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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.31% |
$173 - $189
|
2.24K
$59.1K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6+ 0.01% |
$149 - $162
|
40.4K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$124 - $135
|
19.6K
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.11% |
$99 - $108
|
3.7K
$97.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-8- 2.52% |
$198 - $216
|
309
$8.16K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-22- 0.06% |
$545 - $595
|
36.4K
$961K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-40- 0.09% |
$990 - $1.08K
|
43.2K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-43- 0.11% |
$1.06K - $1.16K
|
37.9K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-81- 0.1% |
$2.01K - $2.19K
|
84K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-98- 0.14% |
$2.43K - $2.65K
|
68.9K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-125- 0.18% |
$3.1K - $3.38K
|
67.8K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-134- 0.41% |
$3.32K - $3.62K
|
32.4K
$855K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-150- 0.49% |
$3.71K - $4.06K
|
30.7K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-204- 0.4% |
$5.05K - $5.52K
|
50.5K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-217- 2.44% |
$5.37K - $5.87K
|
8.67K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-228- 9.6% |
$5.65K - $6.17K
|
2.15K
$56.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-236- 0.22% |
$5.84K - $6.38K
|
107K
$2.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-331- 1.65% |
$8.2K - $8.95K
|
19.7K
$521K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-338- 2.69% |
$8.37K - $9.14K
|
12.2K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-342- 0.88% |
$8.47K - $9.25K
|
38.5K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-355- 0.17% |
$8.79K - $9.6K
|
212K
$5.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-355- 21.36% |
$8.79K - $9.6K
|
1.31K
$34.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-366- 0.09% |
$9.06K - $9.9K
|
401K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-370- 0.26% |
$9.16K - $10K
|
140K
$3.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-408- 0.24% |
$10.1K - $11K
|
168K
$4.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-410- 0.99% |
$10.2K - $11.1K
|
40.8K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-416- 1.08% |
$10.3K - $11.2K
|
38.2K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-422- 4.92% |
$10.4K - $11.4K
|
8.16K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-474- 0.1% |
$11.7K - $12.8K
|
464K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-489- 3.39% |
$12.1K - $13.2K
|
13.9K
$368K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-504- 6.54% |
$12.5K - $13.6K
|
7.2K
$190K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-552- 0.26% |
$13.7K - $14.9K
|
210K
$5.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-569- 2.85% |
$14.1K - $15.4K
|
19.4K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-571- 3.69% |
$14.1K - $15.4K
|
14.9K
$393K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-588- 11.5% |
$14.6K - $15.9K
|
4.52K
$119K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-589- 10.2% |
$14.6K - $15.9K
|
5.18K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-591- 0.84% |
$14.6K - $16K
|
69.4K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-691- 1.21% |
$17.1K - $18.7K
|
56.5K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-732- 0.13% |
$18.1K - $19.8K
|
555K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-750- 5.17% |
$18.6K - $20.3K
|
13.8K
$364K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-846- 3.25% |
$20.9K - $22.9K
|
25.2K
$666K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-892- 0.82% |
$22.1K - $24.1K
|
108K
$2.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-934- 10.09% |
$23.1K - $25.3K
|
8.32K
$220K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.04K- 6.54% |
$25.8K - $28.1K
|
14.9K
$393K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.07K- 5.88% |
$26.4K - $28.8K
|
17.1K
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.07K- 6.28% |
$26.6K - $29K
|
16K
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.09K- 0.07% |
$27K - $29.5K
|
1.52M
$40.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.15K- 0.42% |
$28.4K - $31K
|
272K
$7.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.25K- 3.26% |
$31K - $33.8K
|
37.1K
$980K
|