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 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.65KNew |
$133K - $149K
|
4.65K
$141K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.06K+ 30.77% |
$116K - $130K
|
17.2K
$522K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.97K+ 3.29% |
$114K - $127K
|
125K
$3.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.96K+ 32.5% |
$113K - $127K
|
16.1K
$488K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
3.79K+ 2.6% |
$109K - $122K
|
150K
$4.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.78K+ 141.95% |
$109K - $121K
|
6.45K
$195K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3.5K+ 6.24% |
$100K - $112K
|
59.6K
$1.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.46K+ 10.8% |
$99.4K - $111K
|
35.5K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.44K+ 37.56% |
$98.7K - $110K
|
12.6K
$381K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.27K+ 0.67% |
$93.7K - $105K
|
490K
$14.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.23K+ 67.26% |
$92.8K - $104K
|
8.04K
$243K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.84K+ 1.73% |
$81.5K - $91.1K
|
167K
$5.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.73K+ 4.04% |
$78.3K - $87.5K
|
70.3K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
2.68K+ 12.74% |
$76.9K - $86K
|
23.7K
$718K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.66K+ 6.67% |
$76.4K - $85.3K
|
42.6K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.66K+ 1.3% |
$76.3K - $85.2K
|
207K
$6.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.4K+ 8.79% |
$68.8K - $76.9K
|
29.7K
$898K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.8K+ 8.01% |
$51.6K - $57.6K
|
24.2K
$733K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.78K+ 5.04% |
$51K - $57K
|
37.1K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.76K+ 0.6% |
$50.6K - $56.5K
|
296K
$8.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.72K+ 1.13% |
$49.3K - $55.1K
|
154K
$4.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.59K+ 421.75% |
$45.6K - $51K
|
1.97K
$59.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.58K+ 2.64% |
$45.3K - $50.6K
|
61.4K
$1.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 10.79% |
$44.2K - $49.3K
|
15.8K
$478K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
1.49K+ 0.08% |
$42.8K - $47.9K
|
1.89M
$57.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.35K+ 1.23% |
$38.7K - $43.2K
|
111K
$3.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.27K+ 0.72% |
$36.4K - $40.7K
|
178K
$5.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.25K+ 7.82% |
$35.8K - $40K
|
17.2K
$521K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.2K+ 155.73% |
$34.3K - $38.3K
|
1.96K
$59.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.06K+ 4.69% |
$30.3K - $33.8K
|
23.5K
$713K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.05K+ 2.2% |
$30.2K - $33.7K
|
48.8K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.03K+ 6.58% |
$29.4K - $32.9K
|
16.6K
$502K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
995+ 2.52% |
$28.5K - $31.9K
|
40.4K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
954+ 1.36% |
$27.4K - $30.6K
|
71.3K
$2.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
933+ 4.74% |
$26.8K - $29.9K
|
20.6K
$624K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
884+ 2.3% |
$25.4K - $28.3K
|
39.3K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
848+ 4.06% |
$24.3K - $27.2K
|
21.7K
$658K
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
842+ 10.6% |
$24.2K - $27K
|
8.78K
$266K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
837+ 1.29% |
$24K - $26.8K
|
65.6K
$1.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
761+ 17.97% |
$21.8K - $24.4K
|
5K
$151K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
697+ 5.12% |
$20K - $22.3K
|
14.3K
$433K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
683+ 25.81% |
$19.6K - $21.9K
|
3.33K
$101K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
654+ 7.89% |
$18.8K - $21K
|
8.94K
$271K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
650+ 70.27% |
$18.6K - $20.8K
|
1.58K
$47.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
468+ 396.61% |
$13.4K - $15K
|
586
$17.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
432New |
$12.4K - $13.8K
|
432
$13.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
428+ 1.16% |
$12.3K - $13.7K
|
37.2K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
410+ 1.91% |
$11.8K - $13.1K
|
21.9K
$661K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
338+ 0.59% |
$9.7K - $10.8K
|
58K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
261+ 3.41% |
$7.49K - $8.37K
|
7.92K
$240K
|