Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.39K+ 6.6% |
$155K - $173K
|
87.1K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5.36K+ 8.74% |
$154K - $172K
|
66.6K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5.32K+ 1.77% |
$153K - $170K
|
305K
$9.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.19K+ 2.79% |
$149K - $166K
|
191K
$5.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.13K+ 6.42% |
$147K - $164K
|
84.9K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.9K+ 61.41% |
$141K - $157K
|
12.9K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.9K+ 21.52% |
$141K - $157K
|
27.7K
$865K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4.88K+ 3.24% |
$140K - $156K
|
156K
$4.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
4.78K+ 6.41% |
$137K - $153K
|
79.4K
$2.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.65KNew |
$133K - $149K
|
4.65K
$145K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.52K+ 2.47% |
$130K - $145K
|
188K
$5.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.06K+ 30.77% |
$116K - $130K
|
17.2K
$539K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.97K+ 3.29% |
$114K - $127K
|
125K
$3.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.96K+ 32.5% |
$113K - $127K
|
16.1K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3.88K+ 3.41% |
$111K - $124K
|
118K
$3.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
3.79K+ 2.6% |
$109K - $122K
|
150K
$4.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.78K+ 141.95% |
$109K - $121K
|
6.45K
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3.5K+ 6.24% |
$100K - $112K
|
59.6K
$1.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.46K+ 10.8% |
$99.4K - $111K
|
35.5K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.44K+ 37.56% |
$98.7K - $110K
|
12.6K
$394K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.27K+ 0.67% |
$93.7K - $105K
|
490K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.24K+ 9.93% |
$93.1K - $104K
|
35.9K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.23K+ 67.26% |
$92.8K - $104K
|
8.04K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.03K+ 18.29% |
$86.8K - $97K
|
19.6K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.01K+ 0.48% |
$86.4K - $96.5K
|
637K
$19.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.93K+ 0.36% |
$84K - $93.9K
|
816K
$25.5M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.85K+ 9.63% |
$81.8K - $91.4K
|
32.4K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.84K+ 1.73% |
$81.5K - $91.1K
|
167K
$5.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.73K+ 4.04% |
$78.3K - $87.5K
|
70.3K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.73K+ 1.78% |
$78.2K - $87.4K
|
156K
$4.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
2.68K+ 12.74% |
$76.9K - $86K
|
23.7K
$742K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.66K+ 6.67% |
$76.4K - $85.3K
|
42.6K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.66K+ 1.3% |
$76.3K - $85.2K
|
207K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.56K+ 9.65% |
$73.5K - $82.1K
|
29.1K
$910K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.4K+ 8.79% |
$68.8K - $76.9K
|
29.7K
$928K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.14KNew |
$61.3K - $68.5K
|
2.14K
$66.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.11KNew |
$60.5K - $67.6K
|
2.11K
$65.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
2.04K+ 7.76% |
$58.6K - $65.5K
|
28.4K
$888K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.03K+ 46.99% |
$58.2K - $65K
|
6.34K
$198K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.8K+ 8.01% |
$51.6K - $57.6K
|
24.2K
$758K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.78K+ 5.04% |
$51K - $57K
|
37.1K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.76K+ 0.6% |
$50.6K - $56.5K
|
296K
$9.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.75K+ 24.58% |
$50.1K - $55.9K
|
8.85K
$277K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.72K+ 1.13% |
$49.3K - $55.1K
|
154K
$4.82M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.72K+ 5.27% |
$49.3K - $55.1K
|
34.3K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.65K+ 6.19% |
$47.4K - $52.9K
|
28.3K
$886K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.59K+ 421.75% |
$45.6K - $51K
|
1.97K
$61.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.58K+ 2.64% |
$45.3K - $50.6K
|
61.4K
$1.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 10.79% |
$44.2K - $49.3K
|
15.8K
$494K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
1.49K+ 0.08% |
$42.8K - $47.9K
|
1.89M
$59.1M
|