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 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.34K- 22.21% |
$200K - $228K
|
32.7K
$811K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-9.35K- 2.6% |
$200K - $228K
|
350K
$8.68M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-9.54K- 4.98% |
$204K - $233K
|
182K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.6K- 11.51% |
$206K - $234K
|
73.9K
$1.83M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.95K- 2.58% |
$213K - $243K
|
375K
$9.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-10.4K- 15.89% |
$223K - $254K
|
55.2K
$1.37M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-11K- 26.3% |
$236K - $269K
|
30.8K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.5K- 3.35% |
$246K - $280K
|
330K
$8.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-11.6K- 12.0% |
$248K - $282K
|
84.8K
$2.1M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-12.5K- 12.13% |
$268K - $305K
|
90.4K
$2.24M
|
|
|
Feb 15, 2024
Q4 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-12.9K- 4.57% |
$276K - $315K
|
269K
$6.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.2K- 4.45% |
$282K - $322K
|
283K
$7.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13.3K- 2.42% |
$285K - $325K
|
538K
$13.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-13.6K- 1.46% |
$291K - $332K
|
917K
$22.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-13.7K- 0.66% |
$293K - $334K
|
2.05M
$50.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-13.8K- 3.75% |
$297K - $338K
|
355K
$8.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-14K- 16.39% |
$300K - $342K
|
71.3K
$1.77M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-14.6K- 1.51% |
$313K - $356K
|
954K
$23.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-14.9K- 3.81% |
$319K - $363K
|
376K
$9.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-16.3K- 7.22% |
$350K - $398K
|
210K
$5.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17K- 50.45% |
$365K - $416K
|
16.7K
$414K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-20.1K- 1.86% |
$431K - $491K
|
1.06M
$26.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.7K- 25.88% |
$443K - $505K
|
59.2K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-20.8K- 0.49% |
$447K - $509K
|
4.2M
$104M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-20.9K- 1.84% |
$448K - $510K
|
1.12M
$27.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-21K- 32.85% |
$450K - $513K
|
42.9K
$1.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.7K- 68.0% |
$507K - $578K
|
11.1K
$276K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-25.8K- 1.57% |
$552K - $629K
|
1.61M
$40M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-25.8K- 13.03% |
$553K - $630K
|
172K
$4.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.8K- 40.22% |
$575K - $654K
|
39.8K
$987K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27.9K- 2.23% |
$598K - $682K
|
1.23M
$30.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-35.3K- 90.93% |
$758K - $863K
|
3.53K
$87.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-35.5K- 3.2% |
$761K - $867K
|
1.08M
$26.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-37.2K- 16.08% |
$798K - $909K
|
194K
$4.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-40.7K- 12.04% |
$872K - $993K
|
297K
$7.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-43.3K- 1.88% |
$928K - $1.06M
|
2.26M
$56.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-45.3K- 32.23% |
$972K - $1.11M
|
95.4K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-49.2K- 5.96% |
$1.06M - $1.2M
|
776K
$19.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-54K- 4.91% |
$1.16M - $1.32M
|
1.05M
$25.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-55.3K- 26.94% |
$1.18M - $1.35M
|
150K
$3.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-61.1K- 61.08% |
$1.31M - $1.49M
|
39K
$966K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-72.5K- 1.84% |
$1.55M - $1.77M
|
3.86M
$95.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-77.4K- 16.02% |
$1.66M - $1.89M
|
405K
$10M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-114K- 12.12% |
$2.45M - $2.79M
|
830K
$20.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-119K- 8.98% |
$2.55M - $2.91M
|
1.21M
$29.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-137K- 7.26% |
$2.94M - $3.34M
|
1.75M
$43.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-143K- 5.5% |
$3.07M - $3.49M
|
2.46M
$61M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-156K- 3.34% |
$3.33M - $3.8M
|
4.5M
$111M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-177K- 61.08% |
$3.8M - $4.33M
|
113K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-204K- 4.92% |
$4.38M - $4.99M
|
3.95M
$97.8M
|