Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr (DFAX)

DFAX Quotes by TradingView

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 11, 2023 Q2 2023
Financial Alternatives, Inc

La Jolla, CA
BUY
 -
555
+ 5.67%
$12.5K - $13.3K
10.3K $265K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
546
+ 3.3%
$12.3K - $13.1K
17.1K $438K
Aug 11, 2023 Q2 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
539
+ 1.31%
$12.2K - $13K
41.5K $1.06M
Jul 19, 2023 Q2 2023
Gemmer Asset Management LLC

BUY
 -
522
+ 5.07%
$11.8K - $12.5K
10.8K $277K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
519
New
$11.7K - $12.5K
519 $13.3K
Aug 08, 2023 Q2 2023
3 D/L Capital Management, LLC

BUY
 -
498
+ 2.56%
$11.2K - $12K
20K $511K
Jul 14, 2023 Q2 2023
Resource Consulting Group Inc

BUY
 -
475
+ 3.84%
$10.7K - $11.4K
12.9K $329K
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
475
+ 0.25%
$10.7K - $11.4K
191K $4.88M
Oct 12, 2023 Q2 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
402
+ 0.42%
$9.07K - $9.66K
96.3K $2.47M
Jul 17, 2023 Q2 2023
Brewster Financial Planning LLC

BUY
 -
364
+ 1.44%
$8.21K - $8.75K
25.7K $657K
Jul 18, 2023 Q2 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
338
+ 1.4%
$7.63K - $8.12K
24.5K $628K
Aug 23, 2023 Q2 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
333
+ 0.51%
$7.51K - $8K
65.1K $1.67M
Jul 18, 2023 Q2 2023
Ifg Advisors, LLC

BUY
 -
295
+ 0.84%
$6.66K - $7.09K
35.4K $906K
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
291
+ 0.51%
$6.56K - $6.99K
57.4K $1.47M
Jul 13, 2023 Q2 2023
Harbor Group, Inc.

BUY
 -
291
+ 0.24%
$6.56K - $6.99K
121K $3.09M
Jul 10, 2023 Q2 2023
Rise Advisors, LLC

BUY
 -
281
+ 1.32%
$6.34K - $6.75K
21.6K $552K
Jul 05, 2023 Q2 2023
Uma Financial Services, Inc.

BUY
 -
281
+ 0.32%
$6.34K - $6.75K
88.7K $2.27M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
271
+ 155.75%
$6.11K - $6.51K
445 $11.4K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
250
+ 0.21%
$5.64K - $6.01K
119K $3.04M
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
236
+ 1.99%
$5.32K - $5.67K
12.1K $309K
Aug 11, 2023 Q2 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
228
+ 1.07%
$5.14K - $5.48K
21.5K $550K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
220
New
$4.96K - $5.29K
220 $5.63K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
220
+ 3.55%
$4.96K - $5.29K
6.41K $164K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
216
+ 0.47%
$4.87K - $5.19K
46.6K $1.19M
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
188
+ 0.39%
$4.24K - $4.52K
48.8K $1.25M
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
180
+ 1.57%
$4.06K - $4.33K
11.7K $299K
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
173
+ 1.81%
$3.9K - $4.16K
9.74K $249K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
170
+ 15.89%
$3.84K - $4.09K
1.24K $31.8K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
170
+ 3.33%
$3.84K - $4.09K
5.28K $135K
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
163
+ 0.51%
$3.68K - $3.92K
31.9K $816K
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
158
+ 0.91%
$3.56K - $3.8K
17.4K $447K
Aug 11, 2023 Q2 2023
Wescott Financial Advisory Group, LLC

BUY
 -
156
+ 1.02%
$3.52K - $3.75K
15.4K $394K
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
148
+ 1.32%
$3.34K - $3.56K
11.4K $292K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
145
+ 0.04%
$3.27K - $3.48K
381K $9.76M
Aug 08, 2023 Q2 2023
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
143
+ 0.06%
$3.23K - $3.44K
246K $6.29M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
143
+ 0.77%
$3.23K - $3.44K
18.6K $477K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
138
+ 0.22%
$3.11K - $3.32K
63.9K $1.64M
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
129
New
$2.91K - $3.1K
129 $3.3K
Aug 09, 2023 Q2 2023
Better Money Decisions, LLC

BUY
 -
127
+ 1.17%
$2.87K - $3.05K
11K $281K
Jul 26, 2023 Q2 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
121
+ 1.32%
$2.73K - $2.91K
9.32K $239K
Aug 09, 2023 Q2 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
115
+ 0.48%
$2.59K - $2.76K
24.1K $618K
Jul 26, 2023 Q2 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
109
+ 0.09%
$2.46K - $2.62K
127K $3.24M
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
94
+ 2.87%
$2.12K - $2.26K
3.37K $86.4K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
49
+ 1.33%
$1.11K - $1.18K
3.73K $95.4K
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
41
+ 0.44%
$925 - $985
9.44K $242K
Jul 27, 2023 Q2 2023
Verus Financial Partners, Inc.

BUY
 -
31
+ 0.19%
$699 - $745
16.6K $425K
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
29
+ 0.03%
$654 - $697
114K $2.92M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
29
+ 0.15%
$654 - $697
20K $512K
Aug 14, 2023 Q2 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
17
+ 0.18%
$384 - $409
9.68K $248K

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