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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.34K+ 1.98% |
$54.8K - $59.5K
|
120K
$3.17M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.34K+ 1.98% |
$54.8K - $59.5K
|
120K
$3.17M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.29K+ 15.27% |
$53.5K - $58.2K
|
17.2K
$454K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
2.14K+ 12.43% |
$50K - $54.3K
|
19.3K
$508K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
2.01K+ 0.57% |
$47.1K - $51.2K
|
357K
$9.39M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.99KNew |
$46.7K - $50.7K
|
1.99K
$52.5K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.87K+ 584.06% |
$43.8K - $47.6K
|
2.19K
$57.6K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.8K+ 20.16% |
$42.2K - $45.8K
|
10.7K
$282K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.76KNew |
$41.3K - $44.8K
|
1.76K
$46.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.75K+ 2.0% |
$41K - $44.5K
|
89.1K
$2.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.62K+ 18.67% |
$37.9K - $41.2K
|
10.3K
$271K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.57K+ 6.72% |
$36.7K - $39.9K
|
24.9K
$655K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.48K+ 8.29% |
$34.6K - $37.6K
|
19.3K
$508K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.47K+ 5.44% |
$34.4K - $37.4K
|
28.5K
$750K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.45K+ 25.88% |
$34K - $36.9K
|
7.05K
$186K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.45K+ 1.88% |
$33.9K - $36.8K
|
78.3K
$2.06M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.33K+ 11.52% |
$31.1K - $33.8K
|
12.9K
$339K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 5.03% |
$30.7K - $33.3K
|
27.3K
$720K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.29K+ 1.84% |
$30.1K - $32.8K
|
71.3K
$1.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.14K+ 4.39% |
$26.7K - $29K
|
27.1K
$713K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.06KNew |
$24.8K - $27K
|
1.06K
$27.9K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.05K+ 2.41% |
$24.6K - $26.7K
|
44.6K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.03K+ 0.67% |
$24.1K - $26.1K
|
154K
$4.05M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.02K+ 0.49% |
$23.9K - $25.9K
|
211K
$5.55M
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
964+ 1.58% |
$22.6K - $24.5K
|
61.8K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
927+ 0.79% |
$21.7K - $23.6K
|
119K
$3.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
919+ 0.98% |
$21.5K - $23.4K
|
94.5K
$2.49M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
881+ 3.35% |
$20.6K - $22.4K
|
27.2K
$715K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
840+ 4.95% |
$19.7K - $21.4K
|
17.8K
$468K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
783+ 1.58% |
$18.3K - $19.9K
|
50.4K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
718+ 1.07% |
$16.8K - $18.3K
|
68K
$1.79M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
667+ 1.26% |
$15.6K - $17K
|
53.5K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
530+ 2.44% |
$12.4K - $13.5K
|
22.3K
$587K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
519+ 0.46% |
$12.2K - $13.2K
|
113K
$2.99M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
507+ 3.03% |
$11.9K - $12.9K
|
17.2K
$453K
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
438+ 0.96% |
$10.3K - $11.1K
|
46K
$1.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
415+ 1.2% |
$9.72K - $10.6K
|
35.1K
$925K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
413+ 3.16% |
$9.67K - $10.5K
|
13.5K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
357New |
$8.36K - $9.09K
|
357
$9.4K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
239+ 0.02% |
$5.6K - $6.08K
|
997K
$26.3M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
196New |
$4.59K - $4.99K
|
196
$5.16K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
174New |
$4.08K - $4.43K
|
174
$4.58K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
164New |
$3.84K - $4.17K
|
164
$4.32K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
152+ 1.12% |
$3.56K - $3.87K
|
13.8K
$363K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
135+ 3.83% |
$3.16K - $3.44K
|
3.66K
$96.4K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
130+ 0.15% |
$3.04K - $3.31K
|
86.7K
$2.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
111+ 0.03% |
$2.6K - $2.82K
|
342K
$9M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
89+ 1.07% |
$2.08K - $2.27K
|
8.42K
$222K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
68+ 0.11% |
$1.59K - $1.73K
|
60.7K
$1.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
29+ 0.04% |
$679 - $738
|
65.6K
$1.73M
|