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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
22.1KNew |
$538K - $603K
|
22.1K
$549K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
21.4K+ 9.25% |
$521K - $584K
|
253K
$6.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
21.3K+ 133.59% |
$516K - $579K
|
37.2K
$921K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19K+ 25.66% |
$462K - $519K
|
93.2K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
18.6K+ 0.76% |
$453K - $508K
|
2.47M
$61.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
17.2KNew |
$419K - $470K
|
17.2K
$427K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
16.6KNew |
$404K - $454K
|
16.6K
$412K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.2K+ 2.42% |
$394K - $442K
|
687K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
16KNew |
$387K - $435K
|
16K
$395K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15.2K+ 2.81% |
$369K - $414K
|
556K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14.8K+ 87.84% |
$358K - $402K
|
31.6K
$782K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
14.5KNew |
$353K - $396K
|
14.5K
$360K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.4K+ 1.58% |
$350K - $392K
|
925K
$22.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.4K+ 2040.2% |
$349K - $391K
|
15.1K
$373K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.9K+ 2.01% |
$336K - $377K
|
702K
$17.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
13.6K+ 2.3% |
$330K - $370K
|
604K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.3K+ 37.02% |
$322K - $361K
|
49.1K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.7KNew |
$308K - $346K
|
12.7K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
12.7K+ 7.85% |
$307K - $345K
|
174K
$4.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
11.7KNew |
$284K - $318K
|
11.7K
$289K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
11.6KNew |
$282K - $316K
|
11.6K
$288K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.1K+ 2.54% |
$270K - $303K
|
450K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
11.1KNew |
$269K - $301K
|
11.1K
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
11K+ 2.02% |
$267K - $300K
|
555K
$13.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.3K+ 0.39% |
$249K - $280K
|
2.63M
$65.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.59K+ 27.8% |
$233K - $261K
|
44.1K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
9.42K+ 3.93% |
$229K - $257K
|
249K
$6.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
9.41K+ 50.34% |
$228K - $256K
|
28.1K
$696K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
9.38K+ 2.51% |
$228K - $255K
|
383K
$9.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
9.18K+ 1.18% |
$223K - $250K
|
789K
$19.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.91KNew |
$216K - $243K
|
8.91K
$221K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8.9K+ 21.28% |
$216K - $242K
|
50.7K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
8.79KNew |
$213K - $239K
|
8.79K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
8.58KNew |
$209K - $234K
|
8.58K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8.4K+ 14.94% |
$204K - $229K
|
64.6K
$1.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
8.28KNew |
$201K - $226K
|
8.28K
$205K
|
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
BUY
|
- |
8.26KNew |
$201K - $225K
|
8.26K
$205K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.1K+ 24.44% |
$197K - $221K
|
41.2K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.83KNew |
$190K - $213K
|
7.83K
$194K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.79K+ 2.12% |
$189K - $212K
|
375K
$9.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.77KNew |
$189K - $212K
|
7.77K
$193K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.75KNew |
$188K - $211K
|
7.75K
$192K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.74KNew |
$188K - $211K
|
7.74K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.64KNew |
$186K - $208K
|
7.64K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
7.62KNew |
$185K - $208K
|
7.62K
$189K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.48K+ 3.81% |
$182K - $204K
|
204K
$5.05M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
7.4K+ 1.62% |
$180K - $202K
|
463K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
7.24K+ 14.5% |
$176K - $197K
|
57.2K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
7.22K+ 4.26% |
$175K - $197K
|
177K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7.21K+ 4.68% |
$175K - $197K
|
161K
$4M
|