Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.12M+ 390.49% |
$60.9M - $68M
|
2.67M
$78.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.1M+ 126.02% |
$60.3M - $67.4M
|
3.77M
$111M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.74M+ 4680.61% |
$49.9M - $55.7M
|
1.78M
$52.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.67M+ 1116.11% |
$47.8M - $53.5M
|
1.82M
$53.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
928K+ 18.15% |
$26.6M - $29.7M
|
6.04M
$177M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
873K+ 33.89% |
$25.1M - $28M
|
3.45M
$101M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
850K+ 997.05% |
$24.4M - $27.3M
|
936K
$27.5M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
756K+ 608.87% |
$21.7M - $24.2M
|
880K
$25.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
619KNew |
$17.8M - $19.9M
|
619K
$18.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
603K+ 33.1% |
$17.3M - $19.3M
|
2.43M
$71.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
586K+ 56.97% |
$16.8M - $18.8M
|
1.61M
$47.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
493K+ 26.36% |
$14.1M - $15.8M
|
2.36M
$69.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
476K+ 20.76% |
$13.7M - $15.3M
|
2.77M
$81.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
417K+ 124.42% |
$12M - $13.4M
|
752K
$22.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
377K+ 79.5% |
$10.8M - $12.1M
|
852K
$25M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
371K+ 107.06% |
$10.7M - $11.9M
|
718K
$21.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
355KNew |
$10.2M - $11.4M
|
355K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
301KNew |
$8.63M - $9.64M
|
301K
$8.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
293K+ 61.89% |
$8.42M - $9.4M
|
767K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
293KNew |
$8.41M - $9.4M
|
293K
$8.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
273K+ 33.18% |
$7.82M - $8.74M
|
1.09M
$32.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
244KNew |
$7M - $7.82M
|
244K
$7.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
228K+ 64.2% |
$6.55M - $7.32M
|
584K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
192KNew |
$5.52M - $6.17M
|
192K
$5.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
183K+ 174.59% |
$5.26M - $5.88M
|
288K
$8.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
162K+ 17.92% |
$4.65M - $5.2M
|
1.07M
$31.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
159K+ 607.56% |
$4.56M - $5.09M
|
185K
$5.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
156KNew |
$4.48M - $5.01M
|
156K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
155K+ 16.86% |
$4.44M - $4.96M
|
1.07M
$31.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
150K+ 49.36% |
$4.32M - $4.82M
|
455K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
148K+ 6.97% |
$4.25M - $4.75M
|
2.28M
$66.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
135K+ 220.21% |
$3.86M - $4.31M
|
196K
$5.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
134KNew |
$3.84M - $4.3M
|
134K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
129K+ 565.85% |
$3.71M - $4.15M
|
152K
$4.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
121K+ 8.73% |
$3.47M - $3.88M
|
1.51M
$44.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
112K+ 75.2% |
$3.21M - $3.59M
|
261K
$7.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
112K+ 4.82% |
$3.2M - $3.58M
|
2.43M
$71.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
111K+ 19.13% |
$3.19M - $3.56M
|
692K
$20.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
108K+ 8.26% |
$3.1M - $3.46M
|
1.42M
$41.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
106K+ 11.21% |
$3.04M - $3.4M
|
1.05M
$30.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
105K+ 9.21% |
$3.02M - $3.38M
|
1.25M
$36.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
104KNew |
$2.98M - $3.33M
|
104K
$3.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
103K+ 3.0% |
$2.95M - $3.3M
|
3.54M
$104M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
101K+ 121.86% |
$2.91M - $3.25M
|
185K
$5.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
98.2K+ 72.66% |
$2.82M - $3.15M
|
233K
$6.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
86.2K+ 3.25% |
$2.47M - $2.76M
|
2.74M
$80.5M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
79.7K+ 26.48% |
$2.29M - $2.55M
|
381K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
77.9K+ 4.45% |
$2.23M - $2.5M
|
1.83M
$53.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.9K+ 42.5% |
$2.18M - $2.43M
|
255K
$7.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
75.4K+ 1.78% |
$2.16M - $2.42M
|
4.32M
$127M
|