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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
5.54K+ 9.52% |
$133K - $146K
|
63.8K
$1.63M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5.53K+ 7.75% |
$133K - $145K
|
76.9K
$1.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.48K+ 19.8% |
$132K - $144K
|
33.2K
$849K
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
5.45K+ 2.36% |
$131K - $143K
|
237K
$6.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.32K+ 47.45% |
$128K - $140K
|
16.5K
$423K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5K+ 47.02% |
$120K - $131K
|
15.6K
$400K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.9K+ 4.36% |
$118K - $129K
|
117K
$3M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.83K+ 40.85% |
$116K - $127K
|
16.7K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.7K+ 14.45% |
$113K - $124K
|
37.2K
$953K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.49K+ 14.63% |
$108K - $118K
|
35.2K
$901K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.34K+ 42.1% |
$104K - $114K
|
14.7K
$375K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4.24K+ 2.04% |
$102K - $111K
|
212K
$5.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.84K+ 6.03% |
$92.3K - $101K
|
67.5K
$1.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.82K+ 3.96% |
$91.7K - $100K
|
100K
$2.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
3.79K+ 1.81% |
$91.2K - $99.8K
|
213K
$5.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.74K+ 5.51% |
$89.9K - $98.4K
|
71.7K
$1.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.71K+ 1.35% |
$89.2K - $97.7K
|
278K
$7.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.65K+ 0.67% |
$87.8K - $96.1K
|
546K
$14M
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
3.37K+ 4.85% |
$81K - $88.7K
|
73K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.33K+ 6.2% |
$80K - $87.6K
|
57.1K
$1.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.25K+ 6.14% |
$78.2K - $85.6K
|
56.2K
$1.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.17KNew |
$76.2K - $83.4K
|
3.17K
$81.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.16K+ 5.2% |
$75.8K - $83K
|
63.8K
$1.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3.04K+ 9.55% |
$73K - $79.9K
|
34.8K
$891K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.02K+ 2.04% |
$72.5K - $79.3K
|
151K
$3.87M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.97K+ 2.35% |
$71.4K - $78.1K
|
129K
$3.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.91K+ 5.25% |
$69.8K - $76.4K
|
58.3K
$1.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.9K+ 5.55% |
$69.7K - $76.2K
|
55.1K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.87K+ 1.99% |
$68.9K - $75.4K
|
147K
$3.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.84K+ 15.1% |
$68.1K - $74.6K
|
21.6K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.79K+ 1.33% |
$67.1K - $73.5K
|
214K
$5.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.69K+ 1.78% |
$64.7K - $70.8K
|
154K
$3.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.49K+ 10.77% |
$59.9K - $65.6K
|
25.6K
$656K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.46KNew |
$59K - $64.6K
|
2.46K
$62.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
BUY
|
- |
2.43K+ 2.38% |
$58.5K - $64K
|
105K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.36K+ 0.82% |
$56.6K - $62K
|
289K
$7.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.3KNew |
$55.2K - $60.4K
|
2.3K
$58.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.23K+ 252.04% |
$53.5K - $58.6K
|
3.11K
$79.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.08KNew |
$50K - $54.7K
|
2.08K
$53.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.04K+ 3.76% |
$49.1K - $53.7K
|
56.3K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.89K+ 2.99% |
$45.5K - $49.8K
|
65.1K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.73K+ 0.4% |
$41.7K - $45.6K
|
434K
$11.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.61K+ 8.48% |
$38.7K - $42.4K
|
20.6K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.6K+ 0.47% |
$38.4K - $42.1K
|
345K
$8.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
1.55K+ 0.68% |
$37.2K - $40.7K
|
231K
$5.91M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.5K+ 2.4% |
$36.1K - $39.5K
|
64.1K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.45K+ 1.5% |
$34.8K - $38.1K
|
98.2K
$2.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.44K+ 7.03% |
$34.5K - $37.8K
|
21.9K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.43K+ 3.56% |
$34.3K - $37.6K
|
41.5K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.43K+ 14.02% |
$34.3K - $37.5K
|
11.6K
$297K
|