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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
16.6KNew |
$414K - $478K
|
16.6K
$487K
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
16.6KNew |
$413K - $476K
|
16.6K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
16.2KNew |
$404K - $466K
|
16.2K
$475K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
15.7K+ 6.54% |
$390K - $450K
|
256K
$7.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
15.5K+ 38.41% |
$386K - $445K
|
55.9K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
15.2K+ 44.08% |
$379K - $437K
|
49.8K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
15K+ 8.05% |
$373K - $430K
|
201K
$5.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
14.9K+ 8.34% |
$370K - $427K
|
193K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.8K+ 2.94% |
$368K - $424K
|
518K
$15.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
14.1K+ 9.61% |
$351K - $405K
|
161K
$4.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.4K+ 8.69% |
$334K - $385K
|
168K
$4.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
13.1K+ 5.15% |
$327K - $377K
|
268K
$7.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.1K+ 1.95% |
$326K - $376K
|
685K
$20M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
13.1K+ 8.23% |
$325K - $375K
|
172K
$5.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
12.9K+ 9.15% |
$320K - $369K
|
153K
$4.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$305K - $351K
|
12.3K
$358K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
11.8K+ 6.37% |
$293K - $338K
|
197K
$5.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
11.8KNew |
$292K - $337K
|
11.8K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
11.7K+ 3.16% |
$291K - $335K
|
382K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.6K+ 7.9% |
$289K - $333K
|
159K
$4.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.6K+ 116.14% |
$288K - $332K
|
21.5K
$630K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.4K+ 10.73% |
$283K - $326K
|
117K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.4K+ 13.12% |
$283K - $326K
|
98K
$2.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
11.3KNew |
$280K - $323K
|
11.3K
$329K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
11.2KNew |
$278K - $321K
|
11.2K
$327K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
10.8K+ 6.88% |
$270K - $311K
|
168K
$4.92M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
10.5K+ 307.35% |
$260K - $300K
|
13.9K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.1K+ 57.83% |
$251K - $290K
|
27.6K
$806K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10K+ 4.7% |
$250K - $288K
|
224K
$6.54M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10K+ 833.44% |
$249K - $287K
|
11.2K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
10K+ 31.99% |
$249K - $287K
|
41.3K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.77K+ 2.92% |
$243K - $280K
|
344K
$10.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9.51K+ 7.99% |
$236K - $273K
|
128K
$3.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
9.49KNew |
$236K - $272K
|
9.49K
$278K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
9.47K+ 12.7% |
$236K - $272K
|
84.1K
$2.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
9.33K+ 1.91% |
$232K - $268K
|
498K
$14.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
9.09K+ 17.42% |
$226K - $261K
|
61.3K
$1.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.85KNew |
$220K - $254K
|
8.85K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.78K+ 14.17% |
$218K - $252K
|
70.7K
$2.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
8.5K+ 14.1% |
$212K - $244K
|
68.8K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.23KNew |
$205K - $236K
|
8.23K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
8.11K+ 39.25% |
$202K - $233K
|
28.8K
$842K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
8.08KNew |
$201K - $232K
|
8.08K
$236K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.04KNew |
$200K - $231K
|
8.04K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.95K+ 4.42% |
$198K - $228K
|
188K
$5.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
7.94K+ 22.13% |
$197K - $228K
|
43.8K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
7.82K+ 19.9% |
$195K - $224K
|
47.1K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
7.67K+ 67.61% |
$191K - $220K
|
19K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.66KNew |
$191K - $220K
|
7.66K
$224K
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
7.48KNew |
$186K - $215K
|
7.48K
$219K
|