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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.44K- 36.44% |
$30.9K - $35.2K
|
2.52K
$62.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.45K- 3.36% |
$31.1K - $35.5K
|
41.7K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.47K- 0.83% |
$31.6K - $35.9K
|
175K
$4.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.65K- 1.58% |
$35.4K - $40.4K
|
103K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.71K- 16.05% |
$36.6K - $41.7K
|
8.93K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.74K- 6.05% |
$37.3K - $42.4K
|
27K
$669K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.79K- 9.44% |
$38.3K - $43.7K
|
17.1K
$425K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.96K- 3.17% |
$42.1K - $47.9K
|
59.9K
$1.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.06K- 0.66% |
$44.1K - $50.2K
|
308K
$7.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.13K- 1.8% |
$45.6K - $51.9K
|
116K
$2.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.15K- 48.31% |
$46.1K - $52.5K
|
2.3K
$57K
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.2K- 1.48% |
$47.2K - $53.7K
|
147K
$3.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 0.46% |
$48.2K - $54.9K
|
484K
$12M
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.28K- 3.15% |
$48.8K - $55.6K
|
70.1K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.32K- 2.38% |
$49.8K - $56.7K
|
95.4K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.53K- 2.83% |
$54.2K - $61.7K
|
86.8K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-2.62K- 9.68% |
$56.1K - $63.9K
|
24.4K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.7K- 20.08% |
$58K - $66K
|
10.8K
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.81K- 3.55% |
$60.1K - $68.5K
|
76.1K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.87K- 4.91% |
$61.5K - $70K
|
55.5K
$1.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.9K- 6.4% |
$62.1K - $70.7K
|
42.4K
$1.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.95K- 1.03% |
$63.2K - $72K
|
283K
$7.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3K- 1.47% |
$64.3K - $73.2K
|
201K
$4.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.16K- 18.94% |
$67.8K - $77.2K
|
13.5K
$335K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-3.28K- 28.08% |
$70.3K - $80.1K
|
8.4K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.3K- 12.69% |
$70.8K - $80.6K
|
22.7K
$563K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-3.34K- 1.08% |
$71.6K - $81.5K
|
306K
$7.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.35K- 8.96% |
$71.7K - $81.7K
|
34K
$842K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.64K- 1.01% |
$78K - $88.9K
|
358K
$8.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.84K- 2.16% |
$82.4K - $93.9K
|
174K
$4.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-4.01K- 1.52% |
$86K - $98K
|
260K
$6.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.05K- 18.04% |
$86.7K - $98.8K
|
18.4K
$455K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4.12K- 1.19% |
$88.3K - $101K
|
342K
$8.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-4.12K- 3.72% |
$88.4K - $101K
|
107K
$2.64M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.42K- 57.55% |
$94.7K - $108K
|
3.26K
$80.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.52K- 23.89% |
$96.9K - $110K
|
14.4K
$357K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-4.63K- 0.72% |
$99.3K - $113K
|
636K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.72K- 1.53% |
$101K - $115K
|
304K
$7.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-4.89K- 17.54% |
$105K - $120K
|
23K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4.97K- 45.21% |
$107K - $121K
|
6.02K
$149K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.16K- 4.19% |
$111K - $126K
|
118K
$2.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.26K- 81.98% |
$113K - $128K
|
1.16K
$28.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6.06K- 1.8% |
$130K - $148K
|
330K
$8.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-6.51K- 0.5% |
$140K - $159K
|
1.29M
$31.9M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.69K- 40.85% |
$143K - $163K
|
9.69K
$240K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-6.73K- 12.01% |
$144K - $164K
|
49.3K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.74K- 4.37% |
$166K - $189K
|
169K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.81K- 1.24% |
$167K - $191K
|
622K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.48K- 13.13% |
$182K - $207K
|
56.1K
$1.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-8.99K- 26.41% |
$193K - $219K
|
25K
$620K
|