Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.43M+ 10301.9% |
$144M - $157M
|
6.5M
$161M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.65MNew |
$104M - $113M
|
4.65M
$115M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.54M+ 807.5% |
$102M - $111M
|
5.1M
$126M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
483KNew |
$10.8M - $11.8M
|
483K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
472KNew |
$10.6M - $11.5M
|
472K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
467K+ 24.11% |
$10.5M - $11.4M
|
2.41M
$59.6M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
385KNew |
$8.63M - $9.38M
|
385K
$9.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
328K+ 15.68% |
$7.35M - $7.99M
|
2.42M
$60M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
289K+ 7.31% |
$6.47M - $7.03M
|
4.24M
$105M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
259K+ 7.67% |
$5.8M - $6.3M
|
3.63M
$90.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
238K+ 5.31% |
$5.34M - $5.8M
|
4.72M
$117M
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
232K+ 4.2% |
$5.21M - $5.66M
|
5.76M
$143M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
195K+ 44.74% |
$4.36M - $4.74M
|
630K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
185K+ 12.27% |
$4.15M - $4.51M
|
1.69M
$42M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
181K+ 184.58% |
$4.06M - $4.41M
|
279K
$6.92M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
180K+ 3.45% |
$4.04M - $4.39M
|
5.41M
$134M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
172K+ 7.09% |
$3.86M - $4.2M
|
2.6M
$64.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
147K+ 47.47% |
$3.3M - $3.59M
|
458K
$11.3M
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
BUY
|
- |
136K+ 7.25% |
$3.05M - $3.32M
|
2.02M
$49.9M
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
136K+ 13.41% |
$3.04M - $3.31M
|
1.15M
$28.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
136K+ 13.41% |
$3.04M - $3.31M
|
1.15M
$28.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 1.6% |
$2.52M - $2.73M
|
7.14M
$177M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
112K+ 26.95% |
$2.5M - $2.72M
|
525K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
109K+ 2.66% |
$2.45M - $2.66M
|
4.21M
$104M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
109K+ 8.66% |
$2.43M - $2.65M
|
1.36M
$33.8M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
104K+ 3.99% |
$2.33M - $2.53M
|
2.71M
$67.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
103K+ 10.23% |
$2.31M - $2.51M
|
1.11M
$27.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
100KNew |
$2.24M - $2.44M
|
100K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
95.3K+ 40.48% |
$2.14M - $2.32M
|
331K
$8.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
93.2K+ 21.71% |
$2.09M - $2.27M
|
522K
$12.9M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
92.4K+ 13.29% |
$2.07M - $2.25M
|
788K
$19.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
87.8K+ 11.89% |
$1.97M - $2.14M
|
826K
$20.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
85.3K+ 2.59% |
$1.91M - $2.08M
|
3.38M
$83.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
82.6KNew |
$1.85M - $2.01M
|
82.6K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
64K+ 71.26% |
$1.43M - $1.56M
|
154K
$3.81M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
63.2K+ 3.43% |
$1.42M - $1.54M
|
1.91M
$47.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.1K+ 217.07% |
$1.32M - $1.44M
|
86.4K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
58.3KNew |
$1.31M - $1.42M
|
58.3K
$1.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
58K+ 53.31% |
$1.3M - $1.41M
|
167K
$4.14M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
56K+ 4.1% |
$1.26M - $1.36M
|
1.42M
$35.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
53.8K+ 4.74% |
$1.2M - $1.31M
|
1.19M
$29.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
53.5KNew |
$1.2M - $1.3M
|
53.5K
$1.33M
|
|
|
Oct 12, 2023
Q3 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
50.5K+ 3.94% |
$1.13M - $1.23M
|
1.33M
$33M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48.8K+ 428.86% |
$1.09M - $1.19M
|
60.2K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
48.7KNew |
$1.09M - $1.18M
|
48.7K
$1.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
BUY
|
- |
47.8K+ 1.77% |
$1.07M - $1.16M
|
2.74M
$67.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
47.7K+ 2.36% |
$1.07M - $1.16M
|
2.07M
$51.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
44.5K+ 13.94% |
$997K - $1.08M
|
364K
$9.02M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
42.5KNew |
$953K - $1.04M
|
42.5K
$1.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42.5K+ 10.49% |
$953K - $1.04M
|
448K
$11.1M
|