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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.4KNew |
$150K - $163K
|
6.4K
$161K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.88KNew |
$185K - $200K
|
7.88K
$199K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-2.31K- 18.15% |
$54.1K - $58.8K
|
10.4K
$263K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.33K+ 11.52% |
$31.1K - $33.8K
|
12.9K
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2.86K- 70.93% |
$67.1K - $72.9K
|
1.17K
$29.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
12.1KNew |
$284K - $309K
|
12.1K
$306K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.62K+ 18.67% |
$37.9K - $41.2K
|
10.3K
$259K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
7.98KNew |
$187K - $203K
|
7.98K
$201K
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.61K- 3.7% |
$61.1K - $66.4K
|
67.9K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8KNew |
$187K - $204K
|
8K
$202K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
10K+ 55.61% |
$235K - $256K
|
28.1K
$709K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-34.9K- 80.55% |
$818K - $889K
|
8.44K
$213K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-11.1K- 25.85% |
$260K - $282K
|
31.8K
$803K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
14.1K+ 2.87% |
$330K - $358K
|
505K
$12.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
11.7KNew |
$274K - $298K
|
11.7K
$296K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
8.05KNew |
$188K - $205K
|
8.05K
$203K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-8- 4.82% |
$172 - $195
|
158
$3.98K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
27.8K+ 10.0% |
$597K - $680K
|
306K
$7.72M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.88KNew |
$105K - $119K
|
4.88K
$123K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
153New |
$3.28K - $3.74K
|
153
$3.86K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4.97K- 45.21% |
$107K - $121K
|
6.02K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
173KNew |
$3.72M - $4.24M
|
173K
$4.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
50New |
$1.07K - $1.22K
|
50
$1.26K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 0.72% |
$579 - $659
|
3.79K
$95.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.14% |
$429 - $488
|
13.9K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.86KNew |
$61.3K - $69.8K
|
2.86K
$72.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.44K- 36.44% |
$30.9K - $35.2K
|
2.52K
$63.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.73% |
$493 - $562
|
3.17K
$80K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.34K- 22.21% |
$200K - $228K
|
32.7K
$825K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.16K- 18.94% |
$67.8K - $77.2K
|
13.5K
$341K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
34.9K+ 2.45% |
$748K - $852K
|
1.46M
$36.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-99- 0.06% |
$2.12K - $2.42K
|
154K
$3.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.26K- 81.98% |
$113K - $128K
|
1.16K
$29.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
40.6KNew |
$870K - $991K
|
40.6K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.9KNew |
$256K - $291K
|
11.9K
$301K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
13.7KNew |
$294K - $335K
|
13.7K
$346K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
378+ 1.59% |
$8.1K - $9.23K
|
24.2K
$609K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.54K+ 27.0% |
$54.5K - $62K
|
11.9K
$301K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3K- 1.47% |
$64.3K - $73.2K
|
201K
$5.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1- -0.0% |
$21.4 - $24.4
|
127K
$3.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.09KNew |
$44.9K - $51.1K
|
2.09K
$52.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.1KNew |
$23.5K - $26.7K
|
1.1K
$27.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
125+ 0.48% |
$2.68K - $3.05K
|
26.1K
$657K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.8K- 40.22% |
$575K - $654K
|
39.8K
$1M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
8.19KNew |
$176K - $200K
|
8.19K
$207K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10.9KNew |
$234K - $267K
|
10.9K
$275K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.29K- 22.44% |
$28.8K - $31.3K
|
4.45K
$112K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
2.25K+ 6.27% |
$50.4K - $54.7K
|
38.1K
$960K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100New |
$2.24K - $2.44K
|
100
$2.52K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.76K- 33.22% |
$129K - $140K
|
11.6K
$292K
|
|