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 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28.6K+ 8257.51% |
$621K - $678K
|
28.9K
$710K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
28.3K+ 8.43% |
$616K - $672K
|
365K
$8.95M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
28K+ 130.86% |
$608K - $663K
|
49.3K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.1K+ 42.54% |
$590K - $644K
|
91K
$2.23M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26.4K+ 4.28% |
$575K - $627K
|
644K
$15.8M
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
26.3K+ 4.53% |
$571K - $623K
|
607K
$14.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26K+ 0.67% |
$565K - $616K
|
3.88M
$95.3M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
24.5K+ 14.79% |
$534K - $582K
|
190K
$4.67M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
24K+ 30.65% |
$521K - $568K
|
102K
$2.51M
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
22.9KNew |
$497K - $543K
|
22.9K
$562K
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
22.6K+ 18.32% |
$491K - $536K
|
146K
$3.58M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
22.5K+ 26.19% |
$490K - $535K
|
109K
$2.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
20.2K+ 54.23% |
$439K - $479K
|
57.4K
$1.41M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
19.7K+ 0.86% |
$428K - $467K
|
2.31M
$56.7M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.3K+ 20.37% |
$420K - $458K
|
114K
$2.8M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
19.2K+ 1.79% |
$417K - $455K
|
1.09M
$26.7M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18.6K+ 7.37% |
$405K - $442K
|
272K
$6.67M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.6K+ 17.65% |
$405K - $442K
|
124K
$3.05M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
18.6K+ 16.39% |
$404K - $441K
|
132K
$3.24M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
18.3K+ 6.51% |
$397K - $433K
|
299K
$7.34M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
18K+ 9.04% |
$392K - $427K
|
217K
$5.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
17.3KNew |
$376K - $410K
|
17.3K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
17K+ 4.62% |
$369K - $403K
|
385K
$9.45M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
16.8K+ 1.24% |
$364K - $398K
|
1.36M
$33.5M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
16.1K+ 4.88% |
$350K - $382K
|
346K
$8.5M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
15.7KNew |
$341K - $372K
|
15.7K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
15.3K+ 6.14% |
$333K - $363K
|
265K
$6.5M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
13.6K+ 32.22% |
$295K - $322K
|
55.6K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13.5KNew |
$294K - $321K
|
13.5K
$332K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
13.4K+ 205.83% |
$291K - $318K
|
19.9K
$489K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
13.4K+ 29.75% |
$291K - $318K
|
58.4K
$1.43M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
13K+ 3.88% |
$283K - $308K
|
348K
$8.55M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.9K+ 18.69% |
$281K - $307K
|
82.1K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
12.6K+ 15.1% |
$274K - $299K
|
95.9K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.5K+ 73.35% |
$271K - $295K
|
29.4K
$722K
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12.3KNew |
$267K - $292K
|
12.3K
$302K
|
|
|
Apr 14, 2023
Q1 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
11.9K+ 1.46% |
$259K - $283K
|
827K
$20.3M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
11.8KNew |
$257K - $281K
|
11.8K
$290K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.8K+ 18.88% |
$257K - $280K
|
74.4K
$1.83M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
11KNew |
$239K - $261K
|
11K
$270K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
10.8KNew |
$236K - $257K
|
10.8K
$266K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.3KNew |
$224K - $244K
|
10.3K
$253K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
10.1KNew |
$220K - $240K
|
10.1K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
9.88K+ 0.56% |
$215K - $234K
|
1.78M
$43.6M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
9.74K+ 3.55% |
$212K - $231K
|
284K
$6.97M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
9.7K+ 3.2% |
$211K - $230K
|
313K
$7.68M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.7K+ 10.31% |
$211K - $230K
|
104K
$2.55M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.69K+ 42147.83% |
$211K - $230K
|
9.72K
$238K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
9.46K+ 0.98% |
$206K - $224K
|
974K
$23.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
9.4K+ 2.34% |
$204K - $223K
|
411K
$10.1M
|