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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
15K+ 4.34% |
$362K - $396K
|
362K
$9.5M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.8KNew |
$356K - $390K
|
14.8K
$389K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
14.6K+ 3.22% |
$351K - $385K
|
469K
$12.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
14.6K+ 2.61% |
$351K - $384K
|
573K
$15M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
14.4K+ 3.13% |
$345K - $378K
|
473K
$12.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
14K+ 4.44% |
$336K - $368K
|
329K
$8.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13.8K+ 8.09% |
$331K - $362K
|
184K
$4.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
12K+ 1.86% |
$289K - $316K
|
660K
$17.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
12KNew |
$288K - $315K
|
12K
$314K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.9K+ 27.37% |
$286K - $313K
|
55.3K
$1.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.6K+ 7.31% |
$279K - $305K
|
170K
$4.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.5K+ 8.08% |
$277K - $303K
|
154K
$4.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
11.2K+ 129.92% |
$269K - $294K
|
19.8K
$519K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
11K+ 1.41% |
$263K - $288K
|
786K
$20.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
10.8K+ 25.38% |
$259K - $283K
|
53.3K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
10.6K+ 20.01% |
$254K - $278K
|
63.3K
$1.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
9.87K+ 4.82% |
$237K - $260K
|
215K
$5.64M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.56K+ 167.63% |
$230K - $251K
|
15.3K
$401K
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
BUY
|
- |
9.56KNew |
$230K - $251K
|
9.56K
$251K
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
9.43KNew |
$227K - $248K
|
9.43K
$248K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.42KNew |
$226K - $248K
|
9.42K
$247K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9.28K+ 6.17% |
$223K - $244K
|
160K
$4.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
9.1K+ 4.57% |
$219K - $239K
|
208K
$5.47M
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
9.07K+ 10.88% |
$218K - $239K
|
92.5K
$2.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.84K+ 15.74% |
$213K - $233K
|
65K
$1.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.63K+ 4.99% |
$207K - $227K
|
182K
$4.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
8.53K+ 11.4% |
$205K - $224K
|
83.3K
$2.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.08KNew |
$194K - $213K
|
8.08K
$212K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.04KNew |
$193K - $212K
|
8.04K
$211K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
7.95KNew |
$191K - $209K
|
7.95K
$209K
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.94K+ 4.22% |
$191K - $209K
|
196K
$5.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.93KNew |
$191K - $209K
|
7.93K
$208K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
7.91KNew |
$190K - $208K
|
7.91K
$208K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.84KNew |
$188K - $206K
|
7.84K
$206K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.79KNew |
$187K - $205K
|
7.79K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
7.75K+ 3.43% |
$186K - $204K
|
234K
$6.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
7.49K+ 18.27% |
$180K - $197K
|
48.5K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.1K+ 8.41% |
$171K - $187K
|
91.5K
$2.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
6.94K+ 4.85% |
$167K - $183K
|
150K
$3.93M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
6.49K+ 9.87% |
$156K - $171K
|
72.2K
$1.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6.46K+ 2.72% |
$155K - $170K
|
244K
$6.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.23K+ 6.05% |
$150K - $164K
|
109K
$2.87M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.17K+ 1.0% |
$148K - $162K
|
625K
$16.4M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.08K+ 12.91% |
$146K - $160K
|
53.2K
$1.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.06K+ 2.5% |
$146K - $159K
|
248K
$6.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.06K+ 9.0% |
$146K - $159K
|
73.4K
$1.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.04K+ 9.4% |
$145K - $159K
|
70.3K
$1.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.77K+ 1.13% |
$139K - $152K
|
516K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
5.55K+ 10.74% |
$133K - $146K
|
57.3K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
5.55K+ 5.03% |
$133K - $146K
|
116K
$3.04M
|