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 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.42K+ 1.39% |
$34.1K - $37.3K
|
104K
$2.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 6.18% |
$34.1K - $37.3K
|
24.3K
$631K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.39KNew |
$33.3K - $36.5K
|
1.39K
$35.9K
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.38K+ 14.84% |
$33K - $36.2K
|
10.6K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.37K+ 2.72% |
$32.8K - $36K
|
51.6K
$1.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.23K+ 12.21% |
$29.5K - $32.2K
|
11.3K
$292K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.22K+ 21.16% |
$29.4K - $32.1K
|
7K
$181K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.17K+ 5.02% |
$28.1K - $30.7K
|
24.5K
$634K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.17K+ 2.03% |
$28K - $30.7K
|
58.6K
$1.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.13KNew |
$27.1K - $29.7K
|
1.13K
$29.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.12K+ 3.82% |
$26.8K - $29.4K
|
30.3K
$785K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
950+ 1.42% |
$22.8K - $25K
|
68K
$1.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
931+ 4.29% |
$22.4K - $24.5K
|
22.6K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
892+ 51.21% |
$21.4K - $23.5K
|
2.63K
$68.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
857New |
$20.6K - $22.5K
|
857
$22.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
830+ 3.89% |
$19.9K - $21.8K
|
22.2K
$574K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
828+ 9.6% |
$19.9K - $21.8K
|
9.45K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
790+ 1.62% |
$19K - $20.8K
|
49.7K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
774+ 107.05% |
$18.6K - $20.4K
|
1.5K
$38.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
744+ 1.15% |
$17.9K - $19.6K
|
65.2K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
739New |
$17.8K - $19.4K
|
739
$19.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
716+ 4.32% |
$17.2K - $18.8K
|
17.3K
$447K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
686+ 1.97% |
$16.5K - $18K
|
35.5K
$919K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
668+ 21.4% |
$16.1K - $17.6K
|
3.79K
$98.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
662+ 2.8% |
$15.9K - $17.4K
|
24.3K
$629K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
636+ 0.47% |
$15.3K - $16.7K
|
135K
$3.5M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
633+ 5.59% |
$15.2K - $16.6K
|
12K
$310K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
575+ 78.77% |
$13.8K - $15.1K
|
1.31K
$33.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
533New |
$12.8K - $14K
|
533
$13.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
449+ 3.27% |
$10.8K - $11.8K
|
14.2K
$367K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
430+ 1.18% |
$10.3K - $11.3K
|
36.8K
$952K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
403+ 0.67% |
$9.68K - $10.6K
|
60.7K
$1.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
379+ 2.1% |
$9.11K - $9.97K
|
18.4K
$477K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
358+ 0.91% |
$8.6K - $9.42K
|
39.6K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
322+ 0.57% |
$7.74K - $8.47K
|
57K
$1.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
315+ 0.52% |
$7.57K - $8.28K
|
60.4K
$1.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
296+ 3.06% |
$7.11K - $7.78K
|
9.97K
$258K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
260+ 1.83% |
$6.25K - $6.84K
|
14.5K
$375K
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
256+ 0.69% |
$6.15K - $6.73K
|
37.3K
$965K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
256+ 0.99% |
$6.15K - $6.73K
|
26.2K
$679K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
240+ 17.98% |
$5.77K - $6.31K
|
1.58K
$40.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
217+ 0.76% |
$5.21K - $5.71K
|
28.7K
$744K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
203+ 1.44% |
$4.88K - $5.34K
|
14.3K
$370K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
161+ 0.28% |
$3.87K - $4.23K
|
57.5K
$1.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
110+ 0.67% |
$2.64K - $2.89K
|
16.6K
$429K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
BUY
|
- |
106+ 0.55% |
$2.55K - $2.79K
|
19.4K
$504K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
105New |
$2.52K - $2.76K
|
105
$2.72K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
104+ 45.02% |
$2.5K - $2.74K
|
335
$8.68K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 4.26% |
$2.4K - $2.63K
|
2.45K
$63.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
100+ 0.64% |
$2.4K - $2.63K
|
15.7K
$406K
|