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
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.44K- 39.28% |
$155K - $169K
|
9.95K
$255K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-6.85K- 10.56% |
$165K - $180K
|
58K
$1.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-7.21K- 2.53% |
$173K - $190K
|
278K
$7.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7.3K- 8.11% |
$175K - $192K
|
82.7K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.43K- 12.7% |
$179K - $195K
|
51.1K
$1.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-7.78K- 5.62% |
$187K - $204K
|
131K
$3.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-8.63K- 46.64% |
$207K - $227K
|
9.87K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.78K- 1.77% |
$211K - $231K
|
488K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-8.86K- 3.63% |
$213K - $233K
|
235K
$6.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-9.22K- 9.66% |
$222K - $243K
|
86.3K
$2.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-9.22K- 14.82% |
$222K - $243K
|
53K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.64K- 17.23% |
$232K - $253K
|
46.3K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-10.7K- 0.6% |
$257K - $281K
|
1.77M
$45.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-10.7K- 0.6% |
$257K - $281K
|
1.77M
$45.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 8.55% |
$280K - $307K
|
125K
$3.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-11.8K- 3.05% |
$283K - $309K
|
374K
$9.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.3K- 1.43% |
$295K - $323K
|
849K
$21.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-13.5K- 4.78% |
$325K - $355K
|
269K
$6.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-16.2K- 20.46% |
$388K - $425K
|
62.8K
$1.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-17.6K- 51.81% |
$423K - $462K
|
16.4K
$419K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-17.6K- 5.32% |
$424K - $464K
|
314K
$8.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-19.5K- 18.2% |
$470K - $514K
|
87.9K
$2.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-24.5K- 46.01% |
$588K - $644K
|
28.7K
$736K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-26.3K- 7.19% |
$633K - $693K
|
340K
$8.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-28.3K- 3.41% |
$680K - $744K
|
802K
$20.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-35.6K- 37.42% |
$856K - $936K
|
59.6K
$1.53M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-36K- 28.19% |
$866K - $948K
|
91.8K
$2.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.5K- 5.11% |
$925K - $1.01M
|
714K
$18.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-38.7K- 11.71% |
$931K - $1.02M
|
292K
$7.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-40.2K- 36.11% |
$967K - $1.06M
|
71.2K
$1.82M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-43.8K- 7.05% |
$1.05M - $1.15M
|
578K
$14.8M
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-54.6K- 46.19% |
$1.31M - $1.44M
|
63.7K
$1.63M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-55.2K- 50.37% |
$1.33M - $1.45M
|
54.4K
$1.39M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-55.5K- 22.08% |
$1.33M - $1.46M
|
196K
$5.01M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-160K- 71.76% |
$3.83M - $4.2M
|
62.8K
$1.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-256K- 16.29% |
$6.16M - $6.74M
|
1.32M
$33.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-281K- 67.01% |
$6.75M - $7.39M
|
138K
$3.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-438K- 87.48% |
$10.5M - $11.5M
|
62.8K
$1.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-620K- 14.32% |
$14.9M - $16.3M
|
3.71M
$94.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-715K- 62.28% |
$17.2M - $18.8M
|
433K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-721K- 19.7% |
$17.3M - $19M
|
2.94M
$75.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-778K- 52.99% |
$18.7M - $20.5M
|
690K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-986K- 64.08% |
$23.7M - $25.9M
|
553K
$14.2M
|