Latest Institutional Transactions on Dimensional ETF Tr (DFAX)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.78K- 6.6% |
$68.9K - $75.2K
|
39.4K
$985K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
245KNew |
$6.07M - $6.62M
|
245K
$6.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-4.06K- 2.28% |
$100K - $110K
|
174K
$4.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-125- 0.18% |
$3.1K - $3.38K
|
67.8K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-13.2K- 11.78% |
$327K - $357K
|
99K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.1K+ 141.33% |
$498K - $544K
|
34.3K
$859K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.19K- 9.65% |
$54.2K - $59.2K
|
20.5K
$513K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
9.24K+ 34.57% |
$229K - $250K
|
35.9K
$899K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-355- 21.36% |
$8.79K - $9.6K
|
1.31K
$32.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
39.5K+ 3.79% |
$979K - $1.07M
|
1.08M
$27.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
23.4K+ 1.9% |
$579K - $633K
|
1.25M
$31.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.9K+ 0.49% |
$320K - $350K
|
2.64M
$66M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
48.3KNew |
$1.2M - $1.31M
|
48.3K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.01K+ 0.46% |
$25.1K - $27.4K
|
223K
$5.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
124+ 0.35% |
$3.07K - $3.35K
|
35.5K
$889K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
330New |
$8.17K - $8.92K
|
330
$8.26K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
224+ 0.75% |
$5.55K - $6.06K
|
30.3K
$758K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
711K+ 18.24% |
$17.6M - $19.2M
|
4.61M
$115M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.99K- 0.49% |
$73.9K - $80.7K
|
605K
$15.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
30+ 0.04% |
$743 - $811
|
67.2K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11K+ 3.03% |
$271K - $296K
|
373K
$9.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-338- 2.69% |
$8.37K - $9.14K
|
12.2K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.46K+ 3.98% |
$160K - $175K
|
169K
$4.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
360+ 2.65% |
$8.91K - $9.73K
|
13.9K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-40- 0.09% |
$990 - $1.08K
|
43.2K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.47K- 67.75% |
$111K - $121K
|
2.13K
$53.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
993+ 0.26% |
$24.6K - $26.9K
|
378K
$9.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.64K- 12.86% |
$164K - $179K
|
45K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.1K- 3.89% |
$275K - $300K
|
274K
$6.86M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.33K+ 11.91% |
$33K - $36.1K
|
12.5K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-55.9K- 8.98% |
$1.38M - $1.51M
|
567K
$14.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
26+ 0.06% |
$644 - $703
|
46K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$124 - $135
|
19.6K
$491K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-25.8K- 2.87% |
$639K - $698K
|
873K
$21.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-355- 0.17% |
$8.79K - $9.6K
|
212K
$5.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.15K- 0.42% |
$28.4K - $31K
|
272K
$6.79M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.23K+ 0.32% |
$30.5K - $33.3K
|
384K
$9.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
580New |
$14.4K - $15.7K
|
580
$14.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
44+ 0.37% |
$1.09K - $1.19K
|
11.8K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-52.2K- 3.41% |
$1.29M - $1.41M
|
1.48M
$37M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-44.4K- 2.13% |
$1.1M - $1.2M
|
2.04M
$51M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
125+ 0.93% |
$3.1K - $3.38K
|
13.6K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-43- 0.11% |
$1.06K - $1.16K
|
37.9K
$949K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1.27K+ 1.07% |
$31.5K - $34.4K
|
120K
$3M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
60.7K+ 9.71% |
$1.5M - $1.64M
|
686K
$17.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
55+ 0.2% |
$1.36K - $1.49K
|
27.4K
$686K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.42K- 41.26% |
$35.1K - $38.3K
|
2.02K
$50.5K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-4.58K- 0.21% |
$113K - $124K
|
2.19M
$54.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
27+ 0.32% |
$669 - $730
|
8.42K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.35K+ 5.67% |
$82.8K - $90.4K
|
62.3K
$1.56M
|