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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
31New |
$782 - $851
|
31
$969
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$25.2 - $27.5
|
1
$31.3
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
BUY
|
- |
21.4KNew |
$460K - $553K
|
21.4K
$669K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
3.67KNew |
$78.8K - $94.9K
|
3.67K
$115K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.66KNew |
$35.6K - $42.9K
|
1.66K
$51.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
416New |
$8.93K - $10.8K
|
416
$13K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.26M+ 482.39% |
$27M - $32.5M
|
1.52M
$47.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
122K+ 40.43% |
$2.62M - $3.15M
|
425K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
65.6K+ 290.26% |
$1.41M - $1.69M
|
88.2K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
53.5K+ 26.98% |
$1.15M - $1.38M
|
252K
$7.88M
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
31.9K+ 124.75% |
$684K - $823K
|
57.5K
$1.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
22.7KNew |
$487K - $586K
|
22.7K
$711K
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
17.3K+ 163.69% |
$371K - $446K
|
27.8K
$871K
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
2.34K+ 1.3% |
$50.2K - $60.4K
|
182K
$5.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.08K+ 12.25% |
$44.6K - $53.6K
|
19.1K
$596K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
29New |
$622 - $748
|
29
$907
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
9.96K+ 126.67% |
$238K - $284K
|
17.8K
$557K
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
5.27KNew |
$126K - $150K
|
5.27K
$165K
|
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
BUY
|
- |
735+ 0.6% |
$17.5K - $20.9K
|
124K
$3.88M
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
25New |
$649 - $752
|
25
$782
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.05KNew |
$29.7K - $32K
|
1.05K
$32.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
735New |
$20.8K - $22.3K
|
735
$23K
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
235KNew |
$6.67M - $7.14M
|
235K
$7.34M
|
|