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 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11.5K+ 3.98% |
$320K - $349K
|
301K
$8.94M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.3K+ 8.59% |
$313K - $341K
|
143K
$4.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.6K+ 63.41% |
$293K - $320K
|
27.2K
$809K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.2K+ 15.87% |
$284K - $310K
|
74.8K
$2.22M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10.2K+ 3.57% |
$284K - $310K
|
297K
$8.83M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.2K+ 444.58% |
$283K - $309K
|
12.5K
$372K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
10.1K+ 6.3% |
$281K - $307K
|
171K
$5.08M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
10K+ 7.71% |
$278K - $304K
|
140K
$4.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
10KNew |
$278K - $303K
|
10K
$298K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10K+ 13.85% |
$278K - $303K
|
82.3K
$2.45M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9.91KNew |
$275K - $300K
|
9.91K
$295K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
9.62K+ 69.47% |
$267K - $291K
|
23.5K
$698K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9.59K+ 9.0% |
$266K - $290K
|
116K
$3.46M
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
9.59K+ 1.52% |
$266K - $290K
|
642K
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
9.41KNew |
$261K - $285K
|
9.41K
$280K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9.11K+ 6.57% |
$253K - $276K
|
148K
$4.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
9.02K+ 4.48% |
$250K - $273K
|
210K
$6.26M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
9.01K+ 111.53% |
$250K - $273K
|
17.1K
$508K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.94KNew |
$248K - $271K
|
8.94K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.92K+ 5.32% |
$248K - $270K
|
177K
$5.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
8.82K+ 4.12% |
$245K - $267K
|
223K
$6.63M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.71K+ 32.24% |
$242K - $264K
|
35.7K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.67K+ 2.68% |
$240K - $262K
|
332K
$9.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
8.64KNew |
$240K - $262K
|
8.64K
$257K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.43K+ 99.8% |
$234K - $255K
|
16.9K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
8.24K+ 5.37% |
$229K - $249K
|
162K
$4.81M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.2K+ 41.9% |
$227K - $248K
|
27.8K
$826K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.98K+ 9.69% |
$221K - $241K
|
90.3K
$2.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
7.95K+ 2.96% |
$221K - $241K
|
276K
$8.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.81K+ 6.62% |
$217K - $236K
|
126K
$3.74M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.81K+ 34.28% |
$217K - $236K
|
30.6K
$909K
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
7.74K+ 6.25% |
$215K - $234K
|
132K
$3.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
7.71KNew |
$214K - $233K
|
7.71K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
7.51KNew |
$208K - $227K
|
7.51K
$223K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.5KNew |
$208K - $227K
|
7.5K
$223K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.5KNew |
$208K - $227K
|
7.5K
$223K
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
7.14KNew |
$198K - $216K
|
7.14K
$212K
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6.94K+ 14.72% |
$192K - $210K
|
54.1K
$1.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.84K+ 10.11% |
$190K - $207K
|
74.4K
$2.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
6.7KNew |
$186K - $203K
|
6.7K
$199K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.64K+ 4.56% |
$184K - $201K
|
152K
$4.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.62K+ 6.25% |
$184K - $200K
|
113K
$3.35M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.2K+ 317.08% |
$172K - $188K
|
8.16K
$243K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.97K+ 19.67% |
$166K - $181K
|
36.3K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.93K+ 5.05% |
$164K - $180K
|
123K
$3.67M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.84K+ 75.54% |
$162K - $177K
|
13.6K
$403K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.77K+ 1580.82% |
$160K - $175K
|
6.14K
$182K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.57KNew |
$154K - $168K
|
5.57K
$166K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
5.51K+ 8.92% |
$153K - $167K
|
67.3K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
5.38K+ 1.31% |
$149K - $163K
|
417K
$12.4M
|