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 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.33K+ 3.09% |
$148K - $161K
|
178K
$5.46M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.31K+ 2.38% |
$147K - $161K
|
229K
$7.02M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.23K+ 788.69% |
$145K - $158K
|
5.89K
$181K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.22K+ 1.81% |
$145K - $158K
|
294K
$9.03M
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
5.17K+ 4.32% |
$144K - $157K
|
125K
$3.83M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
4.95K+ 9.67% |
$137K - $150K
|
56.1K
$1.72M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.91K+ 25.37% |
$136K - $149K
|
24.3K
$744K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.58K+ 2.36% |
$127K - $139K
|
199K
$6.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.57K+ 348.21% |
$127K - $138K
|
5.89K
$181K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.4K+ 529.0% |
$122K - $133K
|
5.23K
$160K
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
4.3K+ 0.76% |
$119K - $130K
|
569K
$17.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.28K+ 3.1% |
$119K - $130K
|
143K
$4.37M
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
4.26K+ 24.97% |
$118K - $129K
|
21.3K
$654K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.13K+ 0.21% |
$115K - $125K
|
2M
$61.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
3.86K+ 5.89% |
$107K - $117K
|
69.4K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 14.39% |
$99K - $108K
|
28.4K
$870K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.54K+ 19.98% |
$98.2K - $107K
|
21.3K
$652K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.54K+ 19.36% |
$98.2K - $107K
|
21.8K
$669K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.5K+ 83.33% |
$97.1K - $106K
|
7.7K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.3K+ 446.55% |
$91.5K - $99.9K
|
4.04K
$124K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.28K+ 7.94% |
$90.9K - $99.2K
|
44.5K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 10.51% |
$88.8K - $96.9K
|
33.7K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.19K+ 2.77% |
$88.5K - $96.6K
|
118K
$3.63M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.05K+ 11.97% |
$84.5K - $92.2K
|
28.5K
$874K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
2.89K+ 4.19% |
$80K - $87.3K
|
71.7K
$2.2M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.84K+ 5.97% |
$78.7K - $85.9K
|
50.4K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.78K+ 1.62% |
$77.1K - $84.2K
|
174K
$5.35M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.72K+ 1.8% |
$75.3K - $82.2K
|
154K
$4.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.62K+ 17.34% |
$72.7K - $79.4K
|
17.7K
$544K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.53KNew |
$70.3K - $76.7K
|
2.53K
$77.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.41K+ 4.23% |
$66.8K - $72.9K
|
59.3K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.37K+ 3.69% |
$65.7K - $71.6K
|
66.6K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.17K+ 7.65% |
$60.3K - $65.8K
|
30.6K
$938K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.17K+ 7.65% |
$60.3K - $65.8K
|
30.6K
$938K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.11K+ 4.58% |
$58.6K - $63.9K
|
48.3K
$1.48M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.06K+ 29.07% |
$57.3K - $62.5K
|
9.17K
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.04K+ 0.88% |
$56.5K - $61.7K
|
234K
$7.19M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.01K+ 4.34% |
$55.6K - $60.7K
|
48.2K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2K+ 7.57% |
$55.4K - $60.4K
|
28.3K
$870K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.99K+ 7.26% |
$55.2K - $60.2K
|
29.4K
$901K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.94K+ 2.35% |
$53.9K - $58.8K
|
84.8K
$2.6M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.81K+ 7.47% |
$50.1K - $54.7K
|
26K
$797K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.7K+ 42.17% |
$47.2K - $51.5K
|
5.74K
$176K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.67K+ 1.55% |
$46.3K - $50.5K
|
109K
$3.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.65K+ 20.03% |
$45.7K - $49.9K
|
9.88K
$303K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.63K+ 3.27% |
$45.2K - $49.3K
|
51.4K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.61K+ 0.47% |
$44.7K - $48.8K
|
346K
$10.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
1.6K+ 2.61% |
$44.4K - $48.4K
|
62.9K
$1.93M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.47K+ 13.47% |
$40.8K - $44.5K
|
12.4K
$380K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.47K+ 6.24% |
$40.7K - $44.4K
|
25K
$766K
|