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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-9.47K- 32.92% |
$263K - $287K
|
19.3K
$599K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.2K+ 20.04% |
$894K - $976K
|
193K
$6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.2K+ 15.87% |
$284K - $310K
|
74.8K
$2.32M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.4KNew |
$344K - $375K
|
12.4K
$385K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.37K+ 3.69% |
$65.7K - $71.6K
|
66.6K
$2.07M
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
15.8K+ 80.35% |
$440K - $480K
|
35.6K
$1.1M
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-83.5K- 23.11% |
$2.32M - $2.53M
|
278K
$8.63M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
400+ 0.95% |
$11.1K - $12.1K
|
42.6K
$1.32M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
872New |
$24.2K - $26.4K
|
872
$27.1K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
44K+ 2.48% |
$1.22M - $1.33M
|
1.82M
$56.4M
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9.91KNew |
$275K - $300K
|
9.91K
$308K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.5K+ 83.33% |
$97.1K - $106K
|
7.7K
$239K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.67K- 3.77% |
$74K - $80.8K
|
68.1K
$2.11M
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
4.26K+ 24.97% |
$118K - $129K
|
21.3K
$662K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.06K+ 29.07% |
$57.3K - $62.5K
|
9.17K
$285K
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-787- 4.66% |
$21.8K - $23.8K
|
16.1K
$500K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72+ 2.23% |
$2K - $2.18K
|
3.31K
$103K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
53+ 7.41% |
$1.47K - $1.6K
|
768
$23.9K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.2KNew |
$755K - $823K
|
27.2K
$845K
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
17K+ 211.49% |
$472K - $515K
|
25.1K
$778K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
17.2K+ 3.67% |
$477K - $521K
|
486K
$15.1M
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
6.7KNew |
$186K - $203K
|
6.7K
$208K
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
33.7KNew |
$934K - $1.02M
|
33.7K
$1.05M
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
34.3K+ 22.61% |
$951K - $1.04M
|
186K
$5.78M
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
170New |
$4.72K - $5.15K
|
170
$5.28K
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-4.92K- 32.1% |
$137K - $149K
|
10.4K
$323K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.4K- 82.3% |
$122K - $133K
|
946
$29.4K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
177KNew |
$4.91M - $5.36M
|
177K
$5.5M
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-831- 4.93% |
$23.1K - $25.2K
|
16K
$498K
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.54K+ 19.36% |
$98.2K - $107K
|
21.8K
$678K
|
|
Q4 2023 | |||||||
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-127- 2.81% |
$3.16K - $3.64K
|
4.39K
$136K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
13+ 0.61% |
$323 - $373
|
2.16K
$67.1K
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
177K+ 49.47% |
$4.39M - $5.06M
|
533K
$16.6M
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
11.8K+ 6.37% |
$293K - $338K
|
197K
$6.11M
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-24.5K- 98.63% |
$610K - $704K
|
340
$10.6K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-453- 15.78% |
$11.3K - $13K
|
2.42K
$75.1K
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 6.06% |
$249K - $287K
|
155K
$4.81M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44.8KNew |
$1.11M - $1.28M
|
44.8K
$1.39M
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
7.26KNew |
$181K - $208K
|
7.26K
$226K
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16.9K+ 2.43% |
$421K - $485K
|
714K
$22.2M
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.66KNew |
$191K - $220K
|
7.66K
$238K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
23.9K+ 10.87% |
$595K - $686K
|
244K
$7.57M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
700New |
$17.4K - $20.1K
|
700
$21.7K
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.64K+ 4.52% |
$40.9K - $47.1K
|
38K
$1.18M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
81.9KNew |
$2.04M - $2.35M
|
81.9K
$2.54M
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-569- 2.8% |
$14.2K - $16.3K
|
19.7K
$613K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1KNew |
$27.4K - $31.6K
|
1.1K
$34.2K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
721New |
$17.9K - $20.7K
|
721
$22.4K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9New |
$224 - $258
|
9
$280
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-68.8K- 15.52% |
$1.71M - $1.97M
|
374K
$11.6M
|