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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q4 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-84K- 72.71% |
$1.8M - $2.05M
|
31.5K
$990K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-114K- 12.12% |
$2.45M - $2.79M
|
830K
$26M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-119K- 8.98% |
$2.55M - $2.91M
|
1.21M
$37.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-137K- 7.26% |
$2.94M - $3.34M
|
1.75M
$54.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-143K- 5.5% |
$3.07M - $3.49M
|
2.46M
$77.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-156K- 3.34% |
$3.33M - $3.8M
|
4.5M
$141M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-177K- 61.08% |
$3.8M - $4.33M
|
113K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-204K- 4.92% |
$4.38M - $4.99M
|
3.95M
$124M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-301K- 2.74% |
$6.45M - $7.35M
|
10.7M
$335M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-598K- 24.85% |
$12.8M - $14.6M
|
1.81M
$56.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-769K- 85.9% |
$16.5M - $18.8M
|
126K
$3.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-862K- 50.88% |
$18.5M - $21M
|
832K
$26.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.57M- 68.9% |
$76.5M - $87.2M
|
1.61M
$50.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.21M- 95.55% |
$133M - $152M
|
289K
$9.06M
|