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 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
87.8K+ 10.59% |
$2.54M - $2.71M
|
917K
$27.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
87.6K+ 6.61% |
$2.54M - $2.71M
|
1.41M
$43M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
86.5K+ 138.45% |
$2.5M - $2.67M
|
149K
$4.53M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
85.3KNew |
$2.47M - $2.64M
|
85.3K
$2.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
83.2KNew |
$2.41M - $2.57M
|
83.2K
$2.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.9K+ 6.01% |
$2.37M - $2.53M
|
1.45M
$43.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
79.1K+ 5.91% |
$2.29M - $2.44M
|
1.42M
$43.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
78.3K+ 9.46% |
$2.26M - $2.42M
|
905K
$27.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
77.9K+ 7.23% |
$2.25M - $2.41M
|
1.15M
$35.1M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
75.7K+ 58.7% |
$2.19M - $2.34M
|
205K
$6.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
74.4K+ 17.68% |
$2.15M - $2.3M
|
495K
$15.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
71.6K+ 25.85% |
$2.07M - $2.21M
|
348K
$10.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
63.8K+ 15.52% |
$1.85M - $1.97M
|
475K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.4K+ 4.15% |
$1.83M - $1.96M
|
1.59M
$48.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
62.7K+ 12.11% |
$1.82M - $1.94M
|
581K
$17.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
61.1KNew |
$1.77M - $1.89M
|
61.1K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
57.7KNew |
$1.67M - $1.78M
|
57.7K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
57.1K+ 7.1% |
$1.65M - $1.77M
|
862K
$26.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
56.2K+ 4.82% |
$1.63M - $1.74M
|
1.22M
$37.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
54.9KNew |
$1.59M - $1.7M
|
54.9K
$1.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
54K+ 3.84% |
$1.56M - $1.67M
|
1.46M
$44.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53.2K+ 9.64% |
$1.54M - $1.65M
|
605K
$18.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
49.9K+ 6.95% |
$1.44M - $1.54M
|
767K
$23.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
49.1K+ 9.35% |
$1.42M - $1.52M
|
574K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.2K+ 1.79% |
$1.31M - $1.4M
|
2.58M
$78.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
45K+ 15.73% |
$1.3M - $1.39M
|
331K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
43.9K+ 15.88% |
$1.27M - $1.36M
|
320K
$9.74M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
41.3K+ 7.18% |
$1.19M - $1.28M
|
616K
$18.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
40.5K+ 3.63% |
$1.17M - $1.25M
|
1.16M
$35.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40.1K+ 4.03% |
$1.16M - $1.24M
|
1.04M
$31.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
39.9K+ 2.0% |
$1.15M - $1.23M
|
2.04M
$61.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
39.5K+ 139.14% |
$1.14M - $1.22M
|
67.8K
$2.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.9K+ 8.16% |
$1.1M - $1.17M
|
503K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
37.6K+ 15.3% |
$1.09M - $1.16M
|
283K
$8.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
37.5K+ 8.14% |
$1.08M - $1.16M
|
498K
$15.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.7K+ 8.38% |
$1.06M - $1.13M
|
474K
$14.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
35.7K+ 13.03% |
$1.03M - $1.1M
|
309K
$9.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
35.1K+ 3.17% |
$1.02M - $1.09M
|
1.14M
$34.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34.9K+ 2.44% |
$1.01M - $1.08M
|
1.47M
$44.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
34.8K+ 2.87% |
$1.01M - $1.08M
|
1.25M
$37.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
34.8K+ 29.94% |
$1.01M - $1.08M
|
151K
$4.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
34.4K+ 47.26% |
$996K - $1.06M
|
107K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.1K+ 14.65% |
$987K - $1.05M
|
267K
$8.12M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
33.3K+ 125.93% |
$964K - $1.03M
|
59.8K
$1.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
32.3K+ 146.65% |
$933K - $997K
|
54.3K
$1.65M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
30.3K+ 13.77% |
$878K - $938K
|
251K
$7.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
30.3K+ 25.31% |
$877K - $937K
|
150K
$4.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
29.2K+ 198.39% |
$844K - $902K
|
43.9K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
29.1KNew |
$841K - $898K
|
29.1K
$884K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
28.7K+ 4.76% |
$831K - $888K
|
632K
$19.2M
|