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
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.27K- 16.34% |
$81.4K - $93.8K
|
16.7K
$490K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.91K- 2.79% |
$97.3K - $112K
|
136K
$3.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.98K- 26.58% |
$98.9K - $114K
|
11K
$321K
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-4.22K- 5.8% |
$105K - $121K
|
68.5K
$2.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Chico Wealth Ria
|
SELL
|
- |
-5.17K- 0.64% |
$129K - $148K
|
807K
$23.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-5.29K- 1.73% |
$132K - $152K
|
300K
$8.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.75K- 20.15% |
$143K - $165K
|
22.8K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.79K- 1.62% |
$144K - $166K
|
352K
$10.3M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-5.9K- 12.39% |
$147K - $169K
|
41.7K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-6.71K- 41.47% |
$167K - $192K
|
9.47K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-6.88K- 7.71% |
$171K - $197K
|
82.3K
$2.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7.23K- 2.97% |
$180K - $207K
|
236K
$6.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-7.45K- 6.66% |
$185K - $214K
|
104K
$3.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-7.76K- 52.75% |
$193K - $223K
|
6.95K
$203K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-7.76K- 52.75% |
$193K - $223K
|
6.95K
$203K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-7.88K- 3.16% |
$196K - $226K
|
242K
$7.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-7.94K- 0.43% |
$198K - $228K
|
1.85M
$54.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.1K- 1.25% |
$226K - $261K
|
720K
$21.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-9.37K- 14.13% |
$233K - $269K
|
56.9K
$1.67M
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-9.8K- 14.66% |
$244K - $281K
|
57K
$1.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-9.9K- 14.58% |
$246K - $284K
|
58K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 6.06% |
$249K - $287K
|
155K
$4.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10.2K- 6.87% |
$254K - $293K
|
138K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-11.4K- 49.21% |
$284K - $327K
|
11.8K
$344K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-11.5K- 4.64% |
$287K - $331K
|
237K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-12.7K- 7.48% |
$315K - $363K
|
157K
$4.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-13.3K- 4.15% |
$330K - $381K
|
306K
$8.97M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-14.2K- 19.29% |
$353K - $407K
|
59.4K
$1.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-15K- 12.42% |
$374K - $431K
|
106K
$3.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-15.8K- 19.56% |
$392K - $452K
|
64.8K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-16.1K- 6.71% |
$401K - $463K
|
224K
$6.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-16.4K- 30.12% |
$407K - $470K
|
38K
$1.11M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-17.1KClosed |
$426K - $491K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.2K- 18.49% |
$427K - $492K
|
75.6K
$2.21M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-17.2K- 11.46% |
$427K - $493K
|
133K
$3.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-17.4K- 6.14% |
$434K - $500K
|
267K
$7.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-17.5K- 62.34% |
$436K - $503K
|
10.6K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18.2K- 63.16% |
$452K - $521K
|
10.6K
$310K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-20K- 12.64% |
$497K - $573K
|
138K
$4.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.5K- 10.48% |
$511K - $589K
|
175K
$5.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-21.1K- 2.23% |
$526K - $606K
|
927K
$27.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-21.3K- 4.98% |
$530K - $611K
|
406K
$11.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22.2K- 11.88% |
$552K - $637K
|
165K
$4.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.1K- 59.64% |
$575K - $663K
|
15.6K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-24.5K- 98.63% |
$610K - $704K
|
340
$9.95K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27.4K- 3.61% |
$681K - $785K
|
731K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.5K- 6.17% |
$710K - $819K
|
434K
$12.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-29K- 8.25% |
$723K - $833K
|
323K
$9.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-29.3K- 7.07% |
$730K - $842K
|
386K
$11.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-29.3K- 7.08% |
$730K - $842K
|
385K
$11.3M
|