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 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.97K+ 3.29% |
$114K - $127K
|
125K
$3.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.96K+ 32.5% |
$113K - $127K
|
16.1K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3.88K+ 3.41% |
$111K - $124K
|
118K
$3.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.78K+ 141.95% |
$109K - $121K
|
6.45K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3.5K+ 6.24% |
$100K - $112K
|
59.6K
$1.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.44K+ 37.56% |
$98.7K - $110K
|
12.6K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.24K+ 9.93% |
$93.1K - $104K
|
35.9K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.23K+ 67.26% |
$92.8K - $104K
|
8.04K
$244K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.03K+ 18.29% |
$86.8K - $97K
|
19.6K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.01K+ 0.48% |
$86.4K - $96.5K
|
637K
$19.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.93K+ 0.36% |
$84K - $93.9K
|
816K
$24.8M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.85K+ 9.63% |
$81.8K - $91.4K
|
32.4K
$986K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.73K+ 4.04% |
$78.3K - $87.5K
|
70.3K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.73K+ 1.78% |
$78.2K - $87.4K
|
156K
$4.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
2.68K+ 12.74% |
$76.9K - $86K
|
23.7K
$722K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.56K+ 9.65% |
$73.5K - $82.1K
|
29.1K
$885K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.4K+ 8.79% |
$68.8K - $76.9K
|
29.7K
$902K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.14KNew |
$61.3K - $68.5K
|
2.14K
$65K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.11KNew |
$60.5K - $67.6K
|
2.11K
$64.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
2.04K+ 7.76% |
$58.6K - $65.5K
|
28.4K
$863K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.03K+ 46.99% |
$58.2K - $65K
|
6.34K
$193K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.8K+ 8.01% |
$51.6K - $57.6K
|
24.2K
$737K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.78K+ 5.04% |
$51K - $57K
|
37.1K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.76K+ 0.6% |
$50.6K - $56.5K
|
296K
$8.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.75K+ 24.58% |
$50.1K - $55.9K
|
8.85K
$269K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.72K+ 5.27% |
$49.3K - $55.1K
|
34.3K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.65K+ 6.19% |
$47.4K - $52.9K
|
28.3K
$862K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.59K+ 421.75% |
$45.6K - $51K
|
1.97K
$59.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.58K+ 2.64% |
$45.3K - $50.6K
|
61.4K
$1.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 10.79% |
$44.2K - $49.3K
|
15.8K
$480K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
1.49K+ 0.08% |
$42.8K - $47.9K
|
1.89M
$57.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.35K+ 1.23% |
$38.7K - $43.2K
|
111K
$3.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
1.15K+ 12.78% |
$32.9K - $36.7K
|
10.1K
$307K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.06K+ 4.69% |
$30.3K - $33.8K
|
23.5K
$716K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
954+ 1.36% |
$27.4K - $30.6K
|
71.3K
$2.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
884+ 2.3% |
$25.4K - $28.3K
|
39.3K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
862+ 1.57% |
$24.7K - $27.6K
|
55.8K
$1.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
848+ 4.06% |
$24.3K - $27.2K
|
21.7K
$661K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
837+ 1.29% |
$24K - $26.8K
|
65.6K
$1.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
761+ 17.97% |
$21.8K - $24.4K
|
5K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
740New |
$21.2K - $23.7K
|
740
$22.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
705+ 0.4% |
$20.2K - $22.6K
|
178K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
688+ 0.18% |
$19.7K - $22.1K
|
393K
$12M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
675+ 4.9% |
$19.4K - $21.6K
|
14.5K
$440K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
654+ 7.89% |
$18.8K - $21K
|
8.94K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
636+ 6.43% |
$18.2K - $20.4K
|
10.5K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
496+ 2.61% |
$14.2K - $15.9K
|
19.5K
$592K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
468+ 396.61% |
$13.4K - $15K
|
586
$17.8K
|
|
|
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
|