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
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-993- 0.22% |
$23.9K - $26.1K
|
457K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 1.36% |
$24.6K - $27K
|
74.5K
$1.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.03K- 43.48% |
$24.8K - $27.1K
|
1.34K
$34.7K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.09K- 0.48% |
$26.2K - $28.7K
|
224K
$5.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.14K- 1.62% |
$27.3K - $29.9K
|
69.3K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.22K- 2.56% |
$29.2K - $32K
|
46.3K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.23K- 3.18% |
$29.6K - $32.4K
|
37.5K
$972K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.27K- 6.71% |
$30.5K - $33.3K
|
17.6K
$456K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.3K- 7.64% |
$31.3K - $34.3K
|
15.8K
$408K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.48K- 15.69% |
$35.6K - $39K
|
7.96K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.49K- 0.22% |
$35.7K - $39.1K
|
660K
$17.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.57K- 2.2% |
$37.8K - $41.3K
|
69.9K
$1.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.65K- 1.38% |
$39.6K - $43.3K
|
118K
$3.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.75K- 13.37% |
$42K - $46K
|
11.3K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.77K- 13.75% |
$42.6K - $46.6K
|
11.1K
$288K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.02K- 0.28% |
$48.4K - $53K
|
725K
$18.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.09K- 16.91% |
$50.2K - $54.9K
|
10.3K
$266K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.11K- 6.59% |
$50.7K - $55.5K
|
29.9K
$776K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.6K- 10.67% |
$62.5K - $68.4K
|
21.8K
$563K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-2.64K- 4.23% |
$63.5K - $69.5K
|
59.9K
$1.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-2.73K- 0.84% |
$65.6K - $71.8K
|
321K
$8.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.85K- 3.26% |
$68.6K - $75K
|
84.6K
$2.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-3K- 4.13% |
$72.2K - $79K
|
69.7K
$1.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.14K- 13.16% |
$75.5K - $82.6K
|
20.7K
$537K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 0.52% |
$83K - $90.9K
|
655K
$17M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.51K- 2.22% |
$84.3K - $92.3K
|
154K
$4M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.59K- 8.57% |
$86.3K - $94.4K
|
38.3K
$992K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.66K- 0.37% |
$87.9K - $96.2K
|
993K
$25.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.68K- 2.12% |
$88.4K - $96.8K
|
170K
$4.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.69K- 3.9% |
$88.7K - $97K
|
91K
$2.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.77K- 1.24% |
$90.6K - $99.2K
|
302K
$7.81M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3.77K- 8.8% |
$90.7K - $99.2K
|
39.1K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.87K- 27.33% |
$92.9K - $102K
|
10.3K
$266K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.88K- 17.08% |
$93.2K - $102K
|
18.8K
$488K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.93K- 0.93% |
$94.4K - $103K
|
417K
$10.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-4.09K- 12.96% |
$98.4K - $108K
|
27.5K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.41K- 6.99% |
$106K - $116K
|
58.7K
$1.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.12K- 6.97% |
$123K - $135K
|
68.3K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.25K- 28.9% |
$126K - $138K
|
12.9K
$334K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.38K- 2.51% |
$129K - $141K
|
209K
$5.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.38K- 2.51% |
$129K - $141K
|
209K
$5.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-5.93K- 1.57% |
$143K - $156K
|
371K
$9.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.99K- 26.43% |
$144K - $157K
|
16.7K
$432K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-6.08K- 9.98% |
$146K - $160K
|
54.8K
$1.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.12K- 13.56% |
$147K - $161K
|
39K
$1.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-6.14K- 0.92% |
$147K - $161K
|
664K
$17.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6.2K- 4.4% |
$149K - $163K
|
135K
$3.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-6.39K- 9.53% |
$154K - $168K
|
60.7K
$1.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-6.4K- 9.01% |
$154K - $168K
|
64.6K
$1.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-6.41K- 9.5% |
$154K - $169K
|
61.1K
$1.58M
|