Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFAI)

DFAI Quotes by TradingView

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
Oct 17, 2023 Q3 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
18.9K
+ 12.71%
$492K - $533K
168K $5.15M
Oct 19, 2023 Q3 2023
Sol Capital Management CO

BUY
 -
18.7K
+ 20.11%
$487K - $528K
112K $3.43M
Nov 14, 2023 Q3 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
18.5K
+ 15.54%
$481K - $521K
137K $4.22M
Oct 23, 2023 Q3 2023
Bridgewater Advisors Inc.

BUY
 -
17.9K
+ 27.96%
$464K - $503K
81.7K $2.51M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
17.5K
New
$454K - $492K
17.5K $536K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
17.4K
+ 204.28%
$453K - $491K
25.9K $796K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
17.4K
+ 3.37%
$452K - $489K
533K $16.3M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
16.8K
+ 12.92%
$437K - $473K
147K $4.51M
Nov 02, 2023 Q3 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
16.4K
+ 15.96%
$427K - $462K
119K $3.66M
Nov 03, 2023 Q3 2023
D.B. Root & Company, LLC

BUY
 -
16.4K
+ 11.06%
$426K - $461K
164K $5.04M
Oct 11, 2023 Q3 2023
Stonehearth Capital Management, LLC

BUY
 -
15.7K
+ 2.64%
$408K - $442K
610K $18.7M
Oct 25, 2023 Q3 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
15.4K
+ 10.8%
$400K - $434K
158K $4.84M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
15K
+ 13.74%
$391K - $424K
125K $3.82M
Nov 09, 2023 Q3 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
13.4K
+ 58.3%
$348K - $377K
36.4K $1.12M
Oct 27, 2023 Q3 2023
Briggs Advisory Group, Inc.

BUY
 -
13.4K
New
$347K - $376K
13.4K $410K
Oct 13, 2023 Q3 2023
Landmark Financial Advisors, LLC

BUY
 -
13.1K
+ 6.32%
$340K - $368K
220K $6.75M
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
12.6K
+ 42.97%
$327K - $355K
41.9K $1.29M
Nov 01, 2023 Q3 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
12.1K
New
$315K - $341K
12.1K $372K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
11.8K
+ 8.27%
$307K - $332K
154K $4.74M
Oct 24, 2023 Q3 2023
Bay Harbor Wealth Management, LLC

BUY
 -
11.8K
+ 17.76%
$307K - $332K
78.2K $2.4M
Oct 16, 2023 Q3 2023
City State Bank

Norwalk, IA
BUY
 -
11.6K
+ 65.7%
$300K - $325K
29.1K $894K
Oct 05, 2023 Q3 2023
Harbour Capital Advisors, LLC

BUY
 -
11.4K
New
$297K - $321K
11.4K $350K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
11K
+ 4.34%
$285K - $309K
264K $8.09M
Oct 13, 2023 Q3 2023
Eastover Investment Advisors LLC

BUY
 -
10.9K
New
$285K - $308K
10.9K $336K
Oct 04, 2023 Q3 2023
Bromfield Sneider Wealth Advisors

BUY
 -
10.7K
+ 165.17%
$278K - $301K
17.1K $526K
Oct 30, 2023 Q3 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
10.7K
New
$277K - $300K
10.7K $327K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.5K
+ 10.84%
$272K - $295K
107K $3.28M
Oct 31, 2023 Q3 2023
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
10.5K
+ 18.85%
$272K - $295K
66K $2.02M
Nov 06, 2023 Q3 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
10.4K
+ 10.04%
$271K - $294K
114K $3.5M
Oct 30, 2023 Q3 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
10.1K
+ 62.23%
$263K - $284K
26.3K $808K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
9.96K
New
$259K - $281K
9.96K $306K
Nov 07, 2023 Q3 2023
Americana Partners, LLC

Houston, TX
BUY
 -
9.83K
New
$255K - $277K
9.83K $301K
Oct 10, 2023 Q3 2023
Hurlow Wealth Management Group, Inc.

BUY
 -
9.16K
+ 4.23%
$238K - $258K
226K $6.92M
Nov 14, 2023 Q3 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
9.15K
+ 2.56%
$238K - $258K
366K $11.2M
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
9.09K
+ 2.62%
$236K - $256K
356K $10.9M
Nov 13, 2023 Q3 2023
Financial Alternatives, Inc

La Jolla, CA
BUY
 -
9.04K
+ 2.5%
$235K - $255K
370K $11.4M
Nov 03, 2023 Q3 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
8.8K
+ 3.08%
$229K - $248K
294K $9.03M
Oct 27, 2023 Q3 2023
Midwest Heritage Bank, Fsb

BUY
 -
8.77K
+ 5.89%
$228K - $247K
157K $4.83M
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
8.66K
New
$225K - $244K
8.66K $266K
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
8.32K
+ 0.89%
$216K - $234K
948K $29.1M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
8.26K
+ 8.48%
$215K - $233K
106K $3.24M
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
8.24K
New
$214K - $232K
8.24K $253K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
8.07K
New
$210K - $227K
8.07K $248K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
7.84K
+ 1.58%
$204K - $221K
504K $15.4M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
7.76K
+ 111.62%
$202K - $219K
14.7K $451K
Oct 10, 2023 Q3 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
7.74K
New
$201K - $218K
7.74K $237K
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
7.71K
New
$200K - $217K
7.71K $236K
Nov 07, 2023 Q3 2023
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
7.5K
+ 3.03%
$195K - $211K
255K $7.83M
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
6.95K
+ 8273.81%
$181K - $196K
7.03K $216K

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