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 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
8.76K+ 2.03% |
$302K - $330K
|
440K
$17.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8.66K+ 2.77% |
$299K - $326K
|
322K
$13M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
BUY
|
- |
8.09K+ 1.82% |
$279K - $305K
|
452K
$18.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
8.02K+ 6.26% |
$277K - $302K
|
136K
$5.49M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.88K+ 1.12% |
$272K - $297K
|
715K
$28.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.67K+ 28.73% |
$265K - $289K
|
34.4K
$1.39M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.51K+ 28.57% |
$259K - $283K
|
33.8K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.45K+ 39.59% |
$257K - $281K
|
26.3K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.37K+ 51.13% |
$255K - $278K
|
21.8K
$880K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
7.31K+ 13.86% |
$253K - $276K
|
60.1K
$2.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
6.76K+ 9.79% |
$233K - $254K
|
75.8K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.69KNew |
$231K - $252K
|
6.69K
$270K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.18K+ 11.4% |
$214K - $233K
|
60.4K
$2.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.11K+ 90.49% |
$211K - $230K
|
12.9K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.05K+ 0.86% |
$209K - $228K
|
711K
$28.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.95K+ 4.4% |
$206K - $224K
|
141K
$5.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.85KNew |
$202K - $220K
|
5.85K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.81K+ 0.31% |
$200K - $219K
|
1.91M
$77M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.8K+ 10.58% |
$200K - $219K
|
60.7K
$2.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.45KNew |
$188K - $205K
|
5.45K
$220K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.35K+ 6.11% |
$185K - $201K
|
92.8K
$3.75M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.27K+ 4.88% |
$182K - $199K
|
113K
$4.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
5K+ 10.94% |
$173K - $188K
|
50.7K
$2.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
4.92K+ 7.89% |
$170K - $185K
|
67.3K
$2.72M
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
4.87K+ 0.92% |
$168K - $183K
|
532K
$21.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4.74K+ 26.96% |
$164K - $178K
|
22.3K
$901K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.71K+ 6.74% |
$162K - $177K
|
74.6K
$3.01M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.7K+ 12.47% |
$162K - $177K
|
42.4K
$1.71M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.66K+ 31.16% |
$161K - $176K
|
19.6K
$793K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.39K+ 2.0% |
$152K - $165K
|
224K
$9.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.35K+ 4.33% |
$150K - $164K
|
105K
$4.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.27K+ 3.55% |
$147K - $161K
|
125K
$5.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
4.16K+ 4.2% |
$144K - $157K
|
103K
$4.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.1K+ 34.59% |
$141K - $154K
|
15.9K
$643K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.08K+ 48.53% |
$141K - $154K
|
12.5K
$505K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 9.81% |
$137K - $150K
|
44.5K
$1.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3.78K+ 1.28% |
$131K - $142K
|
299K
$12.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.63K+ 4.87% |
$125K - $137K
|
78K
$3.15M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
3.61K+ 0.29% |
$125K - $136K
|
1.24M
$50.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.57KNew |
$123K - $135K
|
3.57K
$144K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.56KNew |
$123K - $134K
|
3.56K
$144K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.43K+ 0.91% |
$119K - $129K
|
379K
$15.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.4K+ 5.49% |
$117K - $128K
|
65.4K
$2.64M
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.38K+ 10.64% |
$117K - $127K
|
35.2K
$1.42M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
3.36K+ 2.89% |
$116K - $126K
|
120K
$4.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.32K+ 21.21% |
$115K - $125K
|
19K
$767K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.21K+ 12.87% |
$111K - $121K
|
28.2K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
3.06KNew |
$106K - $115K
|
3.06K
$123K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.96K+ 40.53% |
$102K - $111K
|
10.3K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.76K+ 0.98% |
$95.4K - $104K
|
286K
$11.5M
|