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 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
106KNew |
$3.09M - $3.36M
|
106K
$3.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
103K+ 26.22% |
$2.99M - $3.26M
|
496K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
102KNew |
$2.97M - $3.24M
|
102K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
102K+ 324.16% |
$2.96M - $3.23M
|
134K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
101K+ 4.17% |
$2.94M - $3.2M
|
2.53M
$79.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
97.4K+ 4.76% |
$2.82M - $3.08M
|
2.14M
$67M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
97.1K+ 8.08% |
$2.82M - $3.07M
|
1.3M
$40.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97K+ 6.43% |
$2.81M - $3.06M
|
1.6M
$50.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
96.5K+ 6.82% |
$2.8M - $3.05M
|
1.51M
$47.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
93.6K+ 6.34% |
$2.71M - $2.96M
|
1.57M
$49.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
91.1KNew |
$2.64M - $2.88M
|
91.1K
$2.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
90.2K+ 46.88% |
$2.62M - $2.85M
|
283K
$8.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
90K+ 53.97% |
$2.61M - $2.84M
|
257K
$8.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
88K+ 7.19% |
$2.55M - $2.78M
|
1.31M
$41.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
86KNew |
$2.49M - $2.72M
|
86K
$2.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
82.6K+ 25.11% |
$2.4M - $2.61M
|
412K
$12.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
82.6K+ 119.51% |
$2.4M - $2.61M
|
152K
$4.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
81.2K+ 5.46% |
$2.35M - $2.57M
|
1.57M
$49M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
81K+ 16.13% |
$2.35M - $2.56M
|
584K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
81KNew |
$2.35M - $2.56M
|
81K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
78.5KNew |
$2.28M - $2.48M
|
78.5K
$2.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
78.2K+ 6.29% |
$2.27M - $2.47M
|
1.32M
$41.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
77.8KNew |
$2.26M - $2.46M
|
77.8K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
76.4KNew |
$2.22M - $2.41M
|
76.4K
$2.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75.3K+ 117.39% |
$2.18M - $2.38M
|
140K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
74.4KNew |
$2.16M - $2.35M
|
74.4K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
72.6K+ 13.59% |
$2.11M - $2.3M
|
607K
$19M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
72.2KNew |
$2.09M - $2.28M
|
72.2K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
71.6K+ 10.93% |
$2.08M - $2.26M
|
727K
$22.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
68.2K+ 10.62% |
$1.98M - $2.15M
|
710K
$22.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
67.3K+ 3.79% |
$1.95M - $2.13M
|
1.84M
$57.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65.1K+ 1.84% |
$1.89M - $2.06M
|
3.6M
$113M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
64.4K+ 10.25% |
$1.87M - $2.03M
|
693K
$21.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
64.1KNew |
$1.86M - $2.03M
|
64.1K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.7K+ 13.75% |
$1.85M - $2.01M
|
527K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
63.3KNew |
$1.83M - $2M
|
63.3K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
62.8K+ 18.81% |
$1.82M - $1.98M
|
396K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
62.4K+ 5.82% |
$1.81M - $1.97M
|
1.13M
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.2K+ 210.22% |
$1.69M - $1.84M
|
85.8K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
57.5K+ 5.61% |
$1.67M - $1.82M
|
1.08M
$33.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
56.8KNew |
$1.65M - $1.79M
|
56.8K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
56.8K+ 261.16% |
$1.65M - $1.79M
|
78.5K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56.3K+ 19.52% |
$1.63M - $1.78M
|
345K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
52.7K+ 15.07% |
$1.53M - $1.67M
|
403K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
52.3K+ 8.71% |
$1.52M - $1.65M
|
653K
$20.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
52.2K+ 15.09% |
$1.52M - $1.65M
|
398K
$12.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
52.1K+ 2.76% |
$1.51M - $1.65M
|
1.94M
$60.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
51.2K+ 14.39% |
$1.48M - $1.62M
|
407K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
50.4K+ 7.29% |
$1.46M - $1.59M
|
742K
$23.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
49.2KNew |
$1.43M - $1.55M
|
49.2K
$1.54M
|