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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Chico Wealth Ria
|
SELL
|
- |
-16K- 61.02% |
$358K - $389K
|
10.2K
$257K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-16.2K- 25.59% |
$362K - $394K
|
47K
$1.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-16.2K- 1.48% |
$362K - $394K
|
1.08M
$27.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-17.3K- 1.8% |
$388K - $422K
|
944K
$23.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-18.1K- 1.91% |
$406K - $441K
|
931K
$23.5M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-18.1K- 4.19% |
$407K - $442K
|
415K
$10.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-18.7K- 80.47% |
$418K - $455K
|
4.53K
$114K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-19K- 0.45% |
$425K - $462K
|
4.22M
$106M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-19.2K- 2.05% |
$430K - $467K
|
917K
$23.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-20.4K- 0.88% |
$457K - $496K
|
2.31M
$58.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.2K- 0.19% |
$476K - $517K
|
11M
$277M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-21.7K- 32.38% |
$486K - $528K
|
45.3K
$1.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-23.2K- 1.4% |
$520K - $565K
|
1.64M
$41.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-24.7K- 0.62% |
$554K - $602K
|
3.94M
$99.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-27K- 2.04% |
$605K - $657K
|
1.29M
$32.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
SELL
|
- |
-30.4K- 13.32% |
$682K - $741K
|
198K
$4.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-35.2K- 6.23% |
$788K - $856K
|
529K
$13.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-35.7K- 2.28% |
$801K - $870K
|
1.53M
$38.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-36.1K- 9.13% |
$810K - $880K
|
360K
$9.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-50.3K- 0.96% |
$1.13M - $1.23M
|
5.19M
$131M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-62.2K- 5.87% |
$1.39M - $1.51M
|
996K
$25.1M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-97.8K- 74.96% |
$2.19M - $2.38M
|
32.7K
$824K
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-98.2K- 9.5% |
$2.2M - $2.39M
|
935K
$23.6M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-146K- 86.53% |
$3.28M - $3.56M
|
22.8K
$574K
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-172K- 3.99% |
$3.87M - $4.2M
|
4.15M
$105M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-205K- 5.89% |
$4.59M - $4.99M
|
3.27M
$82.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-269K- 88.16% |
$6.03M - $6.55M
|
36.1K
$911K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-305K- 25.39% |
$6.83M - $7.42M
|
896K
$22.6M
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-390K- 11.14% |
$8.74M - $9.5M
|
3.11M
$78.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-547K- 39.21% |
$12.2M - $13.3M
|
848K
$21.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-707K- 97.39% |
$15.8M - $17.2M
|
18.9K
$477K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.49M- 22.37% |
$33.5M - $36.4M
|
5.18M
$131M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.55M- 89.2% |
$102M - $111M
|
551K
$13.9M
|