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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.94K+ 22.19% |
$114K - $122K
|
21.7K
$673K
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.88K- 3.03% |
$54.4K - $58.1K
|
60.2K
$1.87M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
502K+ 156.66% |
$14.5M - $15.5M
|
822K
$25.5M
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
14K+ 22.08% |
$406K - $434K
|
77.6K
$2.41M
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-48- 0.25% |
$1.39K - $1.48K
|
19K
$589K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.28K+ 1.51% |
$65.9K - $70.4K
|
153K
$4.75M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
7.61K+ 0.87% |
$220K - $235K
|
884K
$27.4M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
29.2K+ 198.39% |
$844K - $902K
|
43.9K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-60.6K- 30.94% |
$1.75M - $1.87M
|
135K
$4.2M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.64% |
$28.9 - $30.9
|
158
$4.91K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
6.3K+ 8.94% |
$182K - $195K
|
76.7K
$2.38M
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.53M- 97.63% |
$44.2M - $47.3M
|
37.1K
$1.15M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33.7K- 28.84% |
$976K - $1.04M
|
83.2K
$2.58M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.3K+ 200.91% |
$357K - $381K
|
18.5K
$573K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10.2K- 81.64% |
$295K - $315K
|
2.3K
$71.3K
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
35.1K+ 3.17% |
$1.02M - $1.09M
|
1.14M
$35.5M
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
26.5KNew |
$765K - $818K
|
26.5K
$822K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
37.6K+ 15.3% |
$1.09M - $1.16M
|
283K
$8.79M
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
124KNew |
$3.59M - $3.84M
|
124K
$3.86M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27K- 13.12% |
$780K - $834K
|
179K
$5.55M
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
11.6K+ 3.16% |
$337K - $360K
|
380K
$11.8M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.73K+ 3.98% |
$108K - $115K
|
97.5K
$3.03M
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.42K- 5.74% |
$41.2K - $44K
|
23.4K
$726K
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
117+ 0.24% |
$3.38K - $3.62K
|
48.4K
$1.5M
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
376KNew |
$10.9M - $11.6M
|
376K
$11.7M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
677+ 0.3% |
$19.6K - $20.9K
|
230K
$7.13M
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
18.1K+ 3.33% |
$524K - $560K
|
562K
$17.5M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
62.7K+ 12.11% |
$1.82M - $1.94M
|
581K
$18M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.4K+ 2.83% |
$243K - $260K
|
305K
$9.47M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.38M+ 109.24% |
$40M - $42.8M
|
2.65M
$82.4M
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34.9K+ 2.44% |
$1.01M - $1.08M
|
1.47M
$45.5M
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-69- 21.17% |
$2K - $2.13K
|
257
$7.98K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
3.63KNew |
$105K - $112K
|
3.63K
$113K
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
549K+ 138.81% |
$15.9M - $17M
|
944K
$29.3M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
871+ 0.62% |
$25.2K - $26.9K
|
140K
$4.36M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
289K+ 15.72% |
$8.37M - $8.94M
|
2.13M
$66.1M
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.86K+ 17.49% |
$141K - $150K
|
32.6K
$1.01M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
286K+ 7.43% |
$8.28M - $8.84M
|
4.14M
$129M
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-23- 0.05% |
$665 - $711
|
44.5K
$1.38M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.58K- 26.78% |
$45.7K - $48.8K
|
4.31K
$134K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
109K+ 38.78% |
$3.15M - $3.36M
|
389K
$12.1M
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
24.4K+ 19.51% |
$705K - $753K
|
149K
$4.63M
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$394K - $421K
|
13.6K
$423K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
276K+ 659.45% |
$7.97M - $8.52M
|
317K
$9.86M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-346K- 49.96% |
$10M - $10.7M
|
347K
$10.8M
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 106.16% |
$74.8K - $80K
|
5.02K
$156K
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-5.75K- 14.17% |
$166K - $178K
|
34.8K
$1.08M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.75KNew |
$224K - $240K
|
7.75K
$241K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
13.3K+ 1.66% |
$384K - $411K
|
814K
$25.3M
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-2.98K- 10.15% |
$86.3K - $92.2K
|
26.4K
$820K
|