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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.83K+ 3.99% |
$104K - $125K
|
126K
$3.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.78K+ 21.41% |
$103K - $124K
|
27.1K
$847K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
4.55K+ 11.77% |
$97.6K - $118K
|
43.2K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
4.37K+ 20.34% |
$93.9K - $113K
|
25.9K
$809K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.11K+ 4.23% |
$88.2K - $106K
|
101K
$3.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.95K+ 15.44% |
$84.8K - $102K
|
29.5K
$923K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.89KNew |
$83.5K - $101K
|
3.89K
$122K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
3.67KNew |
$78.8K - $94.9K
|
3.67K
$115K
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
3.51K+ 4.67% |
$75.4K - $90.8K
|
78.6K
$2.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.43K+ 2.94% |
$73.7K - $88.8K
|
120K
$3.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3.03K+ 5.65% |
$65.1K - $78.3K
|
56.7K
$1.77M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.82KNew |
$60.6K - $72.9K
|
2.82K
$88.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
2.73K+ 168.04% |
$58.7K - $70.7K
|
4.36K
$136K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
2.71K+ 5.7% |
$58.1K - $70K
|
50.2K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
2.54KNew |
$54.5K - $65.6K
|
2.54K
$79.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.14KNew |
$45.9K - $55.2K
|
2.14K
$66.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
BUY
|
- |
1.99K+ 1.97% |
$42.8K - $51.5K
|
103K
$3.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.87K+ 5.93% |
$40.2K - $48.4K
|
33.5K
$1.05M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
1.75K+ 2.45% |
$37.6K - $45.2K
|
73.3K
$2.29M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.66KNew |
$35.6K - $42.9K
|
1.66K
$51.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.26KNew |
$27.1K - $32.6K
|
1.26K
$39.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
990New |
$21.3K - $25.6K
|
990
$31K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
914+ 1.84% |
$19.6K - $23.6K
|
50.5K
$1.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
855+ 5.84% |
$18.4K - $22.1K
|
15.5K
$485K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
819New |
$17.6K - $21.2K
|
819
$25.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
696+ 1338.46% |
$14.9K - $18K
|
748
$23.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
613+ 1.77% |
$13.2K - $15.8K
|
35.3K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
416New |
$8.93K - $10.8K
|
416
$13K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
411New |
$8.82K - $10.6K
|
411
$12.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
301+ 3.36% |
$6.46K - $7.78K
|
9.27K
$290K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
296+ 1.44% |
$6.36K - $7.65K
|
20.8K
$652K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
162+ 1.4% |
$3.48K - $4.19K
|
11.7K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
121+ 0.17% |
$2.6K - $3.13K
|
73.1K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
83+ 0.53% |
$1.78K - $2.15K
|
15.7K
$491K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
76+ 0.37% |
$1.63K - $1.96K
|
20.4K
$636K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
36+ 0.18% |
$773 - $931
|
20.5K
$642K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
10+ 0.1% |
$215 - $259
|
9.63K
$301K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 43.75% |
$150 - $181
|
23
$719
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-1- 2.13% |
$21.5 - $25.9
|
46
$1.44K
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-54- 0.52% |
$1.16K - $1.4K
|
10.3K
$323K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-161- 0.42% |
$3.46K - $4.16K
|
38K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-162- 0.01% |
$3.48K - $4.19K
|
1.16M
$36.3M
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
SELL
|
- |
-187- 0.04% |
$4.01K - $4.83K
|
508K
$15.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-291- 1.56% |
$6.25K - $7.52K
|
18.3K
$573K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-370- 2.15% |
$7.94K - $9.56K
|
16.8K
$527K
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-397- 0.36% |
$8.52K - $10.3K
|
109K
$3.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500- 47.62% |
$10.7K - $12.9K
|
550
$17.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-585- 2.83% |
$12.6K - $15.1K
|
20.1K
$629K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-696- 3.73% |
$14.9K - $18K
|
18K
$562K
|