Latest Institutional Purchases of Dimensional ETF Tr (DFAI)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.1M+ 126.02% |
$60.3M - $67.4M
|
3.77M
$116M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
756K+ 608.87% |
$21.7M - $24.2M
|
880K
$27M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
619KNew |
$17.8M - $19.9M
|
619K
$19M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
603K+ 33.1% |
$17.3M - $19.3M
|
2.43M
$74.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
476K+ 20.76% |
$13.7M - $15.3M
|
2.77M
$84.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
377K+ 79.5% |
$10.8M - $12.1M
|
852K
$26.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
355KNew |
$10.2M - $11.4M
|
355K
$10.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
293K+ 61.89% |
$8.42M - $9.4M
|
767K
$23.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
244KNew |
$7M - $7.82M
|
244K
$7.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
156KNew |
$4.48M - $5.01M
|
156K
$4.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
135K+ 220.21% |
$3.86M - $4.31M
|
196K
$6M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
134KNew |
$3.84M - $4.3M
|
134K
$4.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
121K+ 8.73% |
$3.47M - $3.88M
|
1.51M
$46.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
112K+ 4.82% |
$3.2M - $3.58M
|
2.43M
$74.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
108K+ 8.26% |
$3.1M - $3.46M
|
1.42M
$43.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
103K+ 3.0% |
$2.95M - $3.3M
|
3.54M
$108M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
101K+ 121.86% |
$2.91M - $3.25M
|
185K
$5.67M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
79.7K+ 26.48% |
$2.29M - $2.55M
|
381K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
77.9K+ 4.45% |
$2.23M - $2.5M
|
1.83M
$56M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
70.6K+ 9.2% |
$2.02M - $2.26M
|
838K
$25.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
67K+ 5.37% |
$1.92M - $2.15M
|
1.31M
$40.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
60.6K+ 12.97% |
$1.74M - $1.94M
|
528K
$16.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
58.4K+ 4.12% |
$1.68M - $1.87M
|
1.48M
$45.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
58.3K+ 6.03% |
$1.67M - $1.87M
|
1.03M
$31.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
58.3K+ 6.76% |
$1.67M - $1.87M
|
921K
$28.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
58.2K+ 13.1% |
$1.67M - $1.87M
|
503K
$15.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
54.1K+ 9.42% |
$1.55M - $1.73M
|
628K
$19.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
53.6KNew |
$1.54M - $1.72M
|
53.6K
$1.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
51.3K+ 7.43% |
$1.47M - $1.64M
|
741K
$22.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
51K+ 10.81% |
$1.46M - $1.63M
|
522K
$16M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
49.8K+ 21.88% |
$1.43M - $1.6M
|
277K
$8.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
47.8K+ 13.72% |
$1.37M - $1.53M
|
396K
$12.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
47.6K+ 4.12% |
$1.36M - $1.52M
|
1.2M
$36.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
47.3K+ 14.51% |
$1.36M - $1.52M
|
373K
$11.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
46.2K+ 8.58% |
$1.32M - $1.48M
|
584K
$17.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
43.9K+ 130.48% |
$1.26M - $1.41M
|
77.6K
$2.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
42.9KNew |
$1.23M - $1.38M
|
42.9K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
42.6K+ 7.84% |
$1.22M - $1.36M
|
585K
$18M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
42.1K+ 4.37% |
$1.21M - $1.35M
|
1.01M
$30.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
41.1K+ 9.87% |
$1.18M - $1.32M
|
457K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
40.7K+ 16.82% |
$1.17M - $1.3M
|
283K
$8.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
39.2K+ 13.93% |
$1.12M - $1.26M
|
321K
$9.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
38.4K+ 4.07% |
$1.1M - $1.23M
|
982K
$30.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
38K+ 12.87% |
$1.09M - $1.22M
|
334K
$10.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
37.7K+ 142.59% |
$1.08M - $1.21M
|
64.2K
$1.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
36.9K+ 6.1% |
$1.06M - $1.18M
|
642K
$19.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36.7K+ 5.07% |
$1.05M - $1.18M
|
761K
$23.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
34.2K+ 22.76% |
$980K - $1.09M
|
184K
$5.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
33.4K+ 22.38% |
$958K - $1.07M
|
183K
$5.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
32.7K+ 6.54% |
$938K - $1.05M
|
533K
$16.3M
|