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 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.6K+ 65.84% |
$510K - $557K
|
51.9K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20.4K+ 16.98% |
$506K - $552K
|
141K
$3.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.1K+ 141.33% |
$498K - $544K
|
34.3K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
19.5KNew |
$483K - $527K
|
19.5K
$513K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.1KNew |
$473K - $517K
|
19.1K
$503K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
19KNew |
$471K - $515K
|
19K
$501K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.8K+ 125.09% |
$467K - $510K
|
33.9K
$893K
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
17.2KNew |
$427K - $466K
|
17.2K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
16.8K+ 6.12% |
$417K - $455K
|
292K
$7.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
16.8K+ 4.42% |
$415K - $453K
|
396K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
16.4KNew |
$406K - $444K
|
16.4K
$432K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$404K - $441K
|
16.3K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.3KNew |
$402K - $439K
|
16.3K
$428K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
15.8K+ 2.0% |
$391K - $427K
|
805K
$21.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
15.6K+ 42.26% |
$386K - $422K
|
52.5K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15.6KNew |
$386K - $422K
|
15.6K
$411K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
15.3K+ 5.32% |
$378K - $412K
|
302K
$7.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15.2KNew |
$377K - $412K
|
15.2K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
15K+ 20.06% |
$371K - $405K
|
89.7K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
15K+ 3.26% |
$370K - $404K
|
473K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
14.3K+ 2.36% |
$353K - $386K
|
618K
$16.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 0.36% |
$338K - $370K
|
3.8M
$99.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13.6K+ 746.01% |
$336K - $367K
|
15.4K
$405K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
13.6KNew |
$336K - $367K
|
13.6K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
13.4K+ 1.21% |
$331K - $361K
|
1.11M
$29.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
13KNew |
$323K - $353K
|
13K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.9K+ 0.49% |
$320K - $350K
|
2.64M
$69.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 4.0% |
$318K - $347K
|
334K
$8.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
12.4KNew |
$307K - $336K
|
12.4K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.4KNew |
$306K - $335K
|
12.4K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12.2K+ 0.95% |
$302K - $330K
|
1.3M
$34.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
11.7K+ 12.8% |
$290K - $317K
|
103K
$2.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.7K+ 11.72% |
$289K - $316K
|
111K
$2.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.3K+ 59.92% |
$280K - $306K
|
30.2K
$795K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
11.2K+ 0.46% |
$279K - $304K
|
2.48M
$65.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11KNew |
$271K - $296K
|
11K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
11KNew |
$271K - $296K
|
11K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11K+ 3.03% |
$271K - $296K
|
373K
$9.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8KNew |
$267K - $292K
|
10.8K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
10.8KNew |
$267K - $291K
|
10.8K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
10.2KNew |
$253K - $276K
|
10.2K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10.2K+ 21.7% |
$253K - $276K
|
57.3K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
9.98KNew |
$247K - $270K
|
9.98K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.65K+ 9.41% |
$239K - $261K
|
112K
$2.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
9.24K+ 34.57% |
$229K - $250K
|
35.9K
$946K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
9.04K+ 8.33% |
$224K - $245K
|
118K
$3.1M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.8K+ 161.92% |
$218K - $238K
|
14.2K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
8.59KNew |
$213K - $232K
|
8.59K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.24K+ 56.03% |
$204K - $223K
|
22.9K
$604K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
BUY
|
- |
8.24K+ 9.98% |
$204K - $223K
|
90.8K
$2.39M
|