Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) 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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.29M+ 378.12% |
$56.2M - $60.3M
|
2.89M
$73M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.03MNew |
$25.3M - $27.2M
|
1.03M
$26M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
866K+ 13.44% |
$21.3M - $22.8M
|
7.31M
$184M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
784KNew |
$19.3M - $20.7M
|
784K
$19.8M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
563K+ 188.59% |
$13.8M - $14.9M
|
862K
$21.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
551KNew |
$13.5M - $14.5M
|
551K
$13.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
534K+ 67.45% |
$13.1M - $14.1M
|
1.33M
$33.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
425K+ 107.75% |
$10.4M - $11.2M
|
820K
$20.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
367K+ 12.13% |
$9.01M - $9.67M
|
3.39M
$85.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
345K+ 6.68% |
$8.48M - $9.09M
|
5.51M
$139M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
241K+ 99.45% |
$5.92M - $6.35M
|
484K
$12.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
214K+ 44.92% |
$5.25M - $5.63M
|
689K
$17.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
200K+ 255.85% |
$4.92M - $5.28M
|
279K
$7.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
186K+ 11.04% |
$4.56M - $4.89M
|
1.87M
$47.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
172K+ 63.59% |
$4.22M - $4.53M
|
442K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
171K+ 12.87% |
$4.2M - $4.5M
|
1.5M
$37.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
159K+ 13.52% |
$3.9M - $4.19M
|
1.33M
$33.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
157K+ 3.48% |
$3.87M - $4.15M
|
4.67M
$118M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
147K+ 10.65% |
$3.61M - $3.88M
|
1.53M
$38.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
136K+ 4.76% |
$3.34M - $3.58M
|
2.99M
$75.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
133K+ 13.22% |
$3.27M - $3.5M
|
1.14M
$28.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
124K+ 8.71% |
$3.05M - $3.27M
|
1.55M
$39M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
107K+ 10.88% |
$2.64M - $2.83M
|
1.1M
$27.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
105K+ 35.06% |
$2.57M - $2.76M
|
403K
$10.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
97.7K+ 4.51% |
$2.4M - $2.58M
|
2.26M
$57.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
81.3K+ 121.57% |
$2M - $2.14M
|
148K
$3.74M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
78.6K+ 27.21% |
$1.93M - $2.07M
|
367K
$9.27M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
75.7K+ 9.18% |
$1.86M - $1.99M
|
900K
$22.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
71.4K+ 7.11% |
$1.75M - $1.88M
|
1.07M
$27.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
70K+ 9.25% |
$1.72M - $1.85M
|
827K
$20.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
62.8KNew |
$1.54M - $1.65M
|
62.8K
$1.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
55K+ 2.65% |
$1.35M - $1.45M
|
2.13M
$53.7M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
52.7K+ 2.71% |
$1.29M - $1.39M
|
2M
$50.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
52.1K+ 11.94% |
$1.28M - $1.37M
|
489K
$12.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
51.8K+ 15.98% |
$1.27M - $1.37M
|
376K
$9.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
49.4K+ 247.48% |
$1.21M - $1.3M
|
69.4K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
47.5K+ 129.88% |
$1.17M - $1.25M
|
84K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47.3K+ 117.43% |
$1.16M - $1.25M
|
87.6K
$2.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
45.6K+ 1.9% |
$1.12M - $1.2M
|
2.45M
$61.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
43.1KNew |
$1.06M - $1.14M
|
43.1K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
42K+ 2.95% |
$1.03M - $1.11M
|
1.47M
$37M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
40.4K+ 1.62% |
$994K - $1.07M
|
2.54M
$64.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
39.3K+ 6.78% |
$967K - $1.04M
|
620K
$15.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
39.1K+ 3.87% |
$960K - $1.03M
|
1.05M
$26.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
38.4KNew |
$945K - $1.01M
|
38.4K
$970K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.3K+ 270.82% |
$917K - $983K
|
51.1K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
37.1KNew |
$911K - $978K
|
37.1K
$935K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36KNew |
$885K - $949K
|
36K
$908K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
35.8KNew |
$880K - $944K
|
35.8K
$903K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33.5KNew |
$823K - $882K
|
33.5K
$844K
|