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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
2.32K+ 1.29% |
$57.5K - $62.8K
|
183K
$4.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.28K+ 4.49% |
$56.3K - $61.5K
|
53K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
2.27K+ 4.74% |
$56.3K - $61.5K
|
50.3K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.05K+ 0.59% |
$50.8K - $55.4K
|
351K
$9.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.99K+ 8.44% |
$49.4K - $53.9K
|
25.6K
$676K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.89K+ 20.56% |
$46.7K - $51.1K
|
11.1K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.86K+ 5.0% |
$46K - $50.2K
|
39K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.82K+ 1.62% |
$45.1K - $49.3K
|
115K
$3.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 6.92% |
$40K - $43.7K
|
25K
$660K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.58K+ 0.75% |
$39K - $42.6K
|
212K
$5.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.57K+ 1.63% |
$39K - $42.6K
|
98.2K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.57K+ 1.78% |
$38.8K - $42.4K
|
89.4K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.52K+ 0.47% |
$37.7K - $41.2K
|
323K
$8.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.51K+ 1.9% |
$37.5K - $40.9K
|
81.1K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.46K+ 3.31% |
$36.2K - $39.5K
|
45.5K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.41K+ 0.36% |
$34.9K - $38.1K
|
397K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.35KNew |
$33.5K - $36.6K
|
1.35K
$35.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.35K+ 1.36% |
$33.3K - $36.4K
|
100K
$2.64M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.33K+ 11.91% |
$33K - $36.1K
|
12.5K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1.27K+ 1.07% |
$31.5K - $34.4K
|
120K
$3.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.26K+ 0.86% |
$31.2K - $34.1K
|
148K
$3.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.24K+ 427.15% |
$30.8K - $33.6K
|
1.53K
$40.5K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.23K+ 0.32% |
$30.5K - $33.3K
|
384K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
1.2K+ 8.46% |
$29.7K - $32.4K
|
15.4K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.14K+ 0.83% |
$28.3K - $30.9K
|
139K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.14K+ 5.84% |
$28.1K - $30.7K
|
20.6K
$544K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.11K+ 1.35% |
$27.5K - $30K
|
83.4K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.07K+ 0.16% |
$26.5K - $29K
|
653K
$17.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.01K+ 0.46% |
$25.1K - $27.4K
|
223K
$5.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.01K+ 83.71% |
$25.1K - $27.4K
|
2.22K
$58.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
993+ 0.26% |
$24.6K - $26.9K
|
378K
$9.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
934+ 4.5% |
$23.1K - $25.3K
|
21.7K
$573K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
918+ 5.15% |
$22.7K - $24.8K
|
18.7K
$495K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
883New |
$21.9K - $23.9K
|
883
$23.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
862+ 3.19% |
$21.3K - $23.3K
|
27.8K
$735K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
810+ 2.65% |
$20.1K - $21.9K
|
31.4K
$830K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
806+ 5.65% |
$20K - $21.8K
|
15.1K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
800+ 0.65% |
$19.8K - $21.6K
|
123K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
793+ 9.6% |
$19.6K - $21.4K
|
9.05K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
766+ 4.23% |
$19K - $20.7K
|
18.9K
$499K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
758+ 8.27% |
$18.8K - $20.5K
|
9.93K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
733+ 1.07% |
$18.1K - $19.8K
|
69.5K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
645+ 0.07% |
$16K - $17.4K
|
954K
$25.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
641+ 2.88% |
$15.9K - $17.3K
|
22.9K
$604K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
582+ 0.94% |
$14.4K - $15.7K
|
62.4K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
580New |
$14.4K - $15.7K
|
580
$15.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
579+ 1.59% |
$14.3K - $15.7K
|
36.9K
$975K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
473+ 4.0% |
$11.7K - $12.8K
|
12.3K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
460New |
$11.4K - $12.4K
|
460
$12.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
436+ 1.66% |
$10.8K - $11.8K
|
26.8K
$707K
|