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 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
74+ 0.92% |
$1.78K - $1.95K
|
8.12K
$208K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
74+ 0.92% |
$1.78K - $1.95K
|
8.12K
$208K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
39+ 0.47% |
$937 - $1.03K
|
8.27K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
36+ 20.93% |
$865 - $947
|
208
$5.33K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
36+ 0.3% |
$865 - $947
|
11.9K
$305K
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
31+ 0.01% |
$745 - $815
|
234K
$5.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
29New |
$697 - $763
|
29
$743
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26+ 0.07% |
$625 - $684
|
39.3K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
25+ 0.06% |
$601 - $658
|
43.8K
$1.12M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24+ 0.68% |
$577 - $631
|
3.53K
$90.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
21New |
$505 - $552
|
21
$538
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
17+ 0.15% |
$409 - $447
|
11.4K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12+ 5.88% |
$288 - $316
|
216
$5.53K
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
12+ 0.02% |
$288 - $316
|
49.4K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
5+ 3.68% |
$120 - $132
|
141
$3.61K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.78% |
$72.1 - $78.9
|
386
$9.89K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2New |
$48.1 - $52.6
|
2
$51.2
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.8% |
$24 - $26.3
|
126
$3.23K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3- 0.02% |
$72.1 - $78.9
|
19.7K
$504K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-3- 0.02% |
$72.1 - $78.9
|
16.9K
$432K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6- 4.14% |
$144 - $158
|
139
$3.56K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-10- 0.04% |
$240 - $263
|
28.1K
$719K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-21- 0.92% |
$505 - $552
|
2.27K
$58K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-59- 0.24% |
$1.42K - $1.55K
|
24.3K
$622K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-77- 5.77% |
$1.85K - $2.03K
|
1.26K
$32.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-90- 0.09% |
$2.16K - $2.37K
|
95.4K
$2.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-96- 0.57% |
$2.31K - $2.52K
|
16.7K
$428K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-100- 0.87% |
$2.4K - $2.63K
|
11.4K
$293K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-102- 0.77% |
$2.45K - $2.68K
|
13.1K
$335K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-156- 1.37% |
$3.75K - $4.1K
|
11.2K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-198- 0.94% |
$4.76K - $5.21K
|
20.8K
$532K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-206- 1.68% |
$4.95K - $5.42K
|
12.1K
$310K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-210- 0.93% |
$5.05K - $5.52K
|
22.5K
$576K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-242- 1.82% |
$5.82K - $6.36K
|
13.1K
$335K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-272- 1.34% |
$6.54K - $7.15K
|
20K
$513K
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-300- 0.83% |
$7.21K - $7.89K
|
35.8K
$918K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-311- 1.44% |
$7.47K - $8.18K
|
21.2K
$544K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-339- 3.41% |
$8.15K - $8.92K
|
9.61K
$246K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-365- 23.67% |
$8.77K - $9.6K
|
1.18K
$30.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-410- 0.69% |
$9.85K - $10.8K
|
58.6K
$1.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-455- 10.36% |
$10.9K - $12K
|
3.94K
$101K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-456- 2.56% |
$11K - $12K
|
17.4K
$445K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-459- 4.63% |
$11K - $12.1K
|
9.45K
$242K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-483- 24.91% |
$11.6K - $12.7K
|
1.46K
$37.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-728- 2.58% |
$17.5K - $19.1K
|
27.5K
$704K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-771- 6.26% |
$18.5K - $20.3K
|
11.5K
$296K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
SELL
|
- |
-810- 0.46% |
$19.5K - $21.3K
|
174K
$4.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-833- 18.27% |
$20K - $21.9K
|
3.73K
$95.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-941- 0.3% |
$22.6K - $24.7K
|
309K
$7.91M
|