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 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.7K+ 9.34% |
$338K - $361K
|
137K
$4.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
11.6K+ 3.16% |
$337K - $360K
|
380K
$11.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10.8K+ 44.45% |
$312K - $333K
|
35K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
10.6K+ 7.54% |
$306K - $327K
|
151K
$4.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
10.5K+ 17.69% |
$304K - $324K
|
69.8K
$2.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
BUY
|
- |
10.3KNew |
$298K - $319K
|
10.3K
$316K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.2K+ 30.91% |
$295K - $316K
|
43.2K
$1.33M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
10.2K+ 48.45% |
$295K - $315K
|
31.3K
$959K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
10K+ 9.52% |
$290K - $310K
|
115K
$3.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10K+ 4.33% |
$290K - $310K
|
242K
$7.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.89K+ 6.62% |
$286K - $306K
|
159K
$4.89M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.89K+ 1.35% |
$286K - $306K
|
740K
$22.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9.83K+ 19.11% |
$284K - $304K
|
61.3K
$1.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
9.78K+ 87.92% |
$283K - $302K
|
20.9K
$641K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.74K+ 5.84% |
$282K - $301K
|
177K
$5.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.64K+ 6.11% |
$279K - $298K
|
167K
$5.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
9.61KNew |
$278K - $297K
|
9.61K
$295K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.52K+ 8.79% |
$275K - $294K
|
118K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.31K+ 7.55% |
$269K - $288K
|
133K
$4.07M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9.17K+ 11.14% |
$265K - $284K
|
91.5K
$2.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.07KNew |
$262K - $280K
|
9.07K
$278K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.86K+ 89.72% |
$256K - $274K
|
18.7K
$575K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.77K+ 15.99% |
$254K - $271K
|
63.6K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.65KNew |
$250K - $267K
|
8.65K
$265K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8.63K+ 30.27% |
$250K - $267K
|
37.1K
$1.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.41KNew |
$243K - $260K
|
8.41K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.4K+ 2.83% |
$243K - $260K
|
305K
$9.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.33K+ 1.33% |
$241K - $258K
|
634K
$19.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
8.29KNew |
$240K - $256K
|
8.29K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8.11K+ 1398.97% |
$235K - $251K
|
8.69K
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8KNew |
$231K - $247K
|
8K
$245K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
7.95KNew |
$230K - $246K
|
7.95K
$244K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.86KNew |
$227K - $243K
|
7.86K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.81K+ 2.6% |
$226K - $241K
|
309K
$9.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.75KNew |
$224K - $240K
|
7.75K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
7.61K+ 0.87% |
$220K - $235K
|
884K
$27.1M
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
7.49K+ 12.34% |
$217K - $231K
|
68.1K
$2.09M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
7.36KNew |
$213K - $227K
|
7.36K
$226K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
7.1KNew |
$205K - $219K
|
7.1K
$218K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
6.99K+ 10.07% |
$202K - $216K
|
76.4K
$2.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
6.95K+ 1.66% |
$201K - $215K
|
424K
$13M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.86K+ 4.81% |
$198K - $212K
|
149K
$4.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.85K+ 4.5% |
$198K - $212K
|
159K
$4.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.82K+ 2.04% |
$197K - $211K
|
342K
$10.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
6.79KNew |
$196K - $210K
|
6.79K
$208K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.78K+ 1.28% |
$196K - $210K
|
538K
$16.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.58K+ 19.55% |
$190K - $203K
|
40.2K
$1.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
6.51K+ 8.89% |
$188K - $201K
|
79.7K
$2.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.49K+ 4.12% |
$188K - $201K
|
164K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
6.3K+ 8.94% |
$182K - $195K
|
76.7K
$2.35M
|