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 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
54+ 0.64% |
$1.33K - $1.42K
|
8.44K
$216K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
54+ 0.64% |
$1.33K - $1.42K
|
8.44K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
50+ 0.51% |
$1.23K - $1.32K
|
9.81K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
42+ 0.93% |
$1.03K - $1.11K
|
4.55K
$116K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
28+ 0.17% |
$688 - $738
|
16.6K
$426K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
27+ 0.07% |
$663 - $712
|
38.3K
$981K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
23+ 1.15% |
$565 - $606
|
2.02K
$51.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
5+ 0.06% |
$123 - $132
|
8.94K
$229K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.08% |
$73.7 - $79.1
|
3.71K
$95K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7- 0.05% |
$172 - $185
|
13.5K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-7- 0.02% |
$172 - $185
|
35.8K
$918K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-17- 0.04% |
$418 - $448
|
41.8K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28- 6.81% |
$688 - $738
|
383
$9.81K
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-35- -0.0% |
$860 - $923
|
2.14M
$54.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-35- 0.07% |
$860 - $923
|
49.8K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-40- 11.2% |
$983 - $1.05K
|
317
$8.12K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-54- 0.64% |
$1.33K - $1.42K
|
8.37K
$214K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-95- 0.14% |
$2.33K - $2.5K
|
67.2K
$1.72M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-120- 0.62% |
$2.95K - $3.16K
|
19.2K
$491K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-123- 0.49% |
$3.02K - $3.24K
|
24.9K
$639K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-147- 0.73% |
$3.61K - $3.87K
|
20.1K
$514K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-153- 0.56% |
$3.76K - $4.03K
|
27.2K
$696K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-181- 0.19% |
$4.45K - $4.77K
|
94.6K
$2.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-193- 0.58% |
$4.74K - $5.09K
|
33.1K
$848K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-195- 0.28% |
$4.79K - $5.14K
|
70.2K
$1.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-196Closed |
$4.82K - $5.17K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-200- 0.76% |
$4.91K - $5.27K
|
26.2K
$670K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-218- 0.93% |
$5.36K - $5.75K
|
23.3K
$595K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-226- 0.16% |
$5.55K - $5.96K
|
141K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-234- 1.05% |
$5.75K - $6.17K
|
22K
$565K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-249- 0.71% |
$6.12K - $6.56K
|
34.9K
$893K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-259- 1.44% |
$6.36K - $6.83K
|
17.7K
$453K
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-264- 0.1% |
$6.49K - $6.96K
|
268K
$6.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-269- 0.26% |
$6.61K - $7.09K
|
103K
$2.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-273- 1.77% |
$6.71K - $7.2K
|
15.1K
$387K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-310- 1.48% |
$7.62K - $8.17K
|
20.6K
$527K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-350- 82.94% |
$8.6K - $9.23K
|
72
$1.84K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-351- 0.51% |
$8.62K - $9.25K
|
68K
$1.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-354- 1.52% |
$8.7K - $9.33K
|
23K
$589K
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
SELL
|
- |
-379- 0.54% |
$9.31K - $9.99K
|
69.7K
$1.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-402- 1.48% |
$9.88K - $10.6K
|
26.7K
$683K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-462- 0.05% |
$11.4K - $12.2K
|
911K
$23.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-473- 7.04% |
$11.6K - $12.5K
|
6.25K
$160K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-477- 3.12% |
$11.7K - $12.6K
|
14.8K
$379K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-486- 0.17% |
$11.9K - $12.8K
|
286K
$7.33M
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-500- 0.16% |
$12.3K - $13.2K
|
313K
$8.01M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-518- 5.35% |
$12.7K - $13.7K
|
9.17K
$235K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-548- 0.53% |
$13.5K - $14.4K
|
103K
$2.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-580- 1.33% |
$14.3K - $15.3K
|
42.9K
$1.1M
|