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 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
49.2KNew |
$1.43M - $1.55M
|
49.2K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
49.2K+ 17.39% |
$1.43M - $1.55M
|
332K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
47.5K+ 25.79% |
$1.38M - $1.5M
|
232K
$7.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
46.8KNew |
$1.36M - $1.48M
|
46.8K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
46KNew |
$1.33M - $1.45M
|
46K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
45.9K+ 30.7% |
$1.33M - $1.45M
|
196K
$6.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
45.9K+ 5.34% |
$1.33M - $1.45M
|
904K
$28.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
45.1K+ 5.3% |
$1.31M - $1.42M
|
895K
$27.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
44.6K+ 91.41% |
$1.29M - $1.41M
|
93.5K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
44.4K+ 7.23% |
$1.29M - $1.4M
|
658K
$20.5M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
42.9KNew |
$1.24M - $1.35M
|
42.9K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
42.5K+ 7.22% |
$1.23M - $1.34M
|
632K
$19.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
41.5K+ 21.99% |
$1.2M - $1.31M
|
230K
$7.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
40.9K+ 48.55% |
$1.19M - $1.29M
|
125K
$3.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
39.7KNew |
$1.15M - $1.25M
|
39.7K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
39.4K+ 72.96% |
$1.14M - $1.25M
|
93.4K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
38.3KNew |
$1.11M - $1.21M
|
38.3K
$1.19M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
38K+ 32.47% |
$1.1M - $1.2M
|
155K
$4.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.2K+ 7.05% |
$1.08M - $1.17M
|
565K
$17.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
36.3K+ 57.17% |
$1.05M - $1.15M
|
99.9K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
36KNew |
$1.04M - $1.14M
|
36K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
35.3KNew |
$1.02M - $1.11M
|
35.3K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
35.1KNew |
$1.02M - $1.11M
|
35.1K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33.8K+ 16.15% |
$981K - $1.07M
|
243K
$7.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
33.8K+ 6.42% |
$981K - $1.07M
|
561K
$17.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
32.9K+ 10.55% |
$955K - $1.04M
|
345K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
32.2K+ 8.23% |
$933K - $1.02M
|
423K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.9K+ 4.75% |
$924K - $1.01M
|
702K
$21.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
31.2K+ 1.71% |
$905K - $986K
|
1.86M
$57.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
30.9KNew |
$896K - $976K
|
30.9K
$962K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
30.9K+ 2.17% |
$895K - $975K
|
1.45M
$45.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
30.6K+ 2.33% |
$888K - $968K
|
1.34M
$41.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
30.5K+ 4.8% |
$884K - $963K
|
665K
$20.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
30.3K+ 7.35% |
$879K - $958K
|
443K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
30KNew |
$870K - $948K
|
30K
$934K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
29.8KNew |
$865K - $942K
|
29.8K
$928K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
29.6K+ 116.69% |
$858K - $935K
|
54.9K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
29.1K+ 8.83% |
$844K - $919K
|
359K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
29.1K+ 20.98% |
$843K - $919K
|
168K
$5.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
28.3K+ 11.79% |
$821K - $895K
|
269K
$8.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
28.3K+ 36.44% |
$820K - $893K
|
106K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
28.2K+ 8.53% |
$817K - $890K
|
358K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
28.1K+ 5.27% |
$814K - $887K
|
561K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.1KNew |
$814K - $887K
|
28.1K
$874K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27.9K+ 4.75% |
$809K - $881K
|
615K
$19.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
26.6K+ 17.08% |
$770K - $840K
|
182K
$5.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
26.2K+ 34.82% |
$760K - $828K
|
102K
$3.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25.9K+ 2.58% |
$752K - $820K
|
1.03M
$32.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
25.4KNew |
$736K - $802K
|
25.4K
$790K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
25.3K+ 1.57% |
$735K - $801K
|
1.64M
$51M
|