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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
13.4K+ 7.24% |
$388K - $423K
|
198K
$6.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13.4K+ 9.31% |
$387K - $422K
|
157K
$4.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13.3K+ 37.05% |
$386K - $421K
|
49.3K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
13.2K+ 117.45% |
$383K - $417K
|
24.4K
$764K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 201.94% |
$371K - $405K
|
19.1K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
12.8K+ 7.01% |
$371K - $405K
|
195K
$6.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
12.8K+ 3.56% |
$370K - $404K
|
372K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
12.6K+ 5.15% |
$365K - $397K
|
257K
$8.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12.5K+ 22.34% |
$361K - $394K
|
68.2K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
11.6KNew |
$335K - $365K
|
11.6K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
11.4K+ 4.81% |
$330K - $360K
|
248K
$7.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
11.2KNew |
$326K - $355K
|
11.2K
$352K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10.5K+ 8.15% |
$305K - $332K
|
140K
$4.36M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.3KNew |
$297K - $324K
|
10.3K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
10.1KNew |
$292K - $318K
|
10.1K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10K+ 1.4% |
$291K - $317K
|
727K
$22.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.88KNew |
$286K - $312K
|
9.88K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.67K+ 1.3% |
$280K - $306K
|
751K
$23.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9.53K+ 25.06% |
$276K - $301K
|
47.6K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
9.39K+ 1.91% |
$272K - $297K
|
502K
$15.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.36K+ 0.62% |
$272K - $296K
|
1.51M
$47.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.91K+ 5.0% |
$258K - $281K
|
187K
$5.85M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
8.52KNew |
$247K - $269K
|
8.52K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.44KNew |
$245K - $267K
|
8.44K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
8.35K+ 12.11% |
$242K - $264K
|
77.3K
$2.42M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.24K+ 33.13% |
$239K - $260K
|
33.1K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8.17K+ 64.83% |
$237K - $258K
|
20.8K
$649K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8.07KNew |
$234K - $255K
|
8.07K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.03K+ 1.07% |
$233K - $254K
|
760K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.98KNew |
$232K - $252K
|
7.98K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
7.82K+ 6.56% |
$227K - $247K
|
127K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.8K+ 12.66% |
$226K - $246K
|
69.4K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.75K+ 4.06% |
$225K - $245K
|
199K
$6.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
7.63K+ 1.33% |
$221K - $241K
|
579K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.39K+ 2.27% |
$214K - $234K
|
334K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.36KNew |
$213K - $233K
|
7.36K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.3KNew |
$212K - $231K
|
7.3K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
7.25KNew |
$210K - $229K
|
7.25K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.14K+ 17.16% |
$207K - $226K
|
48.7K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7.07K+ 3.02% |
$205K - $224K
|
241K
$7.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.06K+ 4.24% |
$205K - $223K
|
173K
$5.42M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.03K+ 5.48% |
$204K - $222K
|
135K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.99KNew |
$203K - $221K
|
6.99K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.9K+ 12.17% |
$200K - $218K
|
63.6K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.88K+ 6.56% |
$199K - $217K
|
112K
$3.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.8K+ 0.69% |
$197K - $215K
|
993K
$31M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.79K+ 2.33% |
$197K - $215K
|
298K
$9.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
6.76K+ 8.52% |
$196K - $214K
|
86.2K
$2.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.71K+ 3.02% |
$194K - $212K
|
229K
$7.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.68K+ 71.18% |
$194K - $211K
|
16.1K
$502K
|