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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.84KNew |
$193K - $207K
|
7.84K
$192K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7.07K+ 3.57% |
$174K - $186K
|
205K
$5.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.01K+ 2.04% |
$172K - $185K
|
351K
$8.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
6.85K+ 0.19% |
$168K - $181K
|
3.6M
$88.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.66K+ 7.48% |
$164K - $176K
|
95.7K
$2.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
6.59K+ 9.37% |
$162K - $174K
|
76.9K
$1.89M
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
6.52K+ 2.55% |
$160K - $172K
|
262K
$6.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
6.34K+ 2.36% |
$156K - $167K
|
274K
$6.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.52K+ 1.19% |
$136K - $146K
|
468K
$11.5M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.39K+ 13.5% |
$133K - $142K
|
45.3K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.15K+ 10.09% |
$127K - $136K
|
56.2K
$1.38M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
5.01K+ 1.36% |
$123K - $132K
|
373K
$9.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.83K+ 3.54% |
$119K - $127K
|
141K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.78K+ 2.3% |
$117K - $126K
|
213K
$5.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.77K+ 3.1% |
$117K - $126K
|
158K
$3.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.65K+ 58.39% |
$114K - $123K
|
12.6K
$310K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.55K+ 6.53% |
$112K - $120K
|
74.2K
$1.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.05KNew |
$99.5K - $107K
|
4.05K
$99.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
4.03K+ 2.99% |
$99K - $106K
|
139K
$3.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4K+ 1.3% |
$98.4K - $106K
|
312K
$7.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.76K+ 2.39% |
$92.5K - $99.2K
|
161K
$3.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.74K+ 4.2% |
$91.9K - $98.6K
|
92.7K
$2.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.67K+ 100.38% |
$90.3K - $96.8K
|
7.33K
$180K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.63K+ 3.4% |
$89.3K - $95.8K
|
111K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.32K+ 0.49% |
$81.5K - $87.4K
|
683K
$16.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.21K+ 4.56% |
$78.9K - $84.7K
|
73.6K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.06K+ 4.08% |
$75.3K - $80.8K
|
78.1K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.02K+ 17.28% |
$74.2K - $79.6K
|
20.5K
$503K
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.8K+ 17.66% |
$68.7K - $73.8K
|
18.6K
$458K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.79K+ 1.53% |
$68.5K - $73.4K
|
185K
$4.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
2.75K+ 2.63% |
$67.6K - $72.5K
|
107K
$2.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
2.46K+ 100.29% |
$60.4K - $64.8K
|
4.91K
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.37K+ 0.08% |
$58.2K - $62.4K
|
2.87M
$70.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
2.33K+ 0.4% |
$57.1K - $61.3K
|
590K
$14.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.3K+ 8.8% |
$56.6K - $60.7K
|
28.5K
$699K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.28K+ 74.5% |
$56.1K - $60.2K
|
5.35K
$131K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.26K+ 4.71% |
$55.5K - $59.5K
|
50.2K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.21K+ 3.78% |
$54.2K - $58.2K
|
60.6K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.1K+ 23.73% |
$51.5K - $55.3K
|
10.9K
$268K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.03K+ 5.82% |
$50K - $53.6K
|
36.9K
$907K
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.94K+ 11.23% |
$47.6K - $51K
|
19.2K
$471K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 2.55% |
$44.9K - $48.1K
|
73.5K
$1.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.78K+ 3.62% |
$43.7K - $46.9K
|
50.9K
$1.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
1.71KNew |
$42.1K - $45.1K
|
1.71K
$42K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.69K+ 3.95% |
$41.6K - $44.6K
|
44.5K
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.62K+ 1.35% |
$39.7K - $42.6K
|
122K
$2.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.6K+ 0.97% |
$39.2K - $42.1K
|
166K
$4.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.55K+ 70.81% |
$38.1K - $40.9K
|
3.74K
$91.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.5K+ 2.9% |
$37K - $39.6K
|
53.4K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.42K+ 3.06% |
$34.9K - $37.4K
|
47.8K
$1.17M
|