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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
710New |
$15.9K - $17.3K
|
710
$17.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
699+ 0.58% |
$15.7K - $17K
|
122K
$2.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
683+ 1.88% |
$15.3K - $16.6K
|
37.1K
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
619+ 9.12% |
$13.9K - $15.1K
|
7.4K
$182K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
589+ 3.37% |
$13.2K - $14.3K
|
18K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
495+ 0.86% |
$11.1K - $12.1K
|
58.4K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
482+ 1.03% |
$10.8K - $11.7K
|
47.1K
$1.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
464+ 0.39% |
$10.4K - $11.3K
|
119K
$2.92M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
450+ 2.25% |
$10.1K - $11K
|
20.4K
$501K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
441+ 0.31% |
$9.88K - $10.7K
|
141K
$3.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
437+ 0.63% |
$9.79K - $10.6K
|
70.1K
$1.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
399+ 0.6% |
$8.94K - $9.72K
|
66.8K
$1.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
396+ 0.02% |
$8.87K - $9.64K
|
1.89M
$46.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
393+ 0.95% |
$8.81K - $9.57K
|
41.9K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
388+ 0.25% |
$8.7K - $9.45K
|
157K
$3.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
349+ 0.1% |
$7.82K - $8.5K
|
342K
$8.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
336+ 2.02% |
$7.53K - $8.18K
|
17K
$416K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
326+ 2.09% |
$7.31K - $7.94K
|
15.9K
$390K
|
|
|
Oct 17, 2023
Q3 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
260+ 1.01% |
$5.83K - $6.33K
|
25.9K
$636K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
257+ 1.05% |
$5.76K - $6.26K
|
24.8K
$608K
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
244+ 0.37% |
$5.47K - $5.94K
|
65.4K
$1.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
214+ 0.25% |
$4.8K - $5.21K
|
85.3K
$2.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
202+ 0.94% |
$4.53K - $4.92K
|
21.8K
$534K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
194+ 0.22% |
$4.35K - $4.72K
|
88.9K
$2.18M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
175+ 0.42% |
$3.92K - $4.26K
|
41.8K
$1.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
162+ 0.14% |
$3.63K - $3.94K
|
118K
$2.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
138+ 0.28% |
$3.09K - $3.36K
|
49K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
113+ 0.73% |
$2.53K - $2.75K
|
15.5K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
107+ 0.94% |
$2.4K - $2.61K
|
11.5K
$282K
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
102+ 0.79% |
$2.29K - $2.48K
|
13K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100New |
$2.24K - $2.44K
|
100
$2.45K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
97+ 0.28% |
$2.17K - $2.36K
|
34.5K
$846K
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
96+ 0.06% |
$2.15K - $2.34K
|
163K
$4M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
92+ 0.84% |
$2.06K - $2.24K
|
11.1K
$272K
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
88+ 0.94% |
$1.97K - $2.14K
|
9.41K
$231K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
86+ 0.27% |
$1.93K - $2.09K
|
32.2K
$790K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
81+ 0.06% |
$1.82K - $1.97K
|
127K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
40+ 0.41% |
$896 - $974
|
9.72K
$239K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
37+ 92.5% |
$829 - $901
|
77
$1.89K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
35+ 0.94% |
$784 - $852
|
3.76K
$92.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
34+ 0.77% |
$762 - $828
|
4.47K
$110K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
34+ 0.38% |
$762 - $828
|
8.96K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22+ 0.01% |
$493 - $536
|
290K
$7.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
22+ 0.13% |
$493 - $536
|
16.6K
$407K
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$112 - $122
|
21.6K
$531K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.08% |
$67.2 - $73.1
|
3.8K
$93.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3+ 1.84% |
$67.2 - $73.1
|
166
$4.07K
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3+ 0.0% |
$67.2 - $73.1
|
96.3K
$2.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.08% |
$22.4 - $24.4
|
1.31K
$32.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|