Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
67.5K+ 31.1% |
$1.75M - $1.9M
|
285K
$8.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
66.9K+ 38.57% |
$1.74M - $1.88M
|
240K
$7.24M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.1KNew |
$1.59M - $1.72M
|
61.1K
$1.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
60.6K+ 13.0% |
$1.58M - $1.71M
|
527K
$15.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
60.2K+ 5.12% |
$1.56M - $1.69M
|
1.23M
$37.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
59.1K+ 1.95% |
$1.54M - $1.66M
|
3.08M
$92.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
55.3K+ 18.64% |
$1.44M - $1.56M
|
352K
$10.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
53.1KNew |
$1.38M - $1.5M
|
53.1K
$1.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.8K+ 4.71% |
$1.35M - $1.46M
|
1.15M
$34.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
51K+ 15.19% |
$1.32M - $1.44M
|
386K
$11.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.4K+ 7.12% |
$1.31M - $1.42M
|
759K
$22.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
46.6K+ 27.39% |
$1.21M - $1.31M
|
217K
$6.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
46.5K+ 45.67% |
$1.21M - $1.31M
|
148K
$4.47M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
42.8K+ 42.76% |
$1.11M - $1.2M
|
143K
$4.3M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
41.6K+ 14.08% |
$1.08M - $1.17M
|
337K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
40.2K+ 14.52% |
$1.04M - $1.13M
|
317K
$9.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
39.8K+ 24.51% |
$1.04M - $1.12M
|
202K
$6.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
39.2K+ 3.67% |
$1.02M - $1.1M
|
1.11M
$33.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
38.1K+ 4.23% |
$990K - $1.07M
|
939K
$28.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
35.3K+ 6.76% |
$918K - $994K
|
558K
$16.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
33.1KNew |
$860K - $932K
|
33.1K
$997K
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
33K+ 9.68% |
$858K - $930K
|
374K
$11.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
32.3K+ 9.86% |
$841K - $911K
|
360K
$10.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
32.1K+ 18.86% |
$835K - $905K
|
202K
$6.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
31K+ 6.16% |
$805K - $872K
|
534K
$16.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
30.6K+ 7.22% |
$797K - $863K
|
455K
$13.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
29.8K+ 66.44% |
$774K - $839K
|
74.6K
$2.25M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
29K+ 8.84% |
$754K - $817K
|
357K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28.7KNew |
$747K - $809K
|
28.7K
$866K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
27.1K+ 5.57% |
$704K - $763K
|
513K
$15.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
26.8K+ 20.07% |
$696K - $754K
|
160K
$4.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
26.3K+ 7.93% |
$684K - $741K
|
358K
$10.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Chico Wealth Ria
|
BUY
|
- |
26.1K+ 3.32% |
$678K - $735K
|
812K
$24.5M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
24.3K+ 80.94% |
$633K - $686K
|
54.4K
$1.64M
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
24.1K+ 18.62% |
$627K - $679K
|
154K
$4.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
23.7K+ 51.57% |
$616K - $667K
|
69.6K
$2.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
23.2K+ 6.02% |
$604K - $655K
|
409K
$12.3M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
23.2KNew |
$603K - $653K
|
23.2K
$699K
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
22.6K+ 4.84% |
$586K - $635K
|
488K
$14.7M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
22.1K+ 5.35% |
$575K - $623K
|
436K
$13.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
21.9K+ 17.59% |
$571K - $618K
|
147K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
21.9K+ 32.5% |
$569K - $616K
|
89.2K
$2.69M
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 2.22% |
$568K - $615K
|
1.01M
$30.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.5K+ 49.94% |
$560K - $606K
|
64.6K
$1.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
21.4K+ 6.42% |
$555K - $601K
|
354K
$10.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
20.9K+ 100.69% |
$542K - $588K
|
41.6K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
20.3KNew |
$528K - $572K
|
20.3K
$612K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.7K+ 4.2% |
$513K - $555K
|
489K
$14.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
19.1K+ 11.97% |
$496K - $537K
|
178K
$5.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
18.9K+ 3.5% |
$493K - $534K
|
560K
$16.9M
|