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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.11K+ 10.66% |
$55K - $59.6K
|
21.9K
$673K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.08K+ 11.87% |
$54K - $58.5K
|
19.6K
$600K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
2K+ 0.64% |
$51.9K - $56.3K
|
315K
$9.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.94K+ 0.82% |
$50.4K - $54.6K
|
240K
$7.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.92K+ 1.59% |
$49.9K - $54.1K
|
123K
$3.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.82K+ 0.98% |
$47.2K - $51.2K
|
187K
$5.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.75K+ 4.2% |
$45.5K - $49.3K
|
43.4K
$1.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.66K+ 2.58% |
$43.2K - $46.8K
|
66.1K
$2.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.64K+ 7.01% |
$42.6K - $46.2K
|
25K
$767K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.46KNew |
$38.1K - $41.2K
|
1.46K
$44.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.46K+ 26.5% |
$37.9K - $41.1K
|
6.96K
$214K
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.39K+ 7.47% |
$36.2K - $39.2K
|
20K
$614K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.36K+ 9.54% |
$35.4K - $38.3K
|
15.6K
$479K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.33K+ 5.45% |
$34.6K - $37.5K
|
25.7K
$790K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.26K+ 9.47% |
$32.8K - $35.5K
|
14.6K
$447K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.25K+ 15.6% |
$32.5K - $35.2K
|
9.25K
$284K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
1.23K+ 1.11% |
$32.1K - $34.7K
|
112K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.14K+ 10.89% |
$29.7K - $32.1K
|
11.6K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.09K+ 528.64% |
$28.3K - $30.7K
|
1.3K
$39.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.05KNew |
$27.3K - $29.6K
|
1.05K
$32.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
984+ 1.89% |
$25.6K - $27.7K
|
52.9K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
915+ 11.84% |
$23.8K - $25.8K
|
8.64K
$265K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
855+ 0.54% |
$22.2K - $24.1K
|
159K
$4.87M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
785+ 1.17% |
$20.4K - $22.1K
|
67.7K
$2.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
717+ 1.55% |
$18.6K - $20.2K
|
47.1K
$1.45M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
642+ 0.36% |
$16.7K - $18.1K
|
180K
$5.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
618+ 1.01% |
$16.1K - $17.4K
|
61.7K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
615+ 3.24% |
$16K - $17.3K
|
19.6K
$601K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
604+ 0.59% |
$15.7K - $17K
|
104K
$3.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
542+ 2.75% |
$14.1K - $15.3K
|
20.2K
$621K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
524+ 0.78% |
$13.6K - $14.8K
|
67.6K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
482New |
$12.5K - $13.6K
|
482
$14.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
477New |
$12.4K - $13.4K
|
477
$14.6K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
454+ 1621.43% |
$11.8K - $12.8K
|
482
$14.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
428+ 0.99% |
$11.1K - $12.1K
|
43.7K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
370+ 2.43% |
$9.62K - $10.4K
|
15.6K
$479K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
370New |
$9.62K - $10.4K
|
370
$11.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
365New |
$9.49K - $10.3K
|
365
$11.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
335+ 1.4% |
$8.71K - $9.44K
|
24.2K
$742K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
327New |
$8.5K - $9.21K
|
327
$10K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
281+ 7.2% |
$7.31K - $7.92K
|
4.19K
$128K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
280+ 0.38% |
$7.28K - $7.89K
|
74.7K
$2.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
265+ 2.56% |
$6.89K - $7.47K
|
10.6K
$325K
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
203+ 2.6% |
$5.28K - $5.72K
|
8.01K
$246K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
169+ 0.44% |
$4.39K - $4.76K
|
38.7K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
148+ 0.42% |
$3.85K - $4.17K
|
35.1K
$1.08M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
111+ 0.53% |
$2.89K - $3.13K
|
20.9K
$641K
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
85+ 0.53% |
$2.21K - $2.39K
|
16K
$492K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
71+ 7.48% |
$1.85K - $2K
|
1.02K
$31.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
52+ 0.14% |
$1.35K - $1.46K
|
37.3K
$1.15M
|