Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.36M+ 2178.02% |
$73.2M - $79.8M
|
3.52M
$86.4M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.45M+ 110.26% |
$31.5M - $34.4M
|
2.77M
$67.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
751KNew |
$16.3M - $17.8M
|
751K
$18.4M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
616K+ 106.02% |
$13.4M - $14.6M
|
1.2M
$29.4M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
482K+ 24.73% |
$10.5M - $11.4M
|
2.43M
$59.6M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
417KNew |
$9.06M - $9.89M
|
417K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
392K+ 9.04% |
$8.52M - $9.3M
|
4.73M
$116M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
378K+ 25.14% |
$8.23M - $8.98M
|
1.88M
$46.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
291K+ 15.75% |
$6.33M - $6.91M
|
2.14M
$52.6M
|
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
289K+ 5.91% |
$6.28M - $6.86M
|
5.18M
$127M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
264K+ 540.93% |
$5.75M - $6.27M
|
313K
$7.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
259K+ 9.13% |
$5.63M - $6.14M
|
3.09M
$75.9M
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
249K+ 6.35% |
$5.42M - $5.91M
|
4.18M
$102M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
223K+ 6.72% |
$4.85M - $5.3M
|
3.54M
$87M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
219K+ 13.34% |
$4.76M - $5.2M
|
1.86M
$45.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
211K+ 8.62% |
$4.6M - $5.01M
|
2.66M
$65.4M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
192K+ 68.12% |
$4.17M - $4.55M
|
473K
$11.6M
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
163K+ 41.02% |
$3.55M - $3.88M
|
562K
$13.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
160K+ 21.03% |
$3.48M - $3.8M
|
921K
$22.6M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
160K+ 39.36% |
$3.48M - $3.8M
|
567K
$13.9M
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
BUY
|
- |
132K+ 7.57% |
$2.88M - $3.14M
|
1.88M
$46.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
124K+ 13.41% |
$2.7M - $2.94M
|
1.05M
$25.8M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
116K+ 1.67% |
$2.51M - $2.74M
|
7.05M
$173M
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
111K+ 9.87% |
$2.42M - $2.64M
|
1.24M
$30.4M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100KNew |
$2.18M - $2.38M
|
100K
$2.46M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
85.4K+ 8.77% |
$1.86M - $2.03M
|
1.06M
$26M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84.5K+ 201.91% |
$1.84M - $2M
|
126K
$3.1M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
74.9K+ 24.49% |
$1.63M - $1.78M
|
381K
$9.35M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
72.3K+ 2.35% |
$1.57M - $1.72M
|
3.15M
$77.4M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
67.8K+ 1.31% |
$1.47M - $1.61M
|
5.24M
$128M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
62K+ 4.78% |
$1.35M - $1.47M
|
1.36M
$33.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
58K+ 19.35% |
$1.26M - $1.38M
|
358K
$8.78M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
55.3K+ 34.45% |
$1.2M - $1.31M
|
216K
$5.29M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
55.1K+ 284.78% |
$1.2M - $1.31M
|
74.4K
$1.83M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
53.5K+ 47.43% |
$1.16M - $1.27M
|
166K
$4.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
53.1KNew |
$1.16M - $1.26M
|
53.1K
$1.3M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
BUY
|
- |
51.1K+ 14.02% |
$1.11M - $1.21M
|
416K
$10.2M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
49.4K+ 5.23% |
$1.07M - $1.17M
|
993K
$24.4M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
48.1K+ 19.29% |
$1.05M - $1.14M
|
298K
$7.31M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
43.7K+ 17.39% |
$951K - $1.04M
|
295K
$7.24M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
43.4K+ 2.72% |
$944K - $1.03M
|
1.64M
$40.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.8K+ 3.42% |
$931K - $1.02M
|
1.29M
$31.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
42.4K+ 2.6% |
$923K - $1.01M
|
1.67M
$41.1M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
42.1KNew |
$915K - $998K
|
42.1K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
38.4K+ 2.85% |
$835K - $911K
|
1.39M
$34M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
37.8KNew |
$821K - $896K
|
37.8K
$927K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
32.5K+ 0.96% |
$707K - $772K
|
3.43M
$84.1M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
32.4K+ 1.21% |
$704K - $768K
|
2.72M
$66.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
32.1KNew |
$698K - $762K
|
32.1K
$788K
|
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
29.5K+ 7.72% |
$641K - $700K
|
412K
$10.1M
|