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 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.49K+ 2.29% |
$85.8K - $93.6K
|
111K
$4.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.46KNew |
$85.1K - $92.8K
|
2.46K
$99.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2.44K+ 1.6% |
$84.4K - $92.1K
|
155K
$6.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.4K+ 38.25% |
$83K - $90.5K
|
8.69K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.23K+ 0.7% |
$77.1K - $84.2K
|
320K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.13K+ 7.18% |
$73.6K - $80.3K
|
31.8K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.09K+ 1.51% |
$72.3K - $78.9K
|
141K
$5.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.07K+ 7.02% |
$71.4K - $77.9K
|
31.5K
$1.27M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.06K+ 0.98% |
$71.2K - $77.7K
|
212K
$8.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.87K+ 3.19% |
$64.5K - $70.4K
|
60.5K
$2.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.79K+ 19.0% |
$61.8K - $67.4K
|
11.2K
$452K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.75K+ 0.95% |
$60.4K - $65.9K
|
185K
$7.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.43K+ 12.32% |
$49.2K - $53.7K
|
13K
$525K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.39K+ 0.28% |
$48.1K - $52.4K
|
505K
$20.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.36K+ 2.9% |
$47K - $51.2K
|
48.3K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.16K+ 2.88% |
$40.1K - $43.7K
|
41.4K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 3.65% |
$38.3K - $41.7K
|
31.5K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.05K+ 5.34% |
$36.1K - $39.4K
|
20.6K
$832K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
990+ 1.3% |
$34.2K - $37.3K
|
77.3K
$3.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
984+ 2.16% |
$34K - $37.1K
|
46.5K
$1.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
980+ 0.52% |
$33.8K - $36.9K
|
191K
$7.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
900+ 10.68% |
$31.1K - $33.9K
|
9.33K
$377K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
BUY
|
- |
883+ 1.19% |
$30.5K - $33.3K
|
75.1K
$3.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
875+ 9.97% |
$30.2K - $33K
|
9.65K
$390K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
847+ 39.58% |
$29.2K - $31.9K
|
2.99K
$121K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
828New |
$28.6K - $31.2K
|
828
$33.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
703+ 0.35% |
$24.3K - $26.5K
|
203K
$8.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
647+ 1.68% |
$22.3K - $24.4K
|
39.1K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
615+ 3.24% |
$21.2K - $23.2K
|
19.6K
$792K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
602+ 3.64% |
$20.8K - $22.7K
|
17.1K
$692K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
598+ 10.07% |
$20.6K - $22.5K
|
6.54K
$264K
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
593+ 1.77% |
$20.5K - $22.3K
|
34.1K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
586+ 1.86% |
$20.2K - $22.1K
|
32.1K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
529+ 0.35% |
$18.3K - $19.9K
|
152K
$6.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
512+ 4.78% |
$17.7K - $19.3K
|
11.2K
$453K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
494+ 0.56% |
$17.1K - $18.6K
|
89.1K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
485+ 1.02% |
$16.7K - $18.3K
|
47.9K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
473+ 5.8% |
$16.3K - $17.8K
|
8.63K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
460+ 1.56% |
$15.9K - $17.3K
|
30K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
414+ 0.1% |
$14.3K - $15.6K
|
412K
$16.6M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
380+ 4.06% |
$13.1K - $14.3K
|
9.75K
$394K
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
376+ 0.08% |
$13K - $14.2K
|
466K
$18.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
362New |
$12.5K - $13.6K
|
362
$14.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
256+ 15.85% |
$8.84K - $9.64K
|
1.87K
$75.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
214+ 107.0% |
$7.39K - $8.06K
|
414
$16.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
156+ 1.4% |
$5.39K - $5.88K
|
11.3K
$457K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
144+ 1.48% |
$4.97K - $5.42K
|
9.86K
$398K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
135+ 13.5% |
$4.66K - $5.09K
|
1.14K
$45.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
134+ 0.37% |
$4.63K - $5.05K
|
36.4K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
91+ 0.17% |
$3.14K - $3.43K
|
54.8K
$2.21M
|