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 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
596K+ 61.7% |
$17.2M - $18.4M
|
1.56M
$48.5M
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.16K- 3.06% |
$91.5K - $97.7K
|
100K
$3.11M
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
23+ 0.21% |
$665 - $711
|
11.2K
$348K
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
161+ 1.29% |
$4.66K - $4.98K
|
12.7K
$394K
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
297+ 2.25% |
$8.59K - $9.18K
|
13.5K
$418K
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.49K+ 4.12% |
$188K - $201K
|
164K
$5.09M
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
49.1K+ 9.35% |
$1.42M - $1.52M
|
574K
$17.8M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.48M+ 183.94% |
$43M - $45.9M
|
2.29M
$71.2M
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
856+ 5.82% |
$24.8K - $26.5K
|
15.6K
$484K
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
17.3K+ 9.22% |
$500K - $535K
|
205K
$6.37M
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
26.6K+ 4.3% |
$771K - $823K
|
647K
$20.1M
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
2.42K+ 4.3% |
$69.9K - $74.6K
|
58.6K
$1.82M
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-319- 2.02% |
$9.23K - $9.86K
|
15.5K
$481K
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.17K+ 31.63% |
$91.7K - $97.9K
|
13.2K
$409K
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
379+ 0.33% |
$11K - $11.7K
|
114K
$3.53M
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.36K- 8.79% |
$155K - $166K
|
55.7K
$1.73M
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-29K- 16.65% |
$840K - $898K
|
145K
$4.52M
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.56K- 1.17% |
$103K - $110K
|
300K
$9.31M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
543KNew |
$15.7M - $16.8M
|
543K
$16.9M
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
14.2K+ 22.29% |
$410K - $438K
|
77.7K
$2.41M
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.59K+ 4.2% |
$46K - $49.1K
|
39.4K
$1.22M
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
22K+ 3.86% |
$637K - $681K
|
593K
$18.4M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
231K+ 17.39% |
$6.68M - $7.14M
|
1.56M
$48.4M
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
10K+ 9.52% |
$290K - $310K
|
115K
$3.59M
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
802+ 11.23% |
$23.2K - $24.8K
|
7.94K
$247K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-914- 2.69% |
$26.4K - $28.3K
|
33.1K
$1.03M
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
467+ 0.69% |
$13.5K - $14.4K
|
67.7K
$2.1M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
889+ 0.74% |
$25.7K - $27.5K
|
121K
$3.75M
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
24.2K+ 4.94% |
$701K - $749K
|
514K
$16M
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
28.7K+ 4.76% |
$831K - $888K
|
632K
$19.6M
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.45K+ 18.8% |
$41.9K - $44.8K
|
9.16K
$284K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.03K- 0.52% |
$145K - $155K
|
964K
$29.9M
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9.83K+ 19.11% |
$284K - $304K
|
61.3K
$1.9M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.74K+ 5.84% |
$282K - $301K
|
177K
$5.49M
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
345+ 0.78% |
$9.98K - $10.7K
|
44.6K
$1.39M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
94.7K+ 7.33% |
$2.74M - $2.93M
|
1.39M
$43.1M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
207K+ 56.78% |
$5.99M - $6.4M
|
572K
$17.8M
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.13K+ 1.4% |
$177K - $189K
|
444K
$13.8M
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
5.36K+ 2.69% |
$155K - $166K
|
205K
$6.36M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-543- 17.43% |
$15.7K - $16.8K
|
2.57K
$79.9K
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
14.4K+ 3.35% |
$417K - $446K
|
445K
$13.8M
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.74K+ 19.14% |
$50.5K - $53.9K
|
10.9K
$337K
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.64K+ 3.23% |
$105K - $112K
|
116K
$3.61M
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.31MNew |
$37.8M - $40.4M
|
1.31M
$40.6M
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
479+ 0.2% |
$13.9K - $14.8K
|
235K
$7.29M
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-54.3K- 15.83% |
$1.57M - $1.68M
|
289K
$8.96M
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
BUY
|
- |
696+ 1.11% |
$20.1K - $21.5K
|
63.6K
$1.97M
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
10.2K+ 48.45% |
$295K - $315K
|
31.3K
$971K
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
57.1K+ 7.1% |
$1.65M - $1.77M
|
862K
$26.8M
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.9K+ 8.16% |
$1.1M - $1.17M
|
503K
$15.6M
|