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 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-301K- 2.74% |
$6.45M - $7.35M
|
10.7M
$264M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-598K- 24.85% |
$12.8M - $14.6M
|
1.81M
$44.8M
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-769K- 85.9% |
$16.5M - $18.8M
|
126K
$3.13M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-862K- 50.88% |
$18.5M - $21M
|
832K
$20.6M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.57M- 68.9% |
$76.5M - $87.2M
|
1.61M
$39.9M
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.21M- 95.55% |
$133M - $152M
|
289K
$7.16M
|