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 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.13K+ 1.4% |
$177K - $189K
|
444K
$13.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
6.09K+ 1.49% |
$176K - $188K
|
416K
$12.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.9K+ 22.54% |
$171K - $182K
|
32.1K
$967K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.7K+ 1.55% |
$165K - $176K
|
374K
$11.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.48K+ 3.2% |
$158K - $169K
|
176K
$5.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.44K+ 3.06% |
$157K - $168K
|
183K
$5.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.38K+ 7.23% |
$156K - $166K
|
79.8K
$2.41M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.37K+ 50.68% |
$155K - $166K
|
16K
$481K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
5.36K+ 2.69% |
$155K - $166K
|
205K
$6.17M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.12K+ 6.04% |
$148K - $158K
|
89.9K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5K+ 4.7% |
$145K - $155K
|
111K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.86K+ 17.49% |
$141K - $150K
|
32.6K
$983K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
4.55K+ 26.59% |
$132K - $141K
|
21.6K
$652K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
4.24KNew |
$123K - $131K
|
4.24K
$128K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
4.19K+ 67.0% |
$121K - $130K
|
10.5K
$315K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.18K+ 3.44% |
$121K - $129K
|
126K
$3.79M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.18K+ 33.76% |
$121K - $129K
|
16.5K
$499K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4.17K+ 6.68% |
$121K - $129K
|
66.6K
$2.01M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
4.06K+ 2.87% |
$118K - $126K
|
146K
$4.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.94K+ 22.19% |
$114K - $122K
|
21.7K
$653K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.83K+ 2.49% |
$111K - $118K
|
158K
$4.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.74K+ 1.13% |
$108K - $115K
|
336K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.73K+ 3.98% |
$108K - $115K
|
97.5K
$2.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.64K+ 3.0% |
$105K - $113K
|
125K
$3.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.64K+ 3.23% |
$105K - $112K
|
116K
$3.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
3.63KNew |
$105K - $112K
|
3.63K
$109K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.6K+ 9.92% |
$104K - $111K
|
39.9K
$1.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.52K+ 5.5% |
$102K - $109K
|
67.6K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.52K+ 6.98% |
$102K - $109K
|
53.9K
$1.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.49K+ 2.65% |
$101K - $108K
|
135K
$4.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3.37KNew |
$97.6K - $104K
|
3.37K
$102K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.26K+ 14.01% |
$94.4K - $101K
|
26.5K
$800K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3.24K+ 10.23% |
$93.6K - $100K
|
34.9K
$1.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.17K+ 31.63% |
$91.7K - $97.9K
|
13.2K
$397K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.12K+ 1.95% |
$90.1K - $96.3K
|
163K
$4.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
2.94K+ 4.1% |
$85.1K - $90.9K
|
74.6K
$2.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.65KNew |
$76.5K - $81.8K
|
2.65K
$79.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.63K+ 17.18% |
$76.1K - $81.3K
|
17.9K
$541K
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
2.61K+ 14.14% |
$75.5K - $80.6K
|
21.1K
$635K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 106.16% |
$74.8K - $80K
|
5.02K
$151K
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.56K+ 0.49% |
$73.9K - $79K
|
519K
$15.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.52K+ 1.68% |
$72.9K - $77.9K
|
153K
$4.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.5K+ 1.76% |
$72.4K - $77.4K
|
145K
$4.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.42K+ 1.05% |
$70.1K - $74.9K
|
234K
$7.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
2.42K+ 4.3% |
$69.9K - $74.6K
|
58.6K
$1.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.37K+ 10.9% |
$68.5K - $73.2K
|
24.1K
$726K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.28K+ 1.51% |
$65.9K - $70.4K
|
153K
$4.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.26K+ 1.9% |
$65.2K - $69.7K
|
121K
$3.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.25K+ 39.2% |
$65K - $69.5K
|
7.98K
$241K
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.16K+ 12.65% |
$62.5K - $66.8K
|
19.2K
$580K
|