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 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-597- 4.67% |
$14.7K - $15.7K
|
12.2K
$299K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-627- 1.49% |
$15.4K - $16.5K
|
41.4K
$1.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-634- 0.06% |
$15.6K - $16.7K
|
997K
$24.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-640- 7.71% |
$15.7K - $16.9K
|
7.66K
$188K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-643- 1.28% |
$15.8K - $16.9K
|
49.8K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-665- 1.24% |
$16.3K - $17.5K
|
52.8K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-706- 0.7% |
$17.3K - $18.6K
|
101K
$2.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-840- 4.72% |
$20.6K - $22.1K
|
17K
$416K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-932- 4.35% |
$22.9K - $24.6K
|
20.5K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-937- 5.28% |
$23K - $24.7K
|
16.8K
$412K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-984- 8.99% |
$24.2K - $25.9K
|
9.96K
$244K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.11K- 0.32% |
$27.3K - $29.3K
|
350K
$8.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.17K- 7.48% |
$28.8K - $30.9K
|
14.5K
$356K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 37.97% |
$31.4K - $33.7K
|
2.09K
$51.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-1.29K- 1.51% |
$31.6K - $34K
|
83.9K
$2.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.31K- 1.15% |
$32.3K - $34.6K
|
113K
$2.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.61K- 9.36% |
$39.6K - $42.5K
|
15.6K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.8K- 16.78% |
$44.2K - $47.4K
|
8.93K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.89K- 1.67% |
$46.5K - $49.9K
|
112K
$2.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.95K- 14.3% |
$48K - $51.5K
|
11.7K
$287K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.96K- 0.89% |
$48.2K - $51.7K
|
218K
$5.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.99K- 6.97% |
$48.8K - $52.4K
|
26.5K
$650K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-2.07K- 9.95% |
$50.7K - $54.4K
|
18.7K
$459K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.32K- 0.81% |
$57K - $61.1K
|
284K
$6.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-2.34K- 2.48% |
$57.5K - $61.7K
|
92.1K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.48K- 10.04% |
$60.9K - $65.3K
|
22.2K
$545K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.66K- 18.47% |
$65.3K - $70.1K
|
11.7K
$288K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.79K- 6.75% |
$68.5K - $73.5K
|
38.5K
$945K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.8K- 0.85% |
$68.8K - $73.9K
|
325K
$7.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.01K- 17.75% |
$73.8K - $79.2K
|
13.9K
$342K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-3.02K- 0.71% |
$74.1K - $79.5K
|
422K
$10.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.17K- 6.88% |
$78K - $83.6K
|
42.9K
$1.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-3.25K- 3.44% |
$79.8K - $85.6K
|
91.2K
$2.24M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.33K- 0.9% |
$81.9K - $87.9K
|
367K
$9.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-3.36K- 0.72% |
$82.6K - $88.6K
|
463K
$11.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.53K- 52.59% |
$86.7K - $93K
|
3.18K
$78K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.55K- 11.87% |
$87.2K - $93.6K
|
26.4K
$647K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.62K- 51.26% |
$88.8K - $95.3K
|
3.44K
$84.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-3.63K- 0.57% |
$89.3K - $95.8K
|
628K
$15.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.75K- 42.54% |
$92.2K - $98.9K
|
5.07K
$124K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-3.91K- 11.04% |
$96K - $103K
|
31.5K
$773K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-4.07K- 1.72% |
$100K - $107K
|
233K
$5.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-4.13K- 3.84% |
$101K - $109K
|
103K
$2.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.19K- 5.16% |
$103K - $111K
|
77.1K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-4.21K- 0.77% |
$103K - $111K
|
544K
$13.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-4.38K- 6.97% |
$108K - $115K
|
58.4K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4.6K- 10.32% |
$113K - $121K
|
40K
$982K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-4.7K- 1.15% |
$116K - $124K
|
404K
$9.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-4.84K- 2.38% |
$119K - $128K
|
199K
$4.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.85K- 0.13% |
$119K - $128K
|
3.68M
$90.2M
|