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
Jul 20, 2023 Q2 2023
Kathleen S. Wright Associates Inc.

BUY
 -
14
New
$316 - $336
14 $344
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
3
+ 0.08%
$67.7 - $72.1
3.8K $93.1K
Sep 26, 2023 Q2 2023
Decision Point Financial, LLC

Mesa, AZ
SELL
 -
-1
- -0.0%
$22.6 - $24
22.8K $561K
Jul 14, 2023 Q2 2023
Lam Group, Inc.

Lake Oswego, OR
SELL
 -
-5
- 0.01%
$113 - $120
67.9K $1.67M
Jul 20, 2023 Q2 2023
Spinnaker Investment Group, LLC

SELL
 -
-27
- 0.08%
$609 - $649
32.1K $788K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-36
- 0.1%
$812 - $865
36.7K $902K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-38
- 0.69%
$857 - $913
5.44K $133K
Aug 04, 2023 Q2 2023
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-60
- 0.41%
$1.35K - $1.44K
14.7K $361K
Aug 07, 2023 Q2 2023
Red Wave Investments LLC

Dillsburg, PA
SELL
 -
-100
- 0.22%
$2.26K - $2.4K
46.3K $1.14M
Jul 28, 2023 Q2 2023
Advisory Services & Investments, LLC

SELL
 -
-109
- 0.4%
$2.46K - $2.62K
27K $663K
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-199
- 1.17%
$4.49K - $4.78K
16.8K $413K
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-237
- 1.24%
$5.35K - $5.7K
18.9K $464K
Aug 08, 2023 Q2 2023
Ml & R Wealth Management LLC

SELL
 -
-265
- 0.15%
$5.98K - $6.37K
172K $4.22M
Jul 06, 2023 Q2 2023
Rvw Wealth, LLC

SELL
 -
-269
- 1.05%
$6.07K - $6.46K
25.3K $621K
Aug 11, 2023 Q2 2023
Security Financial Services, Inc.

SELL
 -
-312
- 0.61%
$7.04K - $7.5K
51.1K $1.25M
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

SELL
 -
-320
- 0.46%
$7.22K - $7.69K
69.6K $1.71M
Jul 24, 2023 Q2 2023
Wealthpoint, LLC

SELL
 -
-346
- 2.71%
$7.81K - $8.31K
12.4K $305K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

SELL
 -
-369
- 0.99%
$8.32K - $8.87K
36.7K $901K
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-394
- 2.38%
$8.89K - $9.47K
16.1K $396K
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

SELL
 -
-425
- 1.0%
$9.59K - $10.2K
42K $1.03M
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
SELL
 -
-430
- 2.16%
$9.7K - $10.3K
19.5K $478K
Jul 12, 2023 Q2 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-436
- 0.16%
$9.84K - $10.5K
278K $6.82M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-472
- 41.7%
$10.6K - $11.3K
660 $16.2K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

SELL
 -
-475
- 0.55%
$10.7K - $11.4K
85.1K $2.09M
Aug 04, 2023 Q2 2023
Schubert & CO

SELL
 -
-496
- 0.69%
$11.2K - $11.9K
71.5K $1.75M
Aug 04, 2023 Q2 2023
Steward Financial Group LLC

SELL
 -
-676
- 9.85%
$15.3K - $16.2K
6.19K $152K
Aug 03, 2023 Q2 2023
Tillman Hartley LLC

Orlando, FL
SELL
 -
-689
- 0.42%
$15.5K - $16.6K
163K $4M
Jun 06, 2024 Q2 2023
Rw Investment Management LLC

Eagle, ID
SELL
 -
-693
- 0.68%
$15.6K - $16.7K
101K $2.49M
Jul 14, 2023 Q2 2023
Applied Capital LLC

SELL
 -
-693
- 0.98%
$15.6K - $16.7K
69.7K $1.71M
Jul 13, 2023 Q2 2023
Waypoint Capital Advisors, LLC

SELL
 -
-700
- 1.82%
$15.8K - $16.8K
37.9K $929K
Jul 19, 2023 Q2 2023
Krilogy Financial LLC

SELL
 -
-709
- 1.48%
$16K - $17K
47.4K $1.16M
Jul 26, 2023 Q2 2023
Websterrogers Financial Advisors, LLC

SELL
 -
-715
- 3.2%
$16.1K - $17.2K
21.6K $531K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
SELL
 -
-749
- 2.73%
$16.9K - $18K
26.6K $654K
Aug 08, 2023 Q2 2023
Truepoint, Inc.

SELL
 -
-1.01K
- 0.28%
$22.8K - $24.2K
361K $8.85M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
SELL
 -
-1.03K
- 4.13%
$23.2K - $24.7K
23.8K $584K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.05K
- 3.69%
$23.6K - $25.1K
27.2K $668K
Aug 23, 2023 Q2 2023
Headinvest, LLC

Portland, ME
SELL
 -
-1.1K
- 4.71%
$24.8K - $26.4K
22.2K $546K
Aug 10, 2023 Q2 2023
Capital Performance Advisors LLP

SELL
 -
-1.11K
- 0.79%
$25.1K - $26.7K
140K $3.44M
Jul 13, 2023 Q2 2023
Affinity Capital Advisors, LLC

SELL
 -
-1.15K
- 11.75%
$26K - $27.7K
8.67K $213K
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

SELL
 -
-1.19K
- 2.65%
$26.8K - $28.5K
43.6K $1.07M
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-1.41K
- 4.32%
$31.8K - $33.8K
31.2K $766K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-1.59K
- 24.63%
$35.9K - $38.2K
4.87K $119K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-1.59K
- 24.63%
$35.9K - $38.2K
4.87K $119K
Jul 25, 2023 Q2 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-1.62K
- 13.16%
$36.5K - $38.9K
10.7K $262K
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

SELL
 -
-1.87K
- 10.11%
$42.2K - $44.9K
16.6K $408K
Aug 28, 2023 Q2 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-1.93K
- 0.7%
$43.6K - $46.4K
276K $6.76M
Jul 28, 2023 Q2 2023
Keb Asset Management, LLC

Springfield, IL
SELL
 -
-1.95K
- 1.64%
$44K - $46.8K
117K $2.86M
Aug 11, 2023 Q2 2023
Bayshore Asset Management, LLC

SELL
 -
-2.06K
- 0.78%
$46.5K - $49.5K
263K $6.45M
Jul 19, 2023 Q2 2023
Aspiriant, LLC

SELL
 -
-2.17K
- 0.77%
$48.9K - $52.1K
281K $6.89M

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