Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) 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 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
3.46M+ 24946.22% |
$83.2M - $91M
|
3.48M
$89M
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.36MNew |
$32.6M - $35.7M
|
1.36M
$34.8M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.2M+ 8838.21% |
$28.8M - $31.6M
|
1.21M
$31.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
524KNew |
$12.6M - $13.8M
|
524K
$13.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
504K+ 7770.0% |
$12.1M - $13.3M
|
510K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
484K+ 296.28% |
$11.6M - $12.7M
|
647K
$16.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
432K+ 154816.84% |
$10.4M - $11.4M
|
432K
$11.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
413KNew |
$9.92M - $10.9M
|
413K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
360K+ 9.24% |
$8.65M - $9.47M
|
4.26M
$109M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
347K+ 184.63% |
$8.33M - $9.12M
|
535K
$13.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
330KNew |
$7.93M - $8.68M
|
330K
$8.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
280K+ 66.69% |
$6.73M - $7.37M
|
700K
$17.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
278K+ 67.31% |
$6.68M - $7.31M
|
691K
$17.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
267K+ 457.1% |
$6.41M - $7.01M
|
325K
$8.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
259KNew |
$6.21M - $6.8M
|
259K
$6.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
254K+ 63.11% |
$6.11M - $6.69M
|
657K
$16.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
251K+ 455.82% |
$6.02M - $6.59M
|
306K
$7.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
221K+ 24.79% |
$5.32M - $5.82M
|
1.11M
$28.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
202K+ 45.01% |
$4.86M - $5.31M
|
651K
$16.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
190K+ 47.77% |
$4.56M - $4.99M
|
587K
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
189KNew |
$4.54M - $4.97M
|
189K
$4.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
185KNew |
$4.46M - $4.88M
|
185K
$4.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
170K+ 49.75% |
$4.08M - $4.47M
|
511K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
168K+ 5.63% |
$4.05M - $4.43M
|
3.16M
$80.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
166K+ 143.58% |
$3.99M - $4.37M
|
282K
$7.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
150K+ 7.75% |
$3.6M - $3.93M
|
2.08M
$53.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
141KNew |
$3.39M - $3.71M
|
141K
$3.62M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
140K+ 44.68% |
$3.36M - $3.67M
|
452K
$11.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
123K+ 36.33% |
$2.95M - $3.22M
|
460K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
122K+ 48.95% |
$2.94M - $3.22M
|
372K
$9.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
121K+ 4.67% |
$2.9M - $3.18M
|
2.71M
$69.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
115K+ 160.52% |
$2.77M - $3.03M
|
187K
$4.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
109K+ 7.42% |
$2.62M - $2.87M
|
1.58M
$40.4M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
108K+ 24.28% |
$2.6M - $2.84M
|
553K
$14.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
108K+ 5.23% |
$2.6M - $2.84M
|
2.17M
$55.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
95.1K+ 27.01% |
$2.29M - $2.5M
|
447K
$11.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
94.1K+ 18.75% |
$2.26M - $2.47M
|
596K
$15.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
91K+ 5.52% |
$2.19M - $2.39M
|
1.74M
$44.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
83.1K+ 17.44% |
$2M - $2.19M
|
560K
$14.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
74.2K+ 9.18% |
$1.78M - $1.95M
|
882K
$22.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
74K+ 6.44% |
$1.78M - $1.95M
|
1.22M
$31.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
70.3KNew |
$1.69M - $1.85M
|
70.3K
$1.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.2K+ 19.47% |
$1.52M - $1.66M
|
388K
$9.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
61.4K+ 7.47% |
$1.48M - $1.61M
|
883K
$22.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
60.4K+ 6.31% |
$1.45M - $1.59M
|
1.02M
$26M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
57.9K+ 18.45% |
$1.39M - $1.52M
|
371K
$9.51M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
57.9K+ 11.86% |
$1.39M - $1.52M
|
546K
$14M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
52.8KNew |
$1.27M - $1.39M
|
52.8K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
51.7K+ 5.1% |
$1.24M - $1.36M
|
1.06M
$27.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
49.8K+ 44.83% |
$1.2M - $1.31M
|
161K
$4.12M
|