Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
73.2K+ 4.68% |
$2.03M - $2.22M
|
1.64M
$50.3M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
72.6KNew |
$2.01M - $2.2M
|
72.6K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.8K+ 33.09% |
$1.94M - $2.11M
|
281K
$8.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
69.7K+ 32.17% |
$1.93M - $2.11M
|
286K
$8.78M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67.8K+ 2.75% |
$1.88M - $2.05M
|
2.53M
$77.7M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
67.6KNew |
$1.88M - $2.05M
|
67.6K
$2.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
65.8K+ 14.33% |
$1.83M - $1.99M
|
525K
$16.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
65.8KNew |
$1.82M - $1.99M
|
65.8K
$2.02M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
63.7K+ 8.84% |
$1.77M - $1.93M
|
785K
$24.1M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
62.4KNew |
$1.73M - $1.89M
|
62.4K
$1.92M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
57.6K+ 5.45% |
$1.6M - $1.74M
|
1.12M
$34.2M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
55.4K+ 201.7% |
$1.54M - $1.68M
|
82.9K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
54.8KNew |
$1.52M - $1.66M
|
54.8K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.5K+ 27.84% |
$1.37M - $1.5M
|
227K
$6.98M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
48.9K+ 6.26% |
$1.36M - $1.48M
|
829K
$25.4M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
46K+ 4.46% |
$1.28M - $1.39M
|
1.08M
$33M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
45.4KNew |
$1.26M - $1.37M
|
45.4K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
45.4K+ 3.64% |
$1.26M - $1.37M
|
1.29M
$39.6M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.8K+ 15.14% |
$1.24M - $1.36M
|
341K
$10.5M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
44.2K+ 19.48% |
$1.23M - $1.34M
|
271K
$8.31M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
44K+ 2.48% |
$1.22M - $1.33M
|
1.82M
$55.7M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
43K+ 9.82% |
$1.19M - $1.3M
|
481K
$14.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
42.5K+ 3.63% |
$1.18M - $1.29M
|
1.21M
$37.2M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
42.3K+ 54.68% |
$1.17M - $1.28M
|
120K
$3.67M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
41.7K+ 12.76% |
$1.16M - $1.26M
|
368K
$11.3M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
40.5K+ 10.64% |
$1.12M - $1.23M
|
421K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
40.4K+ 2.65% |
$1.12M - $1.22M
|
1.57M
$48.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
BUY
|
- |
39.4K+ 4.88% |
$1.09M - $1.19M
|
847K
$26M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
38.9K+ 20.13% |
$1.08M - $1.18M
|
232K
$7.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.6K+ 6.17% |
$1.07M - $1.17M
|
665K
$20.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38.3K+ 9.04% |
$1.06M - $1.16M
|
462K
$14.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.9K+ 8.87% |
$1.05M - $1.15M
|
465K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
37.7K+ 145.36% |
$1.04M - $1.14M
|
63.6K
$1.95M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.4K+ 66.39% |
$1.04M - $1.13M
|
93.8K
$2.88M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
35.3K+ 130.49% |
$980K - $1.07M
|
62.4K
$1.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
34.8K+ 14.55% |
$964K - $1.05M
|
274K
$8.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
34.3K+ 22.61% |
$951K - $1.04M
|
186K
$5.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
33.7KNew |
$934K - $1.02M
|
33.7K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.9K+ 371.97% |
$913K - $997K
|
41.8K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
32.8K+ 9.85% |
$909K - $992K
|
365K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.3K+ 4.89% |
$897K - $978K
|
693K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.2K+ 20.04% |
$894K - $976K
|
193K
$5.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
32K+ 26.65% |
$889K - $970K
|
152K
$4.67M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.4K+ 38.08% |
$872K - $952K
|
114K
$3.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
31.2K+ 34.59% |
$866K - $945K
|
121K
$3.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
30.6K+ 14.03% |
$848K - $926K
|
249K
$7.63M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.3K+ 17.26% |
$840K - $916K
|
206K
$6.31M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
29K+ 66.1% |
$804K - $877K
|
72.8K
$2.23M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28.3K+ 29.3% |
$786K - $857K
|
125K
$3.83M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
28K+ 5.15% |
$777K - $848K
|
571K
$17.5M
|