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 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.81K- 0.46% |
$40.7K - $44.2K
|
391K
$9.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
SELL
|
- |
-1.85K- 0.22% |
$41.5K - $45.1K
|
830K
$20.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.87K- 7.49% |
$41.9K - $45.5K
|
23.1K
$566K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.96K- 14.77% |
$43.9K - $47.8K
|
11.3K
$278K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.06K- 11.08% |
$46.3K - $50.3K
|
16.6K
$406K
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-2.25K- 1.16% |
$50.4K - $54.8K
|
192K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.41K- 0.77% |
$54K - $58.6K
|
310K
$7.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.48K- 2.98% |
$55.6K - $60.5K
|
80.7K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.5K- 0.82% |
$56K - $60.8K
|
302K
$7.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.56K- 8.97% |
$57.4K - $62.4K
|
26K
$638K
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.6K- 0.93% |
$58.2K - $63.3K
|
275K
$6.76M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.7K- 0.89% |
$60.5K - $65.8K
|
300K
$7.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.02K- 1.23% |
$67.7K - $73.6K
|
243K
$5.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.98K- 12.16% |
$89.2K - $96.9K
|
28.7K
$705K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.07K- 11.07% |
$91.1K - $99K
|
32.7K
$801K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.09K- 16.15% |
$91.7K - $99.6K
|
21.2K
$521K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4.11K- 27.21% |
$92.1K - $100K
|
11K
$270K
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.41K- 37.26% |
$98.8K - $107K
|
7.43K
$182K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4.58K- 20.62% |
$103K - $112K
|
17.6K
$433K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.66K- 0.42% |
$104K - $114K
|
1.1M
$27M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-4.97K- 29.68% |
$111K - $121K
|
11.8K
$289K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.13K- 0.18% |
$115K - $125K
|
2.87M
$70.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.24K- 7.29% |
$117K - $128K
|
66.6K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.76K- 33.22% |
$129K - $140K
|
11.6K
$284K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-5.97K- 4.07% |
$134K - $145K
|
141K
$3.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-6.2K- 2.15% |
$139K - $151K
|
282K
$6.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.74K- 1.13% |
$151K - $164K
|
590K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.88K- 8.71% |
$154K - $168K
|
72.2K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-6.94K- 13.85% |
$156K - $169K
|
43.2K
$1.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-6.96K- 10.11% |
$156K - $169K
|
61.9K
$1.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-7.65K- 0.78% |
$171K - $186K
|
968K
$23.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-7.67K- 2.62% |
$172K - $187K
|
286K
$7.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-8.04K- 2.53% |
$180K - $196K
|
310K
$7.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.12K- 6.19% |
$182K - $198K
|
123K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.16K- 0.07% |
$183K - $199K
|
11.5M
$282M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.18K- 7.24% |
$183K - $199K
|
105K
$2.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-8.35K- 13.1% |
$187K - $203K
|
55.4K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.55K- 2.31% |
$192K - $208K
|
361K
$8.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-9.1K- 45.52% |
$204K - $222K
|
10.9K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 4.32% |
$224K - $244K
|
221K
$5.43M
|
|
|
Nov 16, 2023
Q3 2023
|
Schubert & CO
|
SELL
|
- |
-10.4K- 14.48% |
$232K - $252K
|
61.1K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.4K- 0.9% |
$256K - $278K
|
1.25M
$30.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-12K- 9.94% |
$268K - $291K
|
108K
$2.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-12K- 3.34% |
$268K - $291K
|
346K
$8.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-13.1K- 0.68% |
$293K - $318K
|
1.9M
$46.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.6K- 57.16% |
$305K - $332K
|
10.2K
$250K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.3K- 15.16% |
$320K - $348K
|
79.9K
$1.96M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-14.4K- 4.11% |
$323K - $350K
|
336K
$8.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-15K- 15.23% |
$336K - $365K
|
83.5K
$2.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-15.9K- 6.57% |
$356K - $387K
|
226K
$5.55M
|