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 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
139+ 0.13% |
$2.61K - $3.11K
|
106K
$2.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
93+ 0.51% |
$1.75K - $2.08K
|
18.5K
$466K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
75+ 0.17% |
$1.41K - $1.68K
|
43.5K
$1.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
71+ 0.06% |
$1.34K - $1.59K
|
126K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
65+ 0.27% |
$1.22K - $1.45K
|
23.8K
$599K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32+ 0.88% |
$602 - $716
|
3.67K
$92.6K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
29+ 0.24% |
$545 - $648
|
12.3K
$311K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
19+ 0.54% |
$357 - $425
|
3.55K
$89.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
9+ 0.03% |
$169 - $201
|
27.4K
$691K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.11% |
$75.2 - $89.4
|
3.79K
$95.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-47- 0.12% |
$884 - $1.05K
|
39.1K
$985K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-56- 0.4% |
$1.05K - $1.25K
|
14K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-149- 0.52% |
$2.8K - $3.33K
|
28.4K
$717K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-150- 1.04% |
$2.82K - $3.35K
|
14.3K
$361K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-224- 0.46% |
$4.21K - $5.01K
|
48.8K
$1.23M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-233- 0.5% |
$4.38K - $5.21K
|
46.3K
$1.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-234- 2.3% |
$4.4K - $5.23K
|
9.95K
$251K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-251- 0.41% |
$4.72K - $5.61K
|
60.6K
$1.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-259- 2.01% |
$4.87K - $5.79K
|
12.6K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-382- 0.22% |
$7.19K - $8.54K
|
172K
$4.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-794- 0.2% |
$14.9K - $17.8K
|
402K
$10.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-876- 5.68% |
$16.5K - $19.6K
|
14.5K
$367K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-951- 1.23% |
$17.9K - $21.3K
|
76.1K
$1.92M
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.06K- 2.23% |
$19.9K - $23.7K
|
46.4K
$1.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.13K- 0.4% |
$21.2K - $25.2K
|
279K
$7.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-1.44K- 0.39% |
$27K - $32.1K
|
365K
$9.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.44K- 2.73% |
$27.1K - $32.3K
|
51.4K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.5K- 39.17% |
$28.2K - $33.6K
|
2.33K
$58.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 6.93% |
$31.3K - $37.2K
|
22.3K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.67K- 82.83% |
$31.4K - $37.3K
|
346
$8.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.86K- 2.73% |
$34.9K - $41.5K
|
66.1K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.93K- 2.13% |
$36.3K - $43.2K
|
88.7K
$2.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 3.28% |
$37.3K - $44.4K
|
58.5K
$1.47M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-2K- 16.67% |
$37.6K - $44.7K
|
10K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.11K- 6.02% |
$39.6K - $47.1K
|
32.9K
$830K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.11K- 1.47% |
$39.7K - $47.1K
|
141K
$3.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.14K- 1.93% |
$40.3K - $47.9K
|
109K
$2.74M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.4K- 9.17% |
$45.1K - $53.7K
|
23.8K
$600K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-2.62K- 1.04% |
$49.2K - $58.5K
|
249K
$6.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.3K- 6.27% |
$62.1K - $73.9K
|
49.4K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.46K- 15.32% |
$65.2K - $77.5K
|
19.1K
$483K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-3.66K- 8.66% |
$68.8K - $81.7K
|
38.6K
$973K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-3.79K- 1.32% |
$71.4K - $84.8K
|
284K
$7.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.8K- 7.81% |
$71.4K - $84.9K
|
44.8K
$1.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-4.18K- 3.32% |
$78.6K - $93.5K
|
122K
$3.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4.38K- 1.17% |
$82.4K - $97.9K
|
370K
$9.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-4.92K- 15.0% |
$92.6K - $110K
|
27.9K
$704K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5K- 13.72% |
$94.1K - $112K
|
31.4K
$793K
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-5.79K- 2.62% |
$109K - $129K
|
215K
$5.42M
|