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 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
380K+ 26.38% |
$11M - $11.8M
|
1.82M
$56.6M
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
101+ 1.28% |
$2.92K - $3.12K
|
8.01K
$249K
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
209+ 1.29% |
$6.05K - $6.46K
|
16.4K
$509K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-97.1K- 9.2% |
$2.81M - $3M
|
959K
$29.8M
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
736+ 4.69% |
$21.3K - $22.7K
|
16.4K
$510K
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
206New |
$5.96K - $6.37K
|
206
$6.4K
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-4.8K- 8.63% |
$139K - $148K
|
50.8K
$1.58M
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-408- 0.85% |
$11.8K - $12.6K
|
47.8K
$1.48M
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.96K- 4.86% |
$56.7K - $60.6K
|
38.4K
$1.19M
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.66K- 2.66% |
$48K - $51.3K
|
60.8K
$1.89M
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.75K+ 7.3% |
$50.5K - $54K
|
25.7K
$798K
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5.73K- 8.13% |
$166K - $177K
|
64.7K
$2.01M
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-5.78K- 6.59% |
$167K - $179K
|
81.9K
$2.54M
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-6.83K- 13.51% |
$198K - $211K
|
43.7K
$1.36M
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.56K+ 0.49% |
$73.9K - $79K
|
519K
$16.1M
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
86.5K+ 138.45% |
$2.5M - $2.67M
|
149K
$4.63M
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
26.8K+ 4.64% |
$775K - $828K
|
605K
$18.8M
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-800- 0.96% |
$23.1K - $24.7K
|
82.6K
$2.56M
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.99K+ 3.68% |
$57.6K - $61.5K
|
56.1K
$1.74M
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.86K+ 89.72% |
$256K - $274K
|
18.7K
$582K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.41KNew |
$243K - $260K
|
8.41K
$261K
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
17K+ 21.67% |
$493K - $527K
|
95.7K
$2.97M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.64K+ 6.11% |
$279K - $298K
|
167K
$5.2M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24.5K+ 5.29% |
$708K - $756K
|
487K
$15.1M
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.6K+ 9.09% |
$713K - $762K
|
296K
$9.18M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
4.19K+ 67.0% |
$121K - $130K
|
10.5K
$325K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
410New |
$11.9K - $12.7K
|
410
$12.7K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.39K- 7.51% |
$98.2K - $105K
|
41.8K
$1.3M
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.26KNew |
$36.5K - $39K
|
1.26K
$39.2K
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
99.3K+ 2.98% |
$2.87M - $3.07M
|
3.43M
$107M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.9K+ 6.01% |
$2.37M - $2.53M
|
1.45M
$44.9M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.69K- 4.31% |
$77.8K - $83.1K
|
59.7K
$1.85M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-129- 0.95% |
$3.73K - $3.99K
|
13.4K
$417K
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.77K+ 15.99% |
$254K - $271K
|
63.6K
$1.97M
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.89K+ 6.62% |
$286K - $306K
|
159K
$4.95M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.36K- 1.82% |
$97.3K - $104K
|
182K
$5.65M
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
6.95K+ 1.66% |
$201K - $215K
|
424K
$13.2M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20.9K+ 2.97% |
$605K - $646K
|
725K
$22.5M
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
74.4K+ 17.68% |
$2.15M - $2.3M
|
495K
$15.4M
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
23.4K+ 27.14% |
$677K - $724K
|
110K
$3.41M
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-8.95K- 25.68% |
$259K - $277K
|
25.9K
$805K
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-10.8K- 4.45% |
$314K - $335K
|
233K
$7.23M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3.37KNew |
$97.6K - $104K
|
3.37K
$105K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
108+ 1.06% |
$3.12K - $3.34K
|
10.3K
$318K
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
6.79KNew |
$196K - $210K
|
6.79K
$211K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5K+ 4.7% |
$145K - $155K
|
111K
$3.46M
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
347+ 1.32% |
$10K - $10.7K
|
26.7K
$829K
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
19.3K+ 17.27% |
$559K - $597K
|
131K
$4.07M
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.3K+ 5.01% |
$37.7K - $40.2K
|
27.3K
$847K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
330+ 0.91% |
$9.55K - $10.2K
|
36.8K
$1.14M
|