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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
28+ 7.31% |
$656 - $713
|
411
$10.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
25+ 0.11% |
$586 - $636
|
21.9K
$553K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
22+ 0.12% |
$515 - $560
|
18K
$453K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
20+ 0.12% |
$468 - $509
|
16.6K
$418K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
16+ 0.03% |
$375 - $407
|
54.4K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13+ 0.11% |
$304 - $331
|
11.6K
$293K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11+ 0.03% |
$258 - $280
|
42.8K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.07% |
$258 - $280
|
16.6K
$420K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11+ 0.06% |
$258 - $280
|
18.4K
$464K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.02% |
$234 - $255
|
49.1K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.11% |
$211 - $229
|
8.43K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 0.01% |
$187 - $204
|
75.1K
$1.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6+ 0.01% |
$141 - $153
|
48K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5+ 0.05% |
$117 - $127
|
9.76K
$246K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.09% |
$93.7 - $102
|
4.51K
$114K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.02% |
$70.3 - $76.4
|
16.6K
$419K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2+ 0.0% |
$46.8 - $50.9
|
141K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$23.4 - $25.5
|
20.9K
$527K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.01% |
$46.8 - $50.9
|
22.9K
$578K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.01% |
$117 - $127
|
67.3K
$1.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-18- 0.05% |
$422 - $458
|
34.9K
$880K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-21- 0.02% |
$492 - $534
|
89K
$2.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-23- 0.16% |
$539 - $585
|
14.7K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-41- 0.01% |
$960 - $1.04K
|
376K
$9.48M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54- 1.11% |
$1.26K - $1.37K
|
4.81K
$121K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-77- 0.11% |
$1.8K - $1.96K
|
68.4K
$1.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-80- 0.32% |
$1.87K - $2.04K
|
24.7K
$622K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-81- 0.03% |
$1.9K - $2.06K
|
242K
$6.11M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-83- 0.14% |
$1.94K - $2.11K
|
58.5K
$1.48M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-90- 0.55% |
$2.11K - $2.29K
|
16.4K
$414K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-93- 2.45% |
$2.18K - $2.37K
|
3.71K
$93.5K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-99- 0.06% |
$2.32K - $2.52K
|
163K
$4.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-135- 0.42% |
$3.16K - $3.44K
|
32.4K
$817K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-177- 0.38% |
$4.15K - $4.5K
|
46.1K
$1.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-190- 1.22% |
$4.45K - $4.84K
|
15.4K
$388K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-205- 2.24% |
$4.8K - $5.22K
|
8.95K
$226K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-223- 0.3% |
$5.22K - $5.68K
|
73.8K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-243- 0.24% |
$5.69K - $6.18K
|
102K
$2.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-270- 0.05% |
$6.32K - $6.87K
|
524K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-288- 0.52% |
$6.74K - $7.33K
|
55.2K
$1.39M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-296- 2.66% |
$6.93K - $7.53K
|
10.8K
$273K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-326- 0.77% |
$7.63K - $8.3K
|
42.1K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-330- 1.3% |
$7.73K - $8.4K
|
25K
$631K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-336- 0.21% |
$7.87K - $8.55K
|
157K
$3.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-340- 0.89% |
$7.96K - $8.65K
|
37.7K
$951K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-364- 46.31% |
$8.52K - $9.26K
|
422
$10.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-376- 0.53% |
$8.81K - $9.57K
|
71K
$1.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-429- 0.87% |
$10K - $10.9K
|
48.9K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-498- 0.55% |
$11.7K - $12.7K
|
89.9K
$2.27M
|