Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr (DFAX)
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 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.1KNew |
$280K - $319K
|
13.1K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
12.7KNew |
$273K - $311K
|
12.7K
$315K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
12.6K+ 3.62% |
$269K - $307K
|
360K
$8.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.1KNew |
$259K - $296K
|
12.1K
$300K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.9KNew |
$256K - $291K
|
11.9K
$295K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.7K+ 895.87% |
$251K - $286K
|
13K
$323K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
11.4K+ 2.54% |
$244K - $278K
|
459K
$11.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
11.4K+ 51.59% |
$244K - $278K
|
33.4K
$828K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
11K+ 13.31% |
$236K - $268K
|
93.6K
$2.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
10.9K+ 73.02% |
$235K - $267K
|
25.9K
$643K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10.9KNew |
$234K - $267K
|
10.9K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$234K - $267K
|
10.9K
$271K
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
10.8K+ 20.22% |
$231K - $263K
|
64.1K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
10.6K+ 2.87% |
$228K - $259K
|
380K
$9.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
10.6K+ 2.99% |
$228K - $259K
|
366K
$9.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.3K+ 32.03% |
$221K - $252K
|
42.5K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
9.16KNew |
$196K - $224K
|
9.16K
$227K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.74K+ 6.51% |
$187K - $213K
|
143K
$3.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.66KNew |
$186K - $211K
|
8.66K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.42KNew |
$181K - $206K
|
8.42K
$209K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
8.33KNew |
$179K - $204K
|
8.33K
$207K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8.19KNew |
$176K - $200K
|
8.19K
$203K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
8.19KNew |
$176K - $200K
|
8.19K
$203K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
8.13K+ 1.54% |
$174K - $198K
|
534K
$13.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
7.98K+ 150.13% |
$171K - $195K
|
13.3K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.91K+ 3.13% |
$169K - $193K
|
260K
$6.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7.5K+ 0.27% |
$161K - $183K
|
2.81M
$69.7M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.19K+ 3.79% |
$154K - $176K
|
197K
$4.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
6.89K+ 13.65% |
$148K - $168K
|
57.4K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.6K+ 8.17% |
$141K - $161K
|
87.3K
$2.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
6.45K+ 5.09% |
$138K - $157K
|
133K
$3.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
6.35K+ 9.38% |
$136K - $155K
|
74K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6K+ 19.59% |
$129K - $147K
|
36.6K
$908K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.75KNew |
$123K - $141K
|
5.75K
$143K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.73K+ 3.9% |
$123K - $140K
|
153K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.66K+ 4.87% |
$121K - $138K
|
122K
$3.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
5.53K+ 5.31% |
$119K - $135K
|
110K
$2.72M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5.35KNew |
$115K - $131K
|
5.35K
$132K
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
5.02K+ 3.2% |
$108K - $123K
|
162K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.93K+ 5.51% |
$106K - $120K
|
94.5K
$2.34M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.88KNew |
$105K - $119K
|
4.88K
$121K
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.34K+ 1.0% |
$93.1K - $106K
|
440K
$10.9M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.18K+ 12.3% |
$89.6K - $102K
|
38.2K
$946K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.18K+ 0.08% |
$89.5K - $102K
|
5.19M
$129M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4.04KNew |
$86.6K - $98.6K
|
4.04K
$100K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.03K+ 36.85% |
$86.4K - $98.4K
|
15K
$371K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.85K+ 11.46% |
$82.5K - $94K
|
37.5K
$928K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 0.08% |
$78.4K - $89.4K
|
4.72M
$117M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.53K+ 1.89% |
$75.7K - $86.3K
|
190K
$4.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.29K+ 0.7% |
$70.6K - $80.4K
|
475K
$11.8M
|