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 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.34K- 3.46% |
$38.8K - $42.3K
|
37.3K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.45K- 10.83% |
$42K - $45.7K
|
11.9K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.68K- 5.15% |
$48.8K - $53.2K
|
31K
$949K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.81K- 1.82% |
$52.4K - $57.1K
|
97.4K
$2.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.85K- 4.59% |
$53.7K - $58.6K
|
38.6K
$1.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.05K- 0.74% |
$59.4K - $64.7K
|
275K
$8.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.22K- 1.03% |
$64.3K - $70.1K
|
214K
$6.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.33K- 11.53% |
$67.7K - $73.7K
|
17.9K
$548K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.5K- 8.81% |
$72.5K - $79K
|
25.9K
$792K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.76K- 19.25% |
$79.9K - $87.1K
|
11.6K
$354K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-2.83K- 0.49% |
$82.1K - $89.5K
|
576K
$17.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.85K- 4.19% |
$82.5K - $89.9K
|
65.1K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.33K- 99.91% |
$96.5K - $105K
|
3
$91.8
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-3.47K- 14.61% |
$101K - $110K
|
20.3K
$621K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.54K- 20.26% |
$103K - $112K
|
13.9K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.59K- 6.84% |
$104K - $114K
|
48.9K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.71K- 7.86% |
$107K - $117K
|
43.4K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.66K- 40.23% |
$135K - $147K
|
6.93K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.73K- 11.65% |
$137K - $149K
|
35.9K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.77K- 3.6% |
$138K - $151K
|
128K
$3.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-5.17K- 3.12% |
$150K - $163K
|
161K
$4.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.38K- 32.38% |
$156K - $170K
|
11.2K
$344K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-5.45K- 7.76% |
$158K - $172K
|
64.8K
$1.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.81K- 2.84% |
$168K - $183K
|
199K
$6.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.57K- 20.38% |
$190K - $207K
|
25.6K
$785K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.24K- 25.55% |
$210K - $229K
|
21.1K
$646K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-7.8K- 11.9% |
$226K - $247K
|
57.8K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-8.09K- 4.76% |
$234K - $255K
|
162K
$4.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-8.58K- 5.49% |
$249K - $271K
|
148K
$4.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.68K- 7.73% |
$252K - $274K
|
104K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8.73K- 5.66% |
$253K - $276K
|
146K
$4.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.77K- 21.44% |
$283K - $309K
|
35.8K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 4.17% |
$308K - $335K
|
244K
$7.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-10.9K- 19.27% |
$315K - $343K
|
45.5K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-11.7K- 35.27% |
$341K - $371K
|
21.6K
$660K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-13.5K- 25.1% |
$390K - $425K
|
40.2K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-13.8K- 2.22% |
$399K - $435K
|
605K
$18.5M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-17K- 6.61% |
$492K - $536K
|
240K
$7.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-20K- 11.32% |
$579K - $631K
|
156K
$4.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-21.9K- 76.74% |
$634K - $691K
|
6.63K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-24.7K- 7.69% |
$715K - $779K
|
296K
$9.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-25.9K- 5.29% |
$751K - $819K
|
464K
$14.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-26.7K- 4.57% |
$774K - $843K
|
557K
$17.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-27.1K- 43.78% |
$785K - $856K
|
34.8K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-29.6K- 7.6% |
$859K - $936K
|
360K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-40.5K- 4.18% |
$1.18M - $1.28M
|
930K
$28.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-92.2K- 13.16% |
$2.67M - $2.91M
|
608K
$18.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-92.5K- 17.71% |
$2.68M - $2.92M
|
430K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-101K- 88.08% |
$2.94M - $3.21M
|
13.7K
$420K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-120K- 14.3% |
$3.47M - $3.79M
|
718K
$22M
|