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 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.95KNew |
$48.5K - $55.9K
|
1.95K
$57.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1.83K+ 2.44% |
$45.4K - $52.4K
|
76.5K
$2.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.8K+ 1.4% |
$44.7K - $51.6K
|
130K
$3.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.78K+ 22.25% |
$44.3K - $51.1K
|
9.79K
$287K
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
BUY
|
- |
1.75K+ 1.02% |
$43.5K - $50.2K
|
173K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.64K+ 4.52% |
$40.9K - $47.1K
|
38K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.62K+ 1.98% |
$40.3K - $46.5K
|
83.4K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.6K+ 22.01% |
$39.8K - $45.9K
|
8.86K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.59K+ 428.65% |
$39.5K - $45.5K
|
1.96K
$57.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.58K+ 2.51% |
$39.4K - $45.4K
|
64.5K
$1.89M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.54K+ 2.33% |
$38.3K - $44.2K
|
67.6K
$1.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.41K+ 2.25% |
$35.1K - $40.5K
|
64.2K
$1.88M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.21K+ 5.47% |
$30.2K - $34.8K
|
23.4K
$684K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.21K+ 4.14% |
$30K - $34.6K
|
30.3K
$888K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.19K+ 6.43% |
$29.6K - $34.2K
|
19.7K
$577K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.15K+ 0.49% |
$28.6K - $33K
|
235K
$6.87M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.14K+ 6.65% |
$28.4K - $32.7K
|
18.3K
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1KNew |
$27.4K - $31.6K
|
1.1K
$32.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.01K+ 0.2% |
$25K - $28.9K
|
514K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1K+ 7.24% |
$24.9K - $28.7K
|
14.8K
$433K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
954+ 4.23% |
$23.7K - $27.4K
|
23.5K
$687K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
949+ 2.67% |
$23.6K - $27.2K
|
36.4K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
827+ 36.15% |
$20.6K - $23.7K
|
3.12K
$91.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
757+ 4.77% |
$18.8K - $21.7K
|
16.6K
$487K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
753+ 1.3% |
$18.7K - $21.6K
|
58.5K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
745+ 2.83% |
$18.5K - $21.4K
|
27.1K
$792K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
739+ 9.59% |
$18.4K - $21.2K
|
8.45K
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
721New |
$17.9K - $20.7K
|
721
$21.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
715New |
$17.8K - $20.5K
|
715
$20.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
700New |
$17.4K - $20.1K
|
700
$20.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
666+ 4.27% |
$16.6K - $19.1K
|
16.3K
$476K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
663New |
$16.5K - $19K
|
663
$19.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
608+ 0.45% |
$15.1K - $17.4K
|
136K
$3.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
589+ 5.07% |
$14.7K - $16.9K
|
12.2K
$357K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
458+ 1.8% |
$11.4K - $13.1K
|
25.9K
$757K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
417+ 14.8% |
$10.4K - $12K
|
3.23K
$94.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
402+ 2.76% |
$10K - $11.5K
|
15K
$438K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
381+ 37.35% |
$9.48K - $10.9K
|
1.4K
$41K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
373+ 1.5% |
$9.28K - $10.7K
|
25.3K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
354+ 74.21% |
$8.81K - $10.2K
|
831
$24.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
325+ 2.2% |
$8.09K - $9.32K
|
15.1K
$442K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
167+ 0.48% |
$4.15K - $4.79K
|
35.2K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
141+ 0.89% |
$3.51K - $4.05K
|
16K
$469K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
141+ 2.03% |
$3.51K - $4.05K
|
7.1K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
113+ 0.18% |
$2.81K - $3.24K
|
64.1K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
111+ 5.2% |
$2.76K - $3.18K
|
2.24K
$65.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
100+ 0.91% |
$2.49K - $2.87K
|
11K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
96+ 0.6% |
$2.39K - $2.75K
|
16.1K
$472K
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
86+ 36.29% |
$2.14K - $2.47K
|
323
$9.45K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
64+ 12.7% |
$1.59K - $1.84K
|
568
$16.6K
|