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 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-3- 0.02% |
$67.2 - $73.1
|
14.7K
$377K
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-31- 0.03% |
$695 - $755
|
111K
$2.84M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-37- 0.38% |
$829 - $901
|
9.77K
$250K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-50- 0.45% |
$1.12K - $1.22K
|
11.1K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-61- 0.59% |
$1.37K - $1.49K
|
10.3K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-103- 0.07% |
$2.31K - $2.51K
|
153K
$3.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-207- 2.07% |
$4.64K - $5.04K
|
9.78K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-221- 6.55% |
$4.95K - $5.38K
|
3.15K
$80.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-235- 26.98% |
$5.27K - $5.72K
|
636
$16.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-258- 1.32% |
$5.78K - $6.28K
|
19.2K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-259- 0.08% |
$5.8K - $6.31K
|
308K
$7.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-265- 0.61% |
$5.94K - $6.45K
|
43.4K
$1.11M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-271- 60.9% |
$6.07K - $6.6K
|
174
$4.46K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-284- 1.86% |
$6.36K - $6.92K
|
15K
$384K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-293- 0.57% |
$6.57K - $7.13K
|
50.8K
$1.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-312- 0.44% |
$6.99K - $7.6K
|
70.4K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-323- 0.55% |
$7.24K - $7.87K
|
58.9K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-336- 0.37% |
$7.53K - $8.18K
|
90.4K
$2.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-401- 0.06% |
$8.99K - $9.76K
|
641K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-426- 1.13% |
$9.55K - $10.4K
|
37.3K
$956K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-429- 6.0% |
$9.61K - $10.4K
|
6.72K
$172K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-450- 2.67% |
$10.1K - $11K
|
16.4K
$419K
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-453- 0.3% |
$10.2K - $11K
|
149K
$3.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-500- 0.48% |
$11.2K - $12.2K
|
104K
$2.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-519Closed |
$11.6K - $12.6K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-588- 1.66% |
$13.2K - $14.3K
|
34.8K
$891K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-600- 11.37% |
$13.4K - $14.6K
|
4.68K
$120K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-623- 0.92% |
$14K - $15.2K
|
67.3K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-640- 6.0% |
$14.3K - $15.6K
|
10K
$257K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-701- 0.76% |
$15.7K - $17.1K
|
91.9K
$2.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-743- 1.64% |
$16.7K - $18.1K
|
44.5K
$1.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-764- 49.29% |
$17.1K - $18.6K
|
786
$20.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-808- 6.47% |
$18.1K - $19.7K
|
11.7K
$299K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-820- 0.4% |
$18.4K - $20K
|
206K
$5.28M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-945- 0.5% |
$21.2K - $23K
|
190K
$4.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1K- 1.4% |
$22.4K - $24.4K
|
70.5K
$1.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1K- 1.25% |
$22.5K - $24.4K
|
78.9K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 10.48% |
$24.2K - $26.2K
|
9.21K
$236K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.12K- 1.61% |
$25.1K - $27.2K
|
68.5K
$1.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 1.8% |
$25.8K - $28K
|
62.8K
$1.61M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.29K- 22.44% |
$28.8K - $31.3K
|
4.45K
$114K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.29K- 22.44% |
$28.8K - $31.3K
|
4.45K
$114K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.31K- 2.28% |
$29.4K - $31.9K
|
56.1K
$1.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.35K- 1.83% |
$30.3K - $32.9K
|
72.3K
$1.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.4K- 20.44% |
$31.4K - $34.1K
|
5.45K
$140K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.55K- 1.04% |
$34.6K - $37.6K
|
147K
$3.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.59K- 2.03% |
$35.7K - $38.8K
|
76.8K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.6K- 0.58% |
$35.9K - $39.1K
|
277K
$7.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.63K- 4.62% |
$36.6K - $39.8K
|
33.8K
$864K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.74K- 4.59% |
$38.9K - $42.3K
|
36.1K
$925K
|