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 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-40.5K- 4.18% |
$1.18M - $1.28M
|
930K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.6K- 0.72% |
$1.26M - $1.38M
|
6M
$189M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-92.2K- 13.16% |
$2.67M - $2.91M
|
608K
$19.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-92.5K- 17.71% |
$2.68M - $2.92M
|
430K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-96.9K- 12.88% |
$2.81M - $3.06M
|
655K
$20.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-101K- 88.08% |
$2.94M - $3.21M
|
13.7K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-111K- 15.39% |
$3.2M - $3.49M
|
608K
$19.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-120K- 14.3% |
$3.47M - $3.79M
|
718K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-131K- 9.45% |
$3.79M - $4.13M
|
1.25M
$39.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-139K- 16.37% |
$4.04M - $4.41M
|
713K
$22.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-342K- 76.97% |
$9.91M - $10.8M
|
102K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-391K- 9.05% |
$11.3M - $12.3M
|
3.93M
$124M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-647K- 61.47% |
$18.8M - $20.4M
|
405K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-706K- 64.53% |
$20.5M - $22.3M
|
388K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-912K- 41.23% |
$26.4M - $28.8M
|
1.3M
$40.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.21M- 96.58% |
$35M - $38.1M
|
42.8K
$1.35M
|