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 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-189- 0.13% |
$4.11K - $4.48K
|
144K
$3.54M
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-246- 0.52% |
$5.35K - $5.84K
|
47.5K
$1.17M
|
|
Apr 14, 2023
Q1 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-260- 2.06% |
$5.65K - $6.17K
|
12.4K
$304K
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-263- 2.65% |
$5.72K - $6.24K
|
9.67K
$237K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-271- 4.72% |
$5.89K - $6.43K
|
5.47K
$134K
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-299- 0.43% |
$6.5K - $7.09K
|
69.9K
$1.72M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-395- 2.76% |
$8.59K - $9.37K
|
13.9K
$341K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-478- 0.79% |
$10.4K - $11.3K
|
60.1K
$1.47M
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-521- 0.18% |
$11.3K - $12.4K
|
292K
$7.18M
|
|
Apr 17, 2023
Q1 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-585- 0.03% |
$12.7K - $13.9K
|
1.98M
$48.6M
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-593- 0.21% |
$12.9K - $14.1K
|
279K
$6.84M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-619- 2.43% |
$13.5K - $14.7K
|
24.8K
$610K
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-639- 0.23% |
$13.9K - $15.2K
|
283K
$6.95M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-677- 1.24% |
$14.7K - $16.1K
|
54.1K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-750- 6.79% |
$16.3K - $17.8K
|
10.3K
$252K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-800- 4.15% |
$17.4K - $19K
|
18.5K
$454K
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-871- 0.73% |
$18.9K - $20.7K
|
119K
$2.91M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-878- 8.21% |
$19.1K - $20.8K
|
9.81K
$241K
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-890- 0.36% |
$19.3K - $21.1K
|
245K
$6.02M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.02K- 43.93% |
$22.3K - $24.3K
|
1.31K
$32.1K
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.06K- 0.52% |
$23K - $25.1K
|
202K
$4.96M
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-1.15K- 0.94% |
$24.9K - $27.2K
|
121K
$2.96M
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.32K- 3.37% |
$28.7K - $31.3K
|
37.7K
$926K
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.33K- 3.03% |
$28.8K - $31.4K
|
42.5K
$1.04M
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.4K- 1.73% |
$30.3K - $33.1K
|
79K
$1.94M
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.4K- 9.33% |
$30.5K - $33.3K
|
13.6K
$334K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.48K- 4.55% |
$32.1K - $35K
|
30.9K
$759K
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.55K- 0.99% |
$33.6K - $36.6K
|
155K
$3.79M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.61K- 26.37% |
$35.1K - $38.3K
|
4.5K
$111K
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.7K- 10.01% |
$36.9K - $40.2K
|
15.2K
$374K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.72K- 2.74% |
$37.4K - $40.8K
|
61.1K
$1.5M
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.38K- 0.64% |
$51.8K - $56.5K
|
368K
$9.03M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.4K- 4.93% |
$52.3K - $57K
|
46.4K
$1.14M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.56K- 13.4% |
$55.6K - $60.7K
|
16.5K
$406K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.59K- 2.14% |
$56.2K - $61.3K
|
118K
$2.9M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.63K- 18.73% |
$57.2K - $62.4K
|
11.4K
$280K
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.73K- 0.42% |
$59.2K - $64.6K
|
647K
$15.9M
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2.95K- 1.72% |
$64.2K - $70K
|
169K
$4.14M
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-3.08K- 3.47% |
$66.9K - $72.9K
|
85.6K
$2.1M
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.08K- 3.47% |
$66.9K - $72.9K
|
85.6K
$2.1M
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.09K- 1.65% |
$67.1K - $73.2K
|
184K
$4.53M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.11K- 9.03% |
$67.7K - $73.8K
|
31.4K
$770K
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-3.12K- 24.14% |
$67.7K - $73.9K
|
9.79K
$240K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-3.21K- 4.53% |
$69.8K - $76.1K
|
67.7K
$1.66M
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-3.24K- 98.78% |
$70.4K - $76.8K
|
40
$982
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.27K- 71.96% |
$71K - $77.5K
|
1.27K
$31.2K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.3K- 0.5% |
$71.7K - $78.2K
|
651K
$16M
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.3K- 4.64% |
$71.8K - $78.3K
|
67.9K
$1.67M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.32K- 0.32% |
$72.1K - $78.7K
|
1.03M
$25.2M
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-3.33K- 0.8% |
$72.5K - $79.1K
|
412K
$10.1M
|