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 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
132+ 0.38% |
$2.83K - $3.22K
|
34.9K
$866K
|
|
|
Jan 17, 2024
Q4 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
125+ 0.48% |
$2.68K - $3.05K
|
26.1K
$646K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
124+ 0.73% |
$2.66K - $3.03K
|
17.2K
$425K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
123+ 0.26% |
$2.64K - $3K
|
47.1K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
107+ 0.22% |
$2.29K - $2.61K
|
49.1K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
85+ 0.1% |
$1.82K - $2.08K
|
89K
$2.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
85+ 0.74% |
$1.82K - $2.08K
|
11.6K
$287K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
74+ 0.45% |
$1.59K - $1.81K
|
16.6K
$412K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
72+ 0.65% |
$1.54K - $1.76K
|
11.1K
$276K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
56+ 0.48% |
$1.2K - $1.37K
|
11.7K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
50New |
$1.07K - $1.22K
|
50
$1.24K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
32+ 0.33% |
$686 - $781
|
9.76K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 0.72% |
$579 - $659
|
3.79K
$93.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
27+ 0.6% |
$579 - $659
|
4.5K
$112K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.73% |
$493 - $562
|
3.17K
$78.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.14% |
$429 - $488
|
13.9K
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
17+ 0.1% |
$364 - $415
|
16.6K
$412K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
12+ 0.01% |
$257 - $293
|
141K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.01% |
$236 - $269
|
76.8K
$1.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
5+ 0.02% |
$107 - $122
|
21.2K
$526K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.05% |
$42.9 - $48.8
|
3.8K
$94.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1- -0.0% |
$21.4 - $24.4
|
127K
$3.14M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-8- 4.82% |
$172 - $195
|
158
$3.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54- 1.11% |
$1.16K - $1.32K
|
4.81K
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-98- 0.04% |
$2.1K - $2.39K
|
242K
$6.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-99- 0.06% |
$2.12K - $2.42K
|
154K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-154- 0.8% |
$3.3K - $3.76K
|
19.1K
$473K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-157- 0.1% |
$3.37K - $3.83K
|
163K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-217- 0.2% |
$4.65K - $5.3K
|
108K
$2.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-223- 1.24% |
$4.78K - $5.45K
|
17.8K
$442K
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-291- 0.48% |
$6.24K - $7.11K
|
60.9K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-430- 9.49% |
$9.22K - $10.5K
|
4.1K
$102K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-500- 2.71% |
$10.7K - $12.2K
|
17.9K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-515- 3.32% |
$11K - $12.6K
|
15K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-519- 0.13% |
$11.1K - $12.7K
|
414K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-548- 0.27% |
$11.7K - $13.4K
|
206K
$5.1M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-552- 2.97% |
$11.8K - $13.5K
|
18.1K
$447K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-643- 1.32% |
$13.8K - $15.7K
|
48K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-695- 9.39% |
$14.9K - $17K
|
6.71K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-741- 3.43% |
$15.9K - $18.1K
|
20.9K
$518K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-774- 0.26% |
$16.6K - $18.9K
|
302K
$7.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-856- 3.22% |
$18.4K - $20.9K
|
25.7K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-883Closed |
$18.9K - $21.6K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-892- 5.05% |
$19.1K - $21.8K
|
16.8K
$415K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-947- 1.71% |
$20.3K - $23.1K
|
54.4K
$1.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.05K- 0.29% |
$22.5K - $25.6K
|
359K
$8.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.17K- 1.01% |
$25.1K - $28.5K
|
114K
$2.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.31K- 0.22% |
$28.1K - $32K
|
589K
$14.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.44K- 36.44% |
$30.9K - $35.2K
|
2.52K
$62.4K
|