Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFAX)

DFAX Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q3 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
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
41.9K
+ 14.72%
$939K - $1.02M
327K $8.02M
Nov 13, 2023 Q3 2023
Dopkins Wealth Management, LLC

BUY
 -
41.6K
+ 21.92%
$932K - $1.01M
231K $5.68M
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
40.6K
+ 10.25%
$910K - $989K
437K $10.7M
Oct 17, 2023 Q3 2023
Blue Sky Wealth Advisors, LLC

BUY
 -
39.9K
+ 3.63%
$894K - $971K
1.14M $27.9M
Oct 10, 2023 Q3 2023
Glassy Mountain Advisors, Inc.

BUY
 -
37.5K
+ 7.31%
$840K - $912K
550K $13.5M
Oct 31, 2023 Q3 2023
Tci Wealth Advisors, Inc.

BUY
 -
37.3K
+ 5.67%
$837K - $909K
696K $17.1M
Nov 13, 2023 Q3 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
35.9K
+ 10.74%
$804K - $873K
370K $9.07M
Nov 03, 2023 Q3 2023
N.E.W. Advisory Services LLC

BUY
 -
32.8K
+ 14.97%
$736K - $800K
252K $6.19M
Oct 17, 2023 Q3 2023
Shearwater Capital LLC

BUY
 -
32.7K
+ 4.97%
$732K - $795K
689K $16.9M
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
32.5K
+ 508.79%
$728K - $791K
38.9K $954K
Nov 06, 2023 Q3 2023
E Rn Financial, LLC

BUY
 -
31.9K
+ 10.14%
$716K - $778K
347K $8.52M
Nov 08, 2023 Q3 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
31.1K
+ 19.5%
$698K - $758K
191K $4.68M
Oct 13, 2023 Q3 2023
Retirement Solution Inc.

BUY
 -
29.6K
+ 124.57%
$663K - $721K
53.3K $1.31M
Nov 07, 2023 Q3 2023
Americana Partners, LLC

Houston, TX
BUY
 -
28.7K
New
$644K - $699K
28.7K $705K
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
26.6K
New
$595K - $647K
26.6K $652K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
26.5K
+ 17.55%
$593K - $644K
177K $4.35M
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

BUY
 -
25.1K
+ 15.53%
$562K - $610K
186K $4.57M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
25K
+ 4.99%
$560K - $609K
526K $12.9M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
24.8K
+ 1.91%
$556K - $605K
1.33M $32.6M
Oct 19, 2023 Q3 2023
Onyx Financial Advisors, LLC

Idaho Falls, ID
BUY
 -
24.6K
+ 2.95%
$551K - $599K
859K $21.1M
Oct 23, 2023 Q3 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
24.5K
+ 22.37%
$550K - $598K
134K $3.29M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
23.7K
+ 1.0%
$532K - $578K
2.4M $58.9M
Nov 13, 2023 Q3 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
20.8K
+ 0.75%
$466K - $506K
2.81M $68.9M
Oct 15, 2024 Q3 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
20.3K
+ 14.84%
$455K - $494K
157K $3.86M
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
19.7K
+ 4.73%
$442K - $480K
437K $10.7M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
18.5K
New
$416K - $451K
18.5K $455K
Oct 25, 2023 Q3 2023
Jb Capital LLC

BUY
 -
17K
New
$382K - $415K
17K $418K
Nov 09, 2023 Q3 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
17K
+ 23.54%
$382K - $415K
89.4K $2.19M
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
17K
+ 109.87%
$382K - $415K
32.5K $798K
Nov 03, 2023 Q3 2023
Financial Connections Group, Inc.

BUY
 -
16.8K
+ 4.89%
$376K - $409K
360K $8.83M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
16.2K
+ 5.8%
$363K - $395K
296K $7.26M
Nov 03, 2023 Q3 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
15.9K
+ 4.68%
$357K - $387K
356K $8.73M
Oct 10, 2023 Q3 2023
Soundmark Wealth Management, LLC

BUY
 -
15.9K
+ 3.46%
$356K - $387K
476K $11.7M
Oct 19, 2023 Q3 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
14.6K
+ 3.46%
$327K - $355K
436K $10.7M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
14.5K
+ 20.11%
$325K - $353K
86.5K $2.12M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
13.8K
+ 80.45%
$308K - $335K
30.9K $758K
Nov 14, 2023 Q3 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
13.5K
New
$302K - $328K
13.5K $331K
Oct 27, 2023 Q3 2023
Briggs Advisory Group, Inc.

BUY
 -
12.9K
+ 4.41%
$290K - $315K
307K $7.52M
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
12.3K
+ 3.77%
$275K - $299K
338K $8.28M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
11.3K
+ 1.18%
$254K - $276K
971K $23.8M
Nov 03, 2023 Q3 2023
Bka Wealth Consulting, Inc.

BUY
 -
10.9K
New
$245K - $266K
10.9K $268K
Oct 23, 2023 Q3 2023
Live Oak Private Wealth LLC

BUY
 -
10.9K
+ 15.88%
$244K - $265K
79.5K $1.95M
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
10.7K
New
$239K - $260K
10.7K $262K
Oct 19, 2023 Q3 2023
Conrad Siegel Investment Advisors, Inc.

BUY
 -
9.95K
+ 2.3%
$223K - $242K
443K $10.9M
Oct 25, 2023 Q3 2023
Crown Wealth Group, LLC

BUY
 -
9.35K
New
$209K - $228K
9.35K $229K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
9.32K
New
$209K - $227K
9.32K $229K
Nov 06, 2023 Q3 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
9.23K
+ 3.14%
$207K - $225K
303K $7.43M
Nov 09, 2023 Q3 2023
Truepoint, Inc.

BUY
 -
7.87K
+ 2.18%
$176K - $192K
369K $9.04M
Oct 11, 2023 Q3 2023
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
BUY
 -
7.57K
+ 3.32%
$170K - $184K
235K $5.78M

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