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
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-570- 0.71% |
$16.5K - $18K
|
80.3K
$2.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-587- 6.68% |
$17K - $18.5K
|
8.2K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-648- 4.04% |
$18.8K - $20.5K
|
15.4K
$482K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-650- 41.27% |
$18.9K - $20.5K
|
925
$28.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-656- 1.13% |
$19K - $20.7K
|
57.4K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-683- 1.11% |
$19.8K - $21.6K
|
61K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-717- 4.5% |
$20.8K - $22.7K
|
15.2K
$475K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-754- 38.33% |
$21.9K - $23.8K
|
1.21K
$37.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-819- 4.88% |
$23.8K - $25.9K
|
15.9K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-872- 6.34% |
$25.3K - $27.6K
|
12.9K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-958- 1.66% |
$27.8K - $30.3K
|
56.8K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1K- 0.72% |
$29K - $31.6K
|
138K
$4.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.34K- 3.46% |
$38.8K - $42.3K
|
37.3K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-1.36K- 10.78% |
$39.3K - $42.8K
|
11.2K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.43K- 5.42% |
$41.3K - $45K
|
24.9K
$777K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.45K- 10.83% |
$42K - $45.7K
|
11.9K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.55K- 1.35% |
$45K - $49K
|
114K
$3.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.63K- 6.29% |
$47.2K - $51.4K
|
24.2K
$758K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.68K- 5.15% |
$48.8K - $53.2K
|
31K
$970K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.81K- 1.82% |
$52.4K - $57.1K
|
97.4K
$3.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.85K- 4.59% |
$53.7K - $58.6K
|
38.6K
$1.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.05K- 0.74% |
$59.4K - $64.7K
|
275K
$8.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.22K- 1.03% |
$64.3K - $70.1K
|
214K
$6.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.31K- 1.02% |
$66.8K - $72.8K
|
223K
$6.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.33K- 11.53% |
$67.7K - $73.7K
|
17.9K
$560K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.5K- 8.81% |
$72.5K - $79K
|
25.9K
$809K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.57K- 4.96% |
$74.5K - $81.2K
|
49.2K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.76K- 19.25% |
$79.9K - $87.1K
|
11.6K
$361K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-2.83K- 0.49% |
$82.1K - $89.5K
|
576K
$18M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.85K- 4.19% |
$82.5K - $89.9K
|
65.1K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.85K- 50.67% |
$82.6K - $90K
|
2.77K
$86.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 4.37% |
$93.4K - $102K
|
70.5K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.33K- 99.91% |
$96.5K - $105K
|
3
$93.8
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-3.47K- 14.61% |
$101K - $110K
|
20.3K
$634K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.54K- 20.26% |
$103K - $112K
|
13.9K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.59K- 6.84% |
$104K - $114K
|
48.9K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.71K- 7.86% |
$107K - $117K
|
43.4K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.08K- 2.75% |
$118K - $129K
|
144K
$4.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.56K- 1.18% |
$132K - $144K
|
381K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-4.59K- 3.9% |
$133K - $145K
|
113K
$3.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.66K- 40.23% |
$135K - $147K
|
6.93K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.73K- 11.65% |
$137K - $149K
|
35.9K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.77K- 3.6% |
$138K - $151K
|
128K
$4M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-4.81K- 2.05% |
$139K - $152K
|
230K
$7.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-5.17K- 3.12% |
$150K - $163K
|
161K
$5.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.38K- 32.38% |
$156K - $170K
|
11.2K
$351K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-5.45K- 7.76% |
$158K - $172K
|
64.8K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.73K- 11.81% |
$166K - $181K
|
42.8K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.77K- 19.81% |
$167K - $182K
|
23.3K
$730K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.81K- 2.84% |
$168K - $183K
|
199K
$6.22M
|