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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
45+ 0.45% |
$1.17K - $1.27K
|
10.1K
$304K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
43+ 0.29% |
$1.12K - $1.21K
|
15K
$451K
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
42+ 0.31% |
$1.09K - $1.18K
|
13.6K
$409K
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
41+ 0.53% |
$1.07K - $1.15K
|
7.84K
$236K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
39+ 1.85% |
$1.01K - $1.1K
|
2.15K
$64.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 0.54% |
$416 - $451
|
2.98K
$89.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 10.89% |
$286 - $310
|
112
$3.38K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
10+ 0.3% |
$260 - $282
|
3.3K
$99.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
8+ 0.57% |
$208 - $225
|
1.41K
$42.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8+ 0.06% |
$208 - $225
|
14.1K
$424K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
5+ 0.05% |
$130 - $141
|
9.11K
$274K
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$78 - $84.5
|
35.5K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.03% |
$52 - $56.3
|
7.26K
$219K
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.02% |
$52 - $56.3
|
12.9K
$389K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$26 - $28.2
|
1
$30.1
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-15- 0.05% |
$390 - $423
|
31.3K
$942K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-37- 5.8% |
$962 - $1.04K
|
601
$18.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-42- 3.38% |
$1.09K - $1.18K
|
1.2K
$36.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
SELL
|
- |
-81- 0.78% |
$2.11K - $2.28K
|
10.3K
$311K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-87- 0.59% |
$2.26K - $2.45K
|
14.7K
$443K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 8.73% |
$2.6K - $2.82K
|
1.05K
$31.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-169- 0.29% |
$4.39K - $4.76K
|
57.8K
$1.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-380- 2.16% |
$9.88K - $10.7K
|
17.3K
$520K
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-446- 1.86% |
$11.6K - $12.6K
|
23.5K
$708K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-477- 0.67% |
$12.4K - $13.4K
|
70.4K
$2.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-562- 3.41% |
$14.6K - $15.8K
|
15.9K
$479K
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-595- 0.24% |
$15.5K - $16.8K
|
250K
$7.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-631- 3.82% |
$16.4K - $17.8K
|
15.9K
$479K
|
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-706- 0.84% |
$18.4K - $19.9K
|
83.1K
$2.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-734- 0.23% |
$19.1K - $20.7K
|
322K
$9.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-766- 4.26% |
$19.9K - $21.6K
|
17.2K
$518K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.06K- 2.54% |
$27.5K - $29.8K
|
40.7K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.23K- 1.09% |
$32.1K - $34.7K
|
112K
$3.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.38K- 2.72% |
$35.8K - $38.8K
|
49.1K
$1.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.54K- 0.61% |
$39.9K - $43.2K
|
249K
$7.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.63K- 5.47% |
$42.3K - $45.8K
|
28.1K
$847K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.64K- 2.46% |
$42.6K - $46.1K
|
64.8K
$1.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.7K- 2.59% |
$44.2K - $47.9K
|
64K
$1.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.9K- 11.26% |
$49.3K - $53.4K
|
14.9K
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.1K- 24.91% |
$54.6K - $59.2K
|
6.33K
$191K
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.34K- 3.12% |
$60.8K - $65.9K
|
72.8K
$2.19M
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-2.72K- 5.4% |
$70.6K - $76.5K
|
47.6K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.34K- 1.47% |
$86.9K - $94.2K
|
224K
$6.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.45K- 5.8% |
$89.8K - $97.3K
|
56.1K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.49K- 17.76% |
$90.8K - $98.4K
|
16.2K
$487K
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-4.15K- 4.3% |
$108K - $117K
|
92.4K
$2.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-4.25K- 2.7% |
$111K - $120K
|
153K
$4.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.67K- 16.58% |
$147K - $160K
|
28.5K
$860K
|