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 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13.7K+ 5.22% |
$394K - $441K
|
277K
$8.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
12.7K+ 2.56% |
$364K - $407K
|
508K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7K+ 97.7% |
$364K - $407K
|
25.7K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.6KNew |
$362K - $405K
|
12.6K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
12.6KNew |
$361K - $403K
|
12.6K
$382K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
12K+ 11.24% |
$346K - $386K
|
119K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
11.9K+ 1.79% |
$340K - $380K
|
676K
$20.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11.7K+ 1.22% |
$337K - $376K
|
971K
$29.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
11K+ 2.21% |
$316K - $353K
|
509K
$15.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
10.8K+ 1.82% |
$310K - $346K
|
604K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
10.5K+ 2.76% |
$302K - $337K
|
391K
$11.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.4KNew |
$298K - $333K
|
10.4K
$316K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 3.0% |
$291K - $325K
|
349K
$10.6M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10K+ 67.34% |
$287K - $321K
|
24.9K
$756K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.46K+ 7.57% |
$271K - $303K
|
134K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
9.19KNew |
$264K - $294K
|
9.19K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
9.03KNew |
$259K - $290K
|
9.03K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.62K+ 31.28% |
$247K - $276K
|
36.2K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.6K+ 35.68% |
$247K - $276K
|
32.7K
$994K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.47K+ 1.31% |
$243K - $271K
|
655K
$19.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
8.17K+ 6.27% |
$234K - $262K
|
139K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.1K+ 18.73% |
$232K - $260K
|
51.3K
$1.56M
|
|
|
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
$3.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.96K+ 2.81% |
$228K - $255K
|
291K
$8.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
7.92K+ 3.29% |
$227K - $254K
|
249K
$7.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
7.4K+ 1850.0% |
$212K - $237K
|
7.8K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
7.38K+ 9.51% |
$212K - $237K
|
85K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
7.37K+ 1.31% |
$211K - $236K
|
571K
$17.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.34K+ 7.53% |
$211K - $235K
|
105K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.34K+ 8.94% |
$211K - $235K
|
89.4K
$2.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7.21K+ 5.92% |
$207K - $231K
|
129K
$3.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7.14K+ 19.23% |
$205K - $229K
|
44.3K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.1K+ 8.67% |
$204K - $228K
|
89K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7KNew |
$201K - $224K
|
7K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.84K+ 5.16% |
$196K - $219K
|
139K
$4.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.83K+ 31.51% |
$196K - $219K
|
28.5K
$867K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
6.36KNew |
$182K - $204K
|
6.36K
$193K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.09K+ 1.61% |
$175K - $195K
|
386K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.89K+ 8.69% |
$169K - $189K
|
73.7K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.47K+ 7.84% |
$157K - $175K
|
75.3K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5.36K+ 8.74% |
$154K - $172K
|
66.6K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5.32K+ 1.77% |
$153K - $170K
|
305K
$9.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.19K+ 2.79% |
$149K - $166K
|
191K
$5.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.9K+ 61.41% |
$141K - $157K
|
12.9K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.9K+ 21.52% |
$141K - $157K
|
27.7K
$842K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4.88K+ 3.24% |
$140K - $156K
|
156K
$4.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
4.78K+ 6.41% |
$137K - $153K
|
79.4K
$2.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.65KNew |
$133K - $149K
|
4.65K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.52K+ 2.47% |
$130K - $145K
|
188K
$5.71M
|