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 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.6K- 47.22% |
$320K - $350K
|
12.9K
$385K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-12.2K- 2.02% |
$339K - $370K
|
592K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-13K- 18.94% |
$360K - $393K
|
55.6K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14.4K- 91.03% |
$400K - $437K
|
1.42K
$42.3K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-16.5K- 4.68% |
$457K - $499K
|
335K
$9.99M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-17.9K- 30.57% |
$496K - $541K
|
40.6K
$1.21M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-18K- 33.89% |
$499K - $545K
|
35.1K
$1.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-23K- 10.31% |
$637K - $695K
|
200K
$5.95M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23K- 5.43% |
$638K - $696K
|
400K
$11.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-23.4K- 8.77% |
$649K - $708K
|
243K
$7.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-24.9K- 9.76% |
$692K - $755K
|
231K
$6.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-25K- 4.11% |
$695K - $758K
|
584K
$17.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.7K- 3.4% |
$714K - $779K
|
730K
$21.8M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-26.3K- 30.55% |
$730K - $796K
|
59.8K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-32.9K- 21.62% |
$914K - $997K
|
119K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-43.8K- 65.56% |
$1.21M - $1.33M
|
23K
$685K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-44.7K- 27.17% |
$1.24M - $1.35M
|
120K
$3.57M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.2K- 1.75% |
$1.25M - $1.37M
|
2.53M
$75.4M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-48.1K- 54.79% |
$1.33M - $1.46M
|
39.7K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-50.2K- 5.85% |
$1.39M - $1.52M
|
807K
$24.1M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-56.2K- 0.91% |
$1.56M - $1.7M
|
6.09M
$181M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-75.7K- 36.99% |
$2.1M - $2.29M
|
129K
$3.84M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-83.5K- 23.11% |
$2.32M - $2.53M
|
278K
$8.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-85.1K- 17.58% |
$2.36M - $2.57M
|
399K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-109K- 27.47% |
$3.03M - $3.31M
|
289K
$8.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-245K- 80.09% |
$6.81M - $7.43M
|
61K
$1.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-258K- 15.9% |
$7.15M - $7.8M
|
1.36M
$40.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-294K- 40.21% |
$8.16M - $8.9M
|
437K
$13M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-382K- 50.08% |
$10.6M - $11.6M
|
381K
$11.3M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-454K- 90.62% |
$12.6M - $13.7M
|
46.9K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-666K- 62.75% |
$18.5M - $20.2M
|
395K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-693KClosed |
$19.2M - $21M
|
0
$0
|