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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.01K+ 3.28% |
$64.6K - $73.6K
|
95K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.86KNew |
$61.3K - $69.8K
|
2.86K
$70.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.73K+ 19.72% |
$58.5K - $66.6K
|
16.6K
$410K
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
2.62K+ 0.41% |
$56.1K - $63.9K
|
634K
$15.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.61K+ 4.16% |
$55.9K - $63.7K
|
65.4K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.54K+ 27.0% |
$54.5K - $62K
|
11.9K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.34K+ 4.95% |
$50.1K - $57.1K
|
49.6K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
2.33K+ 0.45% |
$50K - $56.9K
|
525K
$13M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.24K+ 0.96% |
$48K - $54.7K
|
237K
$5.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.09KNew |
$44.9K - $51.1K
|
2.09K
$51.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.03K+ 0.29% |
$43.5K - $49.5K
|
698K
$17.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.75K+ 0.63% |
$37.5K - $42.7K
|
279K
$6.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.51K+ 20.33% |
$32.4K - $36.9K
|
8.94K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.42K+ 0.47% |
$30.5K - $34.7K
|
301K
$7.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.37K+ 1.61% |
$29.5K - $33.6K
|
86.5K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.35K+ 0.88% |
$28.9K - $32.9K
|
154K
$3.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.25K+ 5.06% |
$26.9K - $30.6K
|
26K
$645K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.18K+ 0.61% |
$25.3K - $28.8K
|
195K
$4.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.12K+ 10.89% |
$24K - $27.4K
|
11.4K
$283K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.1KNew |
$23.5K - $26.7K
|
1.1K
$27.1K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.04K+ 2.45% |
$22.3K - $25.4K
|
43.6K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
1K+ 1.68% |
$21.5K - $24.5K
|
60.7K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
983+ 4.4% |
$21.1K - $24K
|
23.3K
$578K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
957+ 2.58% |
$20.5K - $23.4K
|
38.1K
$943K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
944+ 0.49% |
$20.2K - $23.1K
|
192K
$4.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
925+ 19.78% |
$19.8K - $22.6K
|
5.6K
$139K
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
897+ 0.33% |
$19.2K - $21.9K
|
276K
$6.85M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
862+ 0.39% |
$18.5K - $21.1K
|
221K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
848+ 0.82% |
$18.2K - $20.7K
|
105K
$2.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
817+ 5.14% |
$17.5K - $20K
|
16.7K
$414K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
808+ 1.15% |
$17.3K - $19.7K
|
70.9K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
647+ 5.94% |
$13.9K - $15.8K
|
11.5K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
632+ 2.46% |
$13.6K - $15.4K
|
26.3K
$652K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
560+ 0.02% |
$12K - $13.7K
|
2.87M
$71.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
494+ 0.74% |
$10.6K - $12.1K
|
67.3K
$1.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
452+ 3.05% |
$9.69K - $11K
|
15.3K
$379K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
417+ 0.34% |
$8.94K - $10.2K
|
122K
$3.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
378+ 1.59% |
$8.1K - $9.23K
|
24.2K
$599K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
334+ 0.71% |
$7.16K - $8.16K
|
47.4K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
320New |
$6.86K - $7.81K
|
320
$7.93K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
309+ 0.26% |
$6.62K - $7.55K
|
119K
$2.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
305+ 0.73% |
$6.54K - $7.45K
|
42.2K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
273+ 0.47% |
$5.85K - $6.67K
|
58.6K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
253+ 0.73% |
$5.42K - $6.18K
|
34.7K
$860K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
242+ 0.21% |
$5.19K - $5.91K
|
118K
$2.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
201New |
$4.31K - $4.91K
|
201
$4.98K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
190+ 0.29% |
$4.07K - $4.64K
|
65.5K
$1.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
160+ 0.74% |
$3.43K - $3.91K
|
21.9K
$543K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
153New |
$3.28K - $3.74K
|
153
$3.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
147+ 0.65% |
$3.15K - $3.59K
|
22.9K
$568K
|