Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) 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 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.1K+ 4.23% |
$813K - $869K
|
693K
$21.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
27.3K+ 7.46% |
$788K - $842K
|
393K
$12M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
26.8K+ 4.64% |
$775K - $828K
|
605K
$18.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
26.6K+ 4.3% |
$771K - $823K
|
647K
$19.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
26.5KNew |
$765K - $818K
|
26.5K
$812K
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
25K+ 2.95% |
$722K - $772K
|
872K
$26.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.6K+ 9.09% |
$713K - $762K
|
296K
$9.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24.5K+ 5.29% |
$708K - $756K
|
487K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
24.4K+ 19.51% |
$705K - $753K
|
149K
$4.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
24.2K+ 4.94% |
$701K - $749K
|
514K
$15.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
23.4K+ 27.14% |
$677K - $724K
|
110K
$3.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
22.8K+ 3.56% |
$661K - $706K
|
664K
$20.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
22.4KNew |
$649K - $693K
|
22.4K
$688K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22.2K+ 4.99% |
$642K - $686K
|
467K
$14.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
22K+ 3.86% |
$637K - $681K
|
593K
$18.2M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
21.4K+ 24.4% |
$618K - $660K
|
109K
$3.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20.9K+ 2.97% |
$605K - $646K
|
725K
$22.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
20.6K+ 24.89% |
$597K - $637K
|
103K
$3.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
19.3K+ 17.27% |
$559K - $597K
|
131K
$4.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18.4K+ 2.31% |
$534K - $570K
|
818K
$25.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
18.2K+ 8.18% |
$527K - $564K
|
241K
$7.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
18.1K+ 3.33% |
$524K - $560K
|
562K
$17.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
17.3K+ 9.22% |
$500K - $535K
|
205K
$6.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
17.3K+ 4.33% |
$500K - $534K
|
416K
$12.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
17K+ 21.67% |
$493K - $527K
|
95.7K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.2K+ 98.17% |
$468K - $500K
|
32.7K
$1M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
15.8K+ 0.85% |
$458K - $490K
|
1.89M
$57.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15.7K+ 43.87% |
$453K - $484K
|
51.4K
$1.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
15.2K+ 20.25% |
$440K - $470K
|
90.4K
$2.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
15K+ 63.76% |
$433K - $463K
|
38.4K
$1.18M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
14.9KNew |
$430K - $459K
|
14.9K
$456K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
14.8K+ 5.94% |
$427K - $457K
|
263K
$8.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
14.4K+ 3.35% |
$417K - $446K
|
445K
$13.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
14.3K+ 4.58% |
$413K - $441K
|
326K
$10M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
14.2K+ 7.14% |
$411K - $439K
|
213K
$6.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
14.2K+ 22.29% |
$410K - $438K
|
77.7K
$2.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
14.1K+ 9.56% |
$409K - $437K
|
162K
$4.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
14.1K+ 68.99% |
$407K - $434K
|
34.4K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
14K+ 20.77% |
$406K - $434K
|
81.7K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
14K+ 22.08% |
$406K - $434K
|
77.6K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14K+ 3.78% |
$406K - $434K
|
385K
$11.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13.8K+ 2.13% |
$398K - $425K
|
660K
$20.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13.7K+ 7.93% |
$395K - $422K
|
186K
$5.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13.6K+ 107.66% |
$394K - $421K
|
26.3K
$806K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$394K - $421K
|
13.6K
$418K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
13.3K+ 1.66% |
$384K - $411K
|
814K
$25M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13K+ 8.52% |
$375K - $401K
|
165K
$5.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
12.7K+ 6.02% |
$367K - $392K
|
223K
$6.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.3K+ 200.91% |
$357K - $381K
|
18.5K
$566K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
12.2KNew |
$352K - $376K
|
12.2K
$373K
|