Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.32MNew |
$71.1M - $81M
|
3.32M
$84.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.07MNew |
$22.8M - $26M
|
1.07M
$27.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.03M+ 151.72% |
$22.1M - $25.2M
|
1.71M
$43.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
899K+ 3895.41% |
$19.3M - $21.9M
|
922K
$23.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
559KNew |
$12M - $13.7M
|
559K
$14.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
501K+ 153.52% |
$10.8M - $12.2M
|
828K
$21M
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
445K+ 7.72% |
$9.53M - $10.9M
|
6.21M
$158M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
430KNew |
$9.21M - $10.5M
|
430K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
429K+ 15.86% |
$9.2M - $10.5M
|
3.14M
$79.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
415KNew |
$8.9M - $10.1M
|
415K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
405K+ 43.3% |
$8.68M - $9.89M
|
1.34M
$34M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
374K+ 15.47% |
$8.03M - $9.14M
|
2.8M
$71M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
321KNew |
$6.88M - $7.83M
|
321K
$8.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
245KNew |
$5.25M - $5.98M
|
245K
$6.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
222K+ 615.48% |
$4.77M - $5.43M
|
258K
$6.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
221KNew |
$4.73M - $5.39M
|
221K
$5.61M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
205KNew |
$4.39M - $5M
|
205K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
173KNew |
$3.72M - $4.24M
|
173K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
172K+ 37.48% |
$3.68M - $4.19M
|
629K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
168K+ 17.32% |
$3.6M - $4.11M
|
1.14M
$28.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
151K+ 12.73% |
$3.24M - $3.69M
|
1.34M
$34M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
143K+ 1.24% |
$3.06M - $3.49M
|
11.6M
$296M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
140K+ 16.46% |
$2.99M - $3.41M
|
987K
$25.1M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
136K+ 15.21% |
$2.91M - $3.31M
|
1.03M
$26.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
130K+ 1.82% |
$2.79M - $3.18M
|
7.27M
$185M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
115KNew |
$2.47M - $2.82M
|
115K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
115KNew |
$2.47M - $2.82M
|
115K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 2.05% |
$2.38M - $2.71M
|
5.52M
$140M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
97.8K+ 299.44% |
$2.1M - $2.39M
|
130K
$3.31M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
97.8K+ 299.44% |
$2.1M - $2.39M
|
130K
$3.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
97.6K+ 11.75% |
$2.09M - $2.38M
|
928K
$23.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
93.2K+ 8.11% |
$2M - $2.28M
|
1.24M
$31.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
88.4K+ 20.23% |
$1.89M - $2.16M
|
525K
$13.3M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
86.1KNew |
$1.85M - $2.1M
|
86.1K
$2.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
84.8K+ 2.51% |
$1.82M - $2.07M
|
3.46M
$88M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
BUY
|
- |
84.6K+ 4.2% |
$1.81M - $2.07M
|
2.1M
$53.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
81.4K+ 138.21% |
$1.75M - $1.99M
|
140K
$3.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
77.9K+ 4.09% |
$1.67M - $1.9M
|
1.99M
$50.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
BUY
|
- |
75.1K+ 4.9% |
$1.61M - $1.84M
|
1.61M
$40.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
72.4K+ 198.83% |
$1.55M - $1.77M
|
109K
$2.76M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
72.4K+ 2.32% |
$1.55M - $1.77M
|
3.18M
$80.9M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
69.2K+ 8.78% |
$1.48M - $1.69M
|
857K
$21.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
64.4K+ 1.77% |
$1.38M - $1.57M
|
3.7M
$94M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
61.8K+ 13.26% |
$1.33M - $1.51M
|
528K
$13.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
59.6K+ 2.17% |
$1.28M - $1.45M
|
2.8M
$71.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
59.2K+ 3.85% |
$1.27M - $1.45M
|
1.6M
$40.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
58.3K+ 3.07% |
$1.25M - $1.42M
|
1.96M
$49.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
56.4K+ 10.26% |
$1.21M - $1.38M
|
606K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
52.8KNew |
$1.13M - $1.29M
|
52.8K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52K+ 15.73% |
$1.12M - $1.27M
|
383K
$9.72M
|