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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.62K- 7.14% |
$104K - $116K
|
47.1K
$1.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-10.3K- 1.74% |
$297K - $331K
|
584K
$17.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.58K+ 2.64% |
$45.3K - $50.6K
|
61.4K
$1.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
8.36K+ 10.49% |
$240K - $268K
|
88K
$2.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-55.3K- 3.55% |
$1.59M - $1.77M
|
1.5M
$46.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13.7K+ 5.22% |
$394K - $441K
|
277K
$8.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.27K- 0.29% |
$36.4K - $40.7K
|
444K
$13.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.11K- 7.18% |
$31.9K - $35.7K
|
14.4K
$441K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-610- 0.98% |
$17.5K - $19.6K
|
61.9K
$1.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.76K- 9.15% |
$50.6K - $56.5K
|
17.5K
$536K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
47.8K+ 13.72% |
$1.37M - $1.53M
|
396K
$12.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
8.17K+ 6.27% |
$234K - $262K
|
139K
$4.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
842+ 10.6% |
$24.2K - $27K
|
8.78K
$269K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-932- 0.93% |
$26.7K - $29.9K
|
99.2K
$3.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
58.4K+ 4.12% |
$1.68M - $1.87M
|
1.48M
$45.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
49+ 0.42% |
$1.41K - $1.57K
|
11.6K
$356K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7.14K+ 19.23% |
$205K - $229K
|
44.3K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-56.2K- 5.97% |
$1.61M - $1.8M
|
885K
$27.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-5.67K- 4.1% |
$163K - $182K
|
133K
$4.07M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.6K+ 13.97% |
$360K - $403K
|
102K
$3.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
837+ 1.29% |
$24K - $26.8K
|
65.6K
$2.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
355KNew |
$10.2M - $11.4M
|
355K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
140+ 0.3% |
$4.02K - $4.49K
|
47.3K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.73K+ 4.04% |
$78.3K - $87.5K
|
70.3K
$2.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.78K+ 5.04% |
$51K - $57K
|
37.1K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-4.85K- 16.07% |
$139K - $156K
|
25.4K
$778K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
11.5KNew |
$330K - $369K
|
11.5K
$353K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
121K+ 8.73% |
$3.47M - $3.88M
|
1.51M
$46.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
8.21K+ 1.93% |
$235K - $263K
|
433K
$13.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.74K+ 19.34% |
$193K - $216K
|
41.6K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
17.4K+ 11.01% |
$499K - $557K
|
175K
$5.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
20.3K+ 1.66% |
$583K - $651K
|
1.24M
$38.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
36+ 0.45% |
$1.03K - $1.15K
|
8.04K
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
468+ 396.61% |
$13.4K - $15K
|
586
$18K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
293K+ 61.89% |
$8.42M - $9.4M
|
767K
$23.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-237- 2.21% |
$6.8K - $7.6K
|
10.5K
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
70.6K+ 9.2% |
$2.02M - $2.26M
|
838K
$25.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.76K+ 0.6% |
$50.6K - $56.5K
|
296K
$9.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
40.7K+ 16.82% |
$1.17M - $1.3M
|
283K
$8.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-384K- 26.58% |
$11M - $12.3M
|
1.06M
$32.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
432New |
$12.4K - $13.8K
|
432
$13.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-383- 0.64% |
$11K - $12.3K
|
59K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5.32K+ 1.77% |
$153K - $170K
|
305K
$9.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
89+ 1.21% |
$2.55K - $2.85K
|
7.47K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.06K- 2.48% |
$87.7K - $98K
|
120K
$3.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
135K+ 220.21% |
$3.86M - $4.31M
|
196K
$6M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
244KNew |
$7M - $7.82M
|
244K
$7.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
410+ 1.91% |
$11.8K - $13.1K
|
21.9K
$671K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
174+ 0.98% |
$4.99K - $5.58K
|
17.8K
$548K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
24+ 0.25% |
$689 - $769
|
9.64K
$296K
|