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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
161+ 1.91% |
$3.99K - $4.35K
|
8.59K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
141+ 1.58% |
$3.49K - $3.81K
|
9.09K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
125+ 0.93% |
$3.1K - $3.38K
|
13.6K
$358K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
124+ 0.35% |
$3.07K - $3.35K
|
35.5K
$936K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
120+ 0.27% |
$2.97K - $3.24K
|
44.4K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
104+ 0.94% |
$2.58K - $2.81K
|
11.1K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
102+ 0.13% |
$2.53K - $2.76K
|
81.3K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
97+ 0.58% |
$2.4K - $2.62K
|
16.9K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
89+ 0.03% |
$2.2K - $2.41K
|
266K
$7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
81+ 0.94% |
$2.01K - $2.19K
|
8.67K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
77+ 0.93% |
$1.91K - $2.08K
|
8.36K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
73+ 0.15% |
$1.81K - $1.97K
|
48.6K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71+ 0.14% |
$1.76K - $1.92K
|
50.9K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
69+ 0.79% |
$1.71K - $1.87K
|
8.85K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
55+ 0.2% |
$1.36K - $1.49K
|
27.4K
$722K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
44+ 0.37% |
$1.09K - $1.19K
|
11.8K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
44+ 0.52% |
$1.09K - $1.19K
|
8.52K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
44+ 0.52% |
$1.09K - $1.19K
|
8.52K
$224K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
44+ 0.49% |
$1.09K - $1.19K
|
8.95K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
41+ 0.42% |
$1.02K - $1.11K
|
9.88K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
40New |
$990 - $1.08K
|
40
$1.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
37+ 0.94% |
$916 - $1K
|
3.97K
$104K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
31+ 0.75% |
$768 - $838
|
4.17K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
30New |
$743 - $811
|
30
$790
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
30+ 0.04% |
$743 - $811
|
67.2K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
27+ 0.32% |
$669 - $730
|
8.42K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
26+ 0.06% |
$644 - $703
|
46K
$1.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25+ 0.0% |
$619 - $676
|
819K
$21.6M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24+ 0.26% |
$594 - $649
|
9.34K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
23+ 0.14% |
$569 - $622
|
16.7K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23+ 0.02% |
$569 - $622
|
111K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.31% |
$173 - $189
|
2.24K
$59K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6+ 0.01% |
$149 - $162
|
40.4K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$124 - $135
|
19.6K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.11% |
$99 - $108
|
3.7K
$97.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-8- 2.52% |
$198 - $216
|
309
$8.14K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-22- 0.06% |
$545 - $595
|
36.4K
$958K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-40- 0.09% |
$990 - $1.08K
|
43.2K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-43- 0.11% |
$1.06K - $1.16K
|
37.9K
$998K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-81- 0.1% |
$2.01K - $2.19K
|
84K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-98- 0.14% |
$2.43K - $2.65K
|
68.9K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-125- 0.18% |
$3.1K - $3.38K
|
67.8K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-134- 0.41% |
$3.32K - $3.62K
|
32.4K
$853K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-150- 0.49% |
$3.71K - $4.06K
|
30.7K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-204- 0.4% |
$5.05K - $5.52K
|
50.5K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-217- 2.44% |
$5.37K - $5.87K
|
8.67K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-228- 9.6% |
$5.65K - $6.17K
|
2.15K
$56.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-236- 0.22% |
$5.84K - $6.38K
|
107K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-331- 1.65% |
$8.2K - $8.95K
|
19.7K
$520K
|