Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) 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
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.51M+ 145.41% |
$72.7M - $77.7M
|
4.24M
$125M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.46M+ 19022.46% |
$71.1M - $75.9M
|
2.47M
$73M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.85M+ 11972.02% |
$53.6M - $57.3M
|
1.87M
$55.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.56MNew |
$45.2M - $48.3M
|
1.56M
$46.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.48M+ 183.94% |
$43M - $45.9M
|
2.29M
$67.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.38M+ 109.24% |
$40M - $42.8M
|
2.65M
$78.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.31MNew |
$37.8M - $40.4M
|
1.31M
$38.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
955K+ 1315.33% |
$27.6M - $29.5M
|
1.03M
$30.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
942K+ 3812.11% |
$27.3M - $29.1M
|
967K
$28.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
825K+ 97.99% |
$23.9M - $25.5M
|
1.67M
$49.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
596K+ 61.7% |
$17.2M - $18.4M
|
1.56M
$46.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
564KNew |
$16.3M - $17.4M
|
564K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
549K+ 138.81% |
$15.9M - $17M
|
944K
$27.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
543KNew |
$15.7M - $16.8M
|
543K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
502K+ 156.66% |
$14.5M - $15.5M
|
822K
$24.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
500KNew |
$14.5M - $15.5M
|
500K
$14.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
478K+ 726.3% |
$13.8M - $14.8M
|
543K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
419K+ 8.92% |
$12.1M - $12.9M
|
5.11M
$151M
|
|
|
Aug 14, 2024
Q2 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
406K+ 151.64% |
$11.7M - $12.6M
|
674K
$19.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
380K+ 26.38% |
$11M - $11.8M
|
1.82M
$53.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
376KNew |
$10.9M - $11.6M
|
376K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
360K+ 18.4% |
$10.4M - $11.1M
|
2.32M
$68.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
308K+ 48.21% |
$8.91M - $9.52M
|
946K
$28M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
289K+ 15.72% |
$8.37M - $8.94M
|
2.13M
$62.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
286K+ 7.43% |
$8.28M - $8.84M
|
4.14M
$122M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
281KNew |
$8.14M - $8.7M
|
281K
$8.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
276K+ 659.45% |
$7.97M - $8.52M
|
317K
$9.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
270K+ 90.79% |
$7.8M - $8.33M
|
566K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
255K+ 255.36% |
$7.39M - $7.89M
|
355K
$10.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
231K+ 17.39% |
$6.68M - $7.14M
|
1.56M
$46.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
207K+ 56.78% |
$5.99M - $6.4M
|
572K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
198K+ 68.72% |
$5.74M - $6.13M
|
487K
$14.4M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
192K+ 50.32% |
$5.56M - $5.94M
|
574K
$17M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
190K+ 3.59% |
$5.48M - $5.86M
|
5.47M
$162M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
157K+ 19.98% |
$4.54M - $4.85M
|
941K
$27.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
147K+ 2.41% |
$4.25M - $4.54M
|
6.24M
$184M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
128K+ 22.72% |
$3.69M - $3.95M
|
690K
$20.4M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
124KNew |
$3.59M - $3.84M
|
124K
$3.67M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
122KNew |
$3.52M - $3.77M
|
122K
$3.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
112K+ 239.16% |
$3.25M - $3.47M
|
159K
$4.71M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
111K+ 15.29% |
$3.23M - $3.45M
|
841K
$24.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
111KNew |
$3.21M - $3.43M
|
111K
$3.28M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
109K+ 38.78% |
$3.15M - $3.36M
|
389K
$11.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
109K+ 6.63% |
$3.14M - $3.36M
|
1.75M
$51.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 47.32% |
$3.11M - $3.33M
|
335K
$9.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
103K+ 6.87% |
$2.99M - $3.19M
|
1.61M
$47.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
102K+ 19.67% |
$2.96M - $3.17M
|
623K
$18.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
99.3K+ 2.98% |
$2.87M - $3.07M
|
3.43M
$101M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
94.7K+ 7.33% |
$2.74M - $2.93M
|
1.39M
$41M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
90.1K+ 23.64% |
$2.61M - $2.78M
|
471K
$13.9M
|