Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
110+ 0.56% |
$3.16K - $3.53K
|
19.6K
$591K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
94+ 0.04% |
$2.7K - $3.01K
|
235K
$7.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
89+ 1.21% |
$2.55K - $2.85K
|
7.47K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
76+ 0.1% |
$2.18K - $2.44K
|
79.5K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
70+ 0.43% |
$2.01K - $2.24K
|
16.4K
$496K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
62+ 0.69% |
$1.78K - $1.99K
|
9.04K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
49+ 0.42% |
$1.41K - $1.57K
|
11.6K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
36+ 0.45% |
$1.03K - $1.15K
|
8.04K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
35+ 0.3% |
$1K - $1.12K
|
11.6K
$349K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
34+ 0.43% |
$975 - $1.09K
|
7.89K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
33+ 0.43% |
$947 - $1.06K
|
7.62K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
25+ 0.24% |
$717 - $802
|
10.5K
$316K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
24+ 0.25% |
$689 - $769
|
9.64K
$290K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
24+ 0.31% |
$689 - $769
|
7.78K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20+ 0.22% |
$574 - $641
|
9.19K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
17+ 0.06% |
$488 - $545
|
26.3K
$792K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 0.43% |
$373 - $417
|
3.05K
$91.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
11+ 0.15% |
$316 - $353
|
7.37K
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.43% |
$316 - $353
|
2.58K
$77.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9+ 0.02% |
$258 - $289
|
38K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8+ 0.03% |
$230 - $256
|
25K
$753K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.45% |
$172 - $192
|
1.35K
$40.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
6+ 0.42% |
$172 - $192
|
1.45K
$43.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 0.22% |
$143 - $160
|
2.3K
$69.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.34% |
$143 - $160
|
1.47K
$44.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.59% |
$28.7 - $32.1
|
171
$5.15K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1+ 0.0% |
$28.7 - $32.1
|
83.1K
$2.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11- 0.47% |
$316 - $353
|
2.31K
$69.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-17- 0.5% |
$488 - $545
|
3.36K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-19- 0.28% |
$545 - $609
|
6.89K
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-23- 0.21% |
$660 - $737
|
11.2K
$337K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-36- 0.08% |
$1.03K - $1.15K
|
46.9K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-62- 0.46% |
$1.78K - $1.99K
|
13.4K
$404K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-73- 0.46% |
$2.09K - $2.34K
|
15.9K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-87- 1.21% |
$2.5K - $2.79K
|
7.12K
$214K
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-93- 0.25% |
$2.67K - $2.98K
|
36.5K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-113- 1.44% |
$3.24K - $3.62K
|
7.74K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-144- 1.27% |
$4.13K - $4.62K
|
11.2K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-146- 1.08% |
$4.19K - $4.68K
|
13.3K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-156- 0.23% |
$4.48K - $5K
|
67.9K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-170- 0.73% |
$4.88K - $5.45K
|
23.2K
$700K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-237- 2.21% |
$6.8K - $7.6K
|
10.5K
$316K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-284- 30.02% |
$8.15K - $9.11K
|
662
$20K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-312- 1.86% |
$8.95K - $10K
|
16.5K
$497K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-329- 0.57% |
$9.44K - $10.5K
|
57.8K
$1.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-379- 0.41% |
$10.9K - $12.2K
|
91.1K
$2.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-383- 0.64% |
$11K - $12.3K
|
59K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-432- 1.26% |
$12.4K - $13.8K
|
34K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-500- 0.68% |
$14.3K - $16K
|
73.2K
$2.21M
|