Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q4 2024. 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 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.85K- 4.19% |
$82.5K - $89.9K
|
65.1K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.85K- 50.67% |
$82.6K - $90K
|
2.77K
$94.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 4.37% |
$93.4K - $102K
|
70.5K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.33K- 99.91% |
$96.5K - $105K
|
3
$103
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-3.47K- 14.61% |
$101K - $110K
|
20.3K
$693K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.54K- 20.26% |
$103K - $112K
|
13.9K
$476K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.59K- 6.84% |
$104K - $114K
|
48.9K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.71K- 7.86% |
$107K - $117K
|
43.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.08K- 2.75% |
$118K - $129K
|
144K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.56K- 1.18% |
$132K - $144K
|
381K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-4.59K- 3.9% |
$133K - $145K
|
113K
$3.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.66K- 40.23% |
$135K - $147K
|
6.93K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.73K- 11.65% |
$137K - $149K
|
35.9K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.77K- 3.6% |
$138K - $151K
|
128K
$4.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-4.81K- 2.05% |
$139K - $152K
|
230K
$7.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-5.17K- 3.12% |
$150K - $163K
|
161K
$5.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.38K- 32.38% |
$156K - $170K
|
11.2K
$384K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-5.45K- 7.76% |
$158K - $172K
|
64.8K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.73K- 11.81% |
$166K - $181K
|
42.8K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.77K- 19.81% |
$167K - $182K
|
23.3K
$798K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.81K- 2.84% |
$168K - $183K
|
199K
$6.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.57K- 20.38% |
$190K - $207K
|
25.6K
$876K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-7.04K- 11.93% |
$204K - $222K
|
52K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.24K- 25.55% |
$210K - $229K
|
21.1K
$721K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-7.8K- 11.9% |
$226K - $247K
|
57.8K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-8.09K- 4.76% |
$234K - $255K
|
162K
$5.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-8.58K- 5.49% |
$249K - $271K
|
148K
$5.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.68K- 7.73% |
$252K - $274K
|
104K
$3.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8.73K- 5.66% |
$253K - $276K
|
146K
$4.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-9.51K- 27.74% |
$276K - $301K
|
24.8K
$847K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.77K- 21.44% |
$283K - $309K
|
35.8K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 4.17% |
$308K - $335K
|
244K
$8.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-10.9K- 19.27% |
$315K - $343K
|
45.5K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.3K- 0.27% |
$329K - $358K
|
4.2M
$143M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-11.7K- 35.27% |
$341K - $371K
|
21.6K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.8K- 1.61% |
$344K - $374K
|
725K
$24.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-13.5K- 25.1% |
$390K - $425K
|
40.2K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-13.8K- 2.22% |
$399K - $435K
|
605K
$20.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-16.8K- 27.33% |
$486K - $530K
|
44.6K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-17K- 6.61% |
$492K - $536K
|
240K
$8.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.5K- 2.91% |
$537K - $586K
|
618K
$21.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-20K- 11.32% |
$579K - $631K
|
156K
$5.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-21.4K- 8.61% |
$621K - $677K
|
228K
$7.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-21.9K- 76.74% |
$634K - $691K
|
6.63K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-24.7K- 7.69% |
$715K - $779K
|
296K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-25.9K- 5.29% |
$751K - $819K
|
464K
$15.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-26.7K- 4.57% |
$774K - $843K
|
557K
$19M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-27.1K- 43.78% |
$785K - $856K
|
34.8K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.1K- 8.36% |
$845K - $921K
|
319K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-29.6K- 7.6% |
$859K - $936K
|
360K
$12.3M
|