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 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
50+ 0.5% |
$1.24K - $1.43K
|
10.1K
$296K
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
48+ 0.35% |
$1.19K - $1.38K
|
13.6K
$398K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
48+ 0.61% |
$1.19K - $1.38K
|
7.89K
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
36+ 0.14% |
$896 - $1.03K
|
25.8K
$754K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 0.6% |
$448 - $516
|
2.99K
$87.6K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
13+ 0.61% |
$323 - $373
|
2.16K
$63.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
10+ 0.02% |
$249 - $287
|
61.7K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
10+ 0.1% |
$249 - $287
|
10.3K
$302K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
9+ 0.01% |
$224 - $258
|
131K
$3.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9New |
$224 - $258
|
9
$263
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
8+ 0.57% |
$199 - $230
|
1.42K
$41.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
5+ 0.05% |
$124 - $143
|
9.11K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 4.46% |
$124 - $143
|
117
$3.42K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$24.9 - $28.7
|
16.9K
$493K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1- 0.31% |
$24.9 - $28.7
|
326
$9.54K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.67% |
$99.5 - $115
|
597
$17.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-17- 0.02% |
$423 - $488
|
83.1K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-32- 0.3% |
$796 - $918
|
10.6K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-59- 0.08% |
$1.47K - $1.69K
|
70.3K
$2.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-104- 0.51% |
$2.59K - $2.98K
|
20.1K
$589K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-120- 11.48% |
$2.99K - $3.44K
|
925
$27.1K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-127- 2.81% |
$3.16K - $3.64K
|
4.39K
$128K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-227- 0.94% |
$5.65K - $6.51K
|
24K
$701K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-231- 1.11% |
$5.75K - $6.63K
|
20.7K
$604K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-311- 0.55% |
$7.74K - $8.92K
|
56.4K
$1.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-380- 9.08% |
$9.45K - $10.9K
|
3.81K
$111K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-387- 0.06% |
$9.63K - $11.1K
|
649K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-453- 15.78% |
$11.3K - $13K
|
2.42K
$70.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-464- 0.69% |
$11.5K - $13.3K
|
67.2K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-498- 3.33% |
$12.4K - $14.3K
|
14.4K
$423K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-522- 3.04% |
$13K - $15K
|
16.7K
$488K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-555- 0.76% |
$13.8K - $15.9K
|
72.3K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-569- 2.8% |
$14.2K - $16.3K
|
19.7K
$578K
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-586- 0.79% |
$14.6K - $16.8K
|
73.7K
$2.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-707- 1.44% |
$17.6K - $20.3K
|
48.4K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-729- 0.42% |
$18.1K - $20.9K
|
173K
$5.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-729- 22.06% |
$18.1K - $20.9K
|
2.58K
$75.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-755- 8.74% |
$18.8K - $21.7K
|
7.89K
$231K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-906- 61.89% |
$22.5K - $26K
|
558
$16.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-984- 15.55% |
$24.5K - $28.2K
|
5.35K
$156K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-989- 7.03% |
$24.6K - $28.4K
|
13.1K
$383K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.85K- 19.62% |
$45.9K - $52.9K
|
7.56K
$221K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.86K- 7.69% |
$46.2K - $53.2K
|
22.3K
$652K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.9K- 5.08% |
$47.2K - $54.5K
|
35.4K
$1.04M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.94K- 10.16% |
$48.2K - $55.5K
|
17.1K
$501K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.16K- 2.34% |
$53.7K - $61.9K
|
90.3K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.64K- 2.55% |
$65.6K - $75.6K
|
101K
$2.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.85K- 7.02% |
$71K - $81.9K
|
37.8K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 10.37% |
$71.4K - $82.3K
|
24.8K
$726K
|