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 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
27.6K+ 7.22% |
$765K - $835K
|
409K
$12.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.2KNew |
$755K - $823K
|
27.2K
$835K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
27.1K+ 14.0% |
$751K - $819K
|
220K
$6.76M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
26.8K+ 34.16% |
$745K - $812K
|
105K
$3.23M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
26.1K+ 49.76% |
$725K - $791K
|
78.7K
$2.41M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
25.9K+ 5.01% |
$719K - $785K
|
544K
$16.7M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25.2K+ 19.0% |
$699K - $763K
|
158K
$4.84M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.7KNew |
$686K - $748K
|
24.7K
$758K
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
24.3K+ 5.98% |
$674K - $736K
|
431K
$13.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
23.1K+ 57.12% |
$641K - $699K
|
63.5K
$1.95M
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
22.9K+ 4.15% |
$636K - $693K
|
575K
$17.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.4K+ 6.54% |
$621K - $677K
|
365K
$11.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
22KNew |
$610K - $666K
|
22K
$675K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21.6K+ 3.88% |
$598K - $653K
|
578K
$17.7M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21.6K+ 23.88% |
$598K - $652K
|
112K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
20.8K+ 5.97% |
$576K - $629K
|
369K
$11.3M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
20.2K+ 5.58% |
$561K - $612K
|
382K
$11.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
19.4K+ 14.08% |
$539K - $588K
|
157K
$4.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
19.3K+ 3.21% |
$535K - $584K
|
620K
$19M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
19.2K+ 34.38% |
$533K - $582K
|
75.2K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
19.1K+ 3.83% |
$529K - $578K
|
517K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19K+ 2.78% |
$527K - $576K
|
704K
$21.6M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19K+ 19.38% |
$527K - $575K
|
117K
$3.59M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
17.5K+ 16.76% |
$486K - $530K
|
122K
$3.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
17.4K+ 0.94% |
$483K - $527K
|
1.87M
$57.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17.3K+ 3.36% |
$480K - $523K
|
531K
$16.3M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
17.2K+ 3.67% |
$477K - $521K
|
486K
$14.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
17K+ 211.49% |
$472K - $515K
|
25.1K
$769K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
16.7K+ 9.77% |
$463K - $506K
|
188K
$5.76M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
16.5KNew |
$457K - $498K
|
16.5K
$505K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.4K+ 3.07% |
$456K - $497K
|
552K
$16.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
16.4K+ 167.29% |
$454K - $496K
|
26.2K
$803K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
16.2KNew |
$450K - $491K
|
16.2K
$498K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
15.9K+ 9.85% |
$441K - $482K
|
177K
$5.44M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
15.8K+ 80.35% |
$440K - $480K
|
35.6K
$1.09M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.7K+ 16.08% |
$409K - $446K
|
106K
$3.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14.7KNew |
$408K - $445K
|
14.7K
$451K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
14.5K+ 119.66% |
$402K - $439K
|
26.6K
$817K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.2K+ 58.6% |
$393K - $429K
|
38.3K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
14.1K+ 10.15% |
$390K - $425K
|
153K
$4.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
14.1K+ 10.33% |
$390K - $425K
|
150K
$4.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13.8K+ 8.7% |
$383K - $417K
|
172K
$5.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13.2K+ 9.72% |
$367K - $400K
|
149K
$4.58M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.2K+ 5.69% |
$367K - $400K
|
246K
$7.53M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
12.5KNew |
$347K - $379K
|
12.5K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.4KNew |
$344K - $375K
|
12.4K
$380K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
11.8K+ 9.12% |
$329K - $359K
|
142K
$4.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.8K+ 3.57% |
$326K - $356K
|
341K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
11.7K+ 18.99% |
$324K - $354K
|
73.2K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
11.6K+ 3.88% |
$323K - $352K
|
312K
$9.57M
|