Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) 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 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
33.1KNew |
$814K - $873K
|
33.1K
$813K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
32.8K+ 3.71% |
$806K - $865K
|
916K
$22.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
32.7KNew |
$804K - $863K
|
32.7K
$803K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
30.8KNew |
$758K - $813K
|
30.8K
$757K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
30.4K+ 15.09% |
$747K - $801K
|
232K
$5.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
29.7K+ 4.51% |
$730K - $783K
|
688K
$16.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
29.7K+ 5.26% |
$729K - $782K
|
594K
$14.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
29.1KNew |
$715K - $767K
|
29.1K
$714K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
29.1K+ 23.24% |
$714K - $766K
|
154K
$3.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
29K+ 13.76% |
$712K - $764K
|
240K
$5.88M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
24.8K+ 7.82% |
$610K - $654K
|
342K
$8.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24KNew |
$590K - $633K
|
24K
$589K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
23.6KNew |
$580K - $622K
|
23.6K
$579K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
23.6KNew |
$579K - $621K
|
23.6K
$578K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
23.2K+ 5.37% |
$571K - $612K
|
456K
$11.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
23KNew |
$566K - $607K
|
23K
$565K
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
22.6K+ 6.06% |
$554K - $595K
|
395K
$9.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
21.6K+ 2.19% |
$530K - $568K
|
1.01M
$24.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.9K+ 5.0% |
$513K - $550K
|
439K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.8K+ 8.4% |
$486K - $521K
|
255K
$6.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
19.6KNew |
$481K - $516K
|
19.6K
$481K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19.6KNew |
$481K - $516K
|
19.6K
$480K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19.2K+ 3.29% |
$471K - $505K
|
602K
$14.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
19KNew |
$468K - $502K
|
19K
$467K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
18.5K+ 3.45% |
$456K - $489K
|
555K
$13.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
18.4K+ 5.15% |
$452K - $484K
|
375K
$9.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
17.7KNew |
$435K - $467K
|
17.7K
$435K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
17.3K+ 72.03% |
$425K - $456K
|
41.3K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.2K+ 1.32% |
$423K - $453K
|
1.32M
$32.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
16.3K+ 0.57% |
$399K - $428K
|
2.85M
$69.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
15.3K+ 9.3% |
$375K - $403K
|
179K
$4.4M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
14.7KNew |
$360K - $386K
|
14.7K
$360K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.2K+ 4.29% |
$349K - $374K
|
345K
$8.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
13.7K+ 5.18% |
$336K - $360K
|
277K
$6.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
13.5KNew |
$331K - $355K
|
13.5K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13.4KNew |
$329K - $353K
|
13.4K
$329K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
13K+ 8.29% |
$319K - $342K
|
170K
$4.16M
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
12.7K+ 5.27% |
$311K - $334K
|
253K
$6.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
12.2KNew |
$300K - $322K
|
12.2K
$299K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.9KNew |
$268K - $288K
|
10.9K
$268K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10.5KNew |
$257K - $276K
|
10.5K
$257K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
10.3K+ 2.74% |
$254K - $272K
|
388K
$9.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10K+ 31.45% |
$246K - $264K
|
41.8K
$1.03M
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
9.89K+ 1.28% |
$243K - $261K
|
780K
$19.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.52KNew |
$234K - $251K
|
9.52K
$234K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
9.51K+ 0.82% |
$234K - $251K
|
1.17M
$28.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.36KNew |
$230K - $247K
|
9.36K
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.95K+ 1.68% |
$220K - $236K
|
541K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
8.57K+ 1.92% |
$211K - $226K
|
456K
$11.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
8.05KNew |
$198K - $212K
|
8.05K
$198K
|