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 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
29.1K+ 20.98% |
$843K - $919K
|
168K
$5.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
28.3K+ 11.79% |
$821K - $895K
|
269K
$8.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
28.3K+ 36.44% |
$820K - $893K
|
106K
$3.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
28.1K+ 5.27% |
$814K - $887K
|
561K
$17.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27.9K+ 4.75% |
$809K - $881K
|
615K
$18.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25.9K+ 2.58% |
$752K - $820K
|
1.03M
$31.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
25.4KNew |
$736K - $802K
|
25.4K
$772K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
24.3K+ 27.62% |
$705K - $769K
|
112K
$3.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
24K+ 4.73% |
$696K - $759K
|
532K
$16.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23.8K+ 27.97% |
$689K - $751K
|
109K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
23.7K+ 3.67% |
$688K - $749K
|
670K
$20.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
23.6K+ 5.17% |
$686K - $747K
|
481K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22.6K+ 3.86% |
$655K - $714K
|
608K
$18.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
21.1KNew |
$611K - $665K
|
21.1K
$640K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
20.6K+ 94.37% |
$598K - $652K
|
42.5K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18.3KNew |
$529K - $577K
|
18.3K
$555K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
17.4K+ 16.69% |
$505K - $550K
|
122K
$3.7M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
17.2K+ 8.32% |
$500K - $545K
|
225K
$6.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
16.7KNew |
$484K - $528K
|
16.7K
$508K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
15.5K+ 6.18% |
$449K - $490K
|
266K
$8.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15.5K+ 8.61% |
$448K - $488K
|
195K
$5.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
15.4KNew |
$447K - $487K
|
15.4K
$469K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15K+ 8.4% |
$436K - $475K
|
194K
$5.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14.5KNew |
$422K - $459K
|
14.5K
$442K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
14.4K+ 2.48% |
$418K - $455K
|
595K
$18.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
14.4K+ 3.33% |
$418K - $455K
|
447K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
14.3K+ 8.39% |
$415K - $452K
|
185K
$5.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
13.8K+ 8.83% |
$400K - $435K
|
170K
$5.17M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
13.8K+ 15.1% |
$399K - $435K
|
105K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
13.4K+ 7.24% |
$388K - $423K
|
198K
$6.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13.4K+ 9.31% |
$387K - $422K
|
157K
$4.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13.3K+ 37.05% |
$386K - $421K
|
49.3K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
13.2K+ 117.45% |
$383K - $417K
|
24.4K
$743K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
12.6K+ 5.15% |
$365K - $397K
|
257K
$7.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12.5K+ 22.34% |
$361K - $394K
|
68.2K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
11.6KNew |
$335K - $365K
|
11.6K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
11.4K+ 4.81% |
$330K - $360K
|
248K
$7.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10K+ 1.4% |
$291K - $317K
|
727K
$22.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.67K+ 1.3% |
$280K - $306K
|
751K
$22.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.36K+ 0.62% |
$272K - $296K
|
1.51M
$46M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.44KNew |
$245K - $267K
|
8.44K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8.17K+ 64.83% |
$237K - $258K
|
20.8K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.8K+ 12.66% |
$226K - $246K
|
69.4K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.14K+ 17.16% |
$207K - $226K
|
48.7K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7.07K+ 3.02% |
$205K - $224K
|
241K
$7.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.06K+ 4.24% |
$205K - $223K
|
173K
$5.27M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.03K+ 5.48% |
$204K - $222K
|
135K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.9K+ 12.17% |
$200K - $218K
|
63.6K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.8K+ 0.69% |
$197K - $215K
|
993K
$30.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.71K+ 3.02% |
$194K - $212K
|
229K
$6.95M
|