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 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.44K- 8.24% |
$80.5K - $87.5K
|
38.3K
$972K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.48K- 20.28% |
$81.4K - $88.5K
|
13.7K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.65K- 1.1% |
$85.4K - $92.8K
|
327K
$8.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.73K- 31.86% |
$87.3K - $94.9K
|
7.97K
$202K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.8K- 1.38% |
$89.1K - $96.8K
|
273K
$6.92M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.83K- 1.27% |
$89.8K - $97.5K
|
298K
$7.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-4.06K- 3.33% |
$95.2K - $103K
|
118K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.22K- 7.52% |
$98.8K - $107K
|
51.9K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.27K- 16.59% |
$99.9K - $109K
|
21.4K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.37K- 1.16% |
$102K - $111K
|
371K
$9.42M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-4.43K- 1.03% |
$104K - $113K
|
425K
$10.8M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.46K- 1.82% |
$104K - $113K
|
240K
$6.1M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.58K- 0.85% |
$107K - $117K
|
533K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.08K- 1.67% |
$119K - $129K
|
298K
$7.58M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.34K- 92.86% |
$125K - $136K
|
411
$10.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-5.62K- 0.88% |
$132K - $143K
|
631K
$16M
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-5.69K- 5.96% |
$133K - $145K
|
89.7K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-5.8K- 1.4% |
$136K - $148K
|
409K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-6.12K- 0.15% |
$143K - $156K
|
4.19M
$106M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-6.41K- 3.52% |
$150K - $163K
|
176K
$4.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-6.81K- 1.64% |
$159K - $173K
|
408K
$10.4M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-7.5K- 44.76% |
$176K - $191K
|
9.26K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-7.9K- 4.59% |
$185K - $201K
|
164K
$4.17M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-7.94K- 2.21% |
$186K - $202K
|
351K
$8.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-8.06K- 4.24% |
$189K - $205K
|
182K
$4.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-10.3K- 1.84% |
$241K - $262K
|
549K
$13.9M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.7K- 1.16% |
$251K - $272K
|
911K
$23.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.7K- 2.65% |
$251K - $273K
|
395K
$10M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-11.1K- 25.85% |
$260K - $282K
|
31.8K
$809K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11.7K- 89.97% |
$274K - $298K
|
1.31K
$33.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-12.6K- 0.94% |
$295K - $320K
|
1.33M
$33.7M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.8K- 2.52% |
$322K - $350K
|
532K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14.2K- 37.23% |
$333K - $362K
|
24K
$609K
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-14.5K- 5.57% |
$339K - $368K
|
246K
$6.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-15.5K- 39.69% |
$362K - $394K
|
23.5K
$597K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.5K- 3.26% |
$363K - $394K
|
460K
$11.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-17K- 0.46% |
$399K - $433K
|
3.68M
$93.5M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17.4K- 94.06% |
$408K - $444K
|
1.1K
$28K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 24.09% |
$417K - $453K
|
56.1K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-18K- 3.73% |
$423K - $459K
|
466K
$11.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-18.5K- 2.66% |
$432K - $470K
|
675K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-19K- 10.86% |
$446K - $484K
|
156K
$3.97M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-25.7K- 6.02% |
$602K - $654K
|
402K
$10.2M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-27.6K- 1.71% |
$647K - $703K
|
1.59M
$40.3M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-28.9K- 2.73% |
$676K - $735K
|
1.03M
$26.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.3K- 1.77% |
$709K - $770K
|
1.68M
$42.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-31.7K- 10.67% |
$742K - $806K
|
265K
$6.74M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-33.3K- 0.84% |
$779K - $846K
|
3.91M
$99.4M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-33.8K- 1.02% |
$792K - $860K
|
3.28M
$83.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-33.9K- 3.7% |
$794K - $863K
|
883K
$22.4M
|