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 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-67.5K- 4.8% |
$1.27M - $1.51M
|
1.34M
$33.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-69.3K- 5.09% |
$1.3M - $1.55M
|
1.29M
$32.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-69.9K- 77.15% |
$1.31M - $1.56M
|
20.7K
$522K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-79.3K- 5.41% |
$1.49M - $1.77M
|
1.39M
$35M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-83.7K- 2.41% |
$1.57M - $1.87M
|
3.39M
$85.6M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-83.7K- 2.41% |
$1.57M - $1.87M
|
3.39M
$85.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-93.6K- 2.97% |
$1.76M - $2.09M
|
3.06M
$77.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-105K- 6.22% |
$1.97M - $2.34M
|
1.58M
$39.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-105K- 1.99% |
$1.97M - $2.34M
|
5.17M
$130M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-109K- 21.72% |
$2.05M - $2.44M
|
393K
$9.92M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-114K- 10.59% |
$2.14M - $2.55M
|
963K
$24.3M
|
|
|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-126K- 10.04% |
$2.37M - $2.82M
|
1.13M
$28.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-131K- 89.57% |
$2.47M - $2.93M
|
15.3K
$385K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-140K- 7.9% |
$2.63M - $3.13M
|
1.63M
$41.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-140K- 6.71% |
$2.64M - $3.14M
|
1.95M
$49.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-156K- 93.6% |
$2.94M - $3.49M
|
10.7K
$270K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-184K- 7.38% |
$3.45M - $4.11M
|
2.3M
$58.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-228K- 28.58% |
$4.28M - $5.09M
|
569K
$14.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-240K- 5.26% |
$4.52M - $5.37M
|
4.33M
$109M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-257K- 98.2% |
$4.84M - $5.75M
|
4.71K
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-325K- 79.42% |
$6.11M - $7.26M
|
84.2K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-1.58M- 91.02% |
$29.7M - $35.3M
|
156K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.03M- 57.37% |
$38.1M - $45.3M
|
1.51M
$38M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-18.6M- 99.98% |
$350M - $417M
|
4.43K
$112K
|