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 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.48K+ 7.49% |
$159K - $173K
|
78.7K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.42K+ 4.5% |
$157K - $171K
|
126K
$3.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.26K+ 4.3% |
$153K - $166K
|
128K
$3.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
4.89K+ 24.91% |
$142K - $155K
|
24.5K
$751K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.85K+ 0.83% |
$141K - $153K
|
589K
$18M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
4.71K+ 4.24% |
$137K - $149K
|
116K
$3.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
4.64K+ 2.55% |
$135K - $147K
|
187K
$5.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.61K+ 26.58% |
$134K - $146K
|
22K
$673K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.17K+ 2.86% |
$121K - $132K
|
150K
$4.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.81K+ 4.37% |
$110K - $120K
|
90.9K
$2.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.52K+ 2.82% |
$102K - $111K
|
128K
$3.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.44K+ 9.67% |
$99.7K - $109K
|
39K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.23K+ 2.22% |
$93.7K - $102K
|
148K
$4.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.98K+ 0.84% |
$86.3K - $94.1K
|
359K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.35K+ 6.49% |
$68.1K - $74.2K
|
38.5K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.28K+ 3.43% |
$66.2K - $72.2K
|
68.9K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
2.24K+ 3.51% |
$64.8K - $70.7K
|
66K
$2.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.1KNew |
$60.9K - $66.4K
|
2.1K
$64.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.05K+ 17.85% |
$59.5K - $64.9K
|
13.6K
$415K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.05K+ 1.44% |
$59.3K - $64.6K
|
144K
$4.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.95K+ 30.2% |
$56.5K - $61.5K
|
8.4K
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.95K+ 13.45% |
$56.4K - $61.5K
|
16.4K
$502K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.86KNew |
$53.9K - $58.7K
|
1.86K
$56.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.65K+ 12.33% |
$47.9K - $52.2K
|
15.1K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.6K+ 9.29% |
$46.5K - $50.6K
|
18.8K
$577K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.54K+ 0.41% |
$44.6K - $48.6K
|
381K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.42K+ 3.25% |
$41.2K - $44.9K
|
45.2K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.39K+ 13.41% |
$40.4K - $44K
|
11.8K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.39K+ 0.5% |
$40.3K - $43.9K
|
279K
$8.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.37K+ 7.01% |
$39.8K - $43.4K
|
20.9K
$641K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.35K+ 12.92% |
$39.3K - $42.8K
|
11.8K
$362K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.35K+ 5.4% |
$39.3K - $42.8K
|
26.4K
$808K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.32K+ 4.43% |
$38.2K - $41.6K
|
31K
$949K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.3K+ 5.37% |
$37.7K - $41.1K
|
25.5K
$781K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.3K+ 5.87% |
$37.6K - $41K
|
23.4K
$716K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.29K+ 1.89% |
$37.4K - $40.7K
|
69.4K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.26K+ 3.88% |
$36.5K - $39.8K
|
33.7K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.22K+ 15.12% |
$35.3K - $38.4K
|
9.26K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.15K+ 15.43% |
$33.4K - $36.4K
|
8.63K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.14K+ 2.44% |
$33.2K - $36.2K
|
48.1K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.13K+ 1.27% |
$32.8K - $35.8K
|
90.2K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.03K+ 5.22% |
$29.9K - $32.6K
|
20.8K
$636K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.01K+ 10.19% |
$29.3K - $31.9K
|
10.9K
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
890+ 1.88% |
$25.8K - $28.1K
|
48.2K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
702+ 0.69% |
$20.4K - $22.2K
|
103K
$3.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
661+ 8.5% |
$19.2K - $20.9K
|
8.44K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
643+ 0.9% |
$18.6K - $20.3K
|
71.9K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
590+ 0.87% |
$17.1K - $18.6K
|
68.5K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
526+ 3.06% |
$15.3K - $16.6K
|
17.7K
$543K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
435+ 4.23% |
$12.6K - $13.7K
|
10.7K
$328K
|