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 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
57+ 0.68% |
$1.38K - $1.55K
|
8.43K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
55+ 0.68% |
$1.34K - $1.5K
|
8.11K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
48+ 0.63% |
$1.17K - $1.31K
|
7.71K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
48+ 0.13% |
$1.17K - $1.31K
|
38.4K
$951K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
33+ 0.39% |
$802 - $899
|
8.47K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
33+ 0.28% |
$802 - $899
|
11.7K
$291K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
33+ 0.39% |
$802 - $899
|
8.47K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
31+ 0.12% |
$753 - $845
|
26.7K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
30+ 0.31% |
$729 - $818
|
9.84K
$244K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 0.23% |
$462 - $518
|
8.39K
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
16+ 0.1% |
$389 - $436
|
16.7K
$413K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 0.69% |
$340 - $382
|
2.03K
$50.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
12+ 0.01% |
$291 - $327
|
141K
$3.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
3+ 0.01% |
$72.9 - $81.8
|
20.1K
$497K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3+ 0.03% |
$72.9 - $81.8
|
8.94K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2+ 0.0% |
$48.6 - $54.5
|
43.1K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.38% |
$24.3 - $27.3
|
262
$6.49K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1- -0.0% |
$24.3 - $27.3
|
109K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1- 0.01% |
$24.3 - $27.3
|
14.9K
$369K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-5- 0.04% |
$121 - $136
|
12K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-7- 0.01% |
$170 - $191
|
113K
$2.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17- 1.01% |
$413 - $463
|
1.66K
$41.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-43- 0.34% |
$1.04K - $1.17K
|
12.6K
$312K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-52- 0.14% |
$1.26K - $1.42K
|
36.9K
$914K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-70- 0.41% |
$1.7K - $1.91K
|
16.9K
$418K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-87- 0.23% |
$2.11K - $2.37K
|
37.7K
$933K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-92- 0.75% |
$2.23K - $2.51K
|
12.1K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-100- 0.27% |
$2.43K - $2.73K
|
37K
$917K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-105- 0.25% |
$2.55K - $2.86K
|
42.2K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-147- 0.94% |
$3.57K - $4.01K
|
15.5K
$383K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-182- 0.12% |
$4.42K - $4.96K
|
146K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-189- 0.27% |
$4.59K - $5.15K
|
70K
$1.73M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-210- 4.53% |
$5.1K - $5.72K
|
4.42K
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-219- 0.49% |
$5.32K - $5.97K
|
44.3K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-253- 0.37% |
$6.15K - $6.89K
|
69K
$1.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-275- 0.54% |
$6.68K - $7.49K
|
50.8K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-278- 1.18% |
$6.75K - $7.58K
|
23.4K
$579K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-300- 0.69% |
$7.29K - $8.18K
|
43.2K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-300- 0.64% |
$7.29K - $8.18K
|
46.3K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-322- 1.57% |
$7.82K - $8.77K
|
20.2K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-348- 0.31% |
$8.45K - $9.48K
|
111K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-362- 0.61% |
$8.79K - $9.86K
|
58.9K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-369- 1.8% |
$8.96K - $10.1K
|
20.1K
$499K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-385- 1.07% |
$9.35K - $10.5K
|
35.7K
$885K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-409- 8.99% |
$9.93K - $11.1K
|
4.14K
$103K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-470- 4.31% |
$11.4K - $12.8K
|
10.4K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-501- 4.14% |
$12.2K - $13.7K
|
11.6K
$287K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-538- 0.05% |
$13.1K - $14.7K
|
996K
$24.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-563- 1.15% |
$13.7K - $15.3K
|
48.5K
$1.2M
|