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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.3K+ 3.77% |
$31.8K - $34.2K
|
35.7K
$913K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.25K+ 15.26% |
$30.6K - $32.9K
|
9.42K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.24K+ 2.58% |
$30.4K - $32.6K
|
49.1K
$1.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.22KNew |
$29.9K - $32K
|
1.22K
$31.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
1.13K+ 2.45% |
$27.7K - $29.7K
|
47.1K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.11K+ 6.01% |
$27.1K - $29.1K
|
19.5K
$499K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.09KNew |
$26.7K - $28.7K
|
1.09K
$27.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
891+ 0.44% |
$21.9K - $23.5K
|
203K
$5.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
890+ 0.92% |
$21.9K - $23.5K
|
97.8K
$2.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
815+ 0.04% |
$20K - $21.5K
|
2.02M
$51.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
788+ 1.35% |
$19.4K - $20.8K
|
59.3K
$1.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
768+ 1.08% |
$18.9K - $20.2K
|
72.1K
$1.85M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
762+ 2.2% |
$18.7K - $20.1K
|
35.4K
$908K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
757+ 0.25% |
$18.6K - $20K
|
299K
$7.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
706+ 1.16% |
$17.3K - $18.6K
|
61.4K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
704New |
$17.3K - $18.6K
|
704
$18K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
635+ 0.54% |
$15.6K - $16.7K
|
118K
$3.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
580+ 3.5% |
$14.3K - $15.3K
|
17.2K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
526+ 0.43% |
$12.9K - $13.9K
|
122K
$3.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
376New |
$9.24K - $9.91K
|
376
$9.63K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
372+ 28.46% |
$9.14K - $9.81K
|
1.68K
$43K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
368+ 0.88% |
$9.04K - $9.7K
|
42.3K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
360New |
$8.85K - $9.49K
|
360
$9.22K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
357+ 0.98% |
$8.77K - $9.41K
|
36.6K
$938K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
329+ 0.48% |
$8.08K - $8.67K
|
68.4K
$1.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
301+ 0.15% |
$7.4K - $7.93K
|
196K
$5.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
261New |
$6.41K - $6.88K
|
261
$6.68K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
255+ 1.16% |
$6.27K - $6.72K
|
22.2K
$569K
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
229+ 0.36% |
$5.63K - $6.04K
|
63K
$1.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
227+ 0.19% |
$5.58K - $5.98K
|
118K
$3.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
223+ 1.16% |
$5.48K - $5.88K
|
19.5K
$500K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
216+ 0.94% |
$5.31K - $5.69K
|
23.1K
$592K
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
209+ 0.19% |
$5.14K - $5.51K
|
111K
$2.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
202+ 1.38% |
$4.96K - $5.32K
|
14.9K
$381K
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
197+ 1.79% |
$4.84K - $5.19K
|
11.2K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
179+ 0.15% |
$4.4K - $4.72K
|
119K
$3.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
152+ 0.1% |
$3.73K - $4.01K
|
146K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
135+ 1.16% |
$3.32K - $3.56K
|
11.7K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
125+ 1.03% |
$3.07K - $3.3K
|
12.2K
$313K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
119+ 0.71% |
$2.92K - $3.14K
|
16.8K
$429K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
114+ 0.04% |
$2.8K - $3.01K
|
273K
$6.98M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
111+ 1.02% |
$2.73K - $2.93K
|
11K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
99+ 1.17% |
$2.43K - $2.61K
|
8.53K
$218K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
98+ 0.28% |
$2.41K - $2.58K
|
34.5K
$883K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
92+ 5.22% |
$2.26K - $2.43K
|
1.85K
$47.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
87+ 0.34% |
$2.14K - $2.29K
|
25.3K
$648K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
74+ 2.2% |
$1.82K - $1.95K
|
3.45K
$88.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
72New |
$1.77K - $1.9K
|
72
$1.84K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
71+ 0.11% |
$1.74K - $1.87K
|
65.6K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
63+ 0.23% |
$1.55K - $1.66K
|
27.2K
$698K
|