Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q4 2024. 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 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
2.15MNew |
$53.2M - $58.1M
|
2.15M
$56.6M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.03MNew |
$50.3M - $54.9M
|
2.03M
$53.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.77M+ 156.44% |
$43.9M - $47.9M
|
2.91M
$76.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.5MNew |
$37M - $40.4M
|
1.5M
$39.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
1.26MNew |
$31.2M - $34.1M
|
1.26M
$33.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.24M+ 82.24% |
$30.7M - $33.6M
|
2.75M
$72.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.1M+ 2385.99% |
$27.4M - $29.9M
|
1.15M
$30.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
1.07MNew |
$26.5M - $28.9M
|
1.07M
$28.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.05MNew |
$26.1M - $28.5M
|
1.05M
$27.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.04MNew |
$25.7M - $28M
|
1.04M
$27.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
833K+ 90.36% |
$20.6M - $22.5M
|
1.75M
$46.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
796KNew |
$19.7M - $21.5M
|
796K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
711K+ 18.24% |
$17.6M - $19.2M
|
4.61M
$121M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
677KNew |
$16.8M - $18.3M
|
677K
$17.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
636KNew |
$15.8M - $17.2M
|
636K
$16.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
626KNew |
$15.5M - $16.9M
|
626K
$16.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
612KNew |
$15.2M - $16.6M
|
612K
$16.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
572K+ 6400.45% |
$14.2M - $15.5M
|
581K
$15.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
549K+ 41.91% |
$13.6M - $14.8M
|
1.86M
$49M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
537K+ 2407.12% |
$13.3M - $14.5M
|
559K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
524KNew |
$13M - $14.2M
|
524K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
451KNew |
$11.2M - $12.2M
|
451K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
444K+ 169.33% |
$11M - $12M
|
706K
$18.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
382KNew |
$9.45M - $10.3M
|
382K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
365K+ 5.07% |
$9.03M - $9.86M
|
7.56M
$199M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
324K+ 5.69% |
$8.03M - $8.77M
|
6.03M
$159M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
315K+ 68.14% |
$7.81M - $8.53M
|
778K
$20.5M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
278K+ 30.07% |
$6.89M - $7.52M
|
1.2M
$31.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
259K+ 71.56% |
$6.42M - $7.01M
|
622K
$16.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
254K+ 7.11% |
$6.29M - $6.87M
|
3.83M
$101M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
245KNew |
$6.07M - $6.62M
|
245K
$6.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
213KNew |
$5.27M - $5.76M
|
213K
$5.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
195K+ 34.98% |
$4.82M - $5.26M
|
751K
$19.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
159K+ 3.47% |
$3.94M - $4.31M
|
4.74M
$125M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
149K+ 12.24% |
$3.68M - $4.02M
|
1.37M
$35.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
140KNew |
$3.46M - $3.78M
|
140K
$3.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
120K+ 45.71% |
$2.98M - $3.25M
|
383K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
119KNew |
$2.95M - $3.22M
|
119K
$3.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
118KNew |
$2.92M - $3.19M
|
118K
$3.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
115K+ 7.21% |
$2.85M - $3.11M
|
1.71M
$45M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
114KNew |
$2.83M - $3.09M
|
114K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
107KNew |
$2.66M - $2.91M
|
107K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
103KNew |
$2.56M - $2.8M
|
103K
$2.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
100K+ 8.87% |
$2.49M - $2.72M
|
1.23M
$32.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
89K+ 26.03% |
$2.2M - $2.41M
|
431K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
86.7KNew |
$2.15M - $2.34M
|
86.7K
$2.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.6K+ 1.12% |
$2.07M - $2.26M
|
7.58M
$199M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
80.7K+ 55.45% |
$2M - $2.18M
|
226K
$5.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
80.2KNew |
$1.98M - $2.17M
|
80.2K
$2.11M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
78.9K+ 5.72% |
$1.95M - $2.13M
|
1.46M
$38.4M
|