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 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.5K- 6.83% |
$572K - $642K
|
321K
$7.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-27.5K- 47.14% |
$668K - $750K
|
30.9K
$765K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-32.7K- 11.89% |
$795K - $892K
|
242K
$6.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-38.3K- 14.66% |
$931K - $1.04M
|
223K
$5.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-39.1K- 1.53% |
$950K - $1.07M
|
2.52M
$62.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-40.6K- 2.39% |
$986K - $1.11M
|
1.66M
$41.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-44.9K- 2.11% |
$1.09M - $1.22M
|
2.08M
$51.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-59.4K- 85.59% |
$1.44M - $1.62M
|
10K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-60.4K- 8.83% |
$1.47M - $1.65M
|
623K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-83.1K- 2.78% |
$2.02M - $2.26M
|
2.91M
$72M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-87.3K- 37.48% |
$2.12M - $2.38M
|
146K
$3.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-113K- 1.54% |
$2.74M - $3.07M
|
7.2M
$178M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-133K- 52.18% |
$3.23M - $3.63M
|
122K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-142K- 31.18% |
$3.46M - $3.88M
|
314K
$7.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-168K- 3.95% |
$4.09M - $4.59M
|
4.09M
$101M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-178K- 22.66% |
$4.32M - $4.84M
|
607K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-242K- 50.05% |
$5.88M - $6.59M
|
241K
$5.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-295K- 7.61% |
$7.18M - $8.05M
|
3.59M
$88.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-299K- 15.99% |
$7.25M - $8.14M
|
1.57M
$38.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-437K- 48.57% |
$10.6M - $11.9M
|
463K
$11.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-529K- 95.95% |
$12.8M - $14.4M
|
22.3K
$553K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-637K- 6.54% |
$15.5M - $17.4M
|
9.09M
$225M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-639K- 22.25% |
$15.5M - $17.4M
|
2.23M
$55.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.03M- 99.96% |
$25M - $28.1M
|
421
$10.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.1M- 23.53% |
$26.7M - $30M
|
3.57M
$88.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.4M- 48.4% |
$34M - $38.2M
|
1.49M
$37M
|