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 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
39.4K+ 58.2% |
$1.36M - $1.49M
|
107K
$4.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
39.4K+ 233.72% |
$1.36M - $1.48M
|
56.2K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
39.3K+ 215.62% |
$1.36M - $1.48M
|
57.6K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
39KNew |
$1.35M - $1.47M
|
39K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
35.6KNew |
$1.23M - $1.34M
|
35.6K
$1.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
34.9K+ 10.29% |
$1.2M - $1.31M
|
374K
$15.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
33.5KNew |
$1.16M - $1.26M
|
33.5K
$1.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
30.6K+ 4.77% |
$1.06M - $1.15M
|
672K
$27.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
28.3K+ 6077.85% |
$976K - $1.06M
|
28.7K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27.8K+ 6.99% |
$961K - $1.05M
|
426K
$17.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
27.5K+ 3.4% |
$950K - $1.04M
|
838K
$33.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.2K+ 6.44% |
$940K - $1.03M
|
450K
$18.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27KNew |
$932K - $1.02M
|
27K
$1.09M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
26.6K+ 218.62% |
$918K - $1M
|
38.8K
$1.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
26.2K+ 3.74% |
$906K - $988K
|
727K
$29.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.5K+ 34.55% |
$881K - $961K
|
99.4K
$4.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24.1K+ 6.4% |
$834K - $909K
|
402K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.6K+ 4.72% |
$816K - $890K
|
524K
$21.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.6K+ 1346.96% |
$780K - $851K
|
24.3K
$980K
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
22.5K+ 0.89% |
$776K - $846K
|
2.55M
$103M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20K+ 28.67% |
$692K - $755K
|
89.9K
$3.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
19.4K+ 5.31% |
$671K - $732K
|
385K
$15.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
19.2K+ 3.38% |
$662K - $722K
|
587K
$23.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
18.6KNew |
$642K - $700K
|
18.6K
$750K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.3K+ 12.84% |
$631K - $688K
|
161K
$6.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18.1K+ 2.42% |
$624K - $681K
|
766K
$30.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18K+ 5.73% |
$620K - $677K
|
332K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
17.8K+ 3.55% |
$613K - $669K
|
518K
$20.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
17.7K+ 7.46% |
$610K - $665K
|
254K
$10.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
16.7K+ 2.15% |
$576K - $628K
|
792K
$32M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.4KNew |
$566K - $618K
|
16.4K
$662K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
15.3K+ 129.28% |
$527K - $574K
|
27K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
15.2KNew |
$524K - $571K
|
15.2K
$613K
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
14.9K+ 2.97% |
$514K - $561K
|
517K
$20.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
14.6K+ 190.01% |
$505K - $551K
|
22.3K
$902K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.9KNew |
$481K - $524K
|
13.9K
$562K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13.5K+ 7.07% |
$465K - $508K
|
204K
$8.24M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
13.4K+ 368.15% |
$464K - $506K
|
17.1K
$690K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
13K+ 872.68% |
$449K - $490K
|
14.5K
$585K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.6K+ 102.96% |
$437K - $476K
|
24.9K
$1.01M
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
12.4K+ 9.86% |
$429K - $468K
|
139K
$5.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
12.3K+ 19.32% |
$424K - $463K
|
75.9K
$3.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11.6K+ 3.77% |
$402K - $438K
|
320K
$12.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
11.3KNew |
$391K - $427K
|
11.3K
$458K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
11.2KNew |
$387K - $422K
|
11.2K
$452K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11K+ 61.07% |
$379K - $413K
|
28.9K
$1.17M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
9.45K+ 3.94% |
$326K - $356K
|
249K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.06K+ 1.49% |
$313K - $341K
|
617K
$24.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.93K+ 4.85% |
$308K - $336K
|
193K
$7.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
8.87K+ 1.91% |
$306K - $334K
|
473K
$19.1M
|