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 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-784- 0.6% |
$27.1K - $29.5K
|
131K
$5.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-807- 0.82% |
$27.9K - $30.4K
|
97.3K
$3.93M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-834- 0.5% |
$28.8K - $31.4K
|
166K
$6.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-884- 0.96% |
$30.5K - $33.3K
|
91.1K
$3.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.01K- 0.21% |
$34.8K - $37.9K
|
475K
$19.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.04K- 14.45% |
$35.7K - $39K
|
6.13K
$247K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.05K- 0.96% |
$36.3K - $39.6K
|
109K
$4.4M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 92.4% |
$37.8K - $41.2K
|
90
$3.63K
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-1.12K- 5.34% |
$38.7K - $42.2K
|
19.9K
$802K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.28K- 7.55% |
$44.1K - $48.1K
|
15.7K
$632K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.5K- 1.05% |
$51.7K - $56.4K
|
141K
$5.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.63K- 3.25% |
$56.4K - $61.6K
|
48.6K
$1.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.7K- 1.46% |
$58.5K - $63.9K
|
114K
$4.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-1.89K- 1.35% |
$65.4K - $71.3K
|
138K
$5.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.89K- 3.62% |
$65.4K - $71.3K
|
50.4K
$2.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.98K- 2.93% |
$68.5K - $74.7K
|
65.8K
$2.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-2.07K- 11.75% |
$71.5K - $78K
|
15.5K
$628K
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.14K- 3.89% |
$74K - $80.7K
|
53K
$2.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.22K- 9.45% |
$76.7K - $83.7K
|
21.3K
$860K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-2.36K- 0.45% |
$81.6K - $89K
|
527K
$21.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.52K- 96.81% |
$87K - $94.9K
|
83
$3.35K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.6K- 18.61% |
$89.6K - $97.8K
|
11.4K
$458K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.86K- 4.42% |
$98.8K - $108K
|
61.8K
$2.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-2.87K- 24.58% |
$99.2K - $108K
|
8.82K
$356K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3.04K- 0.93% |
$105K - $115K
|
324K
$13.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.21K- 1.86% |
$111K - $121K
|
169K
$6.82M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.53K- 1.48% |
$122K - $133K
|
234K
$9.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-3.6K- 8.21% |
$124K - $135K
|
40.2K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.66K- 6.25% |
$127K - $138K
|
55K
$2.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.67K- 2.08% |
$127K - $138K
|
173K
$6.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.71K- 4.48% |
$128K - $140K
|
79K
$3.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.9K- 3.07% |
$135K - $147K
|
123K
$4.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4.04K- 2.34% |
$140K - $152K
|
169K
$6.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.27K- 1.19% |
$147K - $161K
|
354K
$14.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.29K- 16.68% |
$148K - $161K
|
21.4K
$864K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.29K- 16.68% |
$148K - $161K
|
21.4K
$864K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.29K- 1.34% |
$148K - $162K
|
316K
$12.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.35K- 6.86% |
$150K - $164K
|
59.1K
$2.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-4.52K- 3.32% |
$156K - $170K
|
131K
$5.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.62K- 10.99% |
$159K - $174K
|
37.4K
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.9K- 6.2% |
$169K - $185K
|
74.1K
$2.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-4.91K- 4.4% |
$170K - $185K
|
107K
$4.31M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.06K- 7.76% |
$175K - $190K
|
60.1K
$2.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-5.16K- 35.02% |
$178K - $194K
|
9.57K
$386K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5.31K- 34.71% |
$183K - $200K
|
9.98K
$403K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.33K- 16.13% |
$184K - $201K
|
27.7K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-5.35K- 2.3% |
$185K - $201K
|
227K
$9.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.49K- 2.48% |
$190K - $207K
|
216K
$8.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-5.6K- 2.41% |
$193K - $211K
|
227K
$9.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.75K- 1.73% |
$199K - $217K
|
327K
$13.2M
|