Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
918K+ 113.32% |
$25.5M - $27.8M
|
1.73M
$50.6M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
831K+ 119.13% |
$23M - $25.1M
|
1.53M
$44.7M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
805KNew |
$22.3M - $24.4M
|
805K
$23.6M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
747K+ 177.95% |
$20.7M - $22.6M
|
1.17M
$34.2M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
621K+ 88.01% |
$17.2M - $18.8M
|
1.33M
$38.8M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
572K+ 41.3% |
$15.9M - $17.3M
|
1.96M
$57.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
419KNew |
$11.6M - $12.7M
|
419K
$12.3M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
371KNew |
$10.3M - $11.2M
|
371K
$10.9M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
370K+ 85.83% |
$10.3M - $11.2M
|
800K
$23.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
332K+ 33.34% |
$9.21M - $10M
|
1.33M
$38.8M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
320K+ 28.79% |
$8.88M - $9.69M
|
1.43M
$41.9M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
304K+ 53.22% |
$8.44M - $9.21M
|
876K
$25.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
301K+ 377.91% |
$8.36M - $9.12M
|
381K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
294K+ 131.2% |
$8.16M - $8.9M
|
518K
$15.2M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
276K+ 7.73% |
$7.67M - $8.37M
|
3.85M
$113M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
268K+ 72.31% |
$7.43M - $8.11M
|
639K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
236K+ 47.89% |
$6.55M - $7.15M
|
729K
$21.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
230K+ 256.82% |
$6.39M - $6.97M
|
320K
$9.37M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
226K+ 14.01% |
$6.27M - $6.84M
|
1.84M
$53.8M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
203KNew |
$5.64M - $6.15M
|
203K
$5.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
201K+ 15.45% |
$5.58M - $6.09M
|
1.5M
$44M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
196K+ 81.16% |
$5.45M - $5.94M
|
438K
$12.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
195K+ 15.61% |
$5.4M - $5.89M
|
1.44M
$42.2M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
170K+ 43.5% |
$4.73M - $5.16M
|
562K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
170K+ 18.14% |
$4.72M - $5.15M
|
1.11M
$32.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
136K+ 20.32% |
$3.78M - $4.13M
|
807K
$23.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
135K+ 80.21% |
$3.75M - $4.09M
|
303K
$8.88M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
132K+ 55.23% |
$3.66M - $3.99M
|
371K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
131K+ 202.7% |
$3.64M - $3.97M
|
196K
$5.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
129K+ 13.93% |
$3.58M - $3.91M
|
1.06M
$30.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
122K+ 16.94% |
$3.38M - $3.69M
|
842K
$24.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
122K+ 3.8% |
$3.38M - $3.69M
|
3.33M
$97.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
121K+ 9.41% |
$3.36M - $3.67M
|
1.41M
$41.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
112K+ 22.88% |
$3.11M - $3.4M
|
603K
$17.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
112K+ 16.14% |
$3.1M - $3.39M
|
805K
$23.6M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
108KNew |
$3M - $3.28M
|
108K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
107K+ 20.64% |
$2.97M - $3.24M
|
625K
$18.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
105K+ 12.16% |
$2.91M - $3.17M
|
966K
$28.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
104K+ 2.26% |
$2.87M - $3.13M
|
4.69M
$137M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
101K+ 26.04% |
$2.81M - $3.07M
|
490K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
100KNew |
$2.77M - $3.03M
|
100K
$2.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
94.2K+ 346.6% |
$2.61M - $2.85M
|
121K
$3.55M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
87.7KNew |
$2.43M - $2.66M
|
87.7K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
87.6KNew |
$2.43M - $2.65M
|
87.6K
$2.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
85.5K+ 6.83% |
$2.37M - $2.59M
|
1.34M
$39.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
81.2K+ 24.62% |
$2.25M - $2.46M
|
411K
$12M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
78.8K+ 12.34% |
$2.19M - $2.39M
|
717K
$21M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
74.9K+ 99.1% |
$2.08M - $2.27M
|
151K
$4.41M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
74.4K+ 46.92% |
$2.06M - $2.25M
|
233K
$6.81M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
73.3K+ 16.38% |
$2.03M - $2.22M
|
521K
$15.2M
|