Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.21M+ 3077.57% |
$35.1M - $38.2M
|
1.25M
$38.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.17MNew |
$34M - $37.1M
|
1.17M
$35.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
695K+ 28.64% |
$20.1M - $22M
|
3.12M
$95.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
539K+ 612.97% |
$15.6M - $17M
|
627K
$19.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
421KNew |
$12.2M - $13.3M
|
421K
$12.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
414KNew |
$12M - $13.1M
|
414K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
353KNew |
$10.2M - $11.2M
|
353K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
344K+ 5.45% |
$9.97M - $10.9M
|
6.65M
$204M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
325KNew |
$9.43M - $10.3M
|
325K
$9.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
319K+ 17.59% |
$9.27M - $10.1M
|
2.14M
$65.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
283K+ 658.03% |
$8.2M - $8.93M
|
326K
$9.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
214K+ 7.71% |
$6.19M - $6.75M
|
2.98M
$91.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
210K+ 119.78% |
$6.09M - $6.63M
|
385K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
204K+ 51.46% |
$5.91M - $6.44M
|
600K
$18.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
188K+ 21.25% |
$5.45M - $5.94M
|
1.07M
$32.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
159KNew |
$4.62M - $5.03M
|
159K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
147KNew |
$4.27M - $4.65M
|
147K
$4.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
143K+ 77.45% |
$4.15M - $4.52M
|
328K
$10M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
139K+ 2.56% |
$4.04M - $4.41M
|
5.58M
$171M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
122KNew |
$3.53M - $3.84M
|
122K
$3.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
118K+ 45.2% |
$3.42M - $3.73M
|
379K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
102K+ 324.16% |
$2.96M - $3.23M
|
134K
$4.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
97.4K+ 4.76% |
$2.82M - $3.08M
|
2.14M
$65.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97K+ 6.43% |
$2.81M - $3.06M
|
1.6M
$49.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
96.5K+ 6.82% |
$2.8M - $3.05M
|
1.51M
$46.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
93.6K+ 6.34% |
$2.71M - $2.96M
|
1.57M
$48M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
91.1KNew |
$2.64M - $2.88M
|
91.1K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
90.2K+ 46.88% |
$2.62M - $2.85M
|
283K
$8.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
90K+ 53.97% |
$2.61M - $2.84M
|
257K
$7.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
88K+ 7.19% |
$2.55M - $2.78M
|
1.31M
$40.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
82.6K+ 25.11% |
$2.4M - $2.61M
|
412K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
82.6K+ 119.51% |
$2.4M - $2.61M
|
152K
$4.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
81.2K+ 5.46% |
$2.35M - $2.57M
|
1.57M
$48M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
81K+ 16.13% |
$2.35M - $2.56M
|
584K
$17.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
81KNew |
$2.35M - $2.56M
|
81K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
78.2K+ 6.29% |
$2.27M - $2.47M
|
1.32M
$40.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75.3K+ 117.39% |
$2.18M - $2.38M
|
140K
$4.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
72.2KNew |
$2.09M - $2.28M
|
72.2K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
68.2K+ 10.62% |
$1.98M - $2.15M
|
710K
$21.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65.1K+ 1.84% |
$1.89M - $2.06M
|
3.6M
$110M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
64.4K+ 10.25% |
$1.87M - $2.03M
|
693K
$21.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
64.1KNew |
$1.86M - $2.03M
|
64.1K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.7K+ 13.75% |
$1.85M - $2.01M
|
527K
$16.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
57.5K+ 5.61% |
$1.67M - $1.82M
|
1.08M
$33.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
56.8KNew |
$1.65M - $1.79M
|
56.8K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
52.7K+ 15.07% |
$1.53M - $1.67M
|
403K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
52.3K+ 8.71% |
$1.52M - $1.65M
|
653K
$20M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
52.2K+ 15.09% |
$1.52M - $1.65M
|
398K
$12.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
52.1K+ 2.76% |
$1.51M - $1.65M
|
1.94M
$59.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
51.2K+ 14.39% |
$1.48M - $1.62M
|
407K
$12.4M
|