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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
322+ 0.17% |
$9.24K - $10.3K
|
186K
$5.47M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-14.4K- 54.49% |
$413K - $461K
|
12K
$353K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.72K+ 5.27% |
$49.3K - $55.1K
|
34.3K
$1.01M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
104KNew |
$2.98M - $3.33M
|
104K
$3.06M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
61.3K+ 24.45% |
$1.76M - $1.97M
|
312K
$9.17M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-93- 0.25% |
$2.67K - $2.98K
|
36.5K
$1.07M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-83.4K- 5.68% |
$2.39M - $2.67M
|
1.38M
$40.6M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10K+ 67.34% |
$287K - $321K
|
24.9K
$731K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
64.8K+ 10.7% |
$1.86M - $2.08M
|
670K
$19.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.19K+ 2.79% |
$149K - $166K
|
191K
$5.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
31.8K+ 3.89% |
$912K - $1.02M
|
850K
$25M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-993- 2.51% |
$28.5K - $31.8K
|
38.6K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.34K+ 7.53% |
$211K - $235K
|
105K
$3.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
675+ 4.9% |
$19.4K - $21.6K
|
14.5K
$425K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
850K+ 997.05% |
$24.4M - $27.3M
|
936K
$27.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-88.3K- 10.51% |
$2.53M - $2.83M
|
752K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
74K+ 19.01% |
$2.12M - $2.37M
|
463K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.73K+ 1.78% |
$78.2K - $87.4K
|
156K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-19- 0.28% |
$545 - $609
|
6.89K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
228K+ 64.2% |
$6.55M - $7.32M
|
584K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.56K+ 9.65% |
$73.5K - $82.1K
|
29.1K
$856K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
162K+ 17.92% |
$4.65M - $5.2M
|
1.07M
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46.6K+ 17.44% |
$1.34M - $1.49M
|
314K
$9.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-312- 1.86% |
$8.95K - $10K
|
16.5K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.95K- 1.72% |
$113K - $127K
|
226K
$6.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3.88K+ 3.41% |
$111K - $124K
|
118K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-3.26K- 0.78% |
$93.5K - $104K
|
412K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
37.6K+ 36.36% |
$1.08M - $1.21M
|
141K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-750- 18.57% |
$21.5K - $24K
|
3.29K
$96.7K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-124K- 32.49% |
$3.55M - $3.96M
|
257K
$7.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
740New |
$21.2K - $23.7K
|
740
$21.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.89K+ 8.69% |
$169K - $189K
|
73.7K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.11K- 2.7% |
$118K - $132K
|
148K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
17.7K+ 5.75% |
$509K - $569K
|
326K
$9.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
67.9K+ 10.08% |
$1.95M - $2.18M
|
742K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-710- 1.01% |
$20.4K - $22.8K
|
69.9K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
86.2K+ 3.25% |
$2.47M - $2.76M
|
2.74M
$80.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
40.1KNew |
$1.15M - $1.28M
|
40.1K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
76+ 0.1% |
$2.18K - $2.44K
|
79.5K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
33+ 0.43% |
$947 - $1.06K
|
7.62K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
27.3K+ 4.85% |
$782K - $874K
|
589K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
67.1K+ 1.08% |
$1.93M - $2.15M
|
6.3M
$185M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.12M+ 390.49% |
$60.9M - $68M
|
2.67M
$78.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.9K+ 21.52% |
$141K - $157K
|
27.7K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.84K+ 5.16% |
$196K - $219K
|
139K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7K+ 97.7% |
$364K - $407K
|
25.7K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
7.4K+ 1850.0% |
$212K - $237K
|
7.8K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.01K+ 0.48% |
$86.4K - $96.5K
|
637K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-24.9K- 55.95% |
$714K - $798K
|
19.6K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.34K+ 8.94% |
$211K - $235K
|
89.4K
$2.63M
|