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 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6.85K+ 5.64% |
$178K - $193K
|
128K
$3.72M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
6.83K+ 43.48% |
$178K - $192K
|
22.5K
$653K
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.6K+ 11.05% |
$171K - $186K
|
66.3K
$1.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.41K+ 7.43% |
$167K - $181K
|
92.8K
$2.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
6.18K+ 11.42% |
$161K - $174K
|
60.3K
$1.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6.16K+ 1.91% |
$160K - $173K
|
329K
$9.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.06K+ 10.69% |
$158K - $171K
|
62.8K
$1.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.98K+ 7.42% |
$156K - $169K
|
86.6K
$2.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.95K+ 4.09% |
$155K - $168K
|
151K
$4.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.88K+ 17.03% |
$153K - $166K
|
40.4K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.85K+ 26.78% |
$152K - $165K
|
27.7K
$801K
|
|
|
Nov 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5.75K+ 4.27% |
$150K - $162K
|
141K
$4.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
5.63K+ 12.1% |
$146K - $159K
|
52.2K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.5K+ 5.48% |
$143K - $155K
|
106K
$3.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.26K+ 37.65% |
$137K - $148K
|
19.2K
$557K
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
5.15K+ 15.07% |
$134K - $145K
|
39.3K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.09K+ 4.45% |
$132K - $143K
|
119K
$3.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.05K+ 29.53% |
$131K - $142K
|
22.2K
$642K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.98K+ 9.62% |
$129K - $140K
|
56.7K
$1.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.94K+ 1.2% |
$128K - $139K
|
415K
$12M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.94K+ 1.21% |
$128K - $139K
|
415K
$12M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.92K+ 9.51% |
$128K - $139K
|
56.7K
$1.64M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.74K+ 33.17% |
$123K - $134K
|
19K
$552K
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
4.73K+ 2.84% |
$123K - $133K
|
171K
$4.96M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.72K+ 4.13% |
$123K - $133K
|
119K
$3.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
4.46K+ 1.87% |
$116K - $126K
|
243K
$7.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4.1K+ 11.93% |
$106K - $115K
|
38.4K
$1.11M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.03K+ 5.7% |
$105K - $113K
|
74.6K
$2.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.98K+ 21.43% |
$103K - $112K
|
22.5K
$652K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
3.93K+ 13.35% |
$102K - $111K
|
33.4K
$967K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.93K+ 5.61% |
$102K - $111K
|
74K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
3.84K+ 51.06% |
$99.7K - $108K
|
11.3K
$329K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
3.54K+ 0.71% |
$92.1K - $99.8K
|
503K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.54K+ 5.96% |
$92.1K - $99.8K
|
63K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.5KNew |
$91K - $98.6K
|
3.5K
$101K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.32K+ 4.23% |
$86.3K - $93.5K
|
81.9K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
3.3K+ 2.82% |
$85.9K - $93.1K
|
120K
$3.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.28K+ 15.19% |
$85.4K - $92.5K
|
24.9K
$721K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.23K+ 32.53% |
$83.9K - $90.8K
|
13.1K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.84K+ 25.94% |
$73.9K - $80.1K
|
13.8K
$400K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.75K+ 8.64% |
$71.5K - $77.5K
|
34.6K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.7K+ 31.53% |
$70.1K - $75.9K
|
11.2K
$326K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.66K+ 3.7% |
$69K - $74.8K
|
74.4K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.51K+ 1.51% |
$65.3K - $70.8K
|
169K
$4.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.46K+ 7.38% |
$64K - $69.4K
|
35.9K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.38K+ 9.17% |
$61.8K - $66.9K
|
28.3K
$819K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.29KNew |
$59.5K - $64.5K
|
2.29K
$66.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
2.26K+ 1.24% |
$58.7K - $63.6K
|
185K
$5.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.25K+ 17.98% |
$58.6K - $63.5K
|
14.8K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.16K+ 13.17% |
$56.1K - $60.8K
|
18.5K
$537K
|