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 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-3.36K- 0.75% |
$73.1K - $79.8K
|
448K
$11M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.58K- 35.65% |
$77.7K - $84.8K
|
6.46K
$158K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.58K- 1.22% |
$77.9K - $85K
|
291K
$7.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-3.64K- 0.56% |
$79.1K - $86.3K
|
642K
$15.8M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-3.74K- 1.02% |
$81.2K - $88.6K
|
362K
$8.88M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-4.29K- 2.09% |
$93.3K - $102K
|
201K
$4.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
SELL
|
- |
-4.35K- 5.82% |
$94.5K - $103K
|
70.4K
$1.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
SELL
|
- |
-4.5K- 0.54% |
$97.8K - $107K
|
824K
$20.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.17K- 16.81% |
$112K - $123K
|
25.6K
$628K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.31K- 8.04% |
$115K - $126K
|
60.8K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-5.34K- 8.55% |
$116K - $127K
|
57.1K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-5.54K- 1.09% |
$120K - $131K
|
501K
$12.3M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-5.91K- 8.36% |
$128K - $140K
|
64.8K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.91K- 2.79% |
$129K - $140K
|
206K
$5.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.03K- 9.55% |
$131K - $143K
|
57.1K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.14K- 5.72% |
$133K - $146K
|
101K
$2.48M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7.4KClosed |
$161K - $176K
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-7.65K- 19.45% |
$166K - $182K
|
31.7K
$778K
|
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-7.88K- 3.36% |
$171K - $187K
|
226K
$5.55M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.16K- 88.95% |
$177K - $194K
|
1.01K
$24.9K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.69K- 99.76% |
$211K - $230K
|
23
$564
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-10.1K- 9.6% |
$219K - $239K
|
94.8K
$2.33M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-10.2K- 6.01% |
$221K - $241K
|
159K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.4K- 48.06% |
$226K - $247K
|
11.2K
$276K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-10.6K- 0.94% |
$229K - $250K
|
1.11M
$27.4M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-11.4K- 17.34% |
$248K - $271K
|
54.4K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.3K- 4.25% |
$311K - $339K
|
322K
$7.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-16.8K- 1.3% |
$365K - $399K
|
1.28M
$31.3M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-17.7K- 4.78% |
$385K - $420K
|
353K
$8.67M
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-18.7K- 1.79% |
$407K - $444K
|
1.02M
$25.1M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.1K- 41.27% |
$415K - $453K
|
27.2K
$667K
|
|
|
May 03, 2023
Q1 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-19.8K- 4.6% |
$431K - $470K
|
411K
$10.1M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
SELL
|
- |
-20K- 7.63% |
$435K - $475K
|
242K
$5.95M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20.9K- 7.01% |
$453K - $495K
|
276K
$6.79M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20.9K- 9.88% |
$453K - $495K
|
190K
$4.67M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-21.8K- 20.0% |
$473K - $516K
|
87.1K
$2.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.8K- 46.2% |
$496K - $541K
|
26.6K
$652K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-22.9K- 41.28% |
$499K - $544K
|
32.6K
$801K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.4K- 17.93% |
$509K - $555K
|
107K
$2.63M
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-23.7K- 17.69% |
$515K - $562K
|
110K
$2.7M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-24.5K- 2.38% |
$533K - $581K
|
1.01M
$24.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24.5K- 25.59% |
$533K - $582K
|
71.3K
$1.75M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.1K- 29.84% |
$590K - $644K
|
63.8K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27.5K- 2.05% |
$597K - $652K
|
1.31M
$32.2M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.9K- 8.72% |
$606K - $661K
|
292K
$7.16M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-28.3K- 26.53% |
$614K - $670K
|
78.2K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-28.5K- 71.13% |
$619K - $675K
|
11.6K
$283K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.5K- 33.86% |
$620K - $676K
|
55.7K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-28.7K- 0.67% |
$623K - $680K
|
4.26M
$105M
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-33.4K- 4.97% |
$725K - $791K
|
638K
$15.7M
|