Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr (DFAI)

DFAI Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q2 2023. 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
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
2.27M
+ 124.2%
$60.2M - $63.8M
4.11M $124M
Aug 10, 2023 Q2 2023
Bedel Financial Consulting, Inc.

BUY
 -
947K
+ 5451.63%
$25.1M - $26.6M
965K $29.2M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
848K
+ 39.98%
$22.4M - $23.8M
2.97M $89.8M
Jul 20, 2023 Q2 2023
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
735K
+ 197.82%
$19.4M - $20.6M
1.11M $33.5M
Aug 10, 2023 Q2 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
585K
New
$15.5M - $16.4M
585K $17.7M
Aug 02, 2023 Q2 2023
Sym Financial Corp

BUY
 -
532K
+ 9.3%
$14.1M - $14.9M
6.25M $189M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
501K
New
$13.3M - $14M
501K $15.2M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
410K
New
$10.8M - $11.5M
410K $12.4M
Aug 14, 2023 Q2 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
361K
+ 180546.5%
$9.55M - $10.1M
361K $10.9M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
338K
+ 12.43%
$8.94M - $9.48M
3.06M $92.5M
Jul 31, 2023 Q2 2023
First National Corp

BUY
 -
281K
+ 1961.49%
$7.44M - $7.88M
295K $8.94M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
267K
+ 22.09%
$7.05M - $7.48M
1.47M $44.6M
Jul 06, 2023 Q2 2023
Rvw Wealth, LLC

BUY
 -
224K
+ 20.72%
$5.93M - $6.28M
1.31M $39.5M
Jul 27, 2023 Q2 2023
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
217K
New
$5.74M - $6.09M
217K $6.57M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
188K
+ 267.39%
$4.98M - $5.28M
259K $7.83M
Jul 19, 2023 Q2 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
178K
+ 3.83%
$4.71M - $4.99M
4.82M $146M
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
167K
New
$4.41M - $4.68M
167K $5.05M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
147K
+ 12.46%
$3.9M - $4.13M
1.33M $40.2M
Aug 03, 2023 Q2 2023
Private Capital Management LLC

BUY
 -
139K
+ 26.77%
$3.69M - $3.91M
660K $20M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
139K
+ 765.14%
$3.68M - $3.9M
157K $4.76M
Jul 11, 2023 Q2 2023
Regal Wealth Group, Inc.

BUY
 -
137K
+ 303.55%
$3.64M - $3.85M
183K $5.53M
Jul 28, 2023 Q2 2023
Marquette Asset Management, LLC

BUY
 -
132K
+ 14.19%
$3.49M - $3.7M
1.06M $32.1M
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
131K
+ 15.25%
$3.46M - $3.67M
989K $29.9M
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
129K
+ 47.7%
$3.4M - $3.61M
398K $12.1M
Jul 26, 2023 Q2 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
127K
+ 16.73%
$3.37M - $3.57M
889K $26.9M
Aug 14, 2023 Q2 2023
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
122K
+ 11.59%
$3.23M - $3.42M
1.17M $35.5M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
109K
+ 41.77%
$2.87M - $3.05M
369K $11.2M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
107K
+ 111.75%
$2.83M - $3M
203K $6.14M
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
99.2K
+ 24.02%
$2.63M - $2.78M
512K $15.5M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
95.5K
+ 15.54%
$2.53M - $2.68M
710K $21.5M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
93.8K
+ 58.98%
$2.48M - $2.63M
253K $7.65M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
92.5K
+ 24.75%
$2.45M - $2.6M
466K $14.1M
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
92.1K
+ 35.84%
$2.44M - $2.58M
349K $10.6M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
85.4K
+ 517.67%
$2.26M - $2.4M
102K $3.08M
Sep 07, 2023 Q2 2023
Sterling Financial Group, Inc.

Pasadena, CA
BUY
 -
85.2K
+ 22.72%
$2.25M - $2.39M
460K $13.9M
Jul 13, 2023 Q2 2023
Life Guide Financial Advisors, LLC

BUY
 -
79.4K
New
$2.1M - $2.23M
79.4K $2.4M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
78.8K
+ 34.87%
$2.09M - $2.21M
305K $9.22M
Aug 03, 2023 Q2 2023
Aquire Wealth Advisors, LLC

BUY
 -
77.4K
+ 8.53%
$2.05M - $2.17M
985K $29.8M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
75.4K
+ 30.78%
$2M - $2.12M
320K $9.69M
Jul 14, 2023 Q2 2023
R. W. Roge & Company, Inc.

Bohemia, NY
BUY
 -
74.8K
+ 504.96%
$1.98M - $2.1M
89.6K $2.71M
Jul 21, 2023 Q2 2023
First Purpose Wealth LLC

BUY
 -
73.1K
+ 21.48%
$1.94M - $2.05M
414K $12.5M
Jul 13, 2023 Q2 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
72.8K
+ 25.6%
$1.93M - $2.04M
357K $10.8M
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

BUY
 -
71.2K
+ 11.43%
$1.88M - $2M
694K $21M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
66.7K
+ 14.85%
$1.76M - $1.87M
515K $15.6M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
66.2K
+ 6.74%
$1.75M - $1.86M
1.05M $31.7M
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
63.7K
+ 24.07%
$1.68M - $1.79M
328K $9.93M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
59K
+ 11.23%
$1.56M - $1.65M
584K $17.7M
Jul 26, 2023 Q2 2023
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
57.6K
+ 51.16%
$1.53M - $1.62M
170K $5.15M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
57.1K
+ 13.02%
$1.51M - $1.6M
496K $15M

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