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 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
857+ 1.82% |
$20.8K - $23.4K
|
48K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
844+ 0.47% |
$20.5K - $23K
|
180K
$4.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
816+ 0.73% |
$19.8K - $22.2K
|
112K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
802+ 4.3% |
$19.5K - $21.9K
|
19.4K
$482K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
723+ 2.03% |
$17.6K - $19.7K
|
36.4K
$902K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
705+ 8.89% |
$17.1K - $19.2K
|
8.64K
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
666+ 3.88% |
$16.2K - $18.1K
|
17.8K
$442K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
645+ 0.16% |
$15.7K - $17.6K
|
395K
$9.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
588+ 0.5% |
$14.3K - $16K
|
119K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
579+ 0.71% |
$14.1K - $15.8K
|
82.3K
$2.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
563+ 0.2% |
$13.7K - $15.3K
|
287K
$7.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
558+ 1.6% |
$13.6K - $15.2K
|
35.4K
$878K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
546+ 1.92% |
$13.3K - $14.9K
|
29K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
530+ 0.44% |
$12.9K - $14.4K
|
122K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
521+ 1.73% |
$12.7K - $14.2K
|
30.6K
$759K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
494+ 1.38% |
$12K - $13.5K
|
36.3K
$900K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
477+ 1.37% |
$11.6K - $13K
|
35.4K
$878K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
459New |
$11.1K - $12.5K
|
459
$11.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
439+ 0.03% |
$10.7K - $12K
|
1.67M
$41.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
435+ 13.35% |
$10.6K - $11.9K
|
3.69K
$91.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
423+ 0.69% |
$10.3K - $11.5K
|
61.9K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
416+ 0.61% |
$10.1K - $11.3K
|
68.8K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
341+ 0.85% |
$8.28K - $9.29K
|
40.4K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
340+ 31.28% |
$8.26K - $9.27K
|
1.43K
$35.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
321+ 0.3% |
$7.8K - $8.75K
|
108K
$2.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
317+ 0.23% |
$7.7K - $8.64K
|
139K
$3.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
301+ 6.26% |
$7.31K - $8.2K
|
5.11K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
265+ 0.69% |
$6.44K - $7.22K
|
38.8K
$961K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
245+ 0.08% |
$5.95K - $6.68K
|
321K
$7.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
241+ 0.09% |
$5.85K - $6.57K
|
278K
$6.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
222+ 0.25% |
$5.39K - $6.05K
|
87.8K
$2.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
206+ 0.56% |
$5K - $5.61K
|
36.8K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
202+ 0.92% |
$4.91K - $5.5K
|
22.2K
$551K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
196+ 0.07% |
$4.76K - $5.34K
|
262K
$6.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
173+ 0.21% |
$4.2K - $4.71K
|
84K
$2.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
159+ 0.58% |
$3.86K - $4.33K
|
27.3K
$678K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
155+ 0.7% |
$3.76K - $4.22K
|
22.4K
$554K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
137+ 0.12% |
$3.33K - $3.73K
|
118K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
134+ 0.41% |
$3.25K - $3.65K
|
32.5K
$806K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
130+ 0.56% |
$3.16K - $3.54K
|
23.2K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
123+ 0.25% |
$2.99K - $3.35K
|
49.9K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
101+ 0.69% |
$2.45K - $2.75K
|
14.8K
$366K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
98+ 26.06% |
$2.38K - $2.67K
|
474
$11.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
98+ 0.73% |
$2.38K - $2.67K
|
13.6K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
93+ 0.69% |
$2.26K - $2.53K
|
13.5K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
82+ 0.7% |
$1.99K - $2.23K
|
11.8K
$293K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 0.42% |
$1.72K - $1.93K
|
16.8K
$417K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
67+ 0.61% |
$1.63K - $1.83K
|
11K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
67+ 0.71% |
$1.63K - $1.83K
|
9.48K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
58+ 0.68% |
$1.41K - $1.58K
|
8.59K
$213K
|