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 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.82K+ 35.01% |
$166K - $186K
|
26.3K
$652K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.75K+ 2.42% |
$164K - $184K
|
285K
$7.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.65K+ 9.04% |
$161K - $181K
|
80.2K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
6.61K+ 1.93% |
$161K - $180K
|
349K
$8.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
6.05K+ 0.44% |
$147K - $165K
|
1.38M
$34.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.84K+ 1.45% |
$142K - $159K
|
409K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
5.69K+ 7.4% |
$138K - $155K
|
82.6K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.27KNew |
$128K - $144K
|
5.27K
$131K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5.24K+ 2.56% |
$127K - $143K
|
210K
$5.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
5.19K+ 5.02% |
$126K - $141K
|
109K
$2.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.15K+ 3.64% |
$125K - $140K
|
146K
$3.63M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
5.02K+ 20.12% |
$122K - $137K
|
30K
$742K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.78K+ 18.05% |
$116K - $130K
|
31.3K
$775K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
4.38K+ 44.36% |
$106K - $119K
|
14.3K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
4.32K+ 1.15% |
$105K - $118K
|
379K
$9.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
4.29K+ 0.47% |
$104K - $117K
|
922K
$22.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.27KNew |
$104K - $116K
|
4.27K
$106K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.27K+ 3.86% |
$104K - $116K
|
115K
$2.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.2K+ 0.59% |
$102K - $114K
|
715K
$17.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.03K+ 1.47% |
$98K - $110K
|
279K
$6.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.98K+ 2.51% |
$96.6K - $108K
|
162K
$4.02M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3.98K+ 74.37% |
$96.6K - $108K
|
9.32K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.93KNew |
$95.5K - $107K
|
3.93K
$97.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.89K+ 3.82% |
$94.6K - $106K
|
106K
$2.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.87K+ 4.04% |
$94K - $105K
|
99.6K
$2.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.78K+ 7.9% |
$91.7K - $103K
|
51.6K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.77K+ 34.46% |
$91.5K - $103K
|
14.7K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.34K+ 3.31% |
$81K - $90.9K
|
104K
$2.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.28K+ 5.23% |
$79.7K - $89.5K
|
66K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.08K+ 3.94% |
$74.7K - $83.8K
|
81.2K
$2.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.76K+ 5.18% |
$67.1K - $75.3K
|
56.1K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.66K+ 0.43% |
$64.7K - $72.5K
|
622K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.63K+ 18785.71% |
$63.9K - $71.7K
|
2.64K
$65.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
2.52K+ 7.11% |
$61.2K - $68.7K
|
38K
$941K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.49K+ 0.83% |
$60.4K - $67.7K
|
301K
$7.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.36K+ 12.31% |
$57.4K - $64.4K
|
21.5K
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.98K+ 2.09% |
$48.1K - $53.9K
|
96.6K
$2.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 0.42% |
$46.8K - $52.5K
|
465K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
1.88K+ 0.95% |
$45.6K - $51.2K
|
200K
$4.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.82KNew |
$44.2K - $49.6K
|
1.82K
$45.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.7K+ 4.43% |
$41.4K - $46.4K
|
40.1K
$995K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.66K+ 6.57% |
$40.4K - $45.3K
|
27K
$669K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.54KNew |
$37.3K - $41.8K
|
1.54K
$38K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.28K+ 0.34% |
$31K - $34.8K
|
377K
$9.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.2K+ 1.01% |
$29.1K - $32.7K
|
120K
$2.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
1.15K+ 1.85% |
$27.8K - $31.2K
|
63K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.14K+ 1579.17% |
$27.6K - $31K
|
1.21K
$30K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.12K+ 1.52% |
$27.1K - $30.4K
|
74.7K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
953+ 4.81% |
$23.1K - $26K
|
20.8K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
910+ 0.75% |
$22.1K - $24.8K
|
123K
$3.04M
|