Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-5.91K- 22.23% |
$154K - $166K
|
20.7K
$628K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.35K- 35.39% |
$165K - $179K
|
11.6K
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.87K- 3.12% |
$179K - $193K
|
213K
$6.49M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-6.89K- 11.95% |
$179K - $194K
|
50.8K
$1.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-6.98K- 7.97% |
$181K - $197K
|
80.6K
$2.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Fort Henry Capital, LLC
|
SELL
|
- |
-7.09K- 3.67% |
$184K - $200K
|
186K
$5.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.13K- 0.97% |
$185K - $201K
|
729K
$22.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-7.49K- 9.94% |
$195K - $211K
|
67.9K
$2.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-7.72K- 24.23% |
$201K - $217K
|
24.1K
$734K
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-7.93K- 9.65% |
$206K - $223K
|
74.3K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.36K- 0.8% |
$217K - $235K
|
1.04M
$31.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-8.49K- 4.67% |
$221K - $239K
|
173K
$5.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.58K- 6.13% |
$223K - $242K
|
131K
$3.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8.85K- 6.13% |
$230K - $249K
|
136K
$4.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8.86K- 12.51% |
$230K - $250K
|
62K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-9.85K- 18.56% |
$256K - $278K
|
43.2K
$1.31M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.98K- 33.53% |
$260K - $281K
|
19.8K
$602K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-11.2K- 1.69% |
$290K - $314K
|
649K
$19.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-11.2K- 3.39% |
$292K - $316K
|
320K
$9.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-14.6K- 4.18% |
$380K - $411K
|
334K
$10.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-15.9K- 11.62% |
$413K - $448K
|
121K
$3.68M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-17.4K- 11.06% |
$452K - $490K
|
140K
$4.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-18.8K- 6.2% |
$489K - $530K
|
284K
$8.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20.5K- 4.25% |
$533K - $578K
|
463K
$14.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-21.7K- 3.19% |
$564K - $611K
|
658K
$20M
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-22.8K- 25.44% |
$593K - $642K
|
66.8K
$2.03M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-30.8K- 4.55% |
$802K - $869K
|
647K
$19.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-32.2K- 12.13% |
$838K - $908K
|
234K
$7.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-32.3K- 7.02% |
$839K - $909K
|
428K
$13M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-34.3K- 50.0% |
$891K - $966K
|
34.3K
$1.04M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-39.9KClosed |
$1.04M - $1.12M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-43.5K- 8.48% |
$1.13M - $1.22M
|
469K
$14.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-44.4K- 2.33% |
$1.16M - $1.25M
|
1.86M
$56.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-60.3K- 61.83% |
$1.57M - $1.7M
|
37.2K
$1.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-101K- 31.51% |
$2.62M - $2.84M
|
219K
$6.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-103K- 17.66% |
$2.69M - $2.91M
|
482K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-116K- 44.88% |
$3.02M - $3.27M
|
143K
$4.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-145K- 42.58% |
$3.78M - $4.09M
|
196K
$5.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-150K- 55.95% |
$3.91M - $4.24M
|
118K
$3.6M
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-215K- 89.45% |
$5.6M - $6.07M
|
25.4K
$773K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-336K- 91.13% |
$8.73M - $9.46M
|
32.7K
$994K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2M- 67.38% |
$52M - $56.3M
|
968K
$29.4M
|