Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.2KNew |
$200K - $218K
|
9.2K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.02K+ 0.65% |
$196K - $214K
|
1.4M
$34.3M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
8.85K+ 29.02% |
$192K - $210K
|
39.4K
$966K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
8.8K+ 2.88% |
$191K - $209K
|
314K
$7.71M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8.54K+ 8.34% |
$186K - $203K
|
111K
$2.72M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
8.43KNew |
$183K - $200K
|
8.43K
$207K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
7.98K+ 0.35% |
$174K - $189K
|
2.31M
$56.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
7.8K+ 1.77% |
$170K - $185K
|
448K
$11M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.05K+ 1.79% |
$153K - $167K
|
400K
$9.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7K+ 3.12% |
$152K - $166K
|
231K
$5.67M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
6.85KNew |
$149K - $162K
|
6.85K
$168K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.76K+ 8.32% |
$147K - $160K
|
88K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.75K+ 0.92% |
$147K - $160K
|
740K
$18.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.43K+ 8.45% |
$140K - $153K
|
82.5K
$2.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.39KNew |
$139K - $151K
|
6.39K
$157K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.06K+ 2.08% |
$132K - $144K
|
298K
$7.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
5.79K+ 5.43% |
$126K - $137K
|
112K
$2.76M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5.53KNew |
$120K - $131K
|
5.53K
$136K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
5.48K+ 1.8% |
$119K - $130K
|
311K
$7.63M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.3K+ 9.05% |
$115K - $126K
|
63.8K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.28K+ 0.33% |
$115K - $125K
|
1.62M
$39.8M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
5.26K+ 17.05% |
$114K - $125K
|
36.1K
$885K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.94K+ 1.81% |
$107K - $117K
|
277K
$6.81M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.72K+ 29.14% |
$103K - $112K
|
20.9K
$513K
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
4.7K+ 1.64% |
$102K - $111K
|
291K
$7.15M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
4.56K+ 1.88% |
$99K - $108K
|
246K
$6.05M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.4K+ 3.8% |
$95.6K - $104K
|
120K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.32K+ 38.6% |
$94K - $103K
|
15.5K
$381K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4K+ 1.43% |
$86.9K - $94.8K
|
284K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.93K+ 2.94% |
$85.4K - $93.2K
|
138K
$3.38M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.51K+ 4.09% |
$76.3K - $83.3K
|
89.4K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.45KNew |
$75K - $81.8K
|
3.45K
$84.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3.44K+ 80.82% |
$74.8K - $81.6K
|
7.7K
$189K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.24K+ 7.23% |
$70.4K - $76.8K
|
48.1K
$1.18M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
3.23K+ 2.86% |
$70.3K - $76.7K
|
116K
$2.86M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.94K+ 0.87% |
$63.8K - $69.6K
|
340K
$8.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.73K+ 12.72% |
$59.3K - $64.7K
|
24.2K
$593K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.62K+ 14.04% |
$56.9K - $62.1K
|
21.3K
$522K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.57K+ 5.92% |
$55.9K - $61K
|
46.1K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.48KNew |
$53.8K - $58.7K
|
2.48K
$60.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.47KNew |
$53.7K - $58.6K
|
2.47K
$60.6K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 34.17% |
$35.7K - $39K
|
6.46K
$158K
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.63K+ 6.4% |
$35.5K - $38.7K
|
27.1K
$666K
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.58K+ 0.92% |
$34.3K - $37.4K
|
172K
$4.23M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.49K+ 4.52% |
$32.3K - $35.3K
|
34.4K
$844K
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.33K+ 3.35% |
$28.9K - $31.5K
|
41K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.28K+ 7.97% |
$27.8K - $30.3K
|
17.3K
$424K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.23K+ 0.49% |
$26.7K - $29.1K
|
250K
$6.14M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.13K+ 1.26% |
$24.6K - $26.9K
|
91K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.13KNew |
$24.6K - $26.9K
|
1.13K
$27.8K
|