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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.7K+ 5.38% |
$839K - $967K
|
661K
$20.3M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
33K+ 7.58% |
$822K - $948K
|
469K
$14.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
32.9K+ 20.58% |
$820K - $945K
|
193K
$5.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
32.3K+ 10.96% |
$802K - $925K
|
326K
$10M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
32.1K+ 26.88% |
$798K - $920K
|
151K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.8K+ 12.07% |
$792K - $913K
|
296K
$9.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
31.2KNew |
$776K - $895K
|
31.2K
$957K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
30.8K+ 27.53% |
$766K - $884K
|
143K
$4.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
30.7KNew |
$764K - $881K
|
30.7K
$942K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
28.4K+ 36.29% |
$706K - $814K
|
107K
$3.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.5K+ 73.85% |
$683K - $788K
|
64.7K
$1.98M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
27.4KNew |
$681K - $786K
|
27.4K
$840K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27.2KNew |
$676K - $779K
|
27.2K
$834K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
27KNew |
$672K - $775K
|
27K
$828K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
26.6K+ 15.87% |
$663K - $764K
|
194K
$5.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26K+ 18.23% |
$648K - $747K
|
169K
$5.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
25.9KNew |
$645K - $743K
|
25.9K
$795K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25.7K+ 31.43% |
$640K - $738K
|
108K
$3.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25.3K+ 20.33% |
$630K - $726K
|
150K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.3K+ 1.59% |
$629K - $725K
|
1.61M
$49.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.6K+ 18.05% |
$612K - $706K
|
161K
$4.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24.5KNew |
$610K - $704K
|
24.5K
$752K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.4K+ 2.51% |
$607K - $700K
|
996K
$30.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 2.4% |
$601K - $693K
|
1.03M
$31.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
23.9K+ 10.87% |
$595K - $686K
|
244K
$7.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
23.3KNew |
$579K - $668K
|
23.3K
$714K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.9K+ 10.59% |
$569K - $656K
|
239K
$7.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22.5K+ 6.13% |
$559K - $645K
|
389K
$11.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
22.5K+ 4.21% |
$559K - $644K
|
556K
$17.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.2K+ 29.86% |
$553K - $638K
|
96.6K
$2.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
21.9KNew |
$545K - $628K
|
21.9K
$672K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
21.7KNew |
$540K - $623K
|
21.7K
$666K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.2K+ 229.19% |
$528K - $608K
|
30.5K
$935K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20.7K+ 29.7% |
$514K - $593K
|
90.3K
$2.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.5K+ 1.28% |
$510K - $588K
|
1.62M
$49.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
19.9K+ 47.9% |
$496K - $571K
|
61.5K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
19.6KNew |
$487K - $561K
|
19.6K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
19.4K+ 240.31% |
$482K - $556K
|
27.5K
$843K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
19.2KNew |
$478K - $551K
|
19.2K
$589K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
19.1K+ 76.48% |
$476K - $549K
|
44.1K
$1.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
18.9KNew |
$470K - $542K
|
18.9K
$579K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18.3K+ 1.76% |
$455K - $524K
|
1.06M
$32.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
18.1K+ 1.47% |
$450K - $519K
|
1.25M
$38.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.9K+ 27.74% |
$446K - $514K
|
82.6K
$2.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
17.5K+ 31.29% |
$437K - $503K
|
73.6K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
17.4K+ 5.53% |
$434K - $500K
|
333K
$10.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
17.1KNew |
$424K - $489K
|
17.1K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16.9K+ 2.43% |
$421K - $485K
|
714K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
16.8K+ 6.17% |
$418K - $482K
|
289K
$8.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
16.7K+ 5.07% |
$414K - $478K
|
345K
$10.6M
|