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 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
256+ 2.48% |
$7.34K - $8.21K
|
10.6K
$320K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
230+ 0.16% |
$6.6K - $7.37K
|
145K
$4.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
212+ 0.31% |
$6.08K - $6.8K
|
67.9K
$2.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
192+ 0.3% |
$5.51K - $6.16K
|
63.7K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
174+ 0.98% |
$4.99K - $5.58K
|
17.8K
$540K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
160+ 1.15% |
$4.59K - $5.13K
|
14K
$425K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
145+ 0.36% |
$4.16K - $4.65K
|
40.2K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
140+ 0.3% |
$4.02K - $4.49K
|
47.3K
$1.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
110+ 0.56% |
$3.16K - $3.53K
|
19.6K
$593K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
94+ 0.04% |
$2.7K - $3.01K
|
235K
$7.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
89+ 1.21% |
$2.55K - $2.85K
|
7.47K
$226K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
62+ 0.69% |
$1.78K - $1.99K
|
9.04K
$274K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
49+ 0.42% |
$1.41K - $1.57K
|
11.6K
$351K
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
36+ 0.45% |
$1.03K - $1.15K
|
8.04K
$243K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
34+ 0.43% |
$975 - $1.09K
|
7.89K
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
25+ 0.24% |
$717 - $802
|
10.5K
$317K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
24+ 0.25% |
$689 - $769
|
9.64K
$292K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
17+ 0.06% |
$488 - $545
|
26.3K
$795K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 0.43% |
$373 - $417
|
3.05K
$92.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.43% |
$316 - $353
|
2.58K
$78K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.45% |
$172 - $192
|
1.35K
$40.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
6+ 0.42% |
$172 - $192
|
1.45K
$43.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.59% |
$28.7 - $32.1
|
171
$5.17K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1+ 0.0% |
$28.7 - $32.1
|
83.1K
$2.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.51M+ 145.41% |
$72.7M - $77.7M
|
4.24M
$128M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.46M+ 19022.46% |
$71.1M - $75.9M
|
2.47M
$74.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.85M+ 11972.02% |
$53.6M - $57.3M
|
1.87M
$56.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.56MNew |
$45.2M - $48.3M
|
1.56M
$47.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.38M+ 109.24% |
$40M - $42.8M
|
2.65M
$80.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
955K+ 1315.33% |
$27.6M - $29.5M
|
1.03M
$31.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
942K+ 3812.11% |
$27.3M - $29.1M
|
967K
$29.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
825K+ 97.99% |
$23.9M - $25.5M
|
1.67M
$50.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
596K+ 61.7% |
$17.2M - $18.4M
|
1.56M
$47.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
502K+ 156.66% |
$14.5M - $15.5M
|
822K
$24.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
478K+ 726.3% |
$13.8M - $14.8M
|
543K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
419K+ 8.92% |
$12.1M - $12.9M
|
5.11M
$155M
|
|
|
Aug 14, 2024
Q2 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
406K+ 151.64% |
$11.7M - $12.6M
|
674K
$20.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
360K+ 18.4% |
$10.4M - $11.1M
|
2.32M
$70.1M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
308K+ 48.21% |
$8.91M - $9.52M
|
946K
$28.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
289K+ 15.72% |
$8.37M - $8.94M
|
2.13M
$64.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
286K+ 7.43% |
$8.28M - $8.84M
|
4.14M
$125M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
276K+ 659.45% |
$7.97M - $8.52M
|
317K
$9.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
270K+ 90.79% |
$7.8M - $8.33M
|
566K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
255K+ 255.36% |
$7.39M - $7.89M
|
355K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
198K+ 68.72% |
$5.74M - $6.13M
|
487K
$14.7M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
192K+ 50.32% |
$5.56M - $5.94M
|
574K
$17.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
190K+ 3.59% |
$5.48M - $5.86M
|
5.47M
$165M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
147K+ 2.41% |
$4.25M - $4.54M
|
6.24M
$189M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
122KNew |
$3.52M - $3.77M
|
122K
$3.69M
|
|