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 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.09K+ 7.36% |
$23.8K - $25.9K
|
16K
$392K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.07KNew |
$23.3K - $25.4K
|
1.07K
$26.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.07K+ 26.5% |
$23.3K - $25.4K
|
5.11K
$125K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
659+ 0.24% |
$14.3K - $15.6K
|
277K
$6.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
557New |
$12.1K - $13.2K
|
557
$13.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
525+ 2.12% |
$11.4K - $12.5K
|
25.3K
$621K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
504+ 2.66% |
$11K - $12K
|
19.5K
$478K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
387+ 1.44% |
$8.41K - $9.18K
|
27.3K
$671K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
373+ 3.0% |
$8.11K - $8.85K
|
12.8K
$314K
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
314+ 0.45% |
$6.83K - $7.45K
|
70.8K
$1.74M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
291New |
$6.33K - $6.9K
|
291
$7.14K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
267+ 153.45% |
$5.8K - $6.33K
|
441
$10.8K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
263+ 1.11% |
$5.72K - $6.24K
|
24K
$589K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
220+ 3.68% |
$4.78K - $5.22K
|
6.19K
$152K
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
219+ 0.16% |
$4.76K - $5.19K
|
141K
$3.47M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
213+ 2.28% |
$4.63K - $5.05K
|
9.56K
$235K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
171+ 0.37% |
$3.72K - $4.06K
|
46.3K
$1.14M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
163New |
$3.54K - $3.87K
|
163
$4K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
129+ 0.58% |
$2.8K - $3.06K
|
22.5K
$553K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
127+ 0.45% |
$2.76K - $3.01K
|
28.4K
$697K
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
123+ 0.04% |
$2.67K - $2.92K
|
316K
$7.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
117+ 0.24% |
$2.54K - $2.78K
|
49.4K
$1.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
110+ 0.19% |
$2.39K - $2.61K
|
58.9K
$1.45M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
81+ 0.11% |
$1.76K - $1.92K
|
72K
$1.77M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
68+ 0.18% |
$1.48K - $1.61K
|
37.1K
$910K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
56+ 0.06% |
$1.22K - $1.33K
|
88.5K
$2.17M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
39+ 0.18% |
$848 - $925
|
21.3K
$522K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
37+ 0.37% |
$804 - $878
|
9.99K
$245K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
28+ 0.08% |
$609 - $664
|
35.1K
$861K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
27+ 0.06% |
$587 - $640
|
48.6K
$1.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.11% |
$435 - $474
|
18.5K
$454K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16+ 0.01% |
$348 - $380
|
126K
$3.1M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
15+ 0.03% |
$326 - $356
|
51.4K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
15+ 0.03% |
$326 - $356
|
48.4K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9+ 0.2% |
$196 - $213
|
4.58K
$112K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6+ 0.06% |
$130 - $142
|
9.4K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
$130 - $142
|
3.68K
$90.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.14% |
$109 - $119
|
3.55K
$87.1K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4+ 0.02% |
$87 - $94.9
|
16.5K
$406K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3+ 0.01% |
$65.2 - $71.2
|
27.4K
$672K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$21.7 - $23.7
|
22.3K
$548K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1- -0.0% |
$21.7 - $23.7
|
22.8K
$561K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2- 0.01% |
$43.5 - $47.4
|
14.8K
$362K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-19- 10.67% |
$413 - $451
|
159
$3.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-24- 0.14% |
$522 - $569
|
16.6K
$406K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-76- 0.6% |
$1.65K - $1.8K
|
12.5K
$307K
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-89- 0.09% |
$1.93K - $2.11K
|
102K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-133- 0.47% |
$2.89K - $3.15K
|
28.3K
$694K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-180- 0.53% |
$3.91K - $4.27K
|
33.7K
$827K
|