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 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 0.95% |
$33.9K - $37K
|
128K
$3.8M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.35K- 3.56% |
$37.4K - $40.8K
|
36.5K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.36K- 0.95% |
$37.7K - $41.2K
|
141K
$4.21M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.37K- 2.15% |
$37.9K - $41.4K
|
62.3K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.43K- 4.04% |
$39.7K - $43.3K
|
34K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.46K- 7.07% |
$40.5K - $44.2K
|
19.2K
$572K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.73K- 2.06% |
$48K - $52.4K
|
82.4K
$2.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.93K- 0.3% |
$53.6K - $58.5K
|
647K
$19.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.98K- 1.17% |
$55K - $60K
|
167K
$4.97M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.02K- 2.0% |
$56.1K - $61.2K
|
98.9K
$2.95M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.06K- 0.21% |
$57.1K - $62.4K
|
995K
$29.6M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.08K- 3.25% |
$57.8K - $63K
|
62.1K
$1.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.19K- 4.52% |
$60.8K - $66.3K
|
46.2K
$1.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.22K- 0.58% |
$61.7K - $67.3K
|
383K
$11.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.22K- 0.58% |
$61.7K - $67.3K
|
383K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.31K- 0.28% |
$64K - $69.9K
|
827K
$24.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-2.31K- 5.42% |
$64.1K - $69.9K
|
40.3K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.34K- 3.61% |
$64.9K - $70.9K
|
62.5K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.37K- 13.72% |
$65.7K - $71.6K
|
14.9K
$443K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.67K- 3.77% |
$74K - $80.8K
|
68.1K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.76K- 1.47% |
$76.6K - $83.6K
|
185K
$5.51M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-3.13K- 8.24% |
$86.9K - $94.8K
|
34.9K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.16K- 4.29% |
$87.6K - $95.6K
|
70.5K
$2.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.21K- 1.14% |
$88.9K - $97K
|
277K
$8.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.44K- 29.69% |
$95.5K - $104K
|
8.15K
$243K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.48K- 4.55% |
$96.6K - $105K
|
73.1K
$2.18M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-3.72K- 6.04% |
$103K - $113K
|
57.8K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.88K- 2.7% |
$108K - $117K
|
140K
$4.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.4K- 82.3% |
$122K - $133K
|
946
$28.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.43K- 19.45% |
$123K - $134K
|
18.4K
$547K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.54K- 1.05% |
$126K - $137K
|
429K
$12.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.67K- 1.98% |
$130K - $141K
|
231K
$6.89M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-4.92K- 32.1% |
$137K - $149K
|
10.4K
$310K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5.37K- 0.67% |
$149K - $163K
|
800K
$23.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.58K- 5.13% |
$155K - $169K
|
103K
$3.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.68K- 0.58% |
$158K - $172K
|
969K
$28.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-5.74K- 11.32% |
$159K - $174K
|
44.9K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6.24K- 19.99% |
$173K - $189K
|
25K
$744K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.3K- 56.13% |
$175K - $191K
|
4.92K
$147K
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-6.47K- 11.34% |
$179K - $196K
|
50.6K
$1.51M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-6.49K- 2.26% |
$180K - $196K
|
281K
$8.36M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-6.59K- 3.2% |
$183K - $200K
|
199K
$5.94M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.78K- 1.5% |
$188K - $205K
|
445K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.82K- 24.73% |
$189K - $206K
|
20.7K
$618K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-7.92K- 3.34% |
$220K - $240K
|
229K
$6.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-9.07K- 3.86% |
$252K - $275K
|
226K
$6.72M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9.21K- 37.57% |
$256K - $279K
|
15.3K
$456K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-9.47K- 32.92% |
$263K - $287K
|
19.3K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-9.94K- 3.58% |
$276K - $301K
|
268K
$7.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-11.3K- 19.52% |
$314K - $343K
|
46.7K
$1.39M
|