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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.88K- 0.72% |
$120K - $129K
|
671K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-5.01K- 23.19% |
$123K - $132K
|
16.6K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-5.08K- 20.43% |
$125K - $134K
|
19.8K
$499K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.19K- 17.98% |
$127K - $137K
|
23.6K
$596K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.29K- 1.77% |
$130K - $139K
|
293K
$7.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-5.44K- 0.43% |
$134K - $143K
|
1.25M
$31.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5.62K- 7.5% |
$138K - $148K
|
69.3K
$1.75M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.74K- 2.15% |
$141K - $151K
|
261K
$6.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-5.86K- 3.34% |
$144K - $154K
|
170K
$4.28M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.88K- 0.6% |
$144K - $155K
|
976K
$24.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6K- 1.83% |
$147K - $158K
|
321K
$8.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-6.33K- 8.91% |
$155K - $167K
|
64.6K
$1.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.54K- 39.86% |
$161K - $172K
|
9.86K
$249K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6.67K- 1.95% |
$164K - $176K
|
335K
$8.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.91K- 75.6% |
$170K - $182K
|
2.23K
$56.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6.96K- 15.25% |
$171K - $183K
|
38.7K
$975K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.39K- 0.95% |
$181K - $195K
|
768K
$19.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-7.62K- 20.2% |
$187K - $201K
|
30.1K
$759K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.75K- 13.82% |
$190K - $204K
|
48.3K
$1.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8.02K- 3.03% |
$197K - $211K
|
257K
$6.49M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8.19K- 9.11% |
$201K - $216K
|
81.7K
$2.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-8.24K- 3.35% |
$202K - $217K
|
237K
$5.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-8.55K- 17.57% |
$210K - $225K
|
40.1K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-8.59K- 0.2% |
$211K - $226K
|
4.18M
$105M
|
|
|
Aug 14, 2024
Q2 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 4.52% |
$246K - $264K
|
211K
$5.33M
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-10.7K- 0.78% |
$264K - $283K
|
1.37M
$34.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-11K- 1.74% |
$269K - $289K
|
620K
$15.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-11.5K- 48.99% |
$283K - $303K
|
12K
$302K
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-11.5K- 37.79% |
$284K - $304K
|
19K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.6K- 0.35% |
$285K - $305K
|
3.27M
$82.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-12.2K- 59.23% |
$299K - $320K
|
8.37K
$211K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-13.8K- 25.4% |
$340K - $365K
|
40.6K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-14K- 28.54% |
$343K - $368K
|
34.9K
$881K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-14.3K- 29.32% |
$352K - $378K
|
34.6K
$871K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-14.7K- 1.43% |
$362K - $388K
|
1.01M
$25.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-15.2K- 0.9% |
$373K - $400K
|
1.67M
$42M
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-15.8K- 3.01% |
$388K - $416K
|
509K
$12.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16.1K- 0.42% |
$395K - $424K
|
3.79M
$95.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-16.3K- 15.02% |
$400K - $429K
|
92.1K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16.5K- 4.11% |
$406K - $435K
|
385K
$9.71M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.8K- 13.93% |
$412K - $442K
|
103K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.8K- 13.93% |
$412K - $442K
|
103K
$2.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-16.9K- 3.17% |
$415K - $445K
|
516K
$13M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-18.6K- 4.56% |
$458K - $491K
|
390K
$9.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-22.3K- 2.04% |
$549K - $589K
|
1.07M
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24K- 99.94% |
$589K - $632K
|
14
$353
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-24.2K- 2.57% |
$596K - $639K
|
918K
$23.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-30.4K- 0.78% |
$747K - $802K
|
3.88M
$98M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-32.1K- 12.27% |
$790K - $847K
|
230K
$5.8M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-33.3K- 3.61% |
$819K - $879K
|
890K
$22.5M
|