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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.16K- 5.43% |
$213K - $232K
|
107K
$4.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-7.45K- 9.79% |
$257K - $280K
|
68.6K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-7.48K- 16.22% |
$258K - $282K
|
38.6K
$1.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-7.66K- 6.89% |
$264K - $288K
|
103K
$4.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.51K- 38.39% |
$294K - $320K
|
13.7K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-8.55K- 0.31% |
$295K - $322K
|
2.77M
$112M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-9.17K- 14.18% |
$317K - $345K
|
55.5K
$2.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-9.66K- 1.92% |
$334K - $364K
|
495K
$20M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.1K- 2.04% |
$350K - $382K
|
487K
$19.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-10.3K- 35.06% |
$357K - $389K
|
19.1K
$773K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.8K- 0.65% |
$372K - $406K
|
1.65M
$66.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.1K- 6.27% |
$417K - $455K
|
181K
$7.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-12.1K- 2.19% |
$418K - $456K
|
541K
$21.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-12.3K- 8.46% |
$424K - $463K
|
133K
$5.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-14.6K- 0.93% |
$505K - $551K
|
1.56M
$62.8M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-18.8K- 17.08% |
$648K - $707K
|
91.1K
$3.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-19.8K- 1.96% |
$685K - $747K
|
993K
$40.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-20.9K- 8.74% |
$723K - $789K
|
219K
$8.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-27.2K- 13.14% |
$938K - $1.02M
|
180K
$7.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-28.3K- 1.17% |
$977K - $1.07M
|
2.38M
$96.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-42K- 24.76% |
$1.45M - $1.58M
|
128K
$5.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-44.3K- 18.63% |
$1.53M - $1.67M
|
194K
$7.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-52.3K- 46.24% |
$1.81M - $1.97M
|
60.8K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.2K- 34.98% |
$2.63M - $2.87M
|
142K
$5.72M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-89.4K- 62.66% |
$3.09M - $3.37M
|
53.3K
$2.15M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-103K- 18.79% |
$3.55M - $3.88M
|
445K
$18M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-160K- 3.84% |
$5.54M - $6.04M
|
4.01M
$162M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-533K- 38.89% |
$18.4M - $20.1M
|
838K
$33.8M
|