Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFAX)
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 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.15K+ 1.88% |
$160K - $174K
|
388K
$9.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.71K+ 3.59% |
$150K - $163K
|
193K
$4.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
6.36K+ 40.55% |
$143K - $155K
|
22K
$541K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.26K+ 2.79% |
$140K - $152K
|
231K
$5.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.96K+ 0.39% |
$133K - $145K
|
1.54M
$37.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.3K+ 37857.14% |
$119K - $129K
|
5.31K
$130K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.97K+ 28.51% |
$111K - $121K
|
22.4K
$550K
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.66K+ 2.71% |
$104K - $113K
|
177K
$4.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
4.49K+ 9.76% |
$101K - $109K
|
50.5K
$1.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.28KNew |
$95.9K - $104K
|
4.28K
$105K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.09KNew |
$91.7K - $99.7K
|
4.09K
$100K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.03KNew |
$90.4K - $98.2K
|
4.03K
$99K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4K+ 13.5% |
$89.6K - $97.3K
|
33.6K
$825K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.59K+ 3.14% |
$80.3K - $87.3K
|
118K
$2.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
3.34K+ 29.06% |
$74.9K - $81.4K
|
14.8K
$364K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.34KNew |
$74.8K - $81.3K
|
3.34K
$81.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.12K+ 0.67% |
$69.8K - $75.9K
|
466K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3K+ 8.97% |
$67.1K - $73K
|
36.4K
$893K
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.98K+ 0.62% |
$66.8K - $72.6K
|
486K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.96K+ 10.7% |
$66.4K - $72.1K
|
30.6K
$752K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.92K+ 2.59% |
$65.3K - $71K
|
115K
$2.83M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.89K+ 1.05% |
$64.8K - $70.4K
|
278K
$6.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.87K+ 1.64% |
$64.3K - $69.9K
|
178K
$4.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.78K+ 0.43% |
$62.4K - $67.8K
|
650K
$16M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.62K+ 8.14% |
$58.6K - $63.7K
|
34.8K
$854K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.55K+ 18.0% |
$57K - $62K
|
16.7K
$409K
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.54K+ 2.5% |
$56.9K - $61.8K
|
104K
$2.55M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
2.25K+ 6.27% |
$50.4K - $54.7K
|
38.1K
$934K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.2K+ 0.95% |
$49.3K - $53.5K
|
235K
$5.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.17K+ 6.79% |
$48.5K - $52.7K
|
34K
$835K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.95K+ 3.07% |
$43.7K - $47.5K
|
65.6K
$1.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.94K+ 3.1% |
$43.5K - $47.3K
|
64.5K
$1.58M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.93K+ 12.01% |
$43.3K - $47K
|
18K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.77K+ 1.85% |
$39.7K - $43.1K
|
97.7K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.75K+ 1.53% |
$39.3K - $42.7K
|
116K
$2.85M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.68K+ 10.0% |
$37.6K - $40.8K
|
18.4K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.53K+ 6.32% |
$34.2K - $37.1K
|
25.7K
$630K
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.5K+ 1.2% |
$33.6K - $36.5K
|
127K
$3.11M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.45K+ 1.43% |
$32.5K - $35.3K
|
103K
$2.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.43K+ 1.22% |
$32K - $34.8K
|
118K
$2.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.29K+ 0.49% |
$28.8K - $31.3K
|
264K
$6.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.27K+ 2.67% |
$28.3K - $30.8K
|
48.6K
$1.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.16K+ 0.57% |
$26.1K - $28.3K
|
205K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.05K+ 26.24% |
$23.5K - $25.5K
|
5.05K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.01K+ 1.14% |
$22.7K - $24.6K
|
89.5K
$2.2M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1K+ 25.0% |
$22.4K - $24.4K
|
5K
$123K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
938+ 5.31% |
$21K - $22.8K
|
18.6K
$457K
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
843+ 3.92% |
$18.9K - $20.5K
|
22.3K
$548K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
828+ 7.66% |
$18.6K - $20.2K
|
11.6K
$286K
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
791+ 0.13% |
$17.7K - $19.3K
|
632K
$15.5M
|