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 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
420+ 0.34% |
$10.4K - $11.4K
|
123K
$3.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
384+ 0.41% |
$9.51K - $10.4K
|
94.9K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
365+ 0.94% |
$9.04K - $9.87K
|
39.1K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
360+ 2.65% |
$8.91K - $9.73K
|
13.9K
$368K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
330New |
$8.17K - $8.92K
|
330
$8.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
283New |
$7.01K - $7.65K
|
283
$7.47K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
274New |
$6.78K - $7.41K
|
274
$7.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
273+ 1.19% |
$6.76K - $7.38K
|
23.1K
$611K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
224+ 0.75% |
$5.55K - $6.06K
|
30.3K
$800K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
207+ 0.93% |
$5.13K - $5.6K
|
22.6K
$596K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
198+ 1.33% |
$4.9K - $5.35K
|
15.1K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
189New |
$4.68K - $5.11K
|
189
$4.99K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
189+ 0.16% |
$4.68K - $5.11K
|
118K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
176+ 0.76% |
$4.36K - $4.76K
|
23.4K
$619K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
175+ 0.81% |
$4.33K - $4.73K
|
21.7K
$574K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
172+ 0.92% |
$4.26K - $4.65K
|
18.9K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
161+ 1.91% |
$3.99K - $4.35K
|
8.59K
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
141+ 1.58% |
$3.49K - $3.81K
|
9.09K
$240K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
127New |
$3.14K - $3.43K
|
127
$3.35K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
125+ 0.93% |
$3.1K - $3.38K
|
13.6K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
124+ 0.35% |
$3.07K - $3.35K
|
35.5K
$939K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
120+ 0.27% |
$2.97K - $3.24K
|
44.4K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
104+ 0.94% |
$2.58K - $2.81K
|
11.1K
$294K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
103+ 0.89% |
$2.55K - $2.79K
|
11.7K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
102+ 0.13% |
$2.53K - $2.76K
|
81.3K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
97+ 0.58% |
$2.4K - $2.62K
|
16.9K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
89+ 0.03% |
$2.2K - $2.41K
|
266K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
81+ 0.94% |
$2.01K - $2.19K
|
8.67K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
77+ 0.93% |
$1.91K - $2.08K
|
8.36K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
73+ 0.15% |
$1.81K - $1.97K
|
48.6K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71+ 0.14% |
$1.76K - $1.92K
|
50.9K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
69+ 0.79% |
$1.71K - $1.87K
|
8.85K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
55+ 0.2% |
$1.36K - $1.49K
|
27.4K
$724K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
44+ 0.49% |
$1.09K - $1.19K
|
8.95K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
44+ 0.37% |
$1.09K - $1.19K
|
11.8K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
44+ 0.52% |
$1.09K - $1.19K
|
8.52K
$225K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
44+ 0.52% |
$1.09K - $1.19K
|
8.52K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
41+ 0.42% |
$1.02K - $1.11K
|
9.88K
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
40New |
$990 - $1.08K
|
40
$1.06K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
37+ 0.94% |
$916 - $1K
|
3.97K
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
31+ 0.75% |
$768 - $838
|
4.17K
$110K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
30+ 0.04% |
$743 - $811
|
67.2K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
30New |
$743 - $811
|
30
$792
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
27+ 0.32% |
$669 - $730
|
8.42K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
26+ 0.06% |
$644 - $703
|
46K
$1.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25+ 0.0% |
$619 - $676
|
819K
$21.6M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24+ 0.26% |
$594 - $649
|
9.34K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23+ 0.02% |
$569 - $622
|
111K
$2.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
23+ 0.14% |
$569 - $622
|
16.7K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
19+ 0.94% |
$470 - $514
|
2.05K
$54.1K
|