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 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
526+ 3.06% |
$15.3K - $16.6K
|
17.7K
$606K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
497+ 4.72% |
$14.4K - $15.7K
|
11K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
459+ 1.19% |
$13.3K - $14.5K
|
39.1K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
435+ 4.23% |
$12.6K - $13.7K
|
10.7K
$366K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
373+ 3.11% |
$10.8K - $11.8K
|
12.4K
$423K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
338+ 0.25% |
$9.8K - $10.7K
|
134K
$4.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
308+ 13.39% |
$8.93K - $9.73K
|
2.61K
$89.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
284+ 1.55% |
$8.24K - $8.97K
|
18.6K
$637K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
265+ 7.18% |
$7.69K - $8.37K
|
3.96K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
257New |
$7.45K - $8.12K
|
257
$8.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
256+ 0.19% |
$7.42K - $8.09K
|
135K
$4.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
251+ 9.74% |
$7.28K - $7.93K
|
2.83K
$96.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
231New |
$6.7K - $7.3K
|
231
$7.89K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
229+ 2.49% |
$6.64K - $7.24K
|
9.41K
$322K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
200+ 2.26% |
$5.8K - $6.32K
|
9.05K
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
185+ 9.42% |
$5.37K - $5.85K
|
2.15K
$73.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
181+ 1.1% |
$5.25K - $5.72K
|
16.7K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
164+ 1.14% |
$4.76K - $5.18K
|
14.5K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
155+ 0.48% |
$4.5K - $4.9K
|
32.4K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
154+ 0.79% |
$4.47K - $4.87K
|
19.8K
$675K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
145+ 1.25% |
$4.21K - $4.58K
|
11.7K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
143+ 2.08% |
$4.15K - $4.52K
|
7.03K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
142+ 0.33% |
$4.12K - $4.49K
|
42.7K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
134New |
$3.89K - $4.23K
|
134
$4.58K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
129+ 0.78% |
$3.74K - $4.08K
|
16.6K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
123+ 0.22% |
$3.57K - $3.89K
|
55.5K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
119+ 1.33% |
$3.45K - $3.76K
|
9.06K
$310K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
96+ 2.86% |
$2.78K - $3.03K
|
3.45K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
85New |
$2.47K - $2.69K
|
85
$2.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
82+ 0.05% |
$2.38K - $2.59K
|
178K
$6.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
80New |
$2.32K - $2.53K
|
80
$2.73K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66+ 2.0% |
$1.91K - $2.09K
|
3.37K
$115K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
61+ 0.76% |
$1.77K - $1.93K
|
8.1K
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
46+ 0.14% |
$1.33K - $1.45K
|
34K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
45+ 0.32% |
$1.31K - $1.42K
|
14.1K
$481K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
44+ 0.08% |
$1.28K - $1.39K
|
58.6K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
41+ 0.43% |
$1.19K - $1.3K
|
9.68K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
30+ 0.26% |
$870 - $948
|
11.6K
$396K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
27+ 0.01% |
$783 - $853
|
282K
$9.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 0.79% |
$696 - $758
|
3.07K
$105K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
23+ 0.08% |
$667 - $727
|
29.2K
$998K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
17New |
$493 - $537
|
17
$581
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
15+ 0.06% |
$435 - $474
|
25K
$854K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 0.82% |
$348 - $379
|
1.48K
$50.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
12+ 0.52% |
$348 - $379
|
2.32K
$79.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.74% |
$290 - $316
|
1.36K
$46.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.03% |
$232 - $253
|
24.8K
$848K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 1.17% |
$58 - $63.2
|
173
$5.91K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|