Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.57MNew |
$40.8M - $44.2M
|
1.57M
$48.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
768K+ 378.99% |
$20M - $21.6M
|
971K
$29.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
601K+ 5916.55% |
$15.6M - $16.9M
|
611K
$18.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
536KNew |
$13.9M - $15.1M
|
536K
$16.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
486K+ 262.28% |
$12.6M - $13.7M
|
672K
$20.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
443KNew |
$11.5M - $12.5M
|
443K
$13.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
424KNew |
$11M - $11.9M
|
424K
$13M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
404K+ 38.05% |
$10.5M - $11.4M
|
1.46M
$44.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
383K+ 79.53% |
$9.97M - $10.8M
|
865K
$26.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
365K+ 325.57% |
$9.48M - $10.3M
|
477K
$14.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
362K+ 361.48% |
$9.41M - $10.2M
|
462K
$14.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
325K+ 10.63% |
$8.45M - $9.15M
|
3.38M
$104M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
325K+ 993.13% |
$8.44M - $9.15M
|
357K
$11M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
322K+ 85.93% |
$8.38M - $9.08M
|
697K
$21.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
305KNew |
$7.94M - $8.61M
|
305K
$9.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
272KNew |
$7.08M - $7.67M
|
272K
$8.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
267K+ 72.69% |
$6.94M - $7.52M
|
634K
$19.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
259K+ 19.46% |
$6.73M - $7.29M
|
1.59M
$48.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
222K+ 31.92% |
$5.76M - $6.24M
|
915K
$28.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
194K+ 19.67% |
$5.06M - $5.48M
|
1.18M
$36.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
192KNew |
$5M - $5.42M
|
192K
$5.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
190K+ 3.94% |
$4.94M - $5.35M
|
5.01M
$154M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
182K+ 15.24% |
$4.73M - $5.13M
|
1.38M
$42.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
174K+ 43.73% |
$4.53M - $4.91M
|
573K
$17.6M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
171KNew |
$4.46M - $4.83M
|
171K
$5.26M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
157K+ 29.82% |
$4.08M - $4.42M
|
682K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
136KNew |
$3.54M - $3.84M
|
136K
$4.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
130K+ 14.66% |
$3.39M - $3.67M
|
1.02M
$31.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
130K+ 2.08% |
$3.38M - $3.66M
|
6.38M
$196M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
127K+ 8.62% |
$3.3M - $3.58M
|
1.6M
$49.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
126K+ 25.22% |
$3.28M - $3.56M
|
627K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
123K+ 48.84% |
$3.21M - $3.48M
|
376K
$11.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
123K+ 35.33% |
$3.2M - $3.47M
|
472K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
116KNew |
$3.02M - $3.28M
|
116K
$3.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
116K+ 8.85% |
$3.01M - $3.26M
|
1.42M
$43.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
115K+ 20.68% |
$2.99M - $3.24M
|
672K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
114K+ 112.61% |
$2.97M - $3.22M
|
216K
$6.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
111K+ 10.05% |
$2.89M - $3.13M
|
1.22M
$37.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
110K+ 31.5% |
$2.86M - $3.1M
|
459K
$14.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
110K+ 56.51% |
$2.85M - $3.09M
|
304K
$9.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98.4K+ 4.89% |
$2.56M - $2.77M
|
2.11M
$64.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
98.1K+ 13.81% |
$2.55M - $2.76M
|
808K
$24.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90.1K+ 15.42% |
$2.34M - $2.54M
|
674K
$20.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
81.6K+ 5.81% |
$2.12M - $2.3M
|
1.49M
$45.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
80.1K+ 12.14% |
$2.08M - $2.26M
|
740K
$22.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
77.6K+ 23.42% |
$2.02M - $2.19M
|
409K
$12.5M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
74.8K+ 7.76% |
$1.95M - $2.11M
|
1.04M
$31.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
72.8KNew |
$1.89M - $2.05M
|
72.8K
$2.23M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
72.2K+ 23.69% |
$1.88M - $2.03M
|
377K
$11.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
68.9K+ 24.48% |
$1.79M - $1.94M
|
350K
$10.7M
|