Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr (DFAI)

DFAI Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q2 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
Jul 26, 2024 Q2 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
2.1K
+ 23.47%
$60.7K - $64.8K
11K $339K
Jul 23, 2024 Q2 2024
Allworth Financial LP

BUY
 -
2.03K
+ 0.34%
$58.7K - $62.7K
594K $18.2M
Aug 01, 2024 Q2 2024
Claris Advisors, LLC

BUY
 -
1.99K
+ 3.68%
$57.6K - $61.5K
56.1K $1.72M
Jul 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
1.97K
New
$57.1K - $61K
1.97K $60.5K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
1.9K
New
$55K - $58.7K
1.9K $58.3K
Jul 09, 2024 Q2 2024
Cva Family Office, LLC

BUY
 -
1.8K
+ 0.8%
$52K - $55.5K
227K $6.98M
Aug 01, 2024 Q2 2024
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
1.75K
+ 7.3%
$50.5K - $54K
25.7K $788K
Aug 07, 2024 Q2 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.75K
+ 8.41%
$50.5K - $53.9K
22.5K $690K
Jul 15, 2024 Q2 2024
Gemmer Asset Management LLC

BUY
 -
1.74K
+ 19.14%
$50.5K - $53.9K
10.9K $333K
Aug 09, 2024 Q2 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
1.71K
+ 4.47%
$49.6K - $52.9K
40K $1.23M
Jul 25, 2024 Q2 2024
Heritage Wealth Management, Inc. /Ca/

San Diego, Ca, CA
BUY
 -
1.57K
+ 2.72%
$45.5K - $48.6K
59.4K $1.82M
Jul 15, 2024 Q2 2024
Walter & Keenan Wealth Management LLC

BUY
 -
1.45K
+ 18.8%
$41.9K - $44.8K
9.16K $281K
Jul 29, 2024 Q2 2024
Morris Financial Concepts, Inc.

BUY
 -
1.39K
+ 40.8%
$40.3K - $43.1K
4.81K $147K
Jul 25, 2024 Q2 2024
Tranquility Partners, LLC

BUY
 -
1.39K
+ 5.55%
$40.1K - $42.8K
26.3K $808K
Jul 30, 2024 Q2 2024
Stone Point Wealth LLC

BUY
 -
1.3K
+ 5.01%
$37.7K - $40.2K
27.3K $837K
Aug 14, 2024 Q2 2024
Capital Investment Advisory Services, LLC

BUY
 -
1.28K
+ 1.17%
$36.9K - $39.4K
111K $3.39M
Jul 31, 2024 Q2 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1.26K
New
$36.5K - $39K
1.26K $38.7K
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
1.24K
+ 87.54%
$36K - $38.5K
2.67K $81.8K
Aug 09, 2024 Q2 2024
G2 Capital Management, LLC

Columbus, OH
BUY
 -
1.24K
+ 4.37%
$35.8K - $38.3K
29.6K $908K
Aug 14, 2024 Q2 2024
Longview Financial Advisors, Inc.

Huntsville, AL
BUY
 -
1.14K
+ 6.87%
$32.9K - $35.1K
17.7K $542K
Oct 18, 2024 Q2 2024
Longview Financial Advisors, Inc.

Huntsville, AL
BUY
 -
1.14K
+ 6.87%
$32.9K - $35.1K
17.7K $542K
Jul 25, 2024 Q2 2024
Maryland Capital Advisors Inc.

BUY
 -
1.05K
+ 0.81%
$30.5K - $32.5K
130K $4M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.05K
New
$30.5K - $32.5K
1.05K $32.3K
Jul 29, 2024 Q2 2024
Emprise Bank

Wichita, KS
BUY
 -
1.05K
+ 6.37%
$30.3K - $32.4K
17.5K $537K
Aug 08, 2024 Q2 2024
Clear Investment Research, LLC

BUY
 -
1.03K
+ 11.67%
$29.9K - $32K
9.9K $304K
Jul 25, 2024 Q2 2024
Dodds Wealth, LLC

Greenwood Village, CO
BUY
 -
1.03K
+ 0.58%
$29.7K - $31.7K
178K $5.47M
Jul 16, 2024 Q2 2024
Advisor Net Financial, Inc

BUY
 -
889
+ 0.74%
$25.7K - $27.5K
121K $3.71M
Aug 13, 2024 Q2 2024
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
871
+ 0.62%
$25.2K - $26.9K
140K $4.31M
Jul 25, 2024 Q2 2024
Firethorn Wealth Partners, LLC

BUY
 -
868
+ 4.73%
$25.1K - $26.8K
19.2K $590K
Jul 17, 2024 Q2 2024
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
856
+ 5.82%
$24.8K - $26.5K
15.6K $478K
Aug 20, 2024 Q2 2024
Truist Financial Corp

BUY
 -
828
+ 3.27%
$24K - $25.6K
26.1K $802K
Jul 16, 2024 Q2 2024
Dixon Fnancial Services, Inc.

BUY
 -
802
+ 11.23%
$23.2K - $24.8K
7.94K $244K
Aug 12, 2024 Q2 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
760
+ 0.43%
$22K - $23.5K
178K $5.45M
Aug 02, 2024 Q2 2024
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
736
+ 4.69%
$21.3K - $22.7K
16.4K $504K
Jul 12, 2024 Q2 2024
Exeter Financial, LLC

BUY
 -
696
+ 1.11%
$20.1K - $21.5K
63.6K $1.95M
Aug 13, 2024 Q2 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
677
+ 0.3%
$19.6K - $20.9K
230K $7.04M
Jul 22, 2024 Q2 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
533
+ 1.14%
$15.4K - $16.5K
47.2K $1.45M
Jul 12, 2024 Q2 2024
Hurlow Wealth Management Group, Inc.

BUY
 -
479
+ 0.2%
$13.9K - $14.8K
235K $7.2M
Jul 16, 2024 Q2 2024
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
467
+ 0.69%
$13.5K - $14.4K
67.7K $2.08M
Jul 31, 2024 Q2 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
410
New
$11.9K - $12.7K
410 $12.6K
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
386
+ 0.08%
$11.2K - $11.9K
481K $14.8M
Jul 17, 2024 Q2 2024
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
379
+ 0.33%
$11K - $11.7K
114K $3.49M
Aug 12, 2024 Q2 2024
Independent Advisor Alliance

BUY
 -
362
+ 1.03%
$10.5K - $11.2K
35.6K $1.09M
Jul 23, 2024 Q2 2024
Bridge Advisory, LLC

BUY
 -
350
+ 0.48%
$10.1K - $10.8K
73.4K $2.25M
Jul 24, 2024 Q2 2024
Bay Colony Advisory Group, Inc D

BUY
 -
348
+ 1.28%
$10.1K - $10.8K
27.6K $845K
Jul 30, 2024 Q2 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
347
+ 1.32%
$10K - $10.7K
26.7K $819K
Jul 15, 2024 Q2 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
345
+ 0.78%
$9.98K - $10.7K
44.6K $1.37M
Jul 30, 2024 Q2 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
330
+ 0.91%
$9.55K - $10.2K
36.8K $1.13M
Jul 18, 2024 Q2 2024
Acorn Creek Capital LLC

Fort Collins, CO
BUY
 -
297
+ 2.25%
$8.59K - $9.18K
13.5K $413K

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