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 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-634- 0.86% |
$18.2K - $20.3K
|
72.8K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-710- 1.01% |
$20.4K - $22.8K
|
69.9K
$2.05M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-749- 4.28% |
$21.5K - $24K
|
16.8K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-750- 18.57% |
$21.5K - $24K
|
3.29K
$96.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-755- 6.84% |
$21.7K - $24.2K
|
10.3K
$301K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-810- 10.19% |
$23.2K - $26K
|
7.14K
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-855- 1.92% |
$24.5K - $27.4K
|
43.8K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-928- 25.58% |
$26.6K - $29.8K
|
2.7K
$79K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-932- 0.93% |
$26.7K - $29.9K
|
99.2K
$2.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-988- 14.95% |
$28.3K - $31.7K
|
5.62K
$164K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-990- 9.09% |
$28.4K - $31.7K
|
9.9K
$290K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-993- 2.51% |
$28.5K - $31.8K
|
38.6K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.01K- 0.87% |
$29K - $32.4K
|
115K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.02K- 2.93% |
$29.2K - $32.7K
|
33.8K
$989K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.06K- 1.97% |
$30.4K - $34K
|
52.8K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.09K- 6.14% |
$31.1K - $34.8K
|
16.6K
$485K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-1.1K- 2.68% |
$31.6K - $35.3K
|
40.1K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.11K- 7.18% |
$31.9K - $35.7K
|
14.4K
$421K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.15K- 12.35% |
$32.9K - $36.7K
|
8.13K
$238K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.15K- 58.13% |
$32.9K - $36.8K
|
826
$24.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.25K- 1.52% |
$35.8K - $40K
|
80.8K
$2.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.27K- 0.29% |
$36.4K - $40.7K
|
444K
$13M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.29K- 5.15% |
$37K - $41.4K
|
23.8K
$695K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.46K- 3.23% |
$41.9K - $46.9K
|
43.8K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 5.69% |
$42.3K - $47.3K
|
24.4K
$715K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.48K- 13.62% |
$42.4K - $47.4K
|
9.38K
$274K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 1.23% |
$43K - $48K
|
121K
$3.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.67K- 64.77% |
$47.8K - $53.4K
|
906
$26.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.76K- 9.15% |
$50.6K - $56.5K
|
17.5K
$512K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.97K- 7.36% |
$56.6K - $63.2K
|
24.8K
$726K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-2.18K- 1.22% |
$62.5K - $69.9K
|
176K
$5.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.36K- 16.95% |
$67.7K - $75.7K
|
11.6K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2.57K- 1.71% |
$73.8K - $82.5K
|
148K
$4.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3K- 16.26% |
$86.1K - $96.2K
|
15.5K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.01K- 1.65% |
$86.2K - $96.3K
|
179K
$5.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.06K- 2.48% |
$87.7K - $98K
|
120K
$3.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-3.06K- 18.63% |
$87.8K - $98.1K
|
13.4K
$391K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.07K- 7.02% |
$88.1K - $98.5K
|
40.7K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.14K- 7.18% |
$90K - $101K
|
40.6K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-3.26K- 0.78% |
$93.5K - $104K
|
412K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.29K- 0.56% |
$94.3K - $105K
|
579K
$16.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.62K- 7.14% |
$104K - $116K
|
47.1K
$1.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.7K- 0.5% |
$106K - $119K
|
736K
$21.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.73K- 1.12% |
$107K - $120K
|
330K
$9.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.95K- 1.72% |
$113K - $127K
|
226K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.11K- 2.7% |
$118K - $132K
|
148K
$4.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-4.43K- 7.29% |
$127K - $142K
|
56.4K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.7K- 8.01% |
$135K - $151K
|
54K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.78K- 11.88% |
$137K - $153K
|
35.5K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.82K- 8.01% |
$138K - $155K
|
55.4K
$1.62M
|