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 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
7.48KNew |
$186K - $215K
|
7.48K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
7.26KNew |
$181K - $208K
|
7.26K
$221K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.2KNew |
$179K - $207K
|
7.2K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.09K+ 2.2% |
$176K - $203K
|
329K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.05KNew |
$175K - $202K
|
7.05K
$214K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.96K+ 4.6% |
$173K - $200K
|
158K
$4.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6.82K+ 1.22% |
$170K - $196K
|
564K
$17.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
6.76K+ 1.26% |
$168K - $194K
|
543K
$16.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
6.73K+ 2.98% |
$167K - $193K
|
232K
$7.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.66KNew |
$166K - $191K
|
6.66K
$202K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
6.47K+ 4.21% |
$161K - $185K
|
160K
$4.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.43K+ 49.75% |
$160K - $184K
|
19.3K
$588K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.23K+ 32.4% |
$155K - $179K
|
25.4K
$774K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.21K+ 31.68% |
$154K - $178K
|
25.8K
$785K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6.12K+ 1.72% |
$152K - $175K
|
362K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.07K+ 4.42% |
$151K - $174K
|
144K
$4.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.88K+ 26.12% |
$146K - $169K
|
28.4K
$864K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
5.85K+ 1.74% |
$146K - $168K
|
343K
$10.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.63K+ 24.74% |
$140K - $162K
|
28.4K
$864K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
5.42K+ 14.11% |
$135K - $155K
|
43.8K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.25K+ 533.74% |
$131K - $151K
|
6.24K
$190K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5.17K+ 34.5% |
$129K - $148K
|
20.1K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.88K+ 1.07% |
$122K - $140K
|
460K
$14M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.68K+ 23.62% |
$116K - $134K
|
24.5K
$744K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.62K+ 23.62% |
$115K - $132K
|
24.2K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.4K+ 10.21% |
$110K - $126K
|
47.5K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.39KNew |
$109K - $126K
|
4.39K
$133K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.29K+ 10.24% |
$107K - $123K
|
46.2K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.2KNew |
$104K - $120K
|
4.2K
$128K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.03KNew |
$100K - $116K
|
4.03K
$123K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.95K+ 5.3% |
$98.3K - $113K
|
78.6K
$2.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.82K+ 3.34% |
$94.9K - $109K
|
118K
$3.59M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.75K+ 4.74% |
$93.3K - $108K
|
82.8K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.44K+ 714.11% |
$85.6K - $98.8K
|
3.92K
$119K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
3.33K+ 4.92% |
$82.9K - $95.5K
|
71K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.2K+ 7.37% |
$79.7K - $91.9K
|
46.6K
$1.42M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.16K+ 40.85% |
$78.7K - $90.7K
|
10.9K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.99K+ 0.56% |
$74.4K - $85.8K
|
536K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.92K+ 6.75% |
$72.6K - $83.8K
|
46.2K
$1.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.9K+ 5.12% |
$72.2K - $83.3K
|
59.6K
$1.81M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.85K+ 12.12% |
$70.9K - $81.7K
|
26.4K
$801K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.67K+ 0.65% |
$66.5K - $76.7K
|
412K
$12.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.66K+ 24.92% |
$66.1K - $76.3K
|
13.3K
$405K
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.56K+ 0.9% |
$63.8K - $73.6K
|
287K
$8.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.49K+ 35.4% |
$62K - $71.4K
|
9.52K
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.42K+ 5.53% |
$60.1K - $69.3K
|
46.1K
$1.4M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
2.36K+ 4.65% |
$58.7K - $67.7K
|
53.1K
$1.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.22K+ 10.12% |
$55.3K - $63.7K
|
24.2K
$735K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.19K+ 3.22% |
$54.6K - $62.9K
|
70.3K
$2.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.11K+ 13.48% |
$52.4K - $60.4K
|
17.7K
$539K
|