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 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8.87K- 24.09% |
$220K - $240K
|
28K
$739K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-10.6K- 2.8% |
$263K - $288K
|
369K
$9.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.1K- 3.89% |
$275K - $300K
|
274K
$7.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-11.1K- 13.45% |
$275K - $300K
|
71.5K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-12.5K- 5.17% |
$309K - $338K
|
229K
$6.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-13.2K- 11.78% |
$327K - $357K
|
99K
$2.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-13.4K- 6.7% |
$333K - $363K
|
187K
$4.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-14.6K- 1.65% |
$361K - $394K
|
867K
$22.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-14.8K- 52.53% |
$365K - $399K
|
13.3K
$352K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-15.2K- 3.87% |
$376K - $410K
|
377K
$9.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-16.1K- 32.14% |
$400K - $436K
|
34.1K
$900K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.5K- 1.78% |
$408K - $446K
|
909K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-16.5K- 0.74% |
$409K - $447K
|
2.22M
$58.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-16.6K- 58.22% |
$411K - $449K
|
11.9K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20.1K- 6.68% |
$498K - $544K
|
281K
$7.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-20.9K- 0.5% |
$518K - $566K
|
4.14M
$109M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-22.7K- 97.54% |
$561K - $613K
|
573
$15.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-22.7K- 1.13% |
$563K - $614K
|
1.98M
$52.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-23.4K- 15.05% |
$581K - $634K
|
132K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-24.2K- 1.46% |
$600K - $655K
|
1.63M
$43.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-25.1K- 36.9% |
$622K - $679K
|
42.9K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-25.8K- 2.87% |
$639K - $698K
|
873K
$23.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-28.1K- 5.22% |
$697K - $761K
|
511K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-29.8K- 16.86% |
$739K - $807K
|
147K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-29.9K- 7.83% |
$740K - $808K
|
352K
$9.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-33.6K- 13.29% |
$832K - $909K
|
219K
$5.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-37.9K- 6.61% |
$939K - $1.02M
|
535K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-41K- 1.14% |
$1.02M - $1.11M
|
3.55M
$93.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-44.4K- 2.13% |
$1.1M - $1.2M
|
2.04M
$53.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-46.4K- 21.95% |
$1.15M - $1.25M
|
165K
$4.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-52.2K- 3.41% |
$1.29M - $1.41M
|
1.48M
$39.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-55.9K- 8.98% |
$1.38M - $1.51M
|
567K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-63.4K- 1.23% |
$1.57M - $1.71M
|
5.09M
$135M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-93.7K- 2.87% |
$2.32M - $2.53M
|
3.17M
$83.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-99.6K- 3.94% |
$2.47M - $2.69M
|
2.42M
$64M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-99.7K- 7.08% |
$2.47M - $2.7M
|
1.31M
$34.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-122K- 9.19% |
$3.02M - $3.3M
|
1.2M
$31.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-136K- 8.68% |
$3.37M - $3.68M
|
1.43M
$37.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-150K- 2.66% |
$3.71M - $4.06M
|
5.48M
$145M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-159K- 45.7% |
$3.95M - $4.31M
|
189K
$5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-203K- 64.49% |
$5.01M - $5.48M
|
112K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-273K- 6.68% |
$6.76M - $7.38M
|
3.82M
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-634K- 54.01% |
$15.7M - $17.1M
|
540K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-756K- 8.32% |
$18.7M - $20.5M
|
8.34M
$220M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.1M- 95.98% |
$27.4M - $29.9M
|
46.3K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.48M- 98.89% |
$36.6M - $39.9M
|
16.6K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.78M- 39.36% |
$44.2M - $48.2M
|
2.75M
$72.6M
|