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
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.98K- 0.3% |
$73.8K - $80.6K
|
1M
$26.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.99K- 0.49% |
$73.9K - $80.7K
|
605K
$15.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-3.04K- 7.27% |
$75.2K - $82.1K
|
38.7K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.19K- 8.06% |
$78.9K - $86.2K
|
36.4K
$958K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-3.44K- 5.32% |
$85.2K - $93.1K
|
61.2K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.65K- 0.48% |
$90.3K - $98.6K
|
756K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.85K- 19.11% |
$95.3K - $104K
|
16.3K
$429K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.85K- 0.86% |
$95.3K - $104K
|
446K
$11.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.95K- 1.86% |
$97.8K - $107K
|
209K
$5.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-4.06K- 2.28% |
$100K - $110K
|
174K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-4.43K- 6.01% |
$110K - $120K
|
69.4K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.47K- 67.75% |
$111K - $121K
|
2.13K
$56K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-4.58K- 0.21% |
$113K - $124K
|
2.19M
$57.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-4.62K- 1.51% |
$114K - $125K
|
302K
$7.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.05K- 2.26% |
$125K - $137K
|
218K
$5.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.25K- 41.33% |
$130K - $142K
|
7.45K
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.67K- 5.74% |
$140K - $153K
|
93.2K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.68K- 1.95% |
$141K - $154K
|
286K
$7.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.75K- 7.07% |
$142K - $155K
|
75.6K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-6.15K- 19.15% |
$152K - $166K
|
26K
$684K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.64K- 12.86% |
$164K - $179K
|
45K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-6.67K- 2.4% |
$165K - $180K
|
271K
$7.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6.75K- 2.09% |
$167K - $183K
|
316K
$8.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.19K- 30.96% |
$178K - $195K
|
16K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-7.5K- 17.39% |
$186K - $203K
|
35.6K
$937K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-8.05K- 12.78% |
$199K - $218K
|
55K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.2K- 17.64% |
$203K - $222K
|
38.3K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-8.52K- 3.96% |
$211K - $230K
|
207K
$5.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.55K- 1.24% |
$212K - $231K
|
679K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8.87K- 24.09% |
$220K - $240K
|
28K
$736K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-10.6K- 2.8% |
$263K - $288K
|
369K
$9.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.1K- 3.89% |
$275K - $300K
|
274K
$7.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-11.1K- 13.45% |
$275K - $300K
|
71.5K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-12.5K- 5.17% |
$309K - $338K
|
229K
$6.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-13.2K- 11.78% |
$327K - $357K
|
99K
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-13.4K- 6.7% |
$333K - $363K
|
187K
$4.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-14.6K- 1.65% |
$361K - $394K
|
867K
$22.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-14.8K- 52.53% |
$365K - $399K
|
13.3K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-16.1K- 32.14% |
$400K - $436K
|
34.1K
$897K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.5K- 1.78% |
$408K - $446K
|
909K
$23.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-16.5K- 0.74% |
$409K - $447K
|
2.22M
$58.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20.1K- 6.68% |
$498K - $544K
|
281K
$7.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-20.9K- 0.5% |
$518K - $566K
|
4.14M
$109M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-22.7K- 97.54% |
$561K - $613K
|
573
$15.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-22.7K- 1.13% |
$563K - $614K
|
1.98M
$52.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-23.4K- 15.05% |
$581K - $634K
|
132K
$3.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-24.2K- 1.46% |
$600K - $655K
|
1.63M
$43M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-25.1K- 36.9% |
$622K - $679K
|
42.9K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-25.8K- 2.87% |
$639K - $698K
|
873K
$23M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-28.1K- 5.22% |
$697K - $761K
|
511K
$13.5M
|