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 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
58New |
$2K - $2.18K
|
58
$2.34K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
56+ 0.05% |
$1.93K - $2.11K
|
120K
$4.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
53+ 0.16% |
$1.83K - $2K
|
33.4K
$1.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
41+ 0.21% |
$1.42K - $1.54K
|
19.4K
$785K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
36+ 67.92% |
$1.24K - $1.36K
|
89
$3.59K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26+ 0.28% |
$898 - $979
|
9.25K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25+ 0.06% |
$863 - $942
|
40.6K
$1.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
23+ 0.27% |
$794 - $866
|
8.43K
$341K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
22+ 0.27% |
$760 - $829
|
8.26K
$334K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
18+ 0.18% |
$622 - $678
|
9.84K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
17+ 1.07% |
$587 - $640
|
1.61K
$65K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 1.26% |
$518 - $565
|
1.21K
$48.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13+ 0.06% |
$449 - $490
|
21.4K
$863K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.02% |
$207 - $226
|
36.4K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.01% |
$104 - $113
|
29.4K
$1.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3+ 0.0% |
$104 - $113
|
500K
$20.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
2+ 0.01% |
$69.1 - $75.3
|
13.8K
$556K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.1% |
$69.1 - $75.3
|
1.94K
$78.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.0% |
$34.5 - $37.7
|
26.5K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-11- 0.12% |
$380 - $414
|
9.16K
$370K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-27- 0.23% |
$932 - $1.02K
|
11.8K
$477K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-40- 0.22% |
$1.38K - $1.51K
|
18.4K
$741K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-40- 0.32% |
$1.38K - $1.51K
|
12.4K
$501K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-46- 0.47% |
$1.59K - $1.73K
|
9.73K
$393K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-49- 0.08% |
$1.69K - $1.85K
|
58.3K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-59- 0.18% |
$2.04K - $2.22K
|
32.7K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-80- 0.51% |
$2.76K - $3.01K
|
15.5K
$626K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-120- 1.61% |
$4.14K - $4.52K
|
7.34K
$296K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-205- 0.38% |
$7.08K - $7.72K
|
53.7K
$2.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-225- 1.03% |
$7.77K - $8.48K
|
21.5K
$869K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-235- 1.12% |
$8.11K - $8.85K
|
20.8K
$839K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-260- 1.63% |
$8.98K - $9.79K
|
15.7K
$633K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-292- 1.95% |
$10.1K - $11K
|
14.7K
$592K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-323- 78.02% |
$11.2K - $12.2K
|
91
$3.67K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-329- 0.43% |
$11.4K - $12.4K
|
75.8K
$3.06M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-345- 0.17% |
$11.9K - $13K
|
199K
$8.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-364- 2.3% |
$12.6K - $13.7K
|
15.5K
$625K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-384- 1.79% |
$13.3K - $14.5K
|
21K
$849K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-384- 2.59% |
$13.3K - $14.5K
|
14.4K
$582K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-412- 2.02% |
$14.2K - $15.5K
|
20K
$806K
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-487- 0.73% |
$16.8K - $18.3K
|
66.4K
$2.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-491- 7.52% |
$17K - $18.5K
|
6.04K
$244K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-498- 2.61% |
$17.2K - $18.8K
|
18.6K
$752K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-503- 6.06% |
$17.4K - $18.9K
|
7.79K
$315K
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-596- 5.68% |
$20.6K - $22.5K
|
9.89K
$399K
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-624- 5.31% |
$21.5K - $23.5K
|
11.1K
$450K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-648- 0.81% |
$22.4K - $24.4K
|
79.7K
$3.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-687- 50.07% |
$23.7K - $25.9K
|
685
$27.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-757- 4.47% |
$26.1K - $28.5K
|
16.2K
$653K
|