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 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
128K+ 22.72% |
$3.69M - $3.95M
|
690K
$21.4M
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-5.6K- 4.39% |
$162K - $173K
|
122K
$3.79M
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.04K- 6.97% |
$30.2K - $32.3K
|
13.9K
$433K
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
7.95KNew |
$230K - $246K
|
7.95K
$247K
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13K+ 8.52% |
$375K - $401K
|
165K
$5.13M
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
500KNew |
$14.5M - $15.5M
|
500K
$15.5M
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
4.06K+ 2.87% |
$118K - $126K
|
146K
$4.53M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.37K+ 50.68% |
$155K - $166K
|
16K
$496K
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.83K+ 2.49% |
$111K - $118K
|
158K
$4.9M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.12K+ 6.04% |
$148K - $158K
|
89.9K
$2.79M
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
2.61K+ 14.14% |
$75.5K - $80.6K
|
21.1K
$654K
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
90.1K+ 23.64% |
$2.61M - $2.78M
|
471K
$14.6M
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8.63K+ 30.27% |
$250K - $267K
|
37.1K
$1.15M
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.42K+ 1.05% |
$70.1K - $74.9K
|
234K
$7.25M
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-9.8K- 4.25% |
$284K - $303K
|
221K
$6.86M
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.18K+ 33.76% |
$121K - $129K
|
16.5K
$514K
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1+ 0.0% |
$28.9 - $30.9
|
83.1K
$2.58M
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-8.35K- 37.55% |
$242K - $258K
|
13.9K
$431K
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-7.2K- 3.6% |
$208K - $222K
|
192K
$5.98M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.65KNew |
$76.5K - $81.8K
|
2.65K
$82.2K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 1.19% |
$57.9 - $61.8
|
170
$5.28K
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
15.2K+ 20.25% |
$440K - $470K
|
90.4K
$2.81M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
162+ 2.16% |
$4.69K - $5.01K
|
7.66K
$238K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.61K- 15.49% |
$75.6K - $80.8K
|
14.3K
$443K
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.36K- 15.78% |
$39.4K - $42.1K
|
7.28K
$226K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.38K+ 7.23% |
$156K - $166K
|
79.8K
$2.48M
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.49K+ 2.65% |
$101K - $108K
|
135K
$4.2M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
122KNew |
$3.52M - $3.77M
|
122K
$3.78M
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.97KNew |
$57.1K - $61K
|
1.97K
$61.3K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.8K+ 0.8% |
$52K - $55.5K
|
227K
$7.06M
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.52K+ 5.5% |
$102K - $109K
|
67.6K
$2.1M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-768- 67.07% |
$22.2K - $23.7K
|
377
$11.7K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.86KNew |
$227K - $243K
|
7.86K
$244K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40.1K+ 4.03% |
$1.16M - $1.24M
|
1.04M
$32.1M
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
109K+ 6.63% |
$3.14M - $3.36M
|
1.75M
$54.3M
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.6K+ 9.92% |
$104K - $111K
|
39.9K
$1.24M
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
41.3K+ 7.18% |
$1.19M - $1.28M
|
616K
$19.1M
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-19- 0.1% |
$550 - $587
|
19.7K
$612K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9.17K+ 11.14% |
$265K - $284K
|
91.5K
$2.84M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.17K+ 7.65% |
$60.3K - $65.8K
|
30.6K
$950K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 18.45% |
$36.1K - $39.4K
|
8.35K
$259K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.3K+ 446.55% |
$91.5K - $99.9K
|
4.04K
$125K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
598New |
$16.6K - $18.1K
|
598
$18.6K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
203KNew |
$5.64M - $6.15M
|
203K
$6.31M
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.57KNew |
$154K - $168K
|
5.57K
$173K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
400New |
$11.1K - $12.1K
|
400
$12.4K
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6.24K- 19.99% |
$173K - $189K
|
25K
$776K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.4K+ 529.0% |
$122K - $133K
|
5.23K
$162K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$5.55K - $6.05K
|
200
$6.21K
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
8.24K+ 5.37% |
$229K - $249K
|
162K
$5.02M
|