Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) 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 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.67MNew |
$57.7M - $63M
|
1.67M
$67.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.22M+ 194.89% |
$42.3M - $46.1M
|
1.85M
$74.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.21MNew |
$41.9M - $45.7M
|
1.21M
$48.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.1M+ 114.86% |
$38M - $41.4M
|
2.06M
$83M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.1M+ 162.97% |
$38M - $41.4M
|
1.77M
$71.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
712K+ 19.41% |
$24.6M - $26.8M
|
4.38M
$177M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
705KNew |
$24.4M - $26.6M
|
705K
$28.5M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
336K+ 99.56% |
$11.6M - $12.7M
|
673K
$27.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
180K+ 40.15% |
$6.21M - $6.77M
|
628K
$25.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
171K+ 27.15% |
$5.9M - $6.44M
|
801K
$32.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
163K+ 402.26% |
$5.64M - $6.15M
|
204K
$8.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
144K+ 81.91% |
$4.97M - $5.43M
|
320K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
140K+ 4.34% |
$4.84M - $5.28M
|
3.37M
$136M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
139K+ 11.36% |
$4.8M - $5.24M
|
1.36M
$55M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137K+ 11.88% |
$4.73M - $5.16M
|
1.29M
$52.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
126K+ 198.11% |
$4.35M - $4.74M
|
190K
$7.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.6K+ 20.0% |
$3.37M - $3.68M
|
586K
$23.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
96.7K+ 28.31% |
$3.34M - $3.64M
|
438K
$17.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
90.5K+ 173.56% |
$3.13M - $3.41M
|
143K
$5.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
90K+ 160.4% |
$3.11M - $3.39M
|
146K
$5.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
89.8K+ 5.61% |
$3.1M - $3.38M
|
1.69M
$68.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
88.3K+ 80.25% |
$3.05M - $3.33M
|
198K
$8.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
87.5K+ 9.45% |
$3.02M - $3.3M
|
1.01M
$40.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
85.8K+ 8.31% |
$2.96M - $3.23M
|
1.12M
$45.2M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
85.4K+ 87.18% |
$2.95M - $3.22M
|
183K
$7.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
85.1K+ 7.1% |
$2.94M - $3.21M
|
1.28M
$51.9M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
83.4K+ 89.67% |
$2.88M - $3.14M
|
176K
$7.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
81.6KNew |
$2.82M - $3.07M
|
81.6K
$3.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
79.5K+ 4.33% |
$2.74M - $2.99M
|
1.92M
$77.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
78.4K+ 6.49% |
$2.71M - $2.95M
|
1.29M
$52M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
76.4KNew |
$2.64M - $2.88M
|
76.4K
$3.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
76.1K+ 14.88% |
$2.63M - $2.87M
|
587K
$23.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
76K+ 14.33% |
$2.63M - $2.86M
|
607K
$24.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
75.5K+ 11.07% |
$2.61M - $2.85M
|
758K
$30.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
74.9K+ 9.34% |
$2.59M - $2.82M
|
877K
$35.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
74K+ 8.09% |
$2.56M - $2.79M
|
989K
$39.9M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
73.2K+ 41.55% |
$2.53M - $2.76M
|
249K
$10.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
72.6K+ 22.0% |
$2.51M - $2.73M
|
403K
$16.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
72.1K+ 7.87% |
$2.49M - $2.72M
|
988K
$39.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
69.6K+ 6.8% |
$2.4M - $2.62M
|
1.09M
$44.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
59.1K+ 10.25% |
$2.04M - $2.22M
|
635K
$25.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
55K+ 13.89% |
$1.9M - $2.07M
|
451K
$18.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
52.1K+ 16.37% |
$1.8M - $1.96M
|
370K
$14.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
52K+ 19.46% |
$1.79M - $1.96M
|
319K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
48.9KNew |
$1.69M - $1.84M
|
48.9K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
45.9K+ 3.9% |
$1.59M - $1.73M
|
1.22M
$49.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
44.7K+ 7.53% |
$1.54M - $1.68M
|
638K
$25.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.8K+ 12.2% |
$1.51M - $1.65M
|
403K
$16.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
42.3KNew |
$1.46M - $1.59M
|
42.3K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
40.9K+ 29.07% |
$1.41M - $1.54M
|
182K
$7.34M
|