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
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
27.3K+ 4.85% |
$782K - $874K
|
589K
$17.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
26.7K+ 34.31% |
$765K - $854K
|
104K
$3.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26.6K+ 75.87% |
$763K - $852K
|
61.6K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
26.3K+ 4.59% |
$756K - $845K
|
601K
$17.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
26K+ 8.11% |
$745K - $832K
|
346K
$10.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
25.5KNew |
$733K - $819K
|
25.5K
$748K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.9K+ 20.65% |
$716K - $800K
|
146K
$4.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.4K+ 181.47% |
$699K - $782K
|
37.8K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
24.2K+ 4.82% |
$695K - $777K
|
527K
$15.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.9K+ 3.45% |
$687K - $767K
|
717K
$21M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
23.5K+ 108.61% |
$674K - $754K
|
45.1K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
23.5K+ 14.21% |
$673K - $752K
|
188K
$5.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
23.4K+ 10.97% |
$671K - $750K
|
237K
$6.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
22.7K+ 1.55% |
$652K - $728K
|
1.49M
$43.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
22.1KNew |
$634K - $708K
|
22.1K
$647K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.4K+ 527.97% |
$613K - $685K
|
25.4K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21K+ 6.8% |
$604K - $675K
|
330K
$9.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
20.5K+ 12.69% |
$588K - $657K
|
182K
$5.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
20.3K+ 1.66% |
$583K - $651K
|
1.24M
$36.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20.1K+ 5.99% |
$576K - $644K
|
356K
$10.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
19.6KNew |
$564K - $630K
|
19.6K
$575K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
19.5K+ 20.36% |
$559K - $625K
|
115K
$3.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
18.7K+ 5.64% |
$536K - $599K
|
350K
$10.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
18.4K+ 2.99% |
$528K - $590K
|
635K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
18.4KNew |
$527K - $589K
|
18.4K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
17.7K+ 5.75% |
$509K - $569K
|
326K
$9.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
17.7K+ 26.57% |
$507K - $567K
|
84.2K
$2.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
17.4K+ 11.01% |
$499K - $557K
|
175K
$5.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
17.4K+ 3.08% |
$498K - $557K
|
581K
$17M
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
17.2K+ 7.7% |
$493K - $551K
|
240K
$7.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
17.2K+ 7.35% |
$493K - $551K
|
251K
$7.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
16.9K+ 8.23% |
$484K - $541K
|
222K
$6.49M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.9K+ 4.38% |
$484K - $541K
|
402K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.8KNew |
$482K - $539K
|
16.8K
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
16.7K+ 86.89% |
$479K - $536K
|
35.9K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
16.1K+ 12.83% |
$463K - $517K
|
142K
$4.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
16KNew |
$460K - $514K
|
16K
$470K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.4K+ 2.7% |
$443K - $495K
|
587K
$17.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
15.2K+ 337.17% |
$437K - $488K
|
19.7K
$578K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
14.3KNew |
$411K - $459K
|
14.3K
$419K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
14.2K+ 3.79% |
$408K - $456K
|
390K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
14.1K+ 36.84% |
$406K - $453K
|
52.5K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.9K+ 10.16% |
$398K - $445K
|
151K
$4.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13.7K+ 5.22% |
$394K - $441K
|
277K
$8.11M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 11.15% |
$369K - $413K
|
128K
$3.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
12.7K+ 2.56% |
$364K - $407K
|
508K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7K+ 97.7% |
$364K - $407K
|
25.7K
$751K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.6KNew |
$362K - $405K
|
12.6K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
12.6KNew |
$361K - $403K
|
12.6K
$368K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.6K+ 13.97% |
$360K - $403K
|
102K
$3M
|