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 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.28K- 4.79% |
$51.3K - $54.7K
|
45.2K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.39K- 7.71% |
$53.8K - $57.3K
|
28.6K
$701K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.42K- 0.33% |
$54.5K - $58.1K
|
738K
$18.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.9K- 0.82% |
$65.3K - $69.6K
|
350K
$8.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.91K- 0.3% |
$65.6K - $69.8K
|
959K
$23.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.23K- 5.29% |
$72.9K - $77.7K
|
57.9K
$1.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-3.26K- 0.94% |
$73.5K - $78.3K
|
343K
$8.42M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-3.34K- 22.52% |
$75.4K - $80.3K
|
11.5K
$282K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-4K- 23.16% |
$90.3K - $96.2K
|
13.3K
$326K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.01K- 1.41% |
$90.4K - $96.3K
|
280K
$6.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.08K- 0.63% |
$92K - $98K
|
647K
$15.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.13K- 25.84% |
$93.1K - $99.1K
|
11.8K
$290K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.26K- 7.84% |
$96.1K - $102K
|
50.1K
$1.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.34K- 6.08% |
$97.8K - $104K
|
67K
$1.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4.4K- 6.22% |
$99.4K - $106K
|
66.4K
$1.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-4.54K- 26.67% |
$102K - $109K
|
12.5K
$306K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.1K- 7.4% |
$115K - $122K
|
63.7K
$1.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-5.35K- 6.77% |
$121K - $129K
|
73.7K
$1.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.35K- 25.59% |
$121K - $129K
|
15.6K
$382K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-6.01K- 0.93% |
$135K - $144K
|
641K
$15.7M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.37K- 22.41% |
$144K - $153K
|
22K
$541K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.43K- 20.49% |
$145K - $154K
|
24.9K
$612K
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-6.75K- 3.36% |
$152K - $162K
|
194K
$4.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-8.2K- 2.62% |
$185K - $197K
|
305K
$7.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.64K- 9.93% |
$195K - $208K
|
78.4K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.76K- 8.17% |
$198K - $211K
|
98.4K
$2.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-9.37K- 8.44% |
$211K - $225K
|
102K
$2.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-9.89K- 21.35% |
$223K - $238K
|
36.4K
$894K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-9.99K- 2.11% |
$225K - $240K
|
463K
$11.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10.2K- 2.78% |
$231K - $246K
|
358K
$8.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.7K- 12.92% |
$241K - $256K
|
71.9K
$1.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-11.3K- 1.76% |
$255K - $272K
|
631K
$15.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.4K- 0.68% |
$257K - $274K
|
1.66M
$40.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.8K- 15.88% |
$267K - $284K
|
62.6K
$1.54M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-13.5K- 1.4% |
$304K - $324K
|
949K
$23.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.5K- 4.2% |
$305K - $325K
|
309K
$7.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-14.8K- 15.64% |
$334K - $356K
|
79.9K
$1.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-15.6K- 9.24% |
$352K - $375K
|
153K
$3.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.6K- 9.4% |
$353K - $376K
|
151K
$3.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.8K- 58.16% |
$357K - $380K
|
11.4K
$279K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-16.2K- 3.93% |
$365K - $389K
|
396K
$9.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-18.3K- 4.44% |
$412K - $439K
|
393K
$9.63M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-19.6K- 1.41% |
$442K - $471K
|
1.37M
$33.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-20K- 1.79% |
$451K - $480K
|
1.09M
$26.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21K- 0.3% |
$473K - $504K
|
7.03M
$173M
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-21.7K- 16.36% |
$489K - $521K
|
111K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-23K- 6.61% |
$520K - $554K
|
325K
$7.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24.9K- 86.18% |
$562K - $599K
|
4K
$98.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-26K- 0.61% |
$586K - $624K
|
4.24M
$104M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-29.2K- 2.91% |
$659K - $702K
|
976K
$24M
|