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 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-4.85K- 16.07% |
$139K - $156K
|
25.4K
$742K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4.99K- 26.63% |
$143K - $160K
|
13.7K
$402K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-5.07K- 13.2% |
$145K - $162K
|
33.3K
$974K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-5.09K- 4.3% |
$146K - $163K
|
113K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.21K- 11.87% |
$149K - $167K
|
38.7K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-5.58K- 8.29% |
$160K - $179K
|
61.7K
$1.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-5.67K- 4.1% |
$163K - $182K
|
133K
$3.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.77K- 10.36% |
$165K - $185K
|
49.9K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-6.03K- 4.15% |
$173K - $193K
|
139K
$4.08M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-6.18K- 2.14% |
$177K - $198K
|
282K
$8.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.31K- 11.63% |
$181K - $202K
|
47.9K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-6.48K- 3.67% |
$186K - $208K
|
170K
$4.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-7.41K- 9.7% |
$213K - $237K
|
68.9K
$2.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-7.96K- 4.88% |
$228K - $255K
|
155K
$4.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-9.59K- 22.94% |
$275K - $307K
|
32.2K
$943K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-10.3K- 1.74% |
$297K - $331K
|
584K
$17.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
SELL
|
- |
-13K- 1.5% |
$374K - $418K
|
859K
$25.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13.1K- 3.82% |
$375K - $419K
|
329K
$9.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14.1K- 23.64% |
$405K - $452K
|
45.6K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-14.3K- 2.17% |
$411K - $459K
|
646K
$18.9M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-14.4K- 54.49% |
$413K - $461K
|
12K
$351K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-14.9K- 3.98% |
$427K - $477K
|
359K
$10.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-16.2K- 7.34% |
$465K - $519K
|
205K
$5.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-16.6K- 7.15% |
$477K - $533K
|
216K
$6.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-17.9K- 2.84% |
$514K - $575K
|
614K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-24.9K- 55.95% |
$714K - $798K
|
19.6K
$574K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.3K- 6.24% |
$725K - $810K
|
380K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25.4K- 22.94% |
$727K - $813K
|
85.2K
$2.49M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-26.5K- 13.78% |
$761K - $850K
|
166K
$4.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-27.1K- 5.22% |
$777K - $869K
|
492K
$14.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-30.1K- 0.55% |
$863K - $965K
|
5.44M
$159M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-49K- 4.73% |
$1.41M - $1.57M
|
986K
$28.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-55.3K- 3.55% |
$1.59M - $1.77M
|
1.5M
$44M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-56.2K- 5.97% |
$1.61M - $1.8M
|
885K
$25.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-56.5K- 73.63% |
$1.62M - $1.81M
|
20.2K
$592K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-58.6K- 7.72% |
$1.68M - $1.88M
|
700K
$20.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-70.5K- 31.1% |
$2.02M - $2.26M
|
156K
$4.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-76.4K- 91.86% |
$2.19M - $2.45M
|
6.77K
$198K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-83.4K- 5.68% |
$2.39M - $2.67M
|
1.38M
$40.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-86.3K- 73.25% |
$2.47M - $2.77M
|
31.5K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-88.3K- 10.51% |
$2.53M - $2.83M
|
752K
$22M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-102K- 64.37% |
$2.94M - $3.29M
|
56.7K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-124K- 32.49% |
$3.55M - $3.96M
|
257K
$7.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-141K- 9.04% |
$4.05M - $4.53M
|
1.42M
$41.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-187K- 59.06% |
$5.38M - $6.01M
|
130K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-258K- 10.46% |
$7.41M - $8.28M
|
2.21M
$64.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-281K- 49.57% |
$8.05M - $9M
|
286K
$8.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-384K- 26.58% |
$11M - $12.3M
|
1.06M
$31M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-442K- 90.73% |
$12.7M - $14.2M
|
45.1K
$1.32M
|