Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr (DFAX)

DFAX Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q4 2023. 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
Feb 09, 2024 Q4 2023
Ubs Group Ag

BUY
 -
52K
+ 1.24%
$1.11M - $1.27M
4.26M $105M
Feb 14, 2024 Q4 2023
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
48.5K
New
$1.04M - $1.18M
48.5K $1.2M
Feb 05, 2024 Q4 2023
Brighton Jones LLC

BUY
 -
47.8K
+ 13.15%
$1.03M - $1.17M
412K $10.2M
Jan 16, 2024 Q4 2023
Shearwater Capital LLC

BUY
 -
46.4K
+ 6.73%
$995K - $1.13M
736K $18.2M
Feb 13, 2024 Q4 2023
Vannoy Advisory Group, Inc.

Round Rock, TX
BUY
 -
45.6K
New
$977K - $1.11M
45.6K $1.13M
Jan 17, 2024 Q4 2023
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
44.7K
New
$958K - $1.09M
44.7K $1.11M
Feb 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
43.8K
+ 6.73%
$939K - $1.07M
694K $17.2M
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

BUY
 -
43.3K
+ 1.8%
$928K - $1.06M
2.44M $60.5M
Feb 08, 2024 Q4 2023
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
42.8K
New
$918K - $1.05M
42.8K $1.06M
Jan 11, 2024 Q4 2023
Forvis Wealth Advisors, LLC

BUY
 -
42.4K
+ 9.72%
$910K - $1.04M
479K $11.9M
Jan 31, 2024 Q4 2023
Htlf Bank

Denver, CO
BUY
 -
40.6K
New
$870K - $991K
40.6K $1.01M
Jan 10, 2024 Q4 2023
Onyx Financial Advisors, LLC

Idaho Falls, ID
BUY
 -
39.7K
+ 4.62%
$851K - $970K
899K $22.3M
Jan 19, 2024 Q4 2023
Trellis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
39.2K
+ 2.88%
$841K - $958K
1.4M $34.8M
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

BUY
 -
39.1K
+ 10.08%
$839K - $956K
427K $10.6M
Feb 05, 2024 Q4 2023
First Ascent Asset Management, LLC

BUY
 -
34.9K
+ 2.45%
$748K - $852K
1.46M $36.1M
Feb 13, 2024 Q4 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
33.2K
+ 657.37%
$711K - $810K
38.2K $947K
Feb 13, 2024 Q4 2023
Mesirow Financial Investment Management, Inc.

BUY
 -
31.7K
New
$679K - $773K
31.7K $785K
Jan 12, 2024 Q4 2023
Conrad Siegel Investment Advisors, Inc.

BUY
 -
30.3K
+ 6.84%
$649K - $740K
473K $11.7M
Jan 22, 2024 Q4 2023
Capital Planning LLC

BUY
 -
29.8K
New
$639K - $727K
29.8K $738K
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
28.5K
+ 92.32%
$611K - $696K
59.4K $1.47M
Apr 01, 2024 Q4 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
27.8K
+ 10.0%
$597K - $680K
306K $7.59M
Jan 24, 2024 Q4 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
26.7K
+ 16.01%
$573K - $652K
194K $4.8M
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
25.3K
+ 8.39%
$543K - $618K
327K $8.1M
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
24.8K
New
$531K - $604K
24.8K $613K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
23.5K
+ 574.86%
$504K - $575K
27.6K $684K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
23.2K
+ 32.16%
$498K - $567K
95.4K $2.36M
Jan 08, 2024 Q4 2023
Cherrydale Wealth Management, LLC

BUY
 -
22K
+ 4.19%
$472K - $538K
547K $13.6M
Oct 15, 2024 Q4 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
21.9K
+ 13.93%
$469K - $534K
179K $4.44M
Feb 14, 2024 Q4 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
21.8K
New
$466K - $531K
21.8K $539K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
16.9K
New
$363K - $413K
16.9K $420K
Feb 12, 2024 Q4 2023
Sprinkle Financial Consultants LLC

Littleton, CO
BUY
 -
16.6K
New
$355K - $404K
16.6K $410K
Feb 08, 2024 Q4 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
16.5K
New
$353K - $403K
16.5K $409K
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

BUY
 -
16.1K
+ 3.04%
$344K - $392K
545K $13.5M
Feb 14, 2024 Q4 2023
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
15.9K
New
$341K - $389K
15.9K $394K
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
15.9K
+ 0.37%
$341K - $388K
4.25M $105M
Jan 26, 2024 Q4 2023
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
BUY
 -
15.8K
+ 6.73%
$340K - $387K
251K $6.22M
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
15.7K
+ 18.23%
$337K - $384K
102K $2.53M
Jan 09, 2024 Q4 2023
Soundmark Wealth Management, LLC

BUY
 -
15.6K
+ 3.28%
$334K - $381K
491K $12.2M
Jan 17, 2024 Q4 2023
Shotwell Rutter Baer Inc

Lansing, MI
BUY
 -
15.6K
New
$334K - $380K
15.6K $386K
Feb 06, 2024 Q4 2023
M&T Bank Corp

BUY
 -
15.3K
+ 156.38%
$328K - $373K
25.1K $621K
Jan 09, 2024 Q4 2023
Physician Wealth Solutions Inc.

North Las Vegas, NV
BUY
 -
15.3K
New
$327K - $373K
15.3K $378K
Feb 14, 2024 Q4 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
14.9K
+ 24.74%
$319K - $364K
75.1K $1.86M
Jan 29, 2024 Q4 2023
Live Oak Private Wealth LLC

BUY
 -
14.6K
+ 18.38%
$313K - $357K
94.1K $2.33M
Aug 16, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
14.4K
+ 13.93%
$309K - $352K
118K $2.92M
May 10, 2024 Q4 2023
Evernest Financial Advisors, LLC

Carmel, IN
BUY
 -
14.1K
+ 9.02%
$303K - $345K
171K $4.23M
Jan 31, 2024 Q4 2023
Colton Groome Financial Advisors, LLC

BUY
 -
13.7K
New
$294K - $335K
13.7K $340K
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
13.6K
New
$292K - $333K
13.6K $338K
Jan 26, 2024 Q4 2023
Cerity Partners LLC

New York, NY
BUY
 -
13.4K
+ 131.47%
$288K - $328K
23.6K $585K
Feb 14, 2024 Q4 2023
Canopy Partners, LLC

Terrace Park, OH
BUY
 -
13.3K
New
$284K - $324K
13.3K $329K

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