Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q1 2024. 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, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.9K+ 9.12% |
$818K - $888K
|
418K
$11M
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
BUY
|
- |
34.4K+ 4.68% |
$806K - $876K
|
770K
$20.3M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
33.3KNew |
$780K - $847K
|
33.3K
$877K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
33.1K+ 6.05% |
$775K - $842K
|
580K
$15.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
32.1KNew |
$751K - $816K
|
32.1K
$845K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
31.6K+ 1.13% |
$739K - $803K
|
2.83M
$74.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
30.5KNew |
$715K - $777K
|
30.5K
$804K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
29.6K+ 27.23% |
$694K - $754K
|
138K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
28.1K+ 18.2% |
$658K - $715K
|
182K
$4.81M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
27.4K+ 1.57% |
$642K - $697K
|
1.78M
$46.8M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
27.3K+ 0.86% |
$640K - $695K
|
3.21M
$84.6M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
27.1K+ 7.73% |
$634K - $689K
|
378K
$9.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
26.2KNew |
$613K - $666K
|
26.2K
$689K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
25.9K+ 4.27% |
$606K - $659K
|
632K
$16.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
25.2KNew |
$591K - $642K
|
25.2K
$664K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
25.1K+ 10.58% |
$587K - $638K
|
262K
$6.9M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
24.9K+ 6.06% |
$584K - $635K
|
437K
$11.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.9K+ 8.82% |
$584K - $634K
|
308K
$8.1M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
22.9K+ 0.44% |
$536K - $582K
|
5.21M
$137M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
22.7KNew |
$532K - $578K
|
22.7K
$598K
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
22.6K+ 1.61% |
$530K - $576K
|
1.43M
$37.5M
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
22.3K+ 12.46% |
$522K - $568K
|
201K
$5.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
22.1K+ 2.23% |
$516K - $561K
|
1.01M
$26.6M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.5KNew |
$481K - $522K
|
20.5K
$540K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
20KNew |
$468K - $508K
|
20K
$526K
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
19.8K+ 23.36% |
$464K - $504K
|
105K
$2.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
18.6K+ 1.73% |
$436K - $473K
|
1.09M
$28.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
18.5K+ 139.35% |
$434K - $471K
|
31.8K
$838K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.8K+ 12.69% |
$417K - $453K
|
158K
$4.16M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.8K+ 16.19% |
$392K - $426K
|
120K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.7K+ 5.11% |
$392K - $425K
|
344K
$9.05M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.7K+ 70.59% |
$390K - $424K
|
40.3K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5KNew |
$387K - $420K
|
16.5K
$435K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
16.4K+ 8.56% |
$384K - $417K
|
208K
$5.48M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
16.1K+ 18.58% |
$378K - $411K
|
103K
$2.71M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.5K+ 46.32% |
$362K - $394K
|
48.9K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
15.2KNew |
$357K - $388K
|
15.2K
$401K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
14.5K+ 10.14% |
$340K - $369K
|
157K
$4.15M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
14.2KNew |
$332K - $360K
|
14.2K
$373K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
14.1K+ 2.87% |
$330K - $358K
|
505K
$13.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
14K+ 1.51% |
$328K - $357K
|
942K
$24.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
13K+ 22.7% |
$305K - $331K
|
70.4K
$1.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
12.1KNew |
$284K - $309K
|
12.1K
$319K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
12.1K+ 12.7% |
$282K - $307K
|
107K
$2.82M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
11.9K+ 4.61% |
$279K - $303K
|
270K
$7.12M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.9K+ 66.05% |
$279K - $303K
|
29.9K
$788K
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
11.7KNew |
$274K - $298K
|
11.7K
$309K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.5KNew |
$270K - $294K
|
11.5K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$257K - $280K
|
11K
$289K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
10.9KNew |
$256K - $279K
|
10.9K
$288K
|