Latest Institutional Transactions on Dimensional ETF Tr (DFAI)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
128+ 15.82% |
$3.67K - $4.1K
|
937
$28.4K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.85K+ 9.63% |
$81.8K - $91.4K
|
32.4K
$981K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-6.48K- 3.67% |
$186K - $208K
|
170K
$5.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
35+ 0.3% |
$1K - $1.12K
|
11.6K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
53.6KNew |
$1.54M - $1.72M
|
53.6K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
70+ 0.43% |
$2.01K - $2.24K
|
16.4K
$498K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
79.7K+ 26.48% |
$2.29M - $2.55M
|
381K
$11.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
17.7K+ 26.57% |
$507K - $567K
|
84.2K
$2.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
14.1K+ 36.84% |
$406K - $453K
|
52.5K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
47.6K+ 4.12% |
$1.36M - $1.52M
|
1.2M
$36.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
41.1K+ 9.87% |
$1.18M - $1.32M
|
457K
$13.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7.21K+ 5.92% |
$207K - $231K
|
129K
$3.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
34.2K+ 22.76% |
$980K - $1.09M
|
184K
$5.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.4K+ 527.97% |
$613K - $685K
|
25.4K
$769K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.11KNew |
$60.5K - $67.6K
|
2.11K
$63.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
42.9KNew |
$1.23M - $1.38M
|
42.9K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3K- 16.26% |
$86.1K - $96.2K
|
15.5K
$468K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-281K- 49.57% |
$8.05M - $9M
|
286K
$8.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.8K+ 8.01% |
$51.6K - $57.6K
|
24.2K
$733K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
156KNew |
$4.48M - $5.01M
|
156K
$4.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
14.2K+ 3.79% |
$408K - $456K
|
390K
$11.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
954+ 1.36% |
$27.4K - $30.6K
|
71.3K
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4.99K- 26.63% |
$143K - $160K
|
13.7K
$416K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.06K+ 30.77% |
$116K - $130K
|
17.2K
$522K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
23.5K+ 108.61% |
$674K - $754K
|
45.1K
$1.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-76.4K- 91.86% |
$2.19M - $2.45M
|
6.77K
$205K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-70.5K- 31.1% |
$2.02M - $2.26M
|
156K
$4.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-7.96K- 4.88% |
$228K - $255K
|
155K
$4.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-5.58K- 8.29% |
$160K - $179K
|
61.7K
$1.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-56.5K- 73.63% |
$1.62M - $1.81M
|
20.2K
$612K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
33.4K+ 22.38% |
$958K - $1.07M
|
183K
$5.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26.6K+ 75.87% |
$763K - $852K
|
61.6K
$1.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
848+ 4.06% |
$24.3K - $27.2K
|
21.7K
$658K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3.5K+ 6.24% |
$100K - $112K
|
59.6K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.47K+ 7.84% |
$157K - $175K
|
75.3K
$2.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11.7K+ 1.22% |
$337K - $376K
|
971K
$29.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 5.69% |
$42.3K - $47.3K
|
24.4K
$739K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.73K- 1.12% |
$107K - $120K
|
330K
$9.97M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.66K+ 1.3% |
$76.3K - $85.2K
|
207K
$6.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
654+ 7.89% |
$18.8K - $21K
|
8.94K
$271K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
603K+ 33.1% |
$17.3M - $19.3M
|
2.43M
$73.4M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 11.15% |
$369K - $413K
|
128K
$3.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.42K+ 6.56% |
$155K - $174K
|
88K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.4K+ 8.79% |
$68.8K - $76.9K
|
29.7K
$898K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.1K+ 8.67% |
$204K - $228K
|
89K
$2.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-86.3K- 73.25% |
$2.47M - $2.77M
|
31.5K
$953K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25.4K- 22.94% |
$727K - $813K
|
85.2K
$2.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
26K+ 8.11% |
$745K - $832K
|
346K
$10.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
17+ 0.06% |
$488 - $545
|
26.3K
$795K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.23K+ 67.26% |
$92.8K - $104K
|
8.04K
$243K
|