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
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.87K- 1.01% |
$112K - $120K
|
379K
$11.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.87K- 1.01% |
$112K - $120K
|
379K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-4.77K- 0.84% |
$138K - $147K
|
564K
$17.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-4.8K- 8.63% |
$139K - $148K
|
50.8K
$1.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.03K- 0.52% |
$145K - $155K
|
964K
$29.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.36K- 8.79% |
$155K - $166K
|
55.7K
$1.71M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-5.6K- 4.39% |
$162K - $173K
|
122K
$3.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5.73K- 8.13% |
$166K - $177K
|
64.7K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-5.75K- 14.17% |
$166K - $178K
|
34.8K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-5.78K- 6.59% |
$167K - $179K
|
81.9K
$2.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-5.83K- 4.78% |
$169K - $180K
|
116K
$3.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-6.11K- 3.53% |
$177K - $189K
|
167K
$5.12M
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-6.83K- 13.51% |
$198K - $211K
|
43.7K
$1.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-7.2K- 3.6% |
$208K - $222K
|
192K
$5.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.81K- 25.53% |
$226K - $241K
|
22.8K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.81K- 25.53% |
$226K - $241K
|
22.8K
$699K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-8.2K- 9.08% |
$237K - $253K
|
82.1K
$2.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-8.35K- 37.55% |
$242K - $258K
|
13.9K
$426K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-8.95K- 25.68% |
$259K - $277K
|
25.9K
$795K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.98K- 7.88% |
$260K - $278K
|
105K
$3.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-9.8K- 4.25% |
$284K - $303K
|
221K
$6.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10K- 43.54% |
$290K - $310K
|
13K
$398K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10.2K- 81.64% |
$295K - $315K
|
2.3K
$70.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-10.8K- 4.45% |
$314K - $335K
|
233K
$7.14M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-11.5K- 27.57% |
$333K - $355K
|
30.2K
$927K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.4K- 3.6% |
$360K - $384K
|
333K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-19.5K- 19.69% |
$563K - $602K
|
79.4K
$2.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-19.7K- 4.71% |
$570K - $609K
|
399K
$12.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-20.3K- 44.8% |
$588K - $628K
|
25K
$768K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.4K- 5.68% |
$706K - $755K
|
405K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27K- 13.12% |
$780K - $834K
|
179K
$5.48M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-29K- 16.65% |
$840K - $898K
|
145K
$4.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33.7K- 28.84% |
$976K - $1.04M
|
83.2K
$2.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-35.5K- 58.48% |
$1.03M - $1.1M
|
25.2K
$772K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-43.7K- 41.18% |
$1.27M - $1.35M
|
62.5K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-48.3K- 5.98% |
$1.4M - $1.49M
|
759K
$23.3M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-54.3K- 15.83% |
$1.57M - $1.68M
|
289K
$8.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-60.6K- 30.94% |
$1.75M - $1.87M
|
135K
$4.15M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-79.7K- 20.94% |
$2.31M - $2.46M
|
301K
$9.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-97.1K- 9.2% |
$2.81M - $3M
|
959K
$29.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-155K- 45.49% |
$4.49M - $4.79M
|
186K
$5.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-270K- 96.19% |
$7.81M - $8.34M
|
10.7K
$328K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-346K- 49.96% |
$10M - $10.7M
|
347K
$10.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-391K- 97.76% |
$11.3M - $12.1M
|
8.98K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.53M- 97.63% |
$44.2M - $47.3M
|
37.1K
$1.14M
|