $584K
|
42.1K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.7K+ 0.37% |
$484K - $575K
|
6.94M
$175M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
25.3K+ 36.86% |
$476K - $566K
|
94K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
24K+ 2.18% |
$451K - $536K
|
1.13M
$28.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
23.4K+ 108.87% |
$439K - $522K
|
44.8K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
23.3K+ 9.97% |
$438K - $521K
|
257K
$6.48M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
22.8KNew |
$430K - $511K
|
22.8K
$576K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
22.4KNew |
$421K - $501K
|
22.4K
$565K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20K+ 100.0% |
$376K - $447K
|
40K
$1.01M
|