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 |
---|---|---|---|---|---|---|---|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.19K+ 3.22% |
$54.6K - $62.9K
|
70.3K
$2.18M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.1K- 59.64% |
$575K - $663K
|
15.6K
$485K
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
18.9KNew |
$470K - $542K
|
18.9K
$586K
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
21.9KNew |
$545K - $628K
|
21.9K
$680K
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.67% |
$99.5 - $115
|
597
$18.5K
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
100+ 0.91% |
$2.49K - $2.87K
|
11K
$343K
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.95KNew |
$48.5K - $55.9K
|
1.95K
$60.6K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-120- 11.48% |
$2.99K - $3.44K
|
925
$28.7K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
9+ 0.01% |
$224 - $258
|
131K
$4.08M
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.2KNew |
$179K - $207K
|
7.2K
$224K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
16.7K+ 5.07% |
$414K - $478K
|
345K
$10.7M
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
454+ 1621.43% |
$11.8K - $12.8K
|
482
$15K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-39.9KClosed |
$1.04M - $1.12M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.7K+ 31.53% |
$70.1K - $75.9K
|
11.2K
$349K
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.24KNew |
$214K - $232K
|
8.24K
$256K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.05KNew |
$27.3K - $29.6K
|
1.05K
$32.6K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.66KNew |
$225K - $244K
|
8.66K
$269K
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-34.3K- 50.0% |
$891K - $966K
|
34.3K
$1.06M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.64K- 2.46% |
$42.6K - $46.1K
|
64.8K
$2.01M
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.83KNew |
$255K - $277K
|
9.83K
$305K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.34K- 1.47% |
$86.9K - $94.2K
|
224K
$6.95M
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
717+ 1.55% |
$18.6K - $20.2K
|
47.1K
$1.46M
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
3.93K+ 13.35% |
$102K - $111K
|
33.4K
$1.04M
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
267K+ 72.69% |
$6.94M - $7.52M
|
634K
$19.7M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
984+ 1.89% |
$25.6K - $27.7K
|
52.9K
$1.64M
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
13.4KNew |
$347K - $376K
|
13.4K
$415K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
17.4K+ 204.28% |
$453K - $491K
|
25.9K
$806K
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
11.4KNew |
$297K - $321K
|
11.4K
$354K
|
|
Q2 2023 | |||||||
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
26+ 12.32% |
$688 - $729
|
237
$7.36K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-154K- 33.4% |
$4.08M - $4.33M
|
308K
$9.56M
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-232- 9.42% |
$6.14K - $6.51K
|
2.23K
$69.3K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.9K- 9.92% |
$501K - $531K
|
172K
$5.34M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.1KNew |
$1.27M - $1.35M
|
48.1K
$1.49M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
685New |
$18.1K - $19.2K
|
685
$21.3K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
841New |
$22.3K - $23.6K
|
841
$26.1K
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
18.4KNew |
$486K - $515K
|
18.4K
$570K
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
410KNew |
$10.8M - $11.5M
|
410K
$12.7M
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-91.3K- 58.78% |
$2.42M - $2.56M
|
64K
$1.99M
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-520- 2.23% |
$13.8K - $14.6K
|
22.8K
$708K
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
22.1KNew |
$585K - $620K
|
22.1K
$687K
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
9.21KNew |
$244K - $258K
|
9.21K
$286K
|
|
Jul 18, 2023
Q2 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.03K- 8.71% |
$27.3K - $28.9K
|
10.8K
$335K
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-11K- 58.21% |
$291K - $309K
|
7.9K
$245K
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
79.4KNew |
$2.1M - $2.23M
|
79.4K
$2.47M
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.19% |
$26.5 - $28.1
|
528
$16.4K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10+ 0.89% |
$265 - $281
|
1.13K
$35.2K
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-34- 79.07% |
$900 - $954
|
9
$280
|
|
Q1 2023 | |||||||
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.17K+ 9.57% |
$29.6K - $32.2K
|
13.4K
$417K
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.73KNew |
$195K - $212K
|
7.73K
$240K
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
54.9KNew |
$1.38M - $1.51M
|
54.9K
$1.71M
|