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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12.4K+ 2.41% |
$356K - $398K
|
527K
$15.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12.4K+ 9.43% |
$355K - $396K
|
143K
$4.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
12K+ 11.24% |
$346K - $386K
|
119K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
11.9K+ 1.79% |
$340K - $380K
|
676K
$19.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11.7K+ 1.22% |
$337K - $376K
|
971K
$28.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
11.5KNew |
$330K - $369K
|
11.5K
$337K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
11K+ 2.21% |
$316K - $353K
|
509K
$14.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
10.8K+ 1.82% |
$310K - $346K
|
604K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
10.5K+ 2.76% |
$302K - $337K
|
391K
$11.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.4KNew |
$298K - $333K
|
10.4K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 3.0% |
$291K - $325K
|
349K
$10.2M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10K+ 67.34% |
$287K - $321K
|
24.9K
$728K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.46K+ 7.57% |
$271K - $303K
|
134K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
9.19KNew |
$264K - $294K
|
9.19K
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
9.03KNew |
$259K - $290K
|
9.03K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.62K+ 31.28% |
$247K - $276K
|
36.2K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.6K+ 35.68% |
$247K - $276K
|
32.7K
$957K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
8.5K+ 5.25% |
$244K - $272K
|
170K
$4.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.47K+ 1.31% |
$243K - $271K
|
655K
$19.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
8.44KNew |
$242K - $271K
|
8.44K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
8.37K+ 0.41% |
$240K - $268K
|
2.05M
$59.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
8.36K+ 10.49% |
$240K - $268K
|
88K
$2.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.3K+ 91.51% |
$238K - $266K
|
17.4K
$508K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
8.21K+ 1.93% |
$235K - $263K
|
433K
$12.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
8.17K+ 6.27% |
$234K - $262K
|
139K
$4.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.1K+ 18.73% |
$232K - $260K
|
51.3K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.03K+ 25.7% |
$230K - $258K
|
39.3K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.98K+ 7.32% |
$229K - $256K
|
117K
$3.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.96K+ 2.81% |
$228K - $255K
|
291K
$8.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
7.92K+ 3.29% |
$227K - $254K
|
249K
$7.28M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
7.58K+ 8.39% |
$217K - $243K
|
98K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
7.38K+ 9.51% |
$212K - $237K
|
85K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
7.37K+ 1.31% |
$211K - $236K
|
571K
$16.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.34K+ 7.53% |
$211K - $235K
|
105K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.34K+ 8.94% |
$211K - $235K
|
89.4K
$2.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.25K+ 4.56% |
$208K - $233K
|
166K
$4.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7.21K+ 5.92% |
$207K - $231K
|
129K
$3.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7.14K+ 19.23% |
$205K - $229K
|
44.3K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.1K+ 8.67% |
$204K - $228K
|
89K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7KNew |
$201K - $224K
|
7K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.84K+ 5.16% |
$196K - $219K
|
139K
$4.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.83K+ 31.51% |
$196K - $219K
|
28.5K
$834K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.74K+ 19.34% |
$193K - $216K
|
41.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
6.36KNew |
$182K - $204K
|
6.36K
$186K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.22K+ 5.36% |
$179K - $199K
|
122K
$3.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.09K+ 1.61% |
$175K - $195K
|
386K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.89K+ 8.69% |
$169K - $189K
|
73.7K
$2.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.47K+ 7.84% |
$157K - $175K
|
75.3K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.42K+ 6.56% |
$155K - $174K
|
88K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.39K+ 6.6% |
$155K - $173K
|
87.1K
$2.55M
|