Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
10.2KNew |
$253K - $276K
|
10.2K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
9.98KNew |
$247K - $270K
|
9.98K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.65K+ 9.41% |
$239K - $261K
|
112K
$2.96M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
9.27KNew |
$230K - $251K
|
9.27K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
9.24K+ 34.57% |
$229K - $250K
|
35.9K
$949K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
9.04K+ 8.33% |
$224K - $245K
|
118K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.8K+ 161.92% |
$218K - $238K
|
14.2K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
8.59KNew |
$213K - $232K
|
8.59K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
BUY
|
- |
8.24K+ 9.98% |
$204K - $223K
|
90.8K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.24K+ 56.03% |
$204K - $223K
|
22.9K
$606K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.16KNew |
$202K - $221K
|
8.16K
$215K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
8.13KNew |
$201K - $220K
|
8.13K
$215K
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
8.12KNew |
$201K - $219K
|
8.12K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.09KNew |
$200K - $219K
|
8.09K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.06K+ 23697.06% |
$199K - $218K
|
8.09K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.87K+ 4.52% |
$195K - $213K
|
182K
$4.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.85K+ 6.83% |
$194K - $212K
|
123K
$3.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.79K+ 1.54% |
$193K - $211K
|
514K
$13.6M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
7.24KNew |
$179K - $196K
|
7.24K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.03K+ 1.87% |
$174K - $190K
|
382K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.54K+ 5.48% |
$162K - $177K
|
126K
$3.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.48K+ 22.32% |
$160K - $175K
|
35.5K
$937K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.46K+ 3.98% |
$160K - $175K
|
169K
$4.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.24K+ 2.58% |
$155K - $169K
|
249K
$6.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.09K+ 1.56% |
$151K - $165K
|
397K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.87KNew |
$145K - $159K
|
5.87K
$155K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
5.67K+ 0.34% |
$140K - $153K
|
1.67M
$44.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.4K+ 8.36% |
$134K - $146K
|
70K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
5.26K+ 22.31% |
$130K - $142K
|
28.8K
$761K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.7K+ 1.22% |
$116K - $127K
|
390K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4.64K+ 2.87% |
$115K - $125K
|
166K
$4.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.15K+ 7.4% |
$103K - $112K
|
60.3K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4K+ 12.66% |
$98.9K - $108K
|
35.6K
$939K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.85K+ 1006.27% |
$95.4K - $104K
|
4.24K
$112K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.83K+ 1.37% |
$94.8K - $104K
|
282K
$7.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
3.76K+ 20.41% |
$93.1K - $102K
|
22.2K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.71K+ 4.1% |
$91.7K - $100K
|
94K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.66K+ 868.88% |
$90.6K - $98.9K
|
4.08K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.46KNew |
$85.8K - $93.7K
|
3.46K
$91.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.35K+ 5.67% |
$82.8K - $90.4K
|
62.3K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
3.33K+ 23.61% |
$82.3K - $89.9K
|
17.4K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.32KNew |
$82.2K - $89.7K
|
3.32K
$87.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.22KNew |
$79.7K - $87K
|
3.22K
$85K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.18K+ 6.36% |
$78.6K - $85.9K
|
53.1K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.09K+ 134.36% |
$76.5K - $83.5K
|
5.39K
$142K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
2.89K+ 4.58% |
$71.5K - $78K
|
65.8K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.77K+ 16.63% |
$68.6K - $74.9K
|
19.4K
$513K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.48K+ 6.18% |
$61.4K - $67K
|
42.6K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.45K+ 2.0% |
$60.6K - $66.1K
|
124K
$3.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.4K+ 1.13% |
$59.4K - $64.9K
|
214K
$5.66M
|