Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) 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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36.2K+ 169.97% |
$776K - $935K
|
57.4K
$1.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
36.1K+ 16.53% |
$775K - $933K
|
254K
$7.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
35.3K+ 24.92% |
$758K - $913K
|
177K
$5.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
34.7K+ 3.87% |
$745K - $897K
|
931K
$29.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
34.3KNew |
$736K - $886K
|
34.3K
$1.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
34.2K+ 61.91% |
$734K - $884K
|
89.4K
$2.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
34.2K+ 3.39% |
$734K - $884K
|
1.04M
$32.6M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
33.9KNew |
$727K - $876K
|
33.9K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
33.5KNew |
$720K - $867K
|
33.5K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
32.4K+ 47.28% |
$697K - $839K
|
101K
$3.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
31.1K+ 22.75% |
$668K - $804K
|
168K
$5.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.8K+ 232.72% |
$661K - $796K
|
44K
$1.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.1K+ 11.74% |
$647K - $778K
|
287K
$8.96M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
29.4K+ 89.97% |
$632K - $761K
|
62.2K
$1.94M
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
27.8K+ 13.37% |
$596K - $717K
|
235K
$7.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
26.7KNew |
$574K - $691K
|
26.7K
$836K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
26.3K+ 103.06% |
$565K - $681K
|
51.9K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.4KNew |
$546K - $658K
|
25.4K
$796K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25.4KNew |
$544K - $655K
|
25.4K
$793K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
24.8KNew |
$533K - $642K
|
24.8K
$776K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.4K+ 8.33% |
$524K - $631K
|
317K
$9.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
24.4K+ 6.91% |
$523K - $630K
|
377K
$11.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
24.2KNew |
$519K - $625K
|
24.2K
$756K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
23.9K+ 8.57% |
$514K - $619K
|
303K
$9.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
23.3KNew |
$501K - $603K
|
23.3K
$729K
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
23KNew |
$493K - $594K
|
23K
$719K
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
22.9K+ 15.89% |
$491K - $591K
|
167K
$5.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.5KNew |
$482K - $581K
|
22.5K
$703K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
22.3KNew |
$479K - $576K
|
22.3K
$697K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
22.3K+ 10.36% |
$478K - $575K
|
237K
$7.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
22.2K+ 27.11% |
$478K - $575K
|
104K
$3.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
BUY
|
- |
21.4KNew |
$460K - $553K
|
21.4K
$669K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.3K+ 27.34% |
$457K - $550K
|
99.1K
$3.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
20.6KNew |
$443K - $533K
|
20.6K
$645K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
20.6K+ 51532.5% |
$443K - $533K
|
20.7K
$646K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.3K+ 53.77% |
$437K - $526K
|
58.1K
$1.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
19.8KNew |
$424K - $511K
|
19.8K
$618K
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
19.6KNew |
$420K - $506K
|
19.6K
$612K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
19.5KNew |
$419K - $504K
|
19.5K
$610K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
18.5KNew |
$396K - $477K
|
18.5K
$577K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.2K+ 28.95% |
$391K - $471K
|
81.1K
$2.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 24.51% |
$368K - $443K
|
87.1K
$2.72M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
15.5KNew |
$334K - $402K
|
15.5K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
15.5K+ 4761.04% |
$333K - $401K
|
15.8K
$496K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
15.3K+ 53.71% |
$329K - $396K
|
43.8K
$1.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
15.3K+ 122.98% |
$328K - $394K
|
27.7K
$865K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
15.3KNew |
$328K - $394K
|
15.3K
$477K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.8KNew |
$318K - $382K
|
14.8K
$463K
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
14.4KNew |
$309K - $372K
|
14.4K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
14.3KNew |
$308K - $371K
|
14.3K
$448K
|