Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.5MNew |
$35.1M - $38.1M
|
1.5M
$37.8M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.04M+ 57.79% |
$24.5M - $26.6M
|
2.85M
$72M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
997KNew |
$23.4M - $25.4M
|
997K
$25.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
988KNew |
$23.1M - $25.1M
|
988K
$24.9M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
465K+ 239.99% |
$10.9M - $11.8M
|
658K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
442K+ 9.35% |
$10.3M - $11.2M
|
5.17M
$130M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
302K+ 2.83% |
$7.07M - $7.69M
|
11M
$277M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
264K+ 49.97% |
$6.18M - $6.72M
|
792K
$20M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
263K+ 6.2% |
$6.17M - $6.71M
|
4.52M
$114M
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
236K+ 3.8% |
$5.53M - $6.01M
|
6.44M
$163M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
229K+ 8.18% |
$5.35M - $5.82M
|
3.02M
$76.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
212K+ 3.84% |
$4.96M - $5.39M
|
5.73M
$145M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
175K+ 21.19% |
$4.11M - $4.47M
|
1M
$25.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
174K+ 184.83% |
$4.08M - $4.43M
|
268K
$6.76M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
170K+ 4.0% |
$3.99M - $4.33M
|
4.43M
$112M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
164K+ 6.68% |
$3.85M - $4.19M
|
2.63M
$66.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
157K+ 90.53% |
$3.68M - $4M
|
331K
$8.34M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
142K+ 1.95% |
$3.32M - $3.61M
|
7.42M
$187M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
140K+ 6.21% |
$3.29M - $3.58M
|
2.4M
$60.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
140K+ 146.75% |
$3.28M - $3.56M
|
235K
$5.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
139K+ 11.17% |
$3.25M - $3.53M
|
1.38M
$34.8M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
135K+ 3.89% |
$3.15M - $3.43M
|
3.6M
$90.7M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
112K+ 843.41% |
$2.62M - $2.85M
|
125K
$3.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
112K+ 5.44% |
$2.62M - $2.84M
|
2.17M
$54.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
109K+ 10.23% |
$2.55M - $2.77M
|
1.17M
$29.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
97.9K+ 8.1% |
$2.29M - $2.49M
|
1.31M
$32.9M
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
94.4KNew |
$2.21M - $2.4M
|
94.4K
$2.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
90.7K+ 19.16% |
$2.12M - $2.31M
|
564K
$14.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
87.3K+ 4.4% |
$2.04M - $2.22M
|
2.07M
$52.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
86.9K+ 9.66% |
$2.03M - $2.21M
|
986K
$24.9M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
85.1K+ 6.36% |
$1.99M - $2.17M
|
1.42M
$35.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
73.8K+ 4.59% |
$1.73M - $1.88M
|
1.68M
$42.4M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
70.7K+ 426.88% |
$1.66M - $1.8M
|
87.3K
$2.2M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
66.6K+ 7.78% |
$1.56M - $1.7M
|
924K
$23.3M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
58.7K+ 8.41% |
$1.37M - $1.49M
|
757K
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.5K+ 9.4% |
$1.37M - $1.49M
|
680K
$17.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
57.9K+ 12.08% |
$1.35M - $1.47M
|
537K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
57.3K+ 2.35% |
$1.34M - $1.46M
|
2.5M
$63M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
57.3K+ 10.91% |
$1.34M - $1.46M
|
582K
$14.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
56.9K+ 2.9% |
$1.33M - $1.45M
|
2.02M
$50.8M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
56.8K+ 2.02% |
$1.33M - $1.45M
|
2.87M
$72.4M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
52.3K+ 13.75% |
$1.22M - $1.33M
|
433K
$10.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
46.7K+ 4.18% |
$1.09M - $1.19M
|
1.16M
$29.4M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
45K+ 7.65% |
$1.05M - $1.15M
|
634K
$16M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
42.7K+ 21.97% |
$999K - $1.09M
|
237K
$5.97M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
41.8KNew |
$979K - $1.06M
|
41.8K
$1.05M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
38.6K+ 14.83% |
$904K - $982K
|
299K
$7.53M
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
38.3K+ 1.82% |
$896K - $974K
|
2.14M
$53.9M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37.8KNew |
$886K - $963K
|
37.8K
$954K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
36.5KNew |
$856K - $930K
|
36.5K
$922K
|