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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
111K+ 15.29% |
$3.23M - $3.45M
|
841K
$25.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
111KNew |
$3.21M - $3.43M
|
111K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
109K+ 38.78% |
$3.15M - $3.36M
|
389K
$11.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 47.32% |
$3.11M - $3.33M
|
335K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
103K+ 6.87% |
$2.99M - $3.19M
|
1.61M
$48.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
102K+ 19.67% |
$2.96M - $3.17M
|
623K
$18.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
87.8K+ 10.59% |
$2.54M - $2.71M
|
917K
$27.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
87.6K+ 6.61% |
$2.54M - $2.71M
|
1.41M
$42.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
86.5K+ 138.45% |
$2.5M - $2.67M
|
149K
$4.51M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
85.3KNew |
$2.47M - $2.64M
|
85.3K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
78.3K+ 9.46% |
$2.26M - $2.42M
|
905K
$27.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
77.9K+ 7.23% |
$2.25M - $2.41M
|
1.15M
$34.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
74.4K+ 17.68% |
$2.15M - $2.3M
|
495K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.4K+ 4.15% |
$1.83M - $1.96M
|
1.59M
$48.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
62.7K+ 12.11% |
$1.82M - $1.94M
|
581K
$17.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
54.9KNew |
$1.59M - $1.7M
|
54.9K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53.2K+ 9.64% |
$1.54M - $1.65M
|
605K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.2K+ 1.79% |
$1.31M - $1.4M
|
2.58M
$78M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
40.5K+ 3.63% |
$1.17M - $1.25M
|
1.16M
$35M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
39.5K+ 139.14% |
$1.14M - $1.22M
|
67.8K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
37.6K+ 15.3% |
$1.09M - $1.16M
|
283K
$8.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
37.5K+ 8.14% |
$1.08M - $1.16M
|
498K
$15.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
35.7K+ 13.03% |
$1.03M - $1.1M
|
309K
$9.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
35.1K+ 3.17% |
$1.02M - $1.09M
|
1.14M
$34.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34.9K+ 2.44% |
$1.01M - $1.08M
|
1.47M
$44.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
34.8K+ 2.87% |
$1.01M - $1.08M
|
1.25M
$37.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
34.4K+ 47.26% |
$996K - $1.06M
|
107K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.1K+ 14.65% |
$987K - $1.05M
|
267K
$8.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
32.3K+ 146.65% |
$933K - $997K
|
54.3K
$1.64M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
30.3K+ 13.77% |
$878K - $938K
|
251K
$7.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
30.3K+ 25.31% |
$877K - $937K
|
150K
$4.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
29.2K+ 198.39% |
$844K - $902K
|
43.9K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
29.1KNew |
$841K - $898K
|
29.1K
$879K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
27.3K+ 7.46% |
$788K - $842K
|
393K
$11.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
22.8K+ 3.56% |
$661K - $706K
|
664K
$20.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22.2K+ 4.99% |
$642K - $686K
|
467K
$14.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20.9K+ 2.97% |
$605K - $646K
|
725K
$21.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
20.6K+ 24.89% |
$597K - $637K
|
103K
$3.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18.4K+ 2.31% |
$534K - $570K
|
818K
$24.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
18.2K+ 8.18% |
$527K - $564K
|
241K
$7.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
18.1K+ 3.33% |
$524K - $560K
|
562K
$17M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
17.3K+ 4.33% |
$500K - $534K
|
416K
$12.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
17K+ 21.67% |
$493K - $527K
|
95.7K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.2K+ 98.17% |
$468K - $500K
|
32.7K
$988K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15.7K+ 43.87% |
$453K - $484K
|
51.4K
$1.55M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
14.9KNew |
$430K - $459K
|
14.9K
$450K
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
14.3K+ 4.58% |
$413K - $441K
|
326K
$9.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
14.1K+ 9.56% |
$409K - $437K
|
162K
$4.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
14.1K+ 68.99% |
$407K - $434K
|
34.4K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
14K+ 22.08% |
$406K - $434K
|
77.6K
$2.35M
|