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 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-557- 0.58% |
$13K - $14.2K
|
94.8K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-590- 0.55% |
$13.8K - $15K
|
108K
$2.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-596- 1.4% |
$14K - $15.2K
|
41.9K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-607- 0.41% |
$14.2K - $15.4K
|
146K
$3.69M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-627- 1.29% |
$14.7K - $16K
|
47.8K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-718- 1.99% |
$16.8K - $18.3K
|
35.4K
$893K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-720- 0.66% |
$16.9K - $18.3K
|
109K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-721- 0.41% |
$16.9K - $18.3K
|
173K
$4.38M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-731- 17.82% |
$17.1K - $18.6K
|
3.37K
$85K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-861- 0.44% |
$20.2K - $21.9K
|
196K
$4.94M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-862- 0.39% |
$20.2K - $21.9K
|
220K
$5.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
SELL
|
- |
-875- 1.23% |
$20.5K - $22.3K
|
70K
$1.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-905- 3.96% |
$21.2K - $23K
|
21.9K
$553K
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-909- 0.34% |
$21.3K - $23.1K
|
268K
$6.76M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-916- 1.06% |
$21.5K - $23.3K
|
85.2K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-925- 0.08% |
$21.7K - $23.5K
|
1.23M
$30.9M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-953- 2.26% |
$22.3K - $24.3K
|
41.3K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-978- 2.2% |
$22.9K - $24.9K
|
43.5K
$1.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-990- 1.95% |
$23.2K - $25.2K
|
49.8K
$1.26M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.03K- 4.84% |
$24.1K - $26.1K
|
20.2K
$510K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.03K- 2.17% |
$24.1K - $26.2K
|
46.4K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.07K- 4.37% |
$25K - $27.2K
|
23.3K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.1K- 4.84% |
$25.7K - $28K
|
21.6K
$545K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.18K- 3.16% |
$27.7K - $30.1K
|
36.3K
$915K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.21K- 0.16% |
$28.3K - $30.7K
|
775K
$19.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.23K- 1.61% |
$28.8K - $31.3K
|
74.9K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.23K- 1.18% |
$28.9K - $31.4K
|
103K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.34K- 7.03% |
$31.4K - $34.1K
|
17.7K
$447K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.36K- 8.14% |
$31.9K - $34.6K
|
15.4K
$388K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.52K- 3.23% |
$35.7K - $38.8K
|
45.6K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.71K- 0.52% |
$40.1K - $43.6K
|
328K
$8.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.76K- 12.11% |
$41.2K - $44.8K
|
12.8K
$322K
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.77K- 1.53% |
$41.5K - $45.1K
|
114K
$2.88M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.78K- 1.72% |
$41.6K - $45.3K
|
101K
$2.56M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.09K- 1.75% |
$48.9K - $53.1K
|
117K
$2.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.1K- 38.53% |
$49.2K - $53.4K
|
3.35K
$84.5K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.18K- 19.93% |
$51K - $55.4K
|
8.74K
$221K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.28K- 42.69% |
$53.4K - $58.1K
|
3.06K
$77.2K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.31K- 20.75% |
$54.1K - $58.8K
|
8.82K
$222K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-2.31K- 18.15% |
$54.1K - $58.8K
|
10.4K
$263K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.33K- 6.1% |
$54.6K - $59.3K
|
35.8K
$904K
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-2.34K- 1.14% |
$54.8K - $59.5K
|
203K
$5.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-2.39K- 1.16% |
$55.9K - $60.7K
|
202K
$5.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.61K- 3.7% |
$61.1K - $66.4K
|
67.9K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-2.62K- 31.25% |
$61.5K - $66.8K
|
5.77K
$146K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.65K- 0.06% |
$62K - $67.4K
|
4.5M
$113M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2.86K- 70.93% |
$67.1K - $72.9K
|
1.17K
$29.6K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.87K- 0.95% |
$67.1K - $72.9K
|
298K
$7.52M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.89K- 19.25% |
$67.6K - $73.5K
|
12.1K
$305K
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-3.06K- 2.68% |
$71.7K - $78K
|
111K
$2.81M
|