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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.2K+ 30.91% |
$295K - $316K
|
43.2K
$1.34M
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.87K- 1.01% |
$112K - $120K
|
379K
$11.8M
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-591- 5.58% |
$17.1K - $18.3K
|
9.99K
$310K
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-3.73K- 8.3% |
$108K - $115K
|
41.2K
$1.28M
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
34.8K+ 29.94% |
$1.01M - $1.08M
|
151K
$4.69M
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18.4K+ 2.31% |
$534K - $570K
|
818K
$25.4M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
348+ 1.28% |
$10.1K - $10.8K
|
27.6K
$856K
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.18K+ 3.44% |
$121K - $129K
|
126K
$3.9M
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
35.7K+ 13.03% |
$1.03M - $1.1M
|
309K
$9.61M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.85K+ 4.5% |
$198K - $212K
|
159K
$4.94M
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
34.8K+ 2.87% |
$1.01M - $1.08M
|
1.25M
$38.7M
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
15.8K+ 0.85% |
$458K - $490K
|
1.89M
$58.6M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.37K+ 10.9% |
$68.5K - $73.2K
|
24.1K
$748K
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
22.8K+ 3.56% |
$661K - $706K
|
664K
$20.6M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
18.2K+ 8.18% |
$527K - $564K
|
241K
$7.49M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
14.1K+ 68.99% |
$407K - $434K
|
34.4K
$1.07M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
33+ 1.3% |
$955 - $1.02K
|
2.57K
$79.7K
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-270K- 96.19% |
$7.81M - $8.34M
|
10.7K
$332K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.9KNew |
$55K - $58.7K
|
1.9K
$59K
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
350+ 0.48% |
$10.1K - $10.8K
|
73.4K
$2.28M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.03K+ 0.34% |
$58.7K - $62.7K
|
594K
$18.5M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
478K+ 726.3% |
$13.8M - $14.8M
|
543K
$16.9M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.03K- 2.14% |
$87.7K - $93.7K
|
138K
$4.3M
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
294+ 1.53% |
$8.51K - $9.09K
|
19.5K
$605K
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
6.51K+ 8.89% |
$188K - $201K
|
79.7K
$2.48M
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
14K+ 20.77% |
$406K - $434K
|
81.7K
$2.54M
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
190K+ 3.59% |
$5.48M - $5.86M
|
5.47M
$170M
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
63.8K+ 15.52% |
$1.85M - $1.97M
|
475K
$14.7M
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
190+ 0.89% |
$5.5K - $5.87K
|
21.4K
$666K
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
12.2KNew |
$352K - $376K
|
12.2K
$378K
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
533+ 1.14% |
$15.4K - $16.5K
|
47.2K
$1.46M
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
18+ 1.26% |
$521 - $556
|
1.44K
$44.8K
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.74K+ 1.13% |
$108K - $115K
|
336K
$10.4M
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-19.7K- 4.71% |
$570K - $609K
|
399K
$12.4M
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
111KNew |
$3.21M - $3.43M
|
111K
$3.44M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
54.9KNew |
$1.59M - $1.7M
|
54.9K
$1.71M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
942K+ 3812.11% |
$27.3M - $29.1M
|
967K
$30M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.7K+ 8.38% |
$1.06M - $1.13M
|
474K
$14.7M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-418- 0.14% |
$12.1K - $12.9K
|
294K
$9.13M
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
54K+ 3.84% |
$1.56M - $1.67M
|
1.46M
$45.5M
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.94K- 6.3% |
$85K - $90.8K
|
43.7K
$1.36M
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
25K+ 2.95% |
$722K - $772K
|
872K
$27.1M
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-128- 1.7% |
$3.7K - $3.96K
|
7.38K
$229K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.78K+ 1.28% |
$196K - $210K
|
538K
$16.7M
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.48K+ 3.2% |
$158K - $169K
|
176K
$5.48M
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.16K+ 12.65% |
$62.5K - $66.8K
|
19.2K
$598K
|
|
Jul 18, 2024
Q2 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
12.7K+ 6.02% |
$367K - $392K
|
223K
$6.93M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.56MNew |
$45.2M - $48.3M
|
1.56M
$48.5M
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-162- 0.28% |
$4.69K - $5.01K
|
58.1K
$1.8M
|