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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-29.8K- 16.86% |
$739K - $807K
|
147K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-29.9K- 7.83% |
$740K - $808K
|
352K
$9.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-33.6K- 13.29% |
$832K - $909K
|
219K
$5.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-37.9K- 6.61% |
$939K - $1.02M
|
535K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-41K- 1.14% |
$1.02M - $1.11M
|
3.55M
$93.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-44.4K- 2.13% |
$1.1M - $1.2M
|
2.04M
$53.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-46.4K- 21.95% |
$1.15M - $1.25M
|
165K
$4.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-52.2K- 3.41% |
$1.29M - $1.41M
|
1.48M
$38.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-55.9K- 8.98% |
$1.38M - $1.51M
|
567K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-63.4K- 1.23% |
$1.57M - $1.71M
|
5.09M
$134M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-93.7K- 2.87% |
$2.32M - $2.53M
|
3.17M
$83.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-99.6K- 3.94% |
$2.47M - $2.69M
|
2.42M
$63.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-99.7K- 7.08% |
$2.47M - $2.7M
|
1.31M
$34.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-122K- 9.19% |
$3.02M - $3.3M
|
1.2M
$31.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-136K- 8.68% |
$3.37M - $3.68M
|
1.43M
$37.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-159K- 45.7% |
$3.95M - $4.31M
|
189K
$4.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-203K- 64.49% |
$5.01M - $5.48M
|
112K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-273K- 6.68% |
$6.76M - $7.38M
|
3.82M
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-634K- 54.01% |
$15.7M - $17.1M
|
540K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-756K- 8.32% |
$18.7M - $20.5M
|
8.34M
$220M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.1M- 95.98% |
$27.4M - $29.9M
|
46.3K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.48M- 98.89% |
$36.6M - $39.9M
|
16.6K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.78M- 39.36% |
$44.2M - $48.2M
|
2.75M
$72.3M
|