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 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
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
78.7KNew |
$1.95M - $2.13M
|
78.7K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
77.3KNew |
$1.91M - $2.09M
|
77.3K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
76.7K+ 4.37% |
$1.9M - $2.08M
|
1.83M
$48.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
75.7KNew |
$1.88M - $2.05M
|
75.7K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.6KNew |
$1.87M - $2.04M
|
75.6K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
72.9KNew |
$1.81M - $1.97M
|
72.9K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
72.3KNew |
$1.79M - $1.95M
|
72.3K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
70.9KNew |
$1.76M - $1.92M
|
70.9K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
67.8KNew |
$1.68M - $1.83M
|
67.8K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
66.3K+ 2.55% |
$1.64M - $1.79M
|
2.67M
$70.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
66.3KNew |
$1.64M - $1.79M
|
66.3K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
66.2K+ 1.81% |
$1.64M - $1.79M
|
3.72M
$97.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
63.1K+ 78.75% |
$1.56M - $1.71M
|
143K
$3.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
60.7K+ 9.71% |
$1.5M - $1.64M
|
686K
$18.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
58.7K+ 23.2% |
$1.45M - $1.59M
|
312K
$8.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
57.9KNew |
$1.43M - $1.57M
|
57.9K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
54.7K+ 4.41% |
$1.35M - $1.48M
|
1.3M
$34.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
54KNew |
$1.34M - $1.46M
|
54K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.4K+ 8.24% |
$1.27M - $1.39M
|
674K
$17.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
49.4KNew |
$1.22M - $1.33M
|
49.4K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
48.3KNew |
$1.2M - $1.31M
|
48.3K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
46.4K+ 5.1% |
$1.15M - $1.25M
|
956K
$25.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
45.9K+ 8.77% |
$1.14M - $1.24M
|
569K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
42.1K+ 80.48% |
$1.04M - $1.14M
|
94.5K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
42.1KNew |
$1.04M - $1.14M
|
42.1K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
41.8K+ 16.76% |
$1.03M - $1.13M
|
291K
$7.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
41.1K+ 5.99% |
$1.02M - $1.11M
|
728K
$19.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
39.5K+ 3.79% |
$979K - $1.07M
|
1.08M
$28.5M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
38KNew |
$941K - $1.03M
|
38K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
37.3K+ 1.29% |
$922K - $1.01M
|
2.91M
$76.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
35.6KNew |
$883K - $964K
|
35.6K
$939K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
34.9KNew |
$864K - $943K
|
34.9K
$918K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
34.3K+ 28.02% |
$849K - $927K
|
157K
$4.12M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
31.7K+ 286.63% |
$785K - $857K
|
42.8K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
30.6KNew |
$757K - $827K
|
30.6K
$805K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
29.6K+ 1.94% |
$732K - $800K
|
1.55M
$40.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
28.2K+ 301.57% |
$698K - $762K
|
37.5K
$988K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
27.7K+ 1.22% |
$685K - $748K
|
2.29M
$60.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
26.9KNew |
$665K - $727K
|
26.9K
$707K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
26.3K+ 4.34% |
$652K - $712K
|
633K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
24.1K+ 4.34% |
$597K - $651K
|
580K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
23.7KNew |
$586K - $640K
|
23.7K
$623K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
23.4K+ 1.9% |
$579K - $633K
|
1.25M
$33M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
23.2K+ 3.52% |
$574K - $626K
|
680K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
22.5K+ 3923.04% |
$557K - $608K
|
23.1K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
22K+ 3.08% |
$546K - $596K
|
737K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
21KNew |
$519K - $567K
|
21K
$552K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20.7K+ 19.55% |
$513K - $560K
|
127K
$3.33M
|