Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.4K+ 17.56% |
$244K - $265K
|
69.6K
$1.77M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
10K+ 55.61% |
$235K - $256K
|
28.1K
$714K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
10K+ 3.25% |
$234K - $255K
|
318K
$8.07M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
9.87KNew |
$231K - $251K
|
9.87K
$251K
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
9.38K+ 0.68% |
$220K - $239K
|
1.38M
$35.1M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.15KNew |
$214K - $233K
|
9.15K
$232K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.84KNew |
$207K - $225K
|
8.84K
$225K
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
8.77K+ 57.45% |
$205K - $223K
|
24K
$610K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
8.42K+ 2.34% |
$197K - $214K
|
368K
$9.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
8.39K+ 3.01% |
$196K - $213K
|
287K
$7.29M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
8.38KNew |
$196K - $213K
|
8.38K
$213K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
8.38KNew |
$196K - $213K
|
8.38K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.3KNew |
$194K - $211K
|
8.3K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8.17KNew |
$191K - $208K
|
8.17K
$208K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
8.05KNew |
$188K - $205K
|
8.05K
$204K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8KNew |
$187K - $204K
|
8K
$203K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
7.98KNew |
$187K - $203K
|
7.98K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.93KNew |
$186K - $202K
|
7.93K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.92KNew |
$186K - $202K
|
7.92K
$201K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.88KNew |
$185K - $200K
|
7.88K
$200K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
7.49K+ 12.61% |
$175K - $191K
|
66.9K
$1.7M
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
7.44K+ 1.69% |
$174K - $189K
|
447K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.99KNew |
$164K - $178K
|
6.99K
$178K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.78K+ 24.53% |
$159K - $172K
|
34.4K
$874K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.72K+ 62.45% |
$157K - $171K
|
17.5K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6.47KNew |
$151K - $165K
|
6.47K
$164K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.4KNew |
$150K - $163K
|
6.4K
$163K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.4K+ 14.33% |
$150K - $163K
|
51.1K
$1.3M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.33K+ 9.68% |
$148K - $161K
|
71.7K
$1.82M
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
6.14K+ 9.58% |
$144K - $156K
|
70.3K
$1.79M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
5.9K+ 1.61% |
$138K - $150K
|
372K
$9.45M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.77K+ 5.0% |
$135K - $147K
|
121K
$3.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
4.9K+ 16.45% |
$115K - $125K
|
34.7K
$881K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.68K+ 4.05% |
$110K - $119K
|
120K
$3.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
4.55K+ 3.48% |
$106K - $116K
|
135K
$3.43M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.44K+ 38.96% |
$104K - $113K
|
15.8K
$403K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
4.21K+ 1.68% |
$98.6K - $107K
|
255K
$6.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.87K+ 1.37% |
$90.7K - $98.6K
|
287K
$7.28M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.79K+ 15.14% |
$88.8K - $96.5K
|
28.8K
$732K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.57K+ 0.78% |
$83.6K - $90.8K
|
463K
$11.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.55K+ 11.51% |
$83.1K - $90.3K
|
34.4K
$873K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.39K+ 2.54% |
$79.3K - $86.2K
|
137K
$3.47M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.36KNew |
$78.8K - $85.6K
|
3.36K
$85.4K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.35K+ 1.72% |
$78.4K - $85.2K
|
198K
$5.03M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.31K+ 9.03% |
$77.5K - $84.2K
|
40K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.29K+ 1.03% |
$77.1K - $83.8K
|
324K
$8.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.19K+ 5.77% |
$74.6K - $81.1K
|
58.4K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
3.09K+ 1.91% |
$72.3K - $78.5K
|
165K
$4.18M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.83K+ 4.72% |
$66.3K - $72K
|
62.7K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.44K+ 2.58% |
$57.2K - $62.1K
|
96.9K
$2.46M
|