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
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
294+ 1.53% |
$8.51K - $9.09K
|
19.5K
$593K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
209+ 1.29% |
$6.05K - $6.46K
|
16.4K
$498K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
206New |
$5.96K - $6.37K
|
206
$6.26K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
190+ 0.89% |
$5.5K - $5.87K
|
21.4K
$652K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
175+ 27.6% |
$5.06K - $5.41K
|
809
$24.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
166+ 2.04% |
$4.8K - $5.13K
|
8.32K
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
162+ 2.16% |
$4.69K - $5.01K
|
7.66K
$233K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
162+ 2.16% |
$4.69K - $5.01K
|
7.66K
$233K
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
162+ 0.46% |
$4.69K - $5.01K
|
35.3K
$1.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
161+ 1.29% |
$4.66K - $4.98K
|
12.7K
$386K
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
147+ 1.29% |
$4.25K - $4.54K
|
11.5K
$351K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
137New |
$3.96K - $4.23K
|
137
$4.17K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
118New |
$3.41K - $3.65K
|
118
$3.59K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
117+ 0.24% |
$3.38K - $3.62K
|
48.4K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
108+ 1.06% |
$3.12K - $3.34K
|
10.3K
$312K
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
101+ 1.28% |
$2.92K - $3.12K
|
8.01K
$243K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
97+ 1.29% |
$2.81K - $3K
|
7.59K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
79+ 0.47% |
$2.29K - $2.44K
|
16.8K
$511K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
79+ 3.52% |
$2.29K - $2.44K
|
2.32K
$70.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45New |
$1.3K - $1.39K
|
45
$1.37K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 1.27% |
$1.1K - $1.17K
|
3.04K
$92.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
33+ 1.3% |
$955 - $1.02K
|
2.57K
$78K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
27+ 0.04% |
$781 - $835
|
67.3K
$2.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
23+ 0.21% |
$665 - $711
|
11.2K
$341K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
18+ 1.26% |
$521 - $556
|
1.44K
$43.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 1.17% |
$492 - $525
|
1.46K
$44.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
17+ 1.28% |
$492 - $525
|
1.35K
$40.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.04% |
$289 - $309
|
26.8K
$815K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.05% |
$86.8 - $92.7
|
6.61K
$201K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 1.19% |
$57.9 - $61.8
|
170
$5.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.64% |
$28.9 - $30.9
|
158
$4.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1+ 0.0% |
$28.9 - $30.9
|
83.1K
$2.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-10- 0.01% |
$289 - $309
|
73.7K
$2.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-15- 0.16% |
$434 - $464
|
9.27K
$282K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-19- 0.1% |
$550 - $587
|
19.7K
$599K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-23- 0.05% |
$665 - $711
|
44.5K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-48- 0.25% |
$1.39K - $1.48K
|
19K
$577K
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-64- 0.17% |
$1.85K - $1.98K
|
36.6K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-69- 21.17% |
$2K - $2.13K
|
257
$7.82K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-87- 0.12% |
$2.52K - $2.69K
|
70.6K
$2.15M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-106- 0.76% |
$3.07K - $3.28K
|
13.8K
$419K
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-128- 1.7% |
$3.7K - $3.96K
|
7.38K
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-129- 0.95% |
$3.73K - $3.99K
|
13.4K
$408K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-130- 1.38% |
$3.76K - $4.02K
|
9.29K
$282K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-133- 0.33% |
$3.85K - $4.11K
|
39.6K
$1.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-162- 0.28% |
$4.69K - $5.01K
|
58.1K
$1.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-215- 0.26% |
$6.22K - $6.65K
|
82.1K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-302- 3.7% |
$8.74K - $9.33K
|
7.86K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-316- 2.66% |
$9.14K - $9.77K
|
11.6K
$351K
|