Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
47.1K+ 10.73% |
$1.13M - $1.24M
|
486K
$12.8M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
47KNew |
$1.13M - $1.24M
|
47K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
47KNew |
$1.13M - $1.24M
|
47K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
46.9KNew |
$1.13M - $1.23M
|
46.9K
$1.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
46.6K+ 34.8% |
$1.12M - $1.22M
|
180K
$4.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.7K+ 4.34% |
$1.1M - $1.2M
|
1.1M
$28.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
45K+ 12.23% |
$1.08M - $1.18M
|
413K
$10.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
44.6K+ 6.24% |
$1.07M - $1.17M
|
760K
$19.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
44.3K+ 11.24% |
$1.06M - $1.16M
|
438K
$11.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
44.3K+ 39.75% |
$1.06M - $1.16M
|
156K
$4.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
44.2K+ 12.01% |
$1.06M - $1.16M
|
413K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
43.7K+ 0.85% |
$1.05M - $1.15M
|
5.16M
$135M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
36.3K+ 8.13% |
$872K - $955K
|
483K
$12.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35.7K+ 6.58% |
$858K - $939K
|
579K
$15.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
35.6KNew |
$855K - $936K
|
35.6K
$934K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
35.3K+ 16.16% |
$848K - $928K
|
254K
$6.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
34.3K+ 417.14% |
$824K - $902K
|
42.5K
$1.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32.6K+ 10.48% |
$784K - $858K
|
344K
$9.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
32.4K+ 11.32% |
$779K - $853K
|
319K
$8.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
32.4K+ 6.37% |
$779K - $853K
|
541K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.4K+ 115.28% |
$659K - $721K
|
51.2K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27.3K+ 12.94% |
$657K - $719K
|
239K
$6.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
26.3K+ 2.63% |
$633K - $692K
|
1.03M
$26.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
25.7K+ 4.94% |
$617K - $675K
|
546K
$14.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
25.6K+ 11.33% |
$616K - $674K
|
252K
$6.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
25.4KNew |
$611K - $669K
|
25.4K
$668K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
25.2K+ 35.22% |
$607K - $664K
|
96.9K
$2.54M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
24.2K+ 2.77% |
$582K - $637K
|
899K
$23.6M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
24.1K+ 1.68% |
$579K - $633K
|
1.46M
$38.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
23.8K+ 8.33% |
$573K - $627K
|
310K
$8.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23.8K+ 10.38% |
$571K - $625K
|
253K
$6.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
22.8KNew |
$547K - $598K
|
22.8K
$597K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
22K+ 2.95% |
$528K - $577K
|
767K
$20.1M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
21.8K+ 65.92% |
$523K - $573K
|
54.8K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
21.1K+ 6.44% |
$507K - $555K
|
349K
$9.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
20.4K+ 4.99% |
$490K - $536K
|
428K
$11.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
20.1K+ 14.34% |
$483K - $529K
|
160K
$4.21M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
19.8K+ 9.44% |
$475K - $520K
|
229K
$6.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.2K+ 7.4% |
$462K - $506K
|
279K
$7.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.9K+ 98.75% |
$454K - $497K
|
38.1K
$999K
|
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
18K+ 7.76% |
$433K - $474K
|
250K
$6.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17.5K+ 5.77% |
$420K - $459K
|
320K
$8.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.4K+ 81.52% |
$417K - $456K
|
38.6K
$1.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16.4K+ 28.9% |
$394K - $431K
|
73.2K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
16.3K+ 6.06% |
$391K - $428K
|
285K
$7.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
16.2K+ 21.74% |
$390K - $427K
|
90.8K
$2.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
15.9K+ 5.66% |
$382K - $418K
|
297K
$7.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
15.7K+ 4.46% |
$377K - $412K
|
367K
$9.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
15.1K+ 5.2% |
$363K - $397K
|
306K
$8.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
15.1K+ 8.06% |
$362K - $396K
|
202K
$5.3M
|