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 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.7K- 8.01% |
$135K - $151K
|
54K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8+ 0.03% |
$230 - $256
|
25K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
192KNew |
$5.52M - $6.17M
|
192K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-258K- 10.46% |
$7.41M - $8.28M
|
2.21M
$64.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-442K- 90.73% |
$12.7M - $14.2M
|
45.1K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
293KNew |
$8.41M - $9.4M
|
293K
$8.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
873K+ 33.89% |
$25.1M - $28M
|
3.45M
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-87- 1.21% |
$2.5K - $2.79K
|
7.12K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.9K+ 21.52% |
$141K - $157K
|
27.7K
$810K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.06K- 1.97% |
$30.4K - $34K
|
52.8K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.29K- 0.56% |
$94.3K - $105K
|
579K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-144- 1.27% |
$4.13K - $4.62K
|
11.2K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
52.9K+ 11.0% |
$1.52M - $1.7M
|
534K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
6.36KNew |
$182K - $204K
|
6.36K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
12.6KNew |
$361K - $403K
|
12.6K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.21K- 11.87% |
$149K - $167K
|
38.7K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
301KNew |
$8.63M - $9.64M
|
301K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
705+ 0.4% |
$20.2K - $22.6K
|
178K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
18.4KNew |
$527K - $589K
|
18.4K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
111K+ 19.13% |
$3.19M - $3.56M
|
692K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.67M+ 1116.11% |
$47.8M - $53.5M
|
1.82M
$53.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
493K+ 26.36% |
$14.1M - $15.8M
|
2.36M
$69.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.8K+ 2.31% |
$1.06M - $1.18M
|
1.63M
$47.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.8KNew |
$482K - $539K
|
16.8K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.03K+ 46.99% |
$58.2K - $65K
|
6.34K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
7.38K+ 9.51% |
$212K - $237K
|
85K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
42K+ 25.09% |
$1.21M - $1.35M
|
210K
$6.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
7.37K+ 1.31% |
$211K - $236K
|
571K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.74M+ 4680.61% |
$49.9M - $55.7M
|
1.78M
$52M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2.57K- 1.71% |
$73.8K - $82.5K
|
148K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.9K+ 10.16% |
$398K - $445K
|
151K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.65K+ 6.19% |
$47.4K - $52.9K
|
28.3K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.01K- 1.65% |
$86.2K - $96.3K
|
179K
$5.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-432- 1.26% |
$12.4K - $13.8K
|
34K
$995K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.02K- 2.93% |
$29.2K - $32.7K
|
33.8K
$989K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
138+ 0.29% |
$3.96K - $4.42K
|
48.5K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
159K+ 607.56% |
$4.56M - $5.09M
|
185K
$5.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
496+ 2.61% |
$14.2K - $15.9K
|
19.5K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.75K+ 24.58% |
$50.1K - $55.9K
|
8.85K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
106K+ 11.21% |
$3.04M - $3.4M
|
1.05M
$30.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
98.2K+ 72.66% |
$2.82M - $3.15M
|
233K
$6.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21K+ 6.8% |
$604K - $675K
|
330K
$9.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.6KNew |
$362K - $405K
|
12.6K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-141K- 9.04% |
$4.05M - $4.53M
|
1.42M
$41.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
150K+ 49.36% |
$4.32M - $4.82M
|
455K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.3K- 6.24% |
$725K - $810K
|
380K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.78K- 11.88% |
$137K - $153K
|
35.5K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
129K+ 565.85% |
$3.71M - $4.15M
|
152K
$4.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
22.1KNew |
$634K - $708K
|
22.1K
$647K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.9K+ 42.5% |
$2.18M - $2.43M
|
255K
$7.45M
|