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 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
28.8K+ 19.21% |
$725K - $789K
|
178K
$5.54M
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-137- 9.51% |
$3.45K - $3.76K
|
1.3K
$40.5K
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.57K- 16.96% |
$39.5K - $43K
|
7.67K
$238K
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
55+ 16.62% |
$1.39K - $1.51K
|
386
$12K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.66KNew |
$41.9K - $45.6K
|
1.66K
$51.7K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200New |
$5.04K - $5.49K
|
200
$6.21K
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.84K- 2.76% |
$46.4K - $50.5K
|
64.7K
$2.01M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
10.5KNew |
$264K - $288K
|
10.5K
$325K
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7.75KNew |
$195K - $213K
|
7.75K
$241K
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
31New |
$782 - $851
|
31
$963
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-59.9K- 84.59% |
$1.51M - $1.64M
|
10.9K
$339K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
10.9K+ 10.77% |
$276K - $301K
|
113K
$3.5M
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
15.9KNew |
$400K - $435K
|
15.9K
$492K
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-2.87K- 24.86% |
$72.4K - $78.8K
|
8.67K
$269K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$25.2 - $27.5
|
1
$31.1
|
|
Q4 2022 | |||||||
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-21.9KClosed |
$470K - $565K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-47.8K- 84.76% |
$1.03M - $1.23M
|
8.59K
$267K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
416New |
$8.93K - $10.8K
|
416
$12.9K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
3.67KNew |
$78.8K - $94.9K
|
3.67K
$114K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.59K- 8.24% |
$34.2K - $41.2K
|
17.7K
$551K
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-6.9K- 49.99% |
$148K - $178K
|
6.91K
$215K
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-11K- 40.69% |
$237K - $285K
|
16.1K
$500K
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
18.5KNew |
$396K - $477K
|
18.5K
$573K
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
BUY
|
- |
21.4KNew |
$460K - $553K
|
21.4K
$665K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.66KNew |
$35.6K - $42.9K
|
1.66K
$51.5K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
31.9K+ 124.75% |
$684K - $823K
|
57.5K
$1.79M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
65.6K+ 290.26% |
$1.41M - $1.69M
|
88.2K
$2.74M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
53.5K+ 26.98% |
$1.15M - $1.38M
|
252K
$7.82M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.08K+ 12.25% |
$44.6K - $53.6K
|
19.1K
$592K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-250- 4.53% |
$5.36K - $6.45K
|
5.27K
$164K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
22.7KNew |
$487K - $586K
|
22.7K
$706K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.26M+ 482.39% |
$27M - $32.5M
|
1.52M
$47.2M
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
29New |
$622 - $748
|
29
$901
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
17.3K+ 163.69% |
$371K - $446K
|
27.8K
$865K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
122K+ 40.43% |
$2.62M - $3.15M
|
425K
$13.2M
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-32.8K- 53.78% |
$703K - $845K
|
28.2K
$875K
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-3.94K- 18.01% |
$84.5K - $102K
|
17.9K
$557K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-33- 3.24% |
$708 - $851
|
987
$30.7K
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
2.34K+ 1.3% |
$50.2K - $60.4K
|
182K
$5.66M
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.05K- 23.36% |
$108K - $130K
|
16.6K
$515K
|
|
Q2 2022 | |||||||
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
5.27KNew |
$126K - $150K
|
5.27K
$164K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.23MClosed |
$29.4M - $35.1M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-22.6KClosed |
$539K - $643K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-12.2KClosed |
$290K - $346K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.7KClosed |
$256K - $306K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-26.1KClosed |
$622K - $742K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-47.5KClosed |
$1.13M - $1.35M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
BUY
|
- |
735+ 0.6% |
$17.5K - $20.9K
|
124K
$3.85M
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
9.96K+ 126.67% |
$238K - $284K
|
17.8K
$553K
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-16.3KClosed |
$388K - $463K
|
0
$0
|