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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
20.5K+ 12.69% |
$588K - $657K
|
182K
$5.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
20.3K+ 1.66% |
$583K - $651K
|
1.24M
$37.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
18.7K+ 5.64% |
$536K - $599K
|
350K
$10.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
18.4K+ 2.99% |
$528K - $590K
|
635K
$19.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
17.4K+ 11.01% |
$499K - $557K
|
175K
$5.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
17.4K+ 3.08% |
$498K - $557K
|
581K
$17.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
17.2K+ 7.7% |
$493K - $551K
|
240K
$7.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
17.2K+ 7.35% |
$493K - $551K
|
251K
$7.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
16.9K+ 8.23% |
$484K - $541K
|
222K
$6.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
16.7K+ 86.89% |
$479K - $536K
|
35.9K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
16.1K+ 12.83% |
$463K - $517K
|
142K
$4.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.4K+ 2.7% |
$443K - $495K
|
587K
$17.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
15.2K+ 337.17% |
$437K - $488K
|
19.7K
$598K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
14.3KNew |
$411K - $459K
|
14.3K
$433K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
14.2K+ 3.79% |
$408K - $456K
|
390K
$11.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13.7K+ 5.22% |
$394K - $441K
|
277K
$8.39M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 11.15% |
$369K - $413K
|
128K
$3.88M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.6K+ 13.97% |
$360K - $403K
|
102K
$3.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12.4K+ 2.41% |
$356K - $398K
|
527K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12.4K+ 9.43% |
$355K - $396K
|
143K
$4.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11.7K+ 1.22% |
$337K - $376K
|
971K
$29.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
11.5KNew |
$330K - $369K
|
11.5K
$348K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
10.8K+ 1.82% |
$310K - $346K
|
604K
$18.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.4KNew |
$298K - $333K
|
10.4K
$314K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 3.0% |
$291K - $325K
|
349K
$10.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
9.03KNew |
$259K - $290K
|
9.03K
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.62K+ 31.28% |
$247K - $276K
|
36.2K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.6K+ 35.68% |
$247K - $276K
|
32.7K
$989K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.47K+ 1.31% |
$243K - $271K
|
655K
$19.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
8.44KNew |
$242K - $271K
|
8.44K
$255K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
8.37K+ 0.41% |
$240K - $268K
|
2.05M
$61.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
8.36K+ 10.49% |
$240K - $268K
|
88K
$2.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.3K+ 91.51% |
$238K - $266K
|
17.4K
$525K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
8.21K+ 1.93% |
$235K - $263K
|
433K
$13.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
8.17K+ 6.27% |
$234K - $262K
|
139K
$4.19M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.03K+ 25.7% |
$230K - $258K
|
39.3K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.98K+ 7.32% |
$229K - $256K
|
117K
$3.54M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
7.58K+ 8.39% |
$217K - $243K
|
98K
$2.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.25K+ 4.56% |
$208K - $233K
|
166K
$5.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7.14K+ 19.23% |
$205K - $229K
|
44.3K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.1K+ 8.67% |
$204K - $228K
|
89K
$2.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.74K+ 19.34% |
$193K - $216K
|
41.6K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.22K+ 5.36% |
$179K - $199K
|
122K
$3.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.09K+ 1.61% |
$175K - $195K
|
386K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.47K+ 7.84% |
$157K - $175K
|
75.3K
$2.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.42K+ 6.56% |
$155K - $174K
|
88K
$2.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.39K+ 6.6% |
$155K - $173K
|
87.1K
$2.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5.32K+ 1.77% |
$153K - $170K
|
305K
$9.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.13K+ 6.42% |
$147K - $164K
|
84.9K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
4.78K+ 6.41% |
$137K - $153K
|
79.4K
$2.4M
|