Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
122K+ 16.43% |
$3.03M - $3.49M
|
862K
$26.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
120KNew |
$2.99M - $3.45M
|
120K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
115KNew |
$2.87M - $3.31M
|
115K
$3.51M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
110K+ 59.04% |
$2.74M - $3.15M
|
296K
$9.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
109K+ 16.92% |
$2.72M - $3.14M
|
756K
$23M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
109KNew |
$2.71M - $3.12M
|
109K
$3.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
106K+ 21.02% |
$2.63M - $3.03M
|
609K
$18.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
105KNew |
$2.62M - $3.02M
|
105K
$3.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
105K+ 8.87% |
$2.61M - $3.01M
|
1.29M
$39.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
95.1K+ 8.26% |
$2.37M - $2.73M
|
1.25M
$37.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
93.7K+ 77.93% |
$2.33M - $2.69M
|
214K
$6.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
89.7KNew |
$2.23M - $2.57M
|
89.7K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
89.3K+ 24.95% |
$2.22M - $2.56M
|
447K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
86.1KNew |
$2.14M - $2.47M
|
86.1K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
85.8KNew |
$2.13M - $2.46M
|
85.8K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
81.9KNew |
$2.04M - $2.35M
|
81.9K
$2.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
79.8KNew |
$1.98M - $2.29M
|
79.8K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.8K+ 66.17% |
$1.76M - $2.03M
|
178K
$5.41M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
69.5K+ 45.4% |
$1.73M - $1.99M
|
223K
$6.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
66.9K+ 18.56% |
$1.66M - $1.92M
|
427K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
65.5KNew |
$1.63M - $1.88M
|
65.5K
$1.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
63.8K+ 5.77% |
$1.59M - $1.83M
|
1.17M
$35.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
63.7KNew |
$1.59M - $1.83M
|
63.7K
$1.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
63.6KNew |
$1.58M - $1.82M
|
63.6K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
61.5KNew |
$1.53M - $1.77M
|
61.5K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
61K+ 16.19% |
$1.52M - $1.75M
|
438K
$13.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
60.6K+ 27.63% |
$1.51M - $1.74M
|
280K
$8.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.6K+ 716.98% |
$1.46M - $1.68M
|
66.8K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
58.4KNew |
$1.45M - $1.68M
|
58.4K
$1.78M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
55.3K+ 32.28% |
$1.38M - $1.59M
|
227K
$6.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
53.7K+ 81.48% |
$1.34M - $1.54M
|
120K
$3.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
52.5KNew |
$1.31M - $1.51M
|
52.5K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
51.2KNew |
$1.27M - $1.47M
|
51.2K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
50.2K+ 12.28% |
$1.25M - $1.44M
|
459K
$14M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
49.2K+ 6.09% |
$1.22M - $1.41M
|
858K
$26.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
46K+ 12.3% |
$1.14M - $1.32M
|
420K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44.8KNew |
$1.11M - $1.28M
|
44.8K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
44.3K+ 134.02% |
$1.1M - $1.27M
|
77.4K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
42.6KNew |
$1.06M - $1.22M
|
42.6K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
42.2KNew |
$1.05M - $1.21M
|
42.2K
$1.28M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
41.5K+ 25.26% |
$1.03M - $1.19M
|
206K
$6.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
41K+ 7.33% |
$1.02M - $1.18M
|
601K
$18.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
40.4KNew |
$1.01M - $1.16M
|
40.4K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
40.2K+ 2.7% |
$999K - $1.15M
|
1.53M
$46.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.9K+ 20.73% |
$992K - $1.14M
|
232K
$7.06M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
39.8KNew |
$990K - $1.14M
|
39.8K
$1.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
38.4K+ 12.64% |
$956K - $1.1M
|
342K
$10.4M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37.6K+ 9.72% |
$934K - $1.08M
|
424K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
36.9KNew |
$919K - $1.06M
|
36.9K
$1.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
36.5K+ 18.01% |
$907K - $1.05M
|
239K
$7.26M
|