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 16, 2023
Q1 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-35K- 13.14% |
$761K - $830K
|
231K
$5.68M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-39.7K- 1.01% |
$864K - $942K
|
3.88M
$95.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-49.8K- 12.83% |
$1.08M - $1.18M
|
339K
$8.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-53.3K- 3.39% |
$1.16M - $1.27M
|
1.52M
$37.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-53.4K- 42.89% |
$1.16M - $1.27M
|
71.1K
$1.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-55.5K- 44.64% |
$1.21M - $1.32M
|
68.8K
$1.69M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-76.7K- 29.83% |
$1.67M - $1.82M
|
180K
$4.43M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-78.2K- 13.76% |
$1.7M - $1.86M
|
490K
$12M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-82.6K- 38.4% |
$1.8M - $1.96M
|
132K
$3.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-88K- 13.52% |
$1.91M - $2.09M
|
563K
$13.8M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-106K- 5.55% |
$2.31M - $2.52M
|
1.8M
$44.3M
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-113K- 5.98% |
$2.45M - $2.68M
|
1.77M
$43.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-126K- 4.12% |
$2.74M - $2.99M
|
2.93M
$72M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-153K- 5.4% |
$3.33M - $3.64M
|
2.69M
$65.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-170K- 15.04% |
$3.7M - $4.04M
|
962K
$23.6M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-287K- 2.51% |
$6.23M - $6.8M
|
11.1M
$273M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-301K- 93.79% |
$6.55M - $7.14M
|
20K
$490K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-321K- 25.82% |
$6.97M - $7.61M
|
921K
$22.6M
|
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-640K- 18.28% |
$13.9M - $15.2M
|
2.86M
$70.2M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.42M- 55.29% |
$52.6M - $57.4M
|
1.96M
$48.1M
|