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 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-34K- 2.64% |
$795K - $864K
|
1.25M
$31.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-34.9K- 1.21% |
$817K - $888K
|
2.84M
$71.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-34.9K- 80.55% |
$818K - $889K
|
8.44K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-36.6K- 30.04% |
$858K - $932K
|
85.3K
$2.15M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-37.2K- 2.33% |
$871K - $946K
|
1.56M
$39.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-41.5K- 27.72% |
$973K - $1.06M
|
108K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-42.6K- 13.91% |
$998K - $1.08M
|
264K
$6.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-46.3K- 7.3% |
$1.08M - $1.18M
|
588K
$14.8M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-58.8K- 11.01% |
$1.38M - $1.5M
|
475K
$12M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-63.5K- 1.64% |
$1.49M - $1.62M
|
3.8M
$95.9M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-63.8K- 6.1% |
$1.49M - $1.62M
|
982K
$24.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-70.6K- 66.16% |
$1.65M - $1.8M
|
36.1K
$910K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-71.6K- 8.63% |
$1.68M - $1.82M
|
758K
$19.1M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-82.8K- 65.57% |
$1.94M - $2.11M
|
43.5K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-88.2K- 52.04% |
$2.07M - $2.24M
|
81.3K
$2.05M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-90.5K- 25.32% |
$2.12M - $2.3M
|
267K
$6.73M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-115K- 0.98% |
$2.69M - $2.92M
|
11.5M
$291M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-130K- 13.6% |
$3.04M - $3.3M
|
824K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-133K- 11.66% |
$3.11M - $3.38M
|
1.01M
$25.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-133K- 11.67% |
$3.11M - $3.38M
|
1.01M
$25.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-135K- 16.21% |
$3.16M - $3.43M
|
697K
$17.6M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-533K- 84.68% |
$12.5M - $13.6M
|
96.4K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1M- 97.72% |
$23.5M - $25.5M
|
23.5K
$592K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.01M- 62.42% |
$23.5M - $25.6M
|
605K
$15.3M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.19M- 37.98% |
$27.9M - $30.3M
|
1.94M
$49M
|