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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-318- 1.95% |
$9.2K - $9.83K
|
16K
$491K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-319- 2.02% |
$9.23K - $9.86K
|
15.5K
$475K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-329- 2.81% |
$9.52K - $10.2K
|
11.4K
$349K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-408- 0.85% |
$11.8K - $12.6K
|
47.8K
$1.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-418- 0.14% |
$12.1K - $12.9K
|
294K
$9.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-476- 2.04% |
$13.8K - $14.7K
|
22.9K
$702K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-543- 17.43% |
$15.7K - $16.8K
|
2.57K
$78.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-591- 5.58% |
$17.1K - $18.3K
|
9.99K
$307K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-591- 5.58% |
$17.1K - $18.3K
|
9.99K
$307K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-617- 10.48% |
$17.8K - $19.1K
|
5.27K
$162K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-768- 67.07% |
$22.2K - $23.7K
|
377
$11.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-800- 0.96% |
$23.1K - $24.7K
|
82.6K
$2.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-875- 17.78% |
$25.3K - $27K
|
4.05K
$124K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-914- 2.69% |
$26.4K - $28.3K
|
33.1K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-925- 1.93% |
$26.8K - $28.6K
|
47K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-990- 2.14% |
$28.6K - $30.6K
|
45.3K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.04K- 6.97% |
$30.2K - $32.3K
|
13.9K
$427K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.07K- 0.9% |
$31.1K - $33.2K
|
118K
$3.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.1K- 1.84% |
$31.8K - $34K
|
58.7K
$1.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.29K- 3.25% |
$37.3K - $39.9K
|
38.4K
$1.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.36K- 15.78% |
$39.4K - $42.1K
|
7.28K
$223K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.38K- 16.67% |
$40K - $42.7K
|
6.91K
$212K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-1.4K- 13.51% |
$40.5K - $43.2K
|
8.96K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.42K- 5.74% |
$41.2K - $44K
|
23.4K
$717K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-1.49K- 0.26% |
$43.1K - $46.1K
|
582K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.58K- 26.78% |
$45.7K - $48.8K
|
4.31K
$132K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.66K- 2.66% |
$48K - $51.3K
|
60.8K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.8K- 1.18% |
$52K - $55.5K
|
151K
$4.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.88K- 3.03% |
$54.4K - $58.1K
|
60.2K
$1.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.96K- 4.86% |
$56.7K - $60.6K
|
38.4K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.2K- 16.8% |
$63.6K - $68K
|
10.9K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.2K- 23.42% |
$63.7K - $68.1K
|
7.2K
$221K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.31K- 15.5% |
$66.8K - $71.3K
|
12.6K
$386K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.46K- 1.07% |
$71.3K - $76.2K
|
227K
$6.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.52K- 2.0% |
$72.8K - $77.8K
|
123K
$3.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.59K- 19.43% |
$74.8K - $79.9K
|
10.7K
$329K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.61K- 15.49% |
$75.6K - $80.8K
|
14.3K
$437K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.63K- 0.77% |
$76K - $81.2K
|
338K
$10.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.69K- 4.31% |
$77.8K - $83.1K
|
59.7K
$1.83M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.7K- 16.71% |
$78.1K - $83.5K
|
13.5K
$413K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.94K- 6.3% |
$85K - $90.8K
|
43.7K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-2.98K- 10.15% |
$86.3K - $92.2K
|
26.4K
$810K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.03K- 2.14% |
$87.7K - $93.7K
|
138K
$4.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.16K- 3.06% |
$91.5K - $97.7K
|
100K
$3.07M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.36K- 1.82% |
$97.3K - $104K
|
182K
$5.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.39K- 7.51% |
$98.2K - $105K
|
41.8K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.46K- 12.99% |
$100K - $107K
|
23.2K
$711K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.52K- 2.26% |
$102K - $109K
|
152K
$4.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.56K- 1.17% |
$103K - $110K
|
300K
$9.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-3.73K- 8.3% |
$108K - $115K
|
41.2K
$1.26M
|