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 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6.3K+ 3.36% |
$183K - $199K
|
194K
$6.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
6.08K+ 6.21% |
$176K - $192K
|
104K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5.98KNew |
$173K - $189K
|
5.98K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.87K+ 1.29% |
$170K - $185K
|
461K
$14.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.8K+ 13.11% |
$168K - $183K
|
50.1K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
5.66K+ 12.53% |
$164K - $179K
|
50.8K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.57K+ 66.05% |
$162K - $176K
|
14K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.56K+ 28.53% |
$161K - $176K
|
25K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.52K+ 69.98% |
$160K - $174K
|
13.4K
$419K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.48K+ 7.49% |
$159K - $173K
|
78.7K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.42K+ 4.5% |
$157K - $171K
|
126K
$3.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.26K+ 4.3% |
$153K - $166K
|
128K
$3.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
4.89K+ 24.91% |
$142K - $155K
|
24.5K
$767K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.85K+ 0.83% |
$141K - $153K
|
589K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
4.71K+ 4.24% |
$137K - $149K
|
116K
$3.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
4.64K+ 2.55% |
$135K - $147K
|
187K
$5.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.61K+ 26.58% |
$134K - $146K
|
22K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.58K+ 40.77% |
$133K - $145K
|
15.8K
$494K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.19K+ 16.47% |
$121K - $132K
|
29.6K
$926K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.17K+ 2.86% |
$121K - $132K
|
150K
$4.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.16K+ 56.42% |
$121K - $131K
|
11.5K
$360K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
4.09KNew |
$119K - $129K
|
4.09K
$128K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.83K+ 7.25% |
$111K - $121K
|
56.7K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.81K+ 4.37% |
$110K - $120K
|
90.9K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.52K+ 2.82% |
$102K - $111K
|
128K
$4.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.45K+ 27.35% |
$100K - $109K
|
16.1K
$503K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.44K+ 9.67% |
$99.7K - $109K
|
39K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.4K+ 9.59% |
$98.6K - $107K
|
38.9K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.23K+ 2.22% |
$93.7K - $102K
|
148K
$4.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.98K+ 0.84% |
$86.3K - $94.1K
|
359K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.93K+ 2.58% |
$84.9K - $92.5K
|
116K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.75K+ 14.01% |
$79.7K - $86.8K
|
22.4K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.68K+ 34.66% |
$77.8K - $84.8K
|
10.4K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.57K+ 7.47% |
$74.4K - $81.1K
|
36.9K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
2.35KNew |
$68.2K - $74.3K
|
2.35K
$73.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.35K+ 6.49% |
$68.1K - $74.2K
|
38.5K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.28K+ 3.43% |
$66.2K - $72.2K
|
68.9K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
2.24K+ 3.51% |
$64.8K - $70.7K
|
66K
$2.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.1KNew |
$60.9K - $66.4K
|
2.1K
$65.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.05K+ 17.85% |
$59.5K - $64.9K
|
13.6K
$424K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.05K+ 1.44% |
$59.3K - $64.6K
|
144K
$4.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.95K+ 30.2% |
$56.5K - $61.5K
|
8.4K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.95K+ 13.45% |
$56.4K - $61.5K
|
16.4K
$513K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.86KNew |
$53.9K - $58.7K
|
1.86K
$58.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
1.77K+ 0.26% |
$51.4K - $56K
|
678K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.72K+ 13.38% |
$50K - $54.5K
|
14.6K
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.65K+ 12.33% |
$47.9K - $52.2K
|
15.1K
$471K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.6K+ 9.29% |
$46.5K - $50.6K
|
18.8K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.54K+ 0.41% |
$44.6K - $48.6K
|
381K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.42K+ 3.25% |
$41.2K - $44.9K
|
45.2K
$1.41M
|