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 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.27K+ 0.72% |
$36.4K - $40.7K
|
178K
$5.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.25K+ 7.82% |
$35.8K - $40K
|
17.2K
$504K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.2K+ 155.73% |
$34.3K - $38.3K
|
1.96K
$57.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
1.15K+ 12.78% |
$32.9K - $36.7K
|
10.1K
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.06K+ 4.69% |
$30.3K - $33.8K
|
23.5K
$689K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.05K+ 2.2% |
$30.2K - $33.7K
|
48.8K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.03K+ 6.58% |
$29.4K - $32.9K
|
16.6K
$486K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
995+ 2.52% |
$28.5K - $31.9K
|
40.4K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
954+ 1.36% |
$27.4K - $30.6K
|
71.3K
$2.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
933+ 4.74% |
$26.8K - $29.9K
|
20.6K
$603K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
884+ 2.3% |
$25.4K - $28.3K
|
39.3K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
862+ 1.57% |
$24.7K - $27.6K
|
55.8K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
848+ 4.06% |
$24.3K - $27.2K
|
21.7K
$636K
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
842+ 10.6% |
$24.2K - $27K
|
8.78K
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
837+ 1.29% |
$24K - $26.8K
|
65.6K
$1.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
761+ 17.97% |
$21.8K - $24.4K
|
5K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
740New |
$21.2K - $23.7K
|
740
$21.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
705+ 0.4% |
$20.2K - $22.6K
|
178K
$5.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
697+ 5.12% |
$20K - $22.3K
|
14.3K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
688+ 0.18% |
$19.7K - $22.1K
|
393K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
683+ 25.81% |
$19.6K - $21.9K
|
3.33K
$97.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
675+ 4.9% |
$19.4K - $21.6K
|
14.5K
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
654+ 7.89% |
$18.8K - $21K
|
8.94K
$262K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
650+ 70.27% |
$18.6K - $20.8K
|
1.58K
$46.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
636+ 6.43% |
$18.2K - $20.4K
|
10.5K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
573+ 0.41% |
$16.4K - $18.4K
|
141K
$4.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
496+ 2.61% |
$14.2K - $15.9K
|
19.5K
$570K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
468+ 396.61% |
$13.4K - $15K
|
586
$17.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
432New |
$12.4K - $13.8K
|
432
$12.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
428+ 1.16% |
$12.3K - $13.7K
|
37.2K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
410+ 1.91% |
$11.8K - $13.1K
|
21.9K
$639K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
379+ 0.74% |
$10.9K - $12.2K
|
51.8K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
338+ 0.59% |
$9.7K - $10.8K
|
58K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
334+ 1.01% |
$9.58K - $10.7K
|
33.4K
$978K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
331+ 209.49% |
$9.5K - $10.6K
|
489
$14.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
322+ 0.17% |
$9.24K - $10.3K
|
186K
$5.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
261+ 3.41% |
$7.49K - $8.37K
|
7.92K
$232K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
256+ 2.48% |
$7.34K - $8.21K
|
10.6K
$309K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
230+ 0.16% |
$6.6K - $7.37K
|
145K
$4.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
212+ 0.31% |
$6.08K - $6.8K
|
67.9K
$1.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
192+ 0.3% |
$5.51K - $6.16K
|
63.7K
$1.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
174+ 0.98% |
$4.99K - $5.58K
|
17.8K
$522K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
166+ 0.65% |
$4.76K - $5.32K
|
25.9K
$756K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
160+ 1.15% |
$4.59K - $5.13K
|
14K
$411K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
145+ 0.36% |
$4.16K - $4.65K
|
40.2K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
140+ 0.3% |
$4.02K - $4.49K
|
47.3K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
138+ 0.29% |
$3.96K - $4.42K
|
48.5K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
128+ 15.82% |
$3.67K - $4.1K
|
937
$27.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
125+ 0.43% |
$3.59K - $4.01K
|
29.2K
$854K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
110+ 0.56% |
$3.16K - $3.53K
|
19.6K
$573K
|