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
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-34.2K- 0.66% |
$841K - $902K
|
5.18M
$131M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-36.4K- 26.29% |
$894K - $959K
|
102K
$2.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-36.7K- 42.38% |
$902K - $968K
|
49.9K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37K- 2.47% |
$910K - $976K
|
1.46M
$36.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-38.4K- 2.42% |
$943K - $1.01M
|
1.55M
$39M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.2K- 0.54% |
$988K - $1.06M
|
7.38M
$186M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-42.2K- 3.44% |
$1.04M - $1.11M
|
1.18M
$29.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-47.3K- 6.25% |
$1.16M - $1.25M
|
711K
$17.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-52K- 60.96% |
$1.28M - $1.37M
|
33.3K
$840K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-57.4K- 12.49% |
$1.41M - $1.51M
|
402K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-58.7K- 65.42% |
$1.44M - $1.55M
|
31K
$782K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-59.5K- 9.39% |
$1.46M - $1.57M
|
574K
$14.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-62K- 2.36% |
$1.52M - $1.64M
|
2.56M
$64.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-78.5K- 4.42% |
$1.93M - $2.07M
|
1.7M
$42.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-96.7K- 2.18% |
$2.38M - $2.55M
|
4.33M
$109M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-102K- 64.76% |
$2.52M - $2.7M
|
55.7K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-108K- 59.26% |
$2.66M - $2.85M
|
74.3K
$1.88M
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-151K- 4.32% |
$3.72M - $3.99M
|
3.35M
$84.5M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-167K- 37.79% |
$4.11M - $4.41M
|
275K
$6.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-221K- 7.81% |
$5.44M - $5.84M
|
2.62M
$66M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-237K- 5.27% |
$5.82M - $6.24M
|
4.26M
$107M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-241K- 34.53% |
$5.91M - $6.34M
|
456K
$11.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-260K- 16.64% |
$6.38M - $6.84M
|
1.3M
$32.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-299K- 2.59% |
$7.34M - $7.88M
|
11.2M
$283M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-311K- 5.42% |
$7.63M - $8.19M
|
5.42M
$137M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.24M- 11.29% |
$30.4M - $32.6M
|
9.73M
$245M
|