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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
115K+ 9.53% |
$2.84M - $3.1M
|
1.32M
$34.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
127New |
$3.14K - $3.43K
|
127
$3.34K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
103+ 0.89% |
$2.55K - $2.79K
|
11.7K
$308K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-934- 10.09% |
$23.1K - $25.3K
|
8.32K
$219K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.18K+ 6.36% |
$78.6K - $85.9K
|
53.1K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-591- 0.84% |
$14.6K - $16K
|
69.4K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
41.8K+ 16.76% |
$1.03M - $1.13M
|
291K
$7.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.78M- 39.36% |
$44.2M - $48.2M
|
2.75M
$72.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-29.9K- 7.83% |
$740K - $808K
|
352K
$9.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
24.1K+ 4.34% |
$597K - $651K
|
580K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11KNew |
$271K - $296K
|
11K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-204- 0.4% |
$5.05K - $5.52K
|
50.5K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.77M+ 156.44% |
$43.9M - $47.9M
|
2.91M
$76.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-63.4K- 1.23% |
$1.57M - $1.71M
|
5.09M
$134M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.3KNew |
$402K - $439K
|
16.3K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-46.4K- 21.95% |
$1.15M - $1.25M
|
165K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.61K- 0.64% |
$64.6K - $70.6K
|
406K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.85K- 19.11% |
$95.3K - $104K
|
16.3K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-134- 0.41% |
$3.32K - $3.62K
|
32.4K
$853K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.25K- 3.26% |
$31K - $33.8K
|
37.1K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-4.43K- 6.01% |
$110K - $120K
|
69.4K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.63K- 99.47% |
$65.1K - $71.1K
|
14
$368
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-159K- 45.7% |
$3.95M - $4.31M
|
189K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
451KNew |
$11.2M - $12.2M
|
451K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.2K- 17.64% |
$203K - $222K
|
38.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12.2K+ 0.95% |
$302K - $330K
|
1.3M
$34.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
81+ 0.94% |
$2.01K - $2.19K
|
8.67K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
460New |
$11.4K - $12.4K
|
460
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4K+ 12.66% |
$98.9K - $108K
|
35.6K
$936K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-228- 9.6% |
$5.65K - $6.17K
|
2.15K
$56.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
189New |
$4.68K - $5.11K
|
189
$4.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-136K- 8.68% |
$3.37M - $3.68M
|
1.43M
$37.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
44+ 0.52% |
$1.09K - $1.19K
|
8.52K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
800+ 0.65% |
$19.8K - $21.6K
|
123K
$3.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.68K- 1.95% |
$141K - $154K
|
286K
$7.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
54KNew |
$1.34M - $1.46M
|
54K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.89K- 0.29% |
$71.4K - $78K
|
993K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
189K+ 5.38% |
$4.67M - $5.1M
|
3.69M
$97.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
144KNew |
$3.55M - $3.88M
|
144K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.32KNew |
$82.2K - $89.7K
|
3.32K
$87.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
3.33K+ 23.61% |
$82.3K - $89.9K
|
17.4K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-16.6K- 58.22% |
$411K - $449K
|
11.9K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.46KNew |
$85.8K - $93.7K
|
3.46K
$91.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
19+ 0.94% |
$470 - $514
|
2.05K
$53.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-150K- 2.66% |
$3.71M - $4.06M
|
5.48M
$144M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
935K+ 32.17% |
$23.1M - $25.3M
|
3.84M
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
46K+ 8.73% |
$1.14M - $1.24M
|
573K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
420+ 0.34% |
$10.4K - $11.4K
|
123K
$3.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
12KNew |
$298K - $325K
|
12K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-93.7K- 2.87% |
$2.32M - $2.53M
|
3.17M
$83.3M
|