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 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.46K- 3.23% |
$41.9K - $46.9K
|
43.8K
$1.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
17.2K+ 7.35% |
$493K - $551K
|
251K
$7.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
995+ 2.52% |
$28.5K - $31.9K
|
40.4K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.66K+ 6.67% |
$76.4K - $85.3K
|
42.6K
$1.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
256+ 2.48% |
$7.34K - $8.21K
|
10.6K
$309K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-17- 0.5% |
$488 - $545
|
3.36K
$98.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
23.4K+ 10.97% |
$671K - $750K
|
237K
$6.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
54.1K+ 9.42% |
$1.55M - $1.73M
|
628K
$18.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
103K+ 3.0% |
$2.95M - $3.3M
|
3.54M
$103M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
101K+ 121.86% |
$2.91M - $3.25M
|
185K
$5.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
23.5K+ 14.21% |
$673K - $752K
|
188K
$5.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
619KNew |
$17.8M - $19.9M
|
619K
$18.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
51K+ 10.81% |
$1.46M - $1.63M
|
522K
$15.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
42.6K+ 7.84% |
$1.22M - $1.36M
|
585K
$17.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-755- 6.84% |
$21.7K - $24.2K
|
10.3K
$301K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.39K+ 6.6% |
$155K - $173K
|
87.1K
$2.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
8.37K+ 0.41% |
$240K - $268K
|
2.05M
$59.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.46K+ 10.8% |
$99.4K - $111K
|
35.5K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.15K- 58.13% |
$32.9K - $36.8K
|
826
$24.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.59K+ 421.75% |
$45.6K - $51K
|
1.97K
$57.6K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-6.18K- 2.14% |
$177K - $198K
|
282K
$8.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1+ 0.0% |
$28.7 - $32.1
|
83.1K
$2.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-16.2K- 7.34% |
$465K - $519K
|
205K
$5.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.36K- 16.95% |
$67.7K - $75.7K
|
11.6K
$338K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
58.3K+ 6.76% |
$1.67M - $1.87M
|
921K
$26.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.4K+ 2.7% |
$443K - $495K
|
587K
$17.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
24.2K+ 4.82% |
$695K - $777K
|
527K
$15.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-5.07K- 13.2% |
$145K - $162K
|
33.3K
$974K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-810- 10.19% |
$23.2K - $26K
|
7.14K
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
110+ 0.56% |
$3.16K - $3.53K
|
19.6K
$573K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-379- 0.41% |
$10.9K - $12.2K
|
91.1K
$2.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-49K- 4.73% |
$1.41M - $1.57M
|
986K
$28.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
10.8K+ 1.82% |
$310K - $346K
|
604K
$17.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
94+ 0.04% |
$2.7K - $3.01K
|
235K
$6.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
192+ 0.3% |
$5.51K - $6.16K
|
63.7K
$1.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
34+ 0.43% |
$975 - $1.09K
|
7.89K
$231K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
933+ 4.74% |
$26.8K - $29.9K
|
20.6K
$603K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
32.7K+ 6.54% |
$938K - $1.05M
|
533K
$15.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.25K- 1.52% |
$35.8K - $40K
|
80.8K
$2.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
58.2K+ 13.1% |
$1.67M - $1.87M
|
503K
$14.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.3K+ 91.51% |
$238K - $266K
|
17.4K
$508K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-1.1K- 2.68% |
$31.6K - $35.3K
|
40.1K
$1.17M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-26.5K- 13.78% |
$761K - $850K
|
166K
$4.86M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
7.58K+ 8.39% |
$217K - $243K
|
98K
$2.87M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
18.4K+ 2.99% |
$528K - $590K
|
635K
$18.6M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-749- 4.28% |
$21.5K - $24K
|
16.8K
$491K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-634- 0.86% |
$18.2K - $20.3K
|
72.8K
$2.13M
|
|
| Q2 2024 | |||||||
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.56K- 35.8% |
$45.1K - $48.2K
|
2.8K
$81.9K
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
7.49K+ 12.34% |
$217K - $231K
|
68.1K
$1.99M
|
|