Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3.5MNew |
$85.1M - $95.4M
|
3.5M
$86.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.94MNew |
$47.1M - $52.8M
|
1.94M
$48M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
908K+ 24.69% |
$22.1M - $24.7M
|
4.59M
$114M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
505K+ 14.9% |
$12.3M - $13.8M
|
3.9M
$96.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
454K+ 161.71% |
$11M - $12.4M
|
735K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
342KNew |
$8.31M - $9.32M
|
342K
$8.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
281K+ 5.18% |
$6.82M - $7.65M
|
5.7M
$141M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
263KNew |
$6.39M - $7.16M
|
263K
$6.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
230K+ 15.02% |
$5.58M - $6.25M
|
1.76M
$43.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
213KNew |
$5.16M - $5.79M
|
213K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
200K+ 4.62% |
$4.86M - $5.45M
|
4.53M
$112M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
193K+ 18.46% |
$4.7M - $5.27M
|
1.24M
$30.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
141K+ 13.14% |
$3.43M - $3.85M
|
1.22M
$30.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
123K+ 2.23% |
$2.98M - $3.35M
|
5.63M
$140M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
119KNew |
$2.9M - $3.25M
|
119K
$2.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
116K+ 1.57% |
$2.82M - $3.16M
|
7.49M
$186M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
82.6K+ 9.99% |
$2.01M - $2.25M
|
910K
$22.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
74.9K+ 5.62% |
$1.82M - $2.04M
|
1.41M
$34.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
70.6K+ 15.49% |
$1.72M - $1.93M
|
527K
$13M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
63.3K+ 7.35% |
$1.54M - $1.73M
|
925K
$22.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
62.5K+ 42.16% |
$1.52M - $1.7M
|
211K
$5.22M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
59.3K+ 2.33% |
$1.44M - $1.62M
|
2.6M
$64.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
57K+ 4.85% |
$1.38M - $1.55M
|
1.23M
$30.5M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
56.5K+ 2.64% |
$1.37M - $1.54M
|
2.19M
$54.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
53.5K+ 63.63% |
$1.3M - $1.46M
|
137K
$3.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
53.2K+ 128.68% |
$1.29M - $1.45M
|
94.5K
$2.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
52.8K+ 3.6% |
$1.28M - $1.44M
|
1.52M
$37.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
52.3KNew |
$1.27M - $1.43M
|
52.3K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
50.4K+ 8.37% |
$1.22M - $1.37M
|
652K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49.6K+ 3.4% |
$1.21M - $1.35M
|
1.51M
$37.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
48.3K+ 3.12% |
$1.17M - $1.32M
|
1.6M
$39.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
48K+ 64.58% |
$1.17M - $1.31M
|
122K
$3.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
47.4K+ 9.32% |
$1.15M - $1.29M
|
556K
$13.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
47.1K+ 1.31% |
$1.14M - $1.28M
|
3.65M
$90.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
47.1KNew |
$1.14M - $1.28M
|
47.1K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
41.5K+ 3.32% |
$1.01M - $1.13M
|
1.29M
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40.1K+ 11.43% |
$973K - $1.09M
|
391K
$9.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.3K+ 11.96% |
$905K - $1.02M
|
349K
$8.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
36.8K+ 3.36% |
$895K - $1M
|
1.13M
$28.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
36.1KNew |
$878K - $985K
|
36.1K
$895K
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
36K+ 3.57% |
$874K - $980K
|
1.04M
$25.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
34.1K+ 6.98% |
$828K - $929K
|
523K
$13M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
31.4K+ 5.29% |
$763K - $856K
|
625K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
29.2K+ 1.02% |
$709K - $795K
|
2.88M
$71.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
28.8K+ 4.58% |
$699K - $784K
|
657K
$16.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
28.7K+ 2.67% |
$696K - $781K
|
1.1M
$27.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
26.2K+ 2.01% |
$636K - $714K
|
1.33M
$32.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
24.5K+ 1.63% |
$594K - $667K
|
1.52M
$37.7M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.5K+ 1.18% |
$570K - $640K
|
2.02M
$50.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
22.6KNew |
$549K - $616K
|
22.6K
$560K
|