Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.37M+ 10434.99% |
$34.1M - $39.3M
|
1.38M
$40.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
810KNew |
$20.2M - $23.3M
|
810K
$23.8M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
708K+ 1300.82% |
$17.6M - $20.3M
|
762K
$22.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
639KNew |
$15.9M - $18.3M
|
639K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
632KNew |
$15.7M - $18.1M
|
632K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
578K+ 483.88% |
$14.4M - $16.6M
|
697K
$20.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
572KNew |
$14.2M - $16.4M
|
572K
$16.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
528K+ 36.03% |
$13.1M - $15.1M
|
1.99M
$58.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
518KNew |
$12.9M - $14.9M
|
518K
$15.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
491KNew |
$12.2M - $14.1M
|
491K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
484K+ 11.78% |
$12M - $13.9M
|
4.59M
$135M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
452KNew |
$11.2M - $13M
|
452K
$13.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
436K+ 50.34% |
$10.8M - $12.5M
|
1.3M
$38.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
380KNew |
$9.46M - $10.9M
|
380K
$11.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
358K+ 250.8% |
$8.9M - $10.3M
|
500K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
353K+ 16.73% |
$8.79M - $10.1M
|
2.46M
$72.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
348KNew |
$8.66M - $9.99M
|
348K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
329K+ 87.44% |
$8.19M - $9.44M
|
705K
$20.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
321K+ 69.91% |
$7.99M - $9.21M
|
780K
$22.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
303K+ 45.07% |
$7.54M - $8.69M
|
975K
$28.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
278KNew |
$6.91M - $7.97M
|
278K
$8.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
266K+ 5.3% |
$6.61M - $7.63M
|
5.28M
$155M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
257K+ 44.86% |
$6.39M - $7.37M
|
829K
$24.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
247K+ 58.27% |
$6.15M - $7.09M
|
671K
$19.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
228K+ 22.34% |
$5.67M - $6.54M
|
1.25M
$36.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
222K+ 299.97% |
$5.53M - $6.37M
|
296K
$8.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
222K+ 47.01% |
$5.52M - $6.36M
|
693K
$20.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
217KNew |
$5.39M - $6.22M
|
217K
$6.37M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
205KNew |
$5.09M - $5.87M
|
205K
$6.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
201K+ 12.82% |
$5.01M - $5.77M
|
1.77M
$52.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
196K+ 21.42% |
$4.88M - $5.63M
|
1.11M
$32.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
194K+ 36.78% |
$4.82M - $5.56M
|
721K
$21.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
193K+ 5.71% |
$4.8M - $5.54M
|
3.57M
$105M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
177K+ 49.47% |
$4.39M - $5.06M
|
533K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
175K+ 80.48% |
$4.34M - $5.01M
|
392K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
161KNew |
$4.02M - $4.63M
|
161K
$4.75M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
152KNew |
$3.79M - $4.37M
|
152K
$4.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
152KNew |
$3.77M - $4.35M
|
152K
$4.46M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
150K+ 245.1% |
$3.72M - $4.3M
|
211K
$6.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
145K+ 10.21% |
$3.61M - $4.16M
|
1.57M
$46M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
143K+ 504.78% |
$3.55M - $4.09M
|
171K
$5.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
139KNew |
$3.45M - $3.98M
|
139K
$4.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
138KNew |
$3.45M - $3.97M
|
138K
$4.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
131KNew |
$3.27M - $3.77M
|
131K
$3.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
130K+ 4.23% |
$3.24M - $3.74M
|
3.21M
$94.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
130K+ 36.8% |
$3.24M - $3.73M
|
484K
$14.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
130KNew |
$3.23M - $3.73M
|
130K
$3.82M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
129KNew |
$3.21M - $3.7M
|
129K
$3.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
127K+ 63.03% |
$3.17M - $3.66M
|
330K
$9.69M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
124KNew |
$3.08M - $3.55M
|
124K
$3.64M
|