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 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
64.8K+ 10.7% |
$1.86M - $2.08M
|
670K
$20.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
60.6K+ 12.97% |
$1.74M - $1.94M
|
528K
$16M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
58.4K+ 4.12% |
$1.68M - $1.87M
|
1.48M
$44.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
58.3K+ 6.03% |
$1.67M - $1.87M
|
1.03M
$31.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
58.3K+ 6.76% |
$1.67M - $1.87M
|
921K
$28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
52.9K+ 11.0% |
$1.52M - $1.7M
|
534K
$16.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
47.8K+ 13.72% |
$1.37M - $1.53M
|
396K
$12M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
47.6K+ 4.12% |
$1.36M - $1.52M
|
1.2M
$36.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
47.3K+ 14.51% |
$1.36M - $1.52M
|
373K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46.6K+ 17.44% |
$1.34M - $1.49M
|
314K
$9.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
42.9KNew |
$1.23M - $1.38M
|
42.9K
$1.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
42.1K+ 4.37% |
$1.21M - $1.35M
|
1.01M
$30.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
42K+ 25.09% |
$1.21M - $1.35M
|
210K
$6.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
40.7K+ 16.82% |
$1.17M - $1.3M
|
283K
$8.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
40.1KNew |
$1.15M - $1.28M
|
40.1K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
38.4K+ 4.07% |
$1.1M - $1.23M
|
982K
$29.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
38K+ 12.87% |
$1.09M - $1.22M
|
334K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
37.7K+ 142.59% |
$1.08M - $1.21M
|
64.2K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
37.6K+ 36.36% |
$1.08M - $1.21M
|
141K
$4.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
36.9K+ 6.1% |
$1.06M - $1.18M
|
642K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.8K+ 2.31% |
$1.06M - $1.18M
|
1.63M
$49.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36.7K+ 5.07% |
$1.05M - $1.18M
|
761K
$23.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
34.2K+ 22.76% |
$980K - $1.09M
|
184K
$5.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
33.4K+ 22.38% |
$958K - $1.07M
|
183K
$5.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
32.2KNew |
$924K - $1.03M
|
32.2K
$980K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
31.8K+ 3.89% |
$912K - $1.02M
|
850K
$25.8M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29.5K+ 14.44% |
$847K - $947K
|
234K
$7.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
28.5K+ 18.87% |
$817K - $913K
|
179K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
27.3K+ 4.85% |
$782K - $874K
|
589K
$17.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
25.5KNew |
$733K - $819K
|
25.5K
$777K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.4K+ 181.47% |
$699K - $782K
|
37.8K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
23.5K+ 108.61% |
$674K - $754K
|
45.1K
$1.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
23.4K+ 10.97% |
$671K - $750K
|
237K
$7.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.4K+ 527.97% |
$613K - $685K
|
25.4K
$773K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21K+ 6.8% |
$604K - $675K
|
330K
$10M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20.1K+ 5.99% |
$576K - $644K
|
356K
$10.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
19.6KNew |
$564K - $630K
|
19.6K
$597K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
19.5K+ 20.36% |
$559K - $625K
|
115K
$3.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
18.7K+ 5.64% |
$536K - $599K
|
350K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
18.4KNew |
$527K - $589K
|
18.4K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
17.7K+ 5.75% |
$509K - $569K
|
326K
$9.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
17.7K+ 26.57% |
$507K - $567K
|
84.2K
$2.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
17.4K+ 11.01% |
$499K - $557K
|
175K
$5.33M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.9K+ 4.38% |
$484K - $541K
|
402K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.8KNew |
$482K - $539K
|
16.8K
$511K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
16KNew |
$460K - $514K
|
16K
$488K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
14.3KNew |
$411K - $459K
|
14.3K
$435K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
14.2K+ 3.79% |
$408K - $456K
|
390K
$11.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
14.1K+ 36.84% |
$406K - $453K
|
52.5K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.9K+ 10.16% |
$398K - $445K
|
151K
$4.58M
|