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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-30.8K- 7.69% |
$695K - $740K
|
370K
$9.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-32.4K- 58.3% |
$732K - $780K
|
23.2K
$569K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-37.7K- 3.87% |
$850K - $905K
|
936K
$23M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-39.2K- 15.93% |
$885K - $943K
|
207K
$5.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-41K- 6.43% |
$926K - $986K
|
597K
$14.6M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-41.8K- 8.8% |
$942K - $1M
|
433K
$10.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-41.9K- 14.77% |
$946K - $1.01M
|
242K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-46.4K- 3.54% |
$1.05M - $1.12M
|
1.27M
$31.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-50.4K- 14.88% |
$1.14M - $1.21M
|
288K
$7.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-51.3K- 85.36% |
$1.16M - $1.23M
|
8.8K
$216K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-55.3K- 11.29% |
$1.25M - $1.33M
|
435K
$10.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-58.8K- 2.0% |
$1.33M - $1.41M
|
2.88M
$70.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-65K- 52.31% |
$1.47M - $1.56M
|
59.3K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-68.3K- 23.03% |
$1.54M - $1.64M
|
228K
$5.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-75.6K- 5.41% |
$1.71M - $1.82M
|
1.32M
$32.4M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-92.9K- 7.76% |
$2.1M - $2.23M
|
1.1M
$27.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-109K- 6.65% |
$2.46M - $2.62M
|
1.53M
$37.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-113K- 6.99% |
$2.56M - $2.73M
|
1.51M
$37M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-134K- 13.05% |
$3.02M - $3.22M
|
891K
$21.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-143K- 69.63% |
$3.23M - $3.44M
|
62.5K
$1.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-151K- 1.35% |
$3.4M - $3.62M
|
11M
$270M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-163K- 5.9% |
$3.68M - $3.92M
|
2.6M
$63.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-517K- 21.25% |
$11.7M - $12.4M
|
1.91M
$47M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-638K- 46.79% |
$14.4M - $15.3M
|
726K
$17.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-3.37M- 95.75% |
$76M - $81M
|
149K
$3.67M
|