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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-270K- 96.19% |
$7.81M - $8.34M
|
10.7K
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-346K- 49.96% |
$10M - $10.7M
|
347K
$12M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-391K- 97.76% |
$11.3M - $12.1M
|
8.98K
$312K
|
|
|
Jul 25, 2025
Q2 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-525K- 43.49% |
$15.2M - $16.2M
|
682K
$23.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.53M- 97.63% |
$44.2M - $47.3M
|
37.1K
$1.29M
|