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 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-30.2K- 9.53% |
$751K - $866K
|
287K
$8.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-31.1K- 25.3% |
$773K - $891K
|
91.7K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-38.4K- 8.18% |
$955K - $1.1M
|
431K
$12.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-43.1K- 4.14% |
$1.07M - $1.24M
|
997K
$29.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-48.1K- 7.14% |
$1.2M - $1.38M
|
626K
$18.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-53.5K- 8.13% |
$1.33M - $1.53M
|
604K
$17.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-57.6K- 9.45% |
$1.43M - $1.65M
|
552K
$16.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-61.2K- 17.47% |
$1.52M - $1.76M
|
289K
$8.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-65.7K- 13.43% |
$1.63M - $1.88M
|
423K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-68.8K- 15.52% |
$1.71M - $1.97M
|
374K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-109K- 7.9% |
$2.71M - $3.12M
|
1.27M
$37.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-156K- 12.81% |
$3.88M - $4.47M
|
1.06M
$31M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-189K- 27.76% |
$4.71M - $5.43M
|
493K
$14.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-229K- 3.59% |
$5.7M - $6.57M
|
6.15M
$180M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-264K- 54.73% |
$6.56M - $7.56M
|
218K
$6.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-331K- 69.49% |
$8.24M - $9.5M
|
145K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-570K- 58.91% |
$14.2M - $16.4M
|
398K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-585K- 95.67% |
$14.5M - $16.8M
|
26.5K
$774K
|