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
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
74K+ 19.01% |
$2.12M - $2.37M
|
463K
$13.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
70.6K+ 9.2% |
$2.02M - $2.26M
|
838K
$24.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
69.3K+ 1.68% |
$1.99M - $2.22M
|
4.21M
$123M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
69K+ 5.97% |
$1.98M - $2.21M
|
1.22M
$35.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
68.7K+ 11.03% |
$1.97M - $2.2M
|
692K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
67.9K+ 10.08% |
$1.95M - $2.18M
|
742K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
67.1K+ 1.08% |
$1.93M - $2.15M
|
6.3M
$184M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
67K+ 5.37% |
$1.92M - $2.15M
|
1.31M
$38.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
64.8K+ 10.7% |
$1.86M - $2.08M
|
670K
$19.6M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
61.3K+ 24.45% |
$1.76M - $1.97M
|
312K
$9.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
60.6K+ 12.97% |
$1.74M - $1.94M
|
528K
$15.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
58.4K+ 4.12% |
$1.68M - $1.87M
|
1.48M
$43.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
58.3K+ 6.03% |
$1.67M - $1.87M
|
1.03M
$30M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
58.3K+ 6.76% |
$1.67M - $1.87M
|
921K
$26.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
58.2K+ 13.1% |
$1.67M - $1.87M
|
503K
$14.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
54.1K+ 9.42% |
$1.55M - $1.73M
|
628K
$18.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
53.6KNew |
$1.54M - $1.72M
|
53.6K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
52.9K+ 11.0% |
$1.52M - $1.7M
|
534K
$15.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
51.3K+ 7.43% |
$1.47M - $1.64M
|
741K
$21.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
51K+ 10.81% |
$1.46M - $1.63M
|
522K
$15.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50.7K+ 274.37% |
$1.45M - $1.62M
|
69.1K
$2.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
49.8K+ 21.88% |
$1.43M - $1.6M
|
277K
$8.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
47.8K+ 13.72% |
$1.37M - $1.53M
|
396K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
47.6K+ 4.12% |
$1.36M - $1.52M
|
1.2M
$35.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
47.3K+ 14.51% |
$1.36M - $1.52M
|
373K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46.6K+ 17.44% |
$1.34M - $1.49M
|
314K
$9.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
46.2K+ 8.58% |
$1.32M - $1.48M
|
584K
$17.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
43.9K+ 130.48% |
$1.26M - $1.41M
|
77.6K
$2.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
42.9KNew |
$1.23M - $1.38M
|
42.9K
$1.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
42.6K+ 7.84% |
$1.22M - $1.36M
|
585K
$17.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
42.1K+ 4.37% |
$1.21M - $1.35M
|
1.01M
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
42K+ 25.09% |
$1.21M - $1.35M
|
210K
$6.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
41.1K+ 9.87% |
$1.18M - $1.32M
|
457K
$13.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
40.7K+ 16.82% |
$1.17M - $1.3M
|
283K
$8.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
40.1KNew |
$1.15M - $1.28M
|
40.1K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
39.2K+ 13.93% |
$1.12M - $1.26M
|
321K
$9.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
38.4K+ 4.07% |
$1.1M - $1.23M
|
982K
$28.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
38K+ 12.87% |
$1.09M - $1.22M
|
334K
$9.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
37.7K+ 142.59% |
$1.08M - $1.21M
|
64.2K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
37.6K+ 36.36% |
$1.08M - $1.21M
|
141K
$4.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
36.9K+ 6.1% |
$1.06M - $1.18M
|
642K
$18.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.8K+ 2.31% |
$1.06M - $1.18M
|
1.63M
$47.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36.7K+ 5.07% |
$1.05M - $1.18M
|
761K
$22.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
34.2K+ 22.76% |
$980K - $1.09M
|
184K
$5.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
33.4K+ 22.38% |
$958K - $1.07M
|
183K
$5.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
32.7K+ 6.54% |
$938K - $1.05M
|
533K
$15.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
32.2KNew |
$924K - $1.03M
|
32.2K
$943K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
31.8K+ 3.89% |
$912K - $1.02M
|
850K
$24.9M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29.5K+ 14.44% |
$847K - $947K
|
234K
$6.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
28.5K+ 18.87% |
$817K - $913K
|
179K
$5.25M
|