Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.71M+ 240.78% |
$106M - $113M
|
6.67M
$164M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.43M+ 53.74% |
$32.3M - $34.4M
|
4.1M
$101M
|
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.26MNew |
$28.3M - $30.2M
|
1.26M
$30.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.06MNew |
$23.9M - $25.4M
|
1.06M
$26M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
726KNew |
$16.4M - $17.4M
|
726K
$17.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
692KNew |
$15.6M - $16.6M
|
692K
$17M
|
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
512KNew |
$11.6M - $12.3M
|
512K
$12.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
498K+ 10.53% |
$11.2M - $12M
|
5.23M
$128M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
449K+ 11.57% |
$10.1M - $10.8M
|
4.33M
$106M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
405K+ 11.42% |
$9.13M - $9.72M
|
3.95M
$96.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
369K+ 3.31% |
$8.33M - $8.88M
|
11.5M
$283M
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
350K+ 6.75% |
$7.89M - $8.41M
|
5.53M
$136M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
310KNew |
$7M - $7.46M
|
310K
$7.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
306K+ 7.34% |
$6.91M - $7.37M
|
4.48M
$110M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
290K+ 13.56% |
$6.55M - $6.98M
|
2.43M
$59.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
282K+ 9.13% |
$6.37M - $6.79M
|
3.38M
$82.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
271K+ 93.33% |
$6.12M - $6.52M
|
562K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
236K+ 435.96% |
$5.32M - $5.67M
|
290K
$7.12M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
232K+ 12.45% |
$5.23M - $5.57M
|
2.09M
$51.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
211K+ 28.05% |
$4.75M - $5.06M
|
961K
$23.6M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
210K+ 6.43% |
$4.75M - $5.05M
|
3.48M
$85.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
151K+ 14.37% |
$3.4M - $3.62M
|
1.2M
$29.5M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
146K+ 650.04% |
$3.3M - $3.52M
|
169K
$4.15M
|
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
141K+ 4.92% |
$3.18M - $3.39M
|
3M
$73.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
139K+ 4.4% |
$3.13M - $3.33M
|
3.29M
$80.8M
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
133K+ 23.75% |
$3.01M - $3.21M
|
695K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
114K+ 20.04% |
$2.56M - $2.73M
|
680K
$16.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
112K+ 6.32% |
$2.53M - $2.7M
|
1.89M
$46.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
109K+ 86.47% |
$2.46M - $2.62M
|
235K
$5.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
98.1KNew |
$2.21M - $2.36M
|
98.1K
$2.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
95.9KNew |
$2.16M - $2.3M
|
95.9K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
93.3K+ 601.21% |
$2.11M - $2.24M
|
109K
$2.67M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
91.7K+ 9.95% |
$2.07M - $2.2M
|
1.01M
$24.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
91.7K+ 9.95% |
$2.07M - $2.2M
|
1.01M
$24.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
85.2KNew |
$1.92M - $2.05M
|
85.2K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
79.3K+ 2.04% |
$1.79M - $1.91M
|
3.96M
$97.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
73.9K+ 6.97% |
$1.67M - $1.78M
|
1.13M
$27.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
70.4K+ 115.81% |
$1.59M - $1.69M
|
131K
$3.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
66.7K+ 2.45% |
$1.5M - $1.6M
|
2.79M
$68.4M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
66K+ 2.86% |
$1.49M - $1.59M
|
2.38M
$58.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
60.5KNew |
$1.36M - $1.45M
|
60.5K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
54.8K+ 2.91% |
$1.24M - $1.32M
|
1.94M
$47.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
51.2K+ 1.49% |
$1.16M - $1.23M
|
3.48M
$85.4M
|
|
|
Jul 05, 2023
Q2 2023
|
Shearwater Capital LLC
|
BUY
|
- |
50K+ 8.24% |
$1.13M - $1.2M
|
657K
$16.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
BUY
|
- |
46.9K+ 3.08% |
$1.06M - $1.13M
|
1.57M
$38.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
46.3K+ 45.38% |
$1.05M - $1.11M
|
148K
$3.64M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
41.7KNew |
$940K - $1M
|
41.7K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
40.8K+ 11.2% |
$921K - $981K
|
405K
$9.95M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
39.6K+ 2.2% |
$894K - $952K
|
1.84M
$45.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
38.3K+ 10.71% |
$864K - $921K
|
396K
$9.72M
|