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 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.65K+ 12.33% |
$47.9K - $52.2K
|
15.1K
$469K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.65K+ 2.36% |
$47.9K - $52.2K
|
71.6K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.6K+ 9.29% |
$46.5K - $50.6K
|
18.8K
$587K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.54K+ 0.41% |
$44.6K - $48.6K
|
381K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.42K+ 3.25% |
$41.2K - $44.9K
|
45.2K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.39K+ 13.41% |
$40.4K - $44K
|
11.8K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.39K+ 0.5% |
$40.3K - $43.9K
|
279K
$8.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.37K+ 7.01% |
$39.8K - $43.4K
|
20.9K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.37K+ 19.55% |
$39.7K - $43.3K
|
8.37K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.35K+ 12.92% |
$39.3K - $42.8K
|
11.8K
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.35K+ 5.4% |
$39.3K - $42.8K
|
26.4K
$822K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 3.55% |
$38.9K - $42.4K
|
39.2K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.32K+ 4.43% |
$38.2K - $41.6K
|
31K
$965K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.3K+ 5.37% |
$37.7K - $41.1K
|
25.5K
$795K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.3K+ 5.87% |
$37.6K - $41K
|
23.4K
$729K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.29K+ 1.89% |
$37.4K - $40.7K
|
69.4K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.26K+ 3.88% |
$36.5K - $39.8K
|
33.7K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.22K+ 15.12% |
$35.3K - $38.4K
|
9.26K
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.15K+ 15.43% |
$33.4K - $36.4K
|
8.63K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.14K+ 2.44% |
$33.2K - $36.2K
|
48.1K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.13K+ 1.27% |
$32.8K - $35.8K
|
90.2K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.03K+ 5.22% |
$29.9K - $32.6K
|
20.8K
$647K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.01K+ 10.19% |
$29.3K - $31.9K
|
10.9K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
890+ 1.88% |
$25.8K - $28.1K
|
48.2K
$1.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
852+ 2.55% |
$24.7K - $26.9K
|
34.3K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
847+ 3.6% |
$24.6K - $26.8K
|
24.4K
$760K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
823New |
$23.9K - $26K
|
823
$25.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
730New |
$21.2K - $23.1K
|
730
$22.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
704+ 6.66% |
$20.4K - $22.2K
|
11.3K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
702+ 0.69% |
$20.4K - $22.2K
|
103K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
690+ 0.45% |
$20K - $21.8K
|
153K
$4.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
661+ 8.5% |
$19.2K - $20.9K
|
8.44K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
656New |
$19K - $20.7K
|
656
$20.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
643+ 0.9% |
$18.6K - $20.3K
|
71.9K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
594+ 1.76% |
$17.2K - $18.8K
|
34.4K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
590+ 0.87% |
$17.1K - $18.6K
|
68.5K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
579+ 0.65% |
$16.8K - $18.3K
|
90K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
526+ 3.06% |
$15.3K - $16.6K
|
17.7K
$552K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
497+ 4.72% |
$14.4K - $15.7K
|
11K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
459+ 1.19% |
$13.3K - $14.5K
|
39.1K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
435+ 4.23% |
$12.6K - $13.7K
|
10.7K
$334K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
373+ 3.11% |
$10.8K - $11.8K
|
12.4K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
338+ 0.25% |
$9.8K - $10.7K
|
134K
$4.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
308+ 13.39% |
$8.93K - $9.73K
|
2.61K
$81.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
284+ 1.55% |
$8.24K - $8.97K
|
18.6K
$581K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
265+ 7.18% |
$7.69K - $8.37K
|
3.96K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
257New |
$7.45K - $8.12K
|
257
$8K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
256+ 0.19% |
$7.42K - $8.09K
|
135K
$4.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
251+ 9.74% |
$7.28K - $7.93K
|
2.83K
$88.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
231New |
$6.7K - $7.3K
|
231
$7.19K
|