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 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-70.5K- 31.1% |
$2.02M - $2.26M
|
156K
$5.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-76.4K- 91.86% |
$2.19M - $2.45M
|
6.77K
$245K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-83.4K- 5.68% |
$2.39M - $2.67M
|
1.38M
$50.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-86.3K- 73.25% |
$2.47M - $2.77M
|
31.5K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-88.3K- 10.51% |
$2.53M - $2.83M
|
752K
$27.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-102K- 64.37% |
$2.94M - $3.29M
|
56.7K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-124K- 32.49% |
$3.55M - $3.96M
|
257K
$9.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-141K- 9.04% |
$4.05M - $4.53M
|
1.42M
$51.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-187K- 59.06% |
$5.38M - $6.01M
|
130K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-258K- 10.46% |
$7.41M - $8.28M
|
2.21M
$80.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-281K- 49.57% |
$8.05M - $9M
|
286K
$10.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-384K- 26.58% |
$11M - $12.3M
|
1.06M
$38.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-442K- 90.73% |
$12.7M - $14.2M
|
45.1K
$1.64M
|