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 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.04K+ 52.98% |
$136K - $145K
|
17.5K
$428K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.99K+ 5.77% |
$135K - $144K
|
110K
$2.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
5.95KNew |
$134K - $143K
|
5.95K
$146K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
5.87K+ 0.22% |
$132K - $141K
|
2.69M
$66.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.77K+ 568.64% |
$130K - $139K
|
6.78K
$166K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.74KNew |
$129K - $138K
|
5.74K
$141K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.59K+ 21.01% |
$126K - $134K
|
32.2K
$789K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
5.17K+ 41.32% |
$117K - $124K
|
17.7K
$434K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
4.97K+ 42.21% |
$112K - $119K
|
16.7K
$411K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.9K+ 4.07% |
$111K - $118K
|
125K
$3.07M
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4.79K+ 3.63% |
$108K - $115K
|
137K
$3.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.61K+ 5.23% |
$104K - $111K
|
92.6K
$2.27M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.51K+ 4.16% |
$102K - $108K
|
113K
$2.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.29KNew |
$96.8K - $103K
|
4.29K
$105K
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.17K+ 1.0% |
$94.1K - $100K
|
421K
$10.3M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
4KNew |
$90.2K - $96.1K
|
4K
$98.2K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.44K+ 149.46% |
$77.5K - $82.6K
|
5.74K
$141K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.3K+ 11.23% |
$74.5K - $79.4K
|
32.7K
$803K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.14K+ 3.11% |
$70.9K - $75.6K
|
104K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.91K+ 3.4% |
$65.6K - $69.9K
|
88.5K
$2.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.66K+ 0.65% |
$60.1K - $64K
|
414K
$10.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.6K+ 1.64% |
$58.7K - $62.6K
|
161K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 6.97% |
$54.1K - $57.6K
|
36.8K
$903K
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.34K+ 2.12% |
$52.8K - $56.3K
|
113K
$2.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.27K+ 1.23% |
$51.3K - $54.6K
|
187K
$4.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2.26K+ 1.56% |
$50.9K - $54.2K
|
147K
$3.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.22K+ 0.76% |
$50K - $53.3K
|
294K
$7.2M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.21K+ 1.02% |
$49.8K - $53K
|
219K
$5.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.93K+ 0.95% |
$43.5K - $46.3K
|
204K
$5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 0.56% |
$43K - $45.8K
|
342K
$8.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.84K+ 1.58% |
$41.5K - $44.2K
|
118K
$2.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.75K+ 1.13% |
$39.4K - $42K
|
156K
$3.83M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.59K+ 11.77% |
$35.9K - $38.2K
|
15.1K
$371K
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.55K+ 0.49% |
$35K - $37.2K
|
318K
$7.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.5K+ 0.54% |
$33.7K - $35.9K
|
278K
$6.83M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.49K+ 0.66% |
$33.6K - $35.8K
|
228K
$5.59M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.44K+ 57.33% |
$32.6K - $34.7K
|
3.96K
$97.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.43K+ 0.25% |
$32.2K - $34.3K
|
564K
$13.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
1.39K+ 13.78% |
$31.4K - $33.5K
|
11.5K
$282K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.37K+ 0.59% |
$31K - $33K
|
232K
$5.7M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.29K+ 1.44% |
$29K - $30.9K
|
90.7K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.23K+ 2.68% |
$27.8K - $29.7K
|
47.3K
$1.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.15K+ 0.37% |
$26K - $27.7K
|
312K
$7.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.12K+ 1.36% |
$25.2K - $26.9K
|
83.2K
$2.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
953+ 0.33% |
$21.5K - $22.9K
|
293K
$7.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
889+ 25.04% |
$20.1K - $21.4K
|
4.44K
$109K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
875+ 1.23% |
$19.7K - $21K
|
72K
$1.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
874+ 3.82% |
$19.7K - $21K
|
23.8K
$583K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
772+ 1.31% |
$17.4K - $18.6K
|
59.7K
$1.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
676+ 2.01% |
$15.3K - $16.2K
|
34.4K
$843K
|