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 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.16KNew |
$202K - $221K
|
8.16K
$215K
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
8.12KNew |
$201K - $219K
|
8.12K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.09KNew |
$200K - $219K
|
8.09K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.06K+ 23697.06% |
$199K - $218K
|
8.09K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.87K+ 4.52% |
$195K - $213K
|
182K
$4.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.85K+ 6.83% |
$194K - $212K
|
123K
$3.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.79K+ 1.54% |
$193K - $211K
|
514K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.03K+ 1.87% |
$174K - $190K
|
382K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.54K+ 5.48% |
$162K - $177K
|
126K
$3.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.48K+ 22.32% |
$160K - $175K
|
35.5K
$934K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.46K+ 3.98% |
$160K - $175K
|
169K
$4.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.24K+ 2.58% |
$155K - $169K
|
249K
$6.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.09K+ 1.56% |
$151K - $165K
|
397K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.87KNew |
$145K - $159K
|
5.87K
$154K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
5.67K+ 0.34% |
$140K - $153K
|
1.67M
$44M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.4K+ 8.36% |
$134K - $146K
|
70K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
5.26K+ 22.31% |
$130K - $142K
|
28.8K
$759K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.7K+ 1.22% |
$116K - $127K
|
390K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4.64K+ 2.87% |
$115K - $125K
|
166K
$4.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.15K+ 7.4% |
$103K - $112K
|
60.3K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4K+ 12.66% |
$98.9K - $108K
|
35.6K
$936K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.85K+ 1006.27% |
$95.4K - $104K
|
4.24K
$112K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.83K+ 1.37% |
$94.8K - $104K
|
282K
$7.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
3.76K+ 20.41% |
$93.1K - $102K
|
22.2K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.71K+ 4.1% |
$91.7K - $100K
|
94K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.66K+ 868.88% |
$90.6K - $98.9K
|
4.08K
$107K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.35K+ 5.67% |
$82.8K - $90.4K
|
62.3K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.32KNew |
$82.2K - $89.7K
|
3.32K
$87.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.22KNew |
$79.7K - $87K
|
3.22K
$84.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.09K+ 134.36% |
$76.5K - $83.5K
|
5.39K
$142K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
2.89K+ 4.58% |
$71.5K - $78K
|
65.8K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.77K+ 16.63% |
$68.6K - $74.9K
|
19.4K
$511K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.48K+ 6.18% |
$61.4K - $67K
|
42.6K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.45K+ 2.0% |
$60.6K - $66.1K
|
124K
$3.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.4K+ 1.13% |
$59.4K - $64.9K
|
214K
$5.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
2.32K+ 1.29% |
$57.5K - $62.8K
|
183K
$4.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.28K+ 4.49% |
$56.3K - $61.5K
|
53K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
2.27K+ 4.74% |
$56.3K - $61.5K
|
50.3K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.05K+ 0.59% |
$50.8K - $55.4K
|
351K
$9.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.99K+ 8.44% |
$49.4K - $53.9K
|
25.6K
$674K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.89K+ 20.56% |
$46.7K - $51.1K
|
11.1K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.86K+ 5.0% |
$46K - $50.2K
|
39K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.82K+ 1.62% |
$45.1K - $49.3K
|
115K
$3.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 6.92% |
$40K - $43.7K
|
25K
$658K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.58K+ 0.75% |
$39K - $42.6K
|
212K
$5.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.57K+ 1.63% |
$39K - $42.6K
|
98.2K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.57K+ 1.78% |
$38.8K - $42.4K
|
89.4K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.52K+ 0.47% |
$37.7K - $41.2K
|
323K
$8.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.51K+ 1.9% |
$37.5K - $40.9K
|
81.1K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.46K+ 3.31% |
$36.2K - $39.5K
|
45.5K
$1.2M
|