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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
155+ 0.48% |
$4.5K - $4.9K
|
32.4K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
154+ 0.79% |
$4.47K - $4.87K
|
19.8K
$615K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
145+ 1.25% |
$4.21K - $4.58K
|
11.7K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
143+ 2.08% |
$4.15K - $4.52K
|
7.03K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
142+ 0.33% |
$4.12K - $4.49K
|
42.7K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
134New |
$3.89K - $4.23K
|
134
$4.18K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
129+ 0.78% |
$3.74K - $4.08K
|
16.6K
$516K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
123+ 0.22% |
$3.57K - $3.89K
|
55.5K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
119+ 1.33% |
$3.45K - $3.76K
|
9.06K
$282K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
96+ 2.86% |
$2.78K - $3.03K
|
3.45K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
85New |
$2.47K - $2.69K
|
85
$2.65K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
82+ 0.05% |
$2.38K - $2.59K
|
178K
$5.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
80New |
$2.32K - $2.53K
|
80
$2.49K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66+ 2.0% |
$1.91K - $2.09K
|
3.37K
$105K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
61+ 0.76% |
$1.77K - $1.93K
|
8.1K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
46+ 0.14% |
$1.33K - $1.45K
|
34K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
45+ 0.32% |
$1.31K - $1.42K
|
14.1K
$439K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
44+ 0.08% |
$1.28K - $1.39K
|
58.6K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
41+ 0.43% |
$1.19K - $1.3K
|
9.68K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
30+ 0.26% |
$870 - $948
|
11.6K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
27+ 0.01% |
$783 - $853
|
282K
$8.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 0.79% |
$696 - $758
|
3.07K
$95.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
23+ 0.08% |
$667 - $727
|
29.2K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
15+ 0.06% |
$435 - $474
|
25K
$779K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 0.82% |
$348 - $379
|
1.48K
$46.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
12+ 0.52% |
$348 - $379
|
2.32K
$72.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.74% |
$290 - $316
|
1.36K
$42.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.03% |
$232 - $253
|
24.8K
$774K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 1.17% |
$58 - $63.2
|
173
$5.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2- -0.0% |
$58 - $63.2
|
43.8K
$1.36M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-4- 0.02% |
$116 - $126
|
20.6K
$643K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17- 0.52% |
$493 - $537
|
3.27K
$102K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-31- 3.75% |
$899 - $980
|
795
$24.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-36- 0.03% |
$1.04K - $1.14K
|
141K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-61- 0.08% |
$1.77K - $1.93K
|
79.4K
$2.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-68- 0.07% |
$1.97K - $2.15K
|
104K
$3.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-72- 4.97% |
$2.09K - $2.28K
|
1.38K
$42.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-74- 22.91% |
$2.15K - $2.34K
|
249
$7.76K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-89- 0.11% |
$2.58K - $2.81K
|
83K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-109- 1.08% |
$3.16K - $3.44K
|
9.99K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-161- 0.66% |
$4.67K - $5.09K
|
24.3K
$756K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-202- 0.13% |
$5.86K - $6.38K
|
155K
$4.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-209- 1.3% |
$6.06K - $6.6K
|
15.9K
$495K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-284- 1.8% |
$8.24K - $8.97K
|
15.5K
$483K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-325- 0.38% |
$9.43K - $10.3K
|
84.9K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-331- 67.69% |
$9.6K - $10.5K
|
158
$4.92K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-394- 4.74% |
$11.4K - $12.5K
|
7.93K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-480- 1.29% |
$13.9K - $15.2K
|
36.7K
$1.14M
|