Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Dimensional (DFIC)

This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q2 2022. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.

Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held
Aug 10, 2022 Q2 2022	High Tower Advisors, LLC Chicago, IL	BUY	-	2.64M New	$56.4M - $66.6M	2.64M $69.4M
Aug 11, 2022 Q2 2022	Syverson Strege & CO West Des Moines, IA	BUY	-	1.62M New	$34.7M - $40.9M	1.62M $42.6M
Aug 02, 2022 Q2 2022	3 D/L Capital Management, LLC	BUY	-	1.01M New	$21.6M - $25.5M	1.01M $26.6M
Aug 11, 2023 Q2 2022	Hill Investment Group Partners, LLC St. Louis, MO	BUY	-	1M New	$21.4M - $25.3M	1M $26.4M
Jul 18, 2022 Q2 2022	Keudell	BUY	-	672K New	$14.3M - $16.9M	672K $17.6M
Jul 13, 2022 Q2 2022	Relaxing Retirement Coach	BUY	-	584K + 837.69%	$12.5M - $14.7M	654K $17.2M
Aug 04, 2022 Q2 2022	Stordahl Capital Management, Inc.	BUY	-	557K New	$11.9M - $14M	557K $14.6M
Jul 27, 2022 Q2 2022	Advisory Services & Investments, LLC	BUY	-	505K New	$10.8M - $12.7M	505K $13.2M
Aug 05, 2022 Q2 2022	Waypoint Wealth Partners Inc.	BUY	-	495K New	$10.6M - $12.5M	495K $13M
Aug 15, 2022 Q2 2022	Forum Financial Management, LP Lombard, IL	BUY	-	360K New	$7.69M - $9.07M	360K $9.45M
Jul 15, 2022 Q2 2022	Five Oceans Advisors	BUY	-	350K New	$7.47M - $8.82M	350K $9.19M
Aug 05, 2022 Q2 2022	Aveo Capital Partners, LLC	BUY	-	322K New	$6.87M - $8.11M	322K $8.45M
Jul 19, 2022 Q2 2022	Evensky & Katz LLC	BUY	-	309K New	$6.6M - $7.79M	309K $8.12M
Jul 20, 2022 Q2 2022	Geometric Wealth Advisors	BUY	-	291K New	$6.22M - $7.34M	291K $7.65M
Jul 07, 2022 Q2 2022	Advisor Net Financial, Inc	BUY	-	282K New	$6.01M - $7.09M	282K $7.39M
Jul 19, 2022 Q2 2022	Chico Wealth Ria	BUY	-	178K New	$3.79M - $4.48M	178K $4.66M
Aug 15, 2022 Q2 2022	Cardiff Park Advisors, LLC San Marcos, CA	BUY	-	173K New	$3.68M - $4.35M	173K $4.53M
Aug 05, 2022 Q2 2022	Old Mission Capital LLC	BUY	-	165K + 294.15%	$3.53M - $4.17M	222K $5.82M
Aug 15, 2022 Q2 2022	Goldman Sachs Group Inc New York, NY	BUY	-	164K New	$3.49M - $4.12M	164K $4.29M
May 14, 2024 Q2 2022	Goldman Sachs Group Inc New York, NY	BUY	-	164K New	$3.49M - $4.12M	164K $4.29M
Aug 12, 2022 Q2 2022	Burney CO Reston, VA	BUY	-	161K New	$3.44M - $4.06M	161K $4.23M
Aug 09, 2022 Q2 2022	Henrickson Nauta Wealth Advisors, Inc. Belmont, MI	BUY	-	154K New	$3.3M - $3.89M	154K $4.06M
Aug 12, 2022 Q2 2022	Buckingham Strategic Wealth, LLC Clayton, MO	BUY	-	154K New	$3.28M - $3.87M	154K $4.04M
Jul 20, 2022 Q2 2022	Applied Capital LLC	BUY	-	131K + 877.49%	$2.79M - $3.29M	146K $3.82M
Aug 01, 2022 Q2 2022	Moisand Fitzgerald Tamayo, LLC	BUY	-	130K New	$2.77M - $3.27M	130K $3.4M
Aug 03, 2022 Q2 2022	Envestnet Asset Management Inc	BUY	-	117K New	$2.5M - $2.95M	117K $3.07M
Jul 19, 2022 Q2 2022	Asset Dedication, LLC	BUY	-	111K + 10.43%	$2.36M - $2.79M	1.17M $30.7M
Jul 26, 2022 Q2 2022	Helen Stephens Group, LLC	BUY	-	102K New	$2.18M - $2.57M	102K $2.68M
Jul 20, 2023 Q2 2022	Rockwood Wealth Management, LLC New Hope, PA	BUY	-	99K New	$2.11M - $2.49M	99K $2.6M
Jul 22, 2022 Q2 2022	Forvis Wealth Advisors, LLC	BUY	-	91.4K New	$1.95M - $2.3M	91.4K $2.4M
Aug 12, 2022 Q2 2022	Cpwm, LLC Seattle, WA	BUY	-	85.5K New	$1.83M - $2.16M	85.5K $2.25M
Jul 19, 2022 Q2 2022	Pinnacle Financial Group, LLC	BUY	-	85.3K + 682.39%	$1.82M - $2.15M	97.8K $2.57M
Aug 10, 2022 Q2 2022	Sc&H Financial Advisors, Inc. Sparks, MD	BUY	-	77.7K New	$1.66M - $1.96M	77.7K $2.04M
Aug 05, 2022 Q2 2022	Bridgewater Advisors Inc.	BUY	-	62.4K New	$1.33M - $1.57M	62.4K $1.64M
Aug 02, 2022 Q2 2022	American Investment Services, Inc.	BUY	-	62.3K New	$1.33M - $1.57M	62.3K $1.63M
Jul 19, 2022 Q2 2022	Straight Path Wealth Management	BUY	-	56.6K New	$1.21M - $1.43M	56.6K $1.49M
Jul 28, 2022 Q2 2022	Monumental Financial Group Inc.	BUY	-	51K New	$1.09M - $1.28M	51K $1.34M
Aug 11, 2022 Q2 2022	Triad Financial Advisors, Inc. Greensboro, NC	BUY	-	47.7K New	$1.02M - $1.2M	47.7K $1.25M
Jul 22, 2022 Q2 2022	Steward Financial Group LLC	BUY	-	46.3K + 67.81%	$988K - $1.17M	115K $3.01M
Jul 19, 2022 Q2 2022	Commonwealth Equity Services, LLC	BUY	-	43.3K New	$925K - $1.09M	43.3K $1.14M
Aug 04, 2022 Q2 2022	Chicago Partners Investment Group LLC	BUY	-	40.8K New	$870K - $1.03M	40.8K $1.07M
Aug 15, 2022 Q2 2022	Susquehanna International Group, LLP Bala Cynwyd, PA	BUY	-	38.3K New	$818K - $966K	38.3K $1.01M
Jul 26, 2022 Q2 2022	Northwest Wealth Management, LLC	BUY	-	33.5K New	$715K - $843K	33.5K $879K
Aug 02, 2022 Q2 2022	Resolute Financial, LLC	BUY	-	30.8K New	$657K - $775K	30.8K $808K
May 28, 2024 Q2 2022	Rockbridge Investment Management, Lcc Syracuse, NY	BUY	-	30.4K + 366.85%	$650K - $767K	38.7K $1.02M
Aug 15, 2022 Q2 2022	Cahill Wealth Management, LLC Portage, MI	BUY	-	30.3K New	$646K - $763K	30.3K $795K
Aug 01, 2022 Q2 2022	Schubert & CO	BUY	-	28.6K New	$610K - $720K	28.6K $750K
Jul 25, 2022 Q2 2022	Summit Financial Strategies, Inc.	BUY	-	28.1K New	$600K - $708K	28.1K $738K
Aug 08, 2022 Q2 2022	Coyle Financial Counsel LLC Glenview, IL	BUY	-	28.1K + 3.94%	$600K - $708K	740K $19.4M
Aug 08, 2022 Q2 2022	Peninsula Wealth, LLC San Francisco, CA	BUY	-	25.8K New	$552K - $651K	25.8K $679K

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Account

Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Dimensional (DFIC)

2.64M

1.62M

1.01M

1M

672K

584K

557K

505K

495K

360K

350K

322K

309K

291K

282K

178K

173K

165K

164K

164K

161K

154K

154K

131K

130K

117K

111K

102K

99K

91.4K

85.5K

85.3K

77.7K

62.4K

62.3K

56.6K

51K

47.7K

46.3K

43.3K

40.8K

38.3K

33.5K

30.8K

30.4K

30.3K

28.6K

28.1K

28.1K

25.8K

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