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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-538- 0.05% |
$13.1K - $14.7K
|
996K
$25.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
206+ 0.56% |
$5K - $5.61K
|
36.8K
$929K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-133K- 52.18% |
$3.23M - $3.63M
|
122K
$3.08M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
5.02K+ 20.12% |
$122K - $137K
|
30K
$755K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.76K+ 5.18% |
$67.1K - $75.3K
|
56.1K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
57+ 0.68% |
$1.38K - $1.55K
|
8.43K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.46K- 14.24% |
$157K - $176K
|
38.9K
$981K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.83KNew |
$190K - $213K
|
7.83K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22K- 2.25% |
$534K - $599K
|
954K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.47K- 0.9% |
$84.3K - $94.6K
|
382K
$9.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
9.42K+ 3.93% |
$229K - $257K
|
249K
$6.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40.1K+ 11.43% |
$973K - $1.09M
|
391K
$9.86M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
16KNew |
$387K - $435K
|
16K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-348- 0.31% |
$8.45K - $9.48K
|
111K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
67+ 0.71% |
$1.63K - $1.83K
|
9.48K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-369- 1.8% |
$8.96K - $10.1K
|
20.1K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
802+ 4.3% |
$19.5K - $21.9K
|
19.4K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
342KNew |
$8.31M - $9.32M
|
342K
$8.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.59K+ 27.8% |
$233K - $261K
|
44.1K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
48+ 0.13% |
$1.17K - $1.31K
|
38.4K
$967K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.63K+ 18785.71% |
$63.9K - $71.7K
|
2.64K
$66.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.87K- 3.87% |
$45.4K - $50.9K
|
46.4K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
58+ 0.68% |
$1.41K - $1.58K
|
8.59K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-11.4K- 2.82% |
$276K - $310K
|
393K
$9.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
200K+ 4.62% |
$4.86M - $5.45M
|
4.53M
$114M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.08K+ 3.94% |
$74.7K - $83.8K
|
81.2K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
30+ 0.31% |
$729 - $818
|
9.84K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.04K- 0.49% |
$25.1K - $28.2K
|
212K
$5.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
41.5K+ 3.32% |
$1.01M - $1.13M
|
1.29M
$32.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
265+ 0.69% |
$6.44K - $7.22K
|
38.8K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16K- 2.87% |
$388K - $435K
|
539K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-299K- 15.99% |
$7.25M - $8.14M
|
1.57M
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
953+ 4.81% |
$23.1K - $26K
|
20.8K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.68K- 0.5% |
$138K - $155K
|
1.13M
$28.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
21.3K+ 133.59% |
$516K - $579K
|
37.2K
$937K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.1K- 30.25% |
$245K - $275K
|
23.2K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.86K- 0.63% |
$45.1K - $50.6K
|
291K
$7.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-639K- 22.25% |
$15.5M - $17.4M
|
2.23M
$56.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-295K- 7.61% |
$7.18M - $8.05M
|
3.59M
$90.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
7.62KNew |
$185K - $208K
|
7.62K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
341+ 0.85% |
$8.28K - $9.29K
|
40.4K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-804- 25.28% |
$19.5K - $21.9K
|
2.38K
$59.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
910+ 0.75% |
$22.1K - $24.8K
|
123K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.06K- 1.38% |
$123K - $138K
|
362K
$9.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.4M- 48.4% |
$34M - $38.2M
|
1.49M
$37.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-83.1K- 2.78% |
$2.02M - $2.26M
|
2.91M
$73.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-100- 0.27% |
$2.43K - $2.73K
|
37K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-985- 0.95% |
$23.9K - $26.8K
|
102K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
530+ 0.44% |
$12.9K - $14.4K
|
122K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
123+ 0.25% |
$2.99K - $3.35K
|
49.9K
$1.26M
|