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
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.08K- 5.29% |
$99K - $111K
|
73K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-4.2K- 5.82% |
$102K - $114K
|
67.9K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.26K- 8.48% |
$103K - $116K
|
46K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.28K- 1.66% |
$104K - $117K
|
253K
$6.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.28K- 1.69% |
$104K - $117K
|
249K
$6.16M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-4.35K- 1.12% |
$106K - $118K
|
385K
$9.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-4.37K- 16.06% |
$106K - $119K
|
22.9K
$567K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.71K- 5.39% |
$114K - $128K
|
82.6K
$2.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-4.99K- 7.17% |
$121K - $136K
|
64.7K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.06K- 1.38% |
$123K - $138K
|
362K
$8.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.07K- 9.1% |
$123K - $138K
|
50.7K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5.43K- 30.64% |
$132K - $148K
|
12.3K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.68K- 0.5% |
$138K - $155K
|
1.13M
$28.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-5.91K- 25.68% |
$144K - $161K
|
17.1K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.46K- 14.24% |
$157K - $176K
|
38.9K
$964K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-6.52K- 3.53% |
$158K - $178K
|
178K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.51K- 7.68% |
$182K - $205K
|
90.3K
$2.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-7.76K- 18.07% |
$188K - $211K
|
35.2K
$871K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-8.14K- 2.1% |
$198K - $222K
|
380K
$9.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.23K- 1.07% |
$200K - $224K
|
760K
$18.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.24K- 31.26% |
$200K - $225K
|
18.1K
$449K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-8.47K- 20.86% |
$206K - $231K
|
32.1K
$796K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-9.03K- 3.18% |
$219K - $246K
|
275K
$6.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-9.03K- 1.01% |
$219K - $246K
|
881K
$21.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-9.53K- 1.85% |
$231K - $260K
|
507K
$12.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-9.66K- 50.81% |
$235K - $263K
|
9.35K
$232K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-9.77K- 0.96% |
$237K - $266K
|
1.01M
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.91K- 0.84% |
$241K - $270K
|
1.17M
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.1K- 30.25% |
$245K - $275K
|
23.2K
$576K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10.5K- 2.24% |
$255K - $286K
|
458K
$11.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-10.5K- 6.34% |
$256K - $287K
|
156K
$3.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.8K- 11.69% |
$261K - $293K
|
81.3K
$2.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.1K- 0.34% |
$270K - $302K
|
3.26M
$80.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.2K- 0.85% |
$272K - $306K
|
1.31M
$32.5M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-11.4K- 2.82% |
$276K - $310K
|
393K
$9.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-11.6K- 0.58% |
$282K - $316K
|
2.01M
$49.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-11.7K- 1.89% |
$285K - $319K
|
608K
$15.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-13.1K- 14.15% |
$319K - $358K
|
79.6K
$1.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-14.3K- 3.8% |
$347K - $389K
|
362K
$8.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-15.1K- 6.36% |
$367K - $412K
|
222K
$5.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.2K- 0.98% |
$369K - $414K
|
1.53M
$37.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-15.6K- 17.1% |
$379K - $425K
|
75.6K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16K- 2.87% |
$388K - $435K
|
539K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16.4K- 1.23% |
$398K - $446K
|
1.31M
$32.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-17.5K- 1.91% |
$426K - $478K
|
899K
$22.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-17.6K- 7.67% |
$428K - $480K
|
212K
$5.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-20.9K- 0.4% |
$508K - $570K
|
5.16M
$128M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-21K- 4.97% |
$510K - $572K
|
401K
$9.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-22K- 0.53% |
$534K - $599K
|
4.16M
$103M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22K- 2.25% |
$534K - $599K
|
954K
$23.6M
|