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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
37.9K+ 1.92% |
$856K - $912K
|
2.02M
$49.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.4K+ 27.17% |
$844K - $899K
|
175K
$4.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.1K+ 65.04% |
$837K - $892K
|
94.2K
$2.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
36.1K+ 12.13% |
$815K - $868K
|
334K
$8.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
35.3K+ 7.87% |
$796K - $848K
|
483K
$11.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
35K+ 2.57% |
$789K - $840K
|
1.39M
$34.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
33.4KNew |
$754K - $803K
|
33.4K
$820K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
31.9K+ 8.29% |
$720K - $767K
|
417K
$10.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
29K+ 5141.06% |
$655K - $698K
|
29.6K
$727K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26K+ 40.76% |
$587K - $625K
|
89.8K
$2.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
25.6K+ 8.14% |
$577K - $615K
|
340K
$8.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
24.2K+ 8.21% |
$547K - $582K
|
319K
$7.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.4K+ 42.05% |
$528K - $563K
|
79.1K
$1.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
21.3K+ 5.18% |
$481K - $512K
|
433K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
19.4K+ 39.31% |
$438K - $467K
|
68.8K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
19.3K+ 39.19% |
$436K - $464K
|
68.6K
$1.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
17K+ 6.13% |
$382K - $407K
|
293K
$7.2M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
16.2K+ 5.4% |
$364K - $388K
|
315K
$7.73M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16.1KNew |
$363K - $386K
|
16.1K
$395K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
15.7KNew |
$354K - $377K
|
15.7K
$385K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
15.5KNew |
$350K - $372K
|
15.5K
$380K
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
15.5K+ 1.56% |
$349K - $371K
|
1.01M
$24.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
14.9K+ 0.64% |
$336K - $358K
|
2.33M
$57.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14.8K+ 2.3% |
$334K - $356K
|
659K
$16.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
14.8K+ 30.45% |
$333K - $354K
|
63.2K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.2K+ 14.15% |
$320K - $341K
|
115K
$2.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
13.9K+ 23.8% |
$314K - $334K
|
72.3K
$1.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
13.8K+ 9.43% |
$310K - $331K
|
160K
$3.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
BUY
|
- |
13.7K+ 3.29% |
$309K - $329K
|
429K
$10.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13.6K+ 7.12% |
$306K - $326K
|
204K
$5.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
13.1K+ 4.82% |
$295K - $315K
|
285K
$6.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
11.5K+ 2.57% |
$259K - $276K
|
460K
$11.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
11KNew |
$247K - $263K
|
11K
$269K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
10.8K+ 20.33% |
$244K - $260K
|
63.9K
$1.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.7K+ 3.65% |
$241K - $256K
|
302K
$7.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
9.75K+ 0.9% |
$220K - $234K
|
1.1M
$27M
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
9.38K+ 5.2% |
$212K - $225K
|
190K
$4.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.93KNew |
$201K - $214K
|
8.93K
$219K
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
8.65K+ 0.84% |
$195K - $208K
|
1.03M
$25.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8.59K+ 3.98% |
$194K - $206K
|
224K
$5.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.99K+ 0.62% |
$180K - $192K
|
1.3M
$32M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
7.92K+ 7.04% |
$179K - $190K
|
120K
$2.95M
|
|
|
Jul 11, 2023
Q2 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
7.9K+ 0.96% |
$178K - $190K
|
835K
$20.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
BUY
|
- |
7.85K+ 0.95% |
$177K - $189K
|
832K
$20.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
7.28K+ 76.75% |
$164K - $175K
|
16.8K
$411K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.78KNew |
$153K - $163K
|
6.78K
$166K
|
|
|
Jul 12, 2023
Q2 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
6.74K+ 0.53% |
$152K - $162K
|
1.28M
$31.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
6.63K+ 16.83% |
$149K - $159K
|
46K
$1.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.56K+ 2.2% |
$148K - $158K
|
304K
$7.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.26K+ 10.91% |
$141K - $150K
|
63.6K
$1.56M
|