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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.42K+ 12.07% |
$39.4K - $43K
|
13.2K
$392K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.41K+ 3.22% |
$39.2K - $42.7K
|
45.2K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.4K+ 10.48% |
$38.7K - $42.3K
|
14.7K
$438K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.39K+ 3.8% |
$38.4K - $41.9K
|
37.8K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.34K+ 4.22% |
$37.1K - $40.5K
|
33K
$982K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.33KNew |
$36.8K - $40.2K
|
1.33K
$39.5K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 18.45% |
$36.1K - $39.4K
|
8.35K
$248K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.26K+ 2.12% |
$34.8K - $38K
|
60.6K
$1.8M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.25K+ 2.68% |
$34.6K - $37.8K
|
47.9K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.11K+ 1.05% |
$30.7K - $33.4K
|
106K
$3.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.07K+ 11.23% |
$29.7K - $32.4K
|
10.6K
$315K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.07K+ 4.21% |
$29.5K - $32.2K
|
26.3K
$783K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.03K+ 1.73% |
$28.6K - $31.2K
|
60.6K
$1.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.01K+ 3.92% |
$28K - $30.6K
|
26.8K
$797K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
927+ 3.02% |
$25.7K - $28.1K
|
31.6K
$940K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
894+ 8.14% |
$24.8K - $27.1K
|
11.9K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
878+ 0.3% |
$24.4K - $26.6K
|
296K
$8.82M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
872New |
$24.2K - $26.4K
|
872
$25.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
872+ 0.68% |
$24.2K - $26.4K
|
129K
$3.85M
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
819+ 0.18% |
$22.7K - $24.8K
|
461K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
674+ 4.55% |
$18.7K - $20.4K
|
15.5K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
598New |
$16.6K - $18.1K
|
598
$17.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
587+ 105.2% |
$16.3K - $17.8K
|
1.15K
$34.1K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
542+ 5.12% |
$15K - $16.4K
|
11.1K
$331K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
537+ 1.16% |
$14.9K - $16.3K
|
46.6K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
487+ 0.77% |
$13.5K - $14.7K
|
64K
$1.9M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
444+ 3.64% |
$12.3K - $13.4K
|
12.7K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
443+ 2.76% |
$12.3K - $13.4K
|
16.5K
$490K
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
431+ 0.5% |
$12K - $13K
|
86.2K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
400+ 0.95% |
$11.1K - $12.1K
|
42.6K
$1.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
339+ 2.02% |
$9.4K - $10.3K
|
17.1K
$508K
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
271+ 1.99% |
$7.52K - $8.2K
|
13.9K
$413K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
247+ 2.02% |
$6.85K - $7.48K
|
12.5K
$372K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
227+ 1.13% |
$6.3K - $6.87K
|
20.4K
$606K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
204+ 0.95% |
$5.66K - $6.18K
|
21.7K
$646K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$5.55K - $6.05K
|
200
$5.95K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
193+ 8.6% |
$5.35K - $5.84K
|
2.44K
$72.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
170New |
$4.72K - $5.15K
|
170
$5.06K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
168New |
$4.66K - $5.09K
|
168
$5K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
157+ 0.36% |
$4.36K - $4.75K
|
44.3K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
152+ 11.74% |
$4.22K - $4.6K
|
1.45K
$43K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
149+ 1.32% |
$4.13K - $4.51K
|
11.4K
$339K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
127+ 2.89% |
$3.52K - $3.84K
|
4.52K
$134K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
95+ 0.59% |
$2.64K - $2.88K
|
16.2K
$481K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
89+ 0.13% |
$2.47K - $2.69K
|
70.4K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
88+ 0.53% |
$2.44K - $2.66K
|
16.7K
$497K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
85+ 0.13% |
$2.36K - $2.57K
|
67.2K
$2M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72+ 2.23% |
$2K - $2.18K
|
3.31K
$98.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
53+ 7.41% |
$1.47K - $1.6K
|
768
$22.8K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
45+ 0.13% |
$1.25K - $1.36K
|
35.3K
$1.05M
|