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 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-7.41K- 9.7% |
$213K - $237K
|
68.9K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-5.09K- 4.3% |
$146K - $163K
|
113K
$3.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
11+ 0.15% |
$316 - $353
|
7.37K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.14K- 7.18% |
$90K - $101K
|
40.6K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
331+ 209.49% |
$9.5K - $10.6K
|
489
$14.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
417K+ 124.42% |
$12M - $13.4M
|
752K
$22M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-14.9K- 3.98% |
$427K - $477K
|
359K
$10.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
47.3K+ 14.51% |
$1.36M - $1.52M
|
373K
$10.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
24+ 0.31% |
$689 - $769
|
7.78K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
19.5K+ 20.36% |
$559K - $625K
|
115K
$3.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-36- 0.08% |
$1.03K - $1.15K
|
46.9K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.34% |
$143 - $160
|
1.47K
$43K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.96K+ 2.81% |
$228K - $255K
|
291K
$8.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.93K+ 0.36% |
$84K - $93.9K
|
816K
$23.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
11K+ 2.21% |
$316K - $353K
|
509K
$14.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11- 0.47% |
$316 - $353
|
2.31K
$67.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
60.6K+ 12.97% |
$1.74M - $1.94M
|
528K
$15.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
2.04K+ 7.76% |
$58.6K - $65.5K
|
28.4K
$831K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
12K+ 11.24% |
$346K - $386K
|
119K
$3.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
134KNew |
$3.84M - $4.3M
|
134K
$3.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20.1K+ 5.99% |
$576K - $644K
|
356K
$10.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
112K+ 4.82% |
$3.2M - $3.58M
|
2.43M
$71M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
19.6KNew |
$564K - $630K
|
19.6K
$575K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-3.06K- 18.63% |
$87.8K - $98.1K
|
13.4K
$391K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
12.7K+ 2.56% |
$364K - $407K
|
508K
$14.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-16.6K- 7.15% |
$477K - $533K
|
216K
$6.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-988- 14.95% |
$28.3K - $31.7K
|
5.62K
$164K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
67K+ 5.37% |
$1.92M - $2.15M
|
1.31M
$38.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.1M+ 126.02% |
$60.3M - $67.4M
|
3.77M
$110M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
7.92K+ 3.29% |
$227K - $254K
|
249K
$7.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-284- 30.02% |
$8.15K - $9.11K
|
662
$19.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
16KNew |
$460K - $514K
|
16K
$470K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.46K+ 7.57% |
$271K - $303K
|
134K
$3.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36.7K+ 5.07% |
$1.05M - $1.18M
|
761K
$22.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-30.1K- 0.55% |
$863K - $965K
|
5.44M
$159M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3K- 16.26% |
$86.1K - $96.2K
|
15.5K
$452K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
47.6K+ 4.12% |
$1.36M - $1.52M
|
1.2M
$35.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
14.1K+ 36.84% |
$406K - $453K
|
52.5K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
17.7K+ 26.57% |
$507K - $567K
|
84.2K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
70+ 0.43% |
$2.01K - $2.24K
|
16.4K
$481K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
128+ 15.82% |
$3.67K - $4.1K
|
937
$27.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
35+ 0.3% |
$1K - $1.12K
|
11.6K
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-6.48K- 3.67% |
$186K - $208K
|
170K
$4.97M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.85K+ 9.63% |
$81.8K - $91.4K
|
32.4K
$949K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
42.9KNew |
$1.23M - $1.38M
|
42.9K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.11KNew |
$60.5K - $67.6K
|
2.11K
$61.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
125+ 0.43% |
$3.59K - $4.01K
|
29.2K
$854K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
862+ 1.57% |
$24.7K - $27.6K
|
55.8K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
58.3K+ 6.03% |
$1.67M - $1.87M
|
1.03M
$30M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
53.6KNew |
$1.54M - $1.72M
|
53.6K
$1.57M
|