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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
40+ 34.19% |
$1.11K - $1.21K
|
157
$4.68K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
38+ 0.23% |
$1.05K - $1.15K
|
16.3K
$486K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
38+ 0.37% |
$1.05K - $1.15K
|
10.4K
$309K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
30+ 0.07% |
$832 - $908
|
41.7K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
26+ 0.16% |
$721 - $787
|
16.2K
$481K
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
13+ 0.16% |
$361 - $394
|
7.9K
$235K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
13+ 0.13% |
$361 - $394
|
10.1K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
12+ 0.16% |
$333 - $363
|
7.49K
$223K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
12+ 2.11% |
$333 - $363
|
580
$17.3K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.17% |
$139 - $151
|
3K
$89.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
3+ 0.21% |
$83.2 - $90.8
|
1.42K
$42.4K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.02% |
$55.5 - $60.5
|
13.1K
$390K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$27.7 - $30.3
|
9.11K
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1- 0.01% |
$27.7 - $30.3
|
8.86K
$264K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-9- 0.02% |
$250 - $272
|
39.8K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-17- 0.07% |
$472 - $515
|
23.4K
$696K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-19- 0.01% |
$527 - $575
|
160K
$4.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-24- 0.03% |
$666 - $726
|
73.7K
$2.2M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-28- 0.12% |
$777 - $848
|
23.9K
$713K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-37- 0.24% |
$1.03K - $1.12K
|
15.7K
$467K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-49- 0.74% |
$1.36K - $1.48K
|
6.61K
$197K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-50- 0.22% |
$1.39K - $1.51K
|
22.2K
$662K
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-51- 0.31% |
$1.41K - $1.54K
|
16.5K
$493K
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-51- 0.31% |
$1.41K - $1.54K
|
16.5K
$493K
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-53- 0.06% |
$1.47K - $1.6K
|
83.1K
$2.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-67- 0.71% |
$1.86K - $2.03K
|
9.42K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-76- 0.65% |
$2.11K - $2.3K
|
11.7K
$348K
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-91- 0.05% |
$2.52K - $2.75K
|
173K
$5.15M
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-227- 0.61% |
$6.3K - $6.87K
|
36.7K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-232- 5.91% |
$6.44K - $7.02K
|
3.69K
$110K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-297- 0.51% |
$8.24K - $8.99K
|
58.2K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-314- 0.44% |
$8.71K - $9.5K
|
70.7K
$2.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-332- 12.89% |
$9.21K - $10K
|
2.24K
$66.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-392- 10.3% |
$10.9K - $11.9K
|
3.41K
$102K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-434- 2.15% |
$12K - $13.1K
|
19.7K
$587K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-494- 1.91% |
$13.7K - $15K
|
25.3K
$754K
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-663- 3.05% |
$18.4K - $20.1K
|
21.1K
$627K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-695- 10.0% |
$19.3K - $21K
|
6.26K
$186K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-757- 3.94% |
$21K - $22.9K
|
18.5K
$550K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-767- 54.75% |
$21.3K - $23.2K
|
634
$18.9K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-771- 0.06% |
$21.4K - $23.3K
|
1.27M
$37.8M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-787- 4.66% |
$21.8K - $23.8K
|
16.1K
$480K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-831- 4.93% |
$23.1K - $25.2K
|
16K
$478K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-865- 5.19% |
$24K - $26.2K
|
15.8K
$471K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-888- 0.57% |
$24.6K - $26.9K
|
156K
$4.64M
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-954- 0.83% |
$26.5K - $28.9K
|
113K
$3.38M
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.06K- 4.1% |
$29.4K - $32.1K
|
24.8K
$739K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.14K- 7.89% |
$31.6K - $34.5K
|
13.3K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.18K- 12.44% |
$32.6K - $35.6K
|
8.29K
$247K
|