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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-19- 10.67% |
$413 - $451
|
159
$4.01K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.23K+ 0.49% |
$26.7K - $29.1K
|
250K
$6.31M
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.4KNew |
$139K - $166K
|
7.4K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-257K- 98.2% |
$4.84M - $5.75M
|
4.71K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5K- 13.72% |
$94.1K - $112K
|
31.4K
$793K
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.59K+ 1.19% |
$29.9K - $35.6K
|
135K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-69.9K- 77.15% |
$1.31M - $1.56M
|
20.7K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
926New |
$17.4K - $20.7K
|
926
$23.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
12.4KNew |
$233K - $277K
|
12.4K
$312K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
46.1KNew |
$867K - $1.03M
|
46.1K
$1.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
360KNew |
$6.78M - $8.06M
|
360K
$9.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
9.76KNew |
$184K - $218K
|
9.76K
$246K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-6.86K- 58.25% |
$129K - $153K
|
4.92K
$124K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
11.9KNew |
$224K - $267K
|
11.9K
$301K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9.33KNew |
$176K - $209K
|
9.33K
$235K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-2K- 16.67% |
$37.6K - $44.7K
|
10K
$252K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
300KNew |
$5.65M - $6.71M
|
300K
$7.57M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-883Closed |
$16.7K - $20K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
51.2K+ 35.79% |
$966K - $1.16M
|
194K
$4.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12Closed |
$227 - $272
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-22.3K- 51.33% |
$420K - $504K
|
21.1K
$532K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
905+ 8.62% |
$17.1K - $20.5K
|
11.4K
$288K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
96+ 0.1% |
$1.81K - $2.17K
|
95.7K
$2.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
659KNew |
$12.5M - $14.9M
|
659K
$16.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
142+ 1.19% |
$2.68K - $3.21K
|
12.1K
$305K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.54KNew |
$29K - $34.8K
|
1.54K
$38.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
13.7KNew |
$259K - $310K
|
13.7K
$345K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
4.34K+ 2.05% |
$81.9K - $98.2K
|
216K
$5.45M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
19.8K+ 38.86% |
$373K - $447K
|
70.6K
$1.78M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-10.5K- 3.46% |
$198K - $237K
|
292K
$7.37M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-731- 5.79% |
$13.8K - $16.5K
|
11.9K
$300K
|
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-50K- 49.4% |
$945K - $1.13M
|
51.2K
$1.29M
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
9.05K+ 5.55% |
$171K - $205K
|
172K
$4.34M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
530+ 1.31% |
$10K - $12K
|
40.9K
$1.03M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.9K+ 10.66% |
$232K - $278K
|
114K
$2.86M
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
20+ 1.3% |
$424 - $507
|
1.56K
$39.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
14.5KNew |
$309K - $369K
|
14.5K
$367K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
511New |
$10.8K - $13K
|
511
$12.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-48.6KClosed |
$1.03M - $1.23M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$240K - $288K
|
11.3K
$286K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
85+ 1.28% |
$1.8K - $2.16K
|
6.73K
$170K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.43MClosed |
$72.9M - $87.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.9KNew |
$231K - $276K
|
10.9K
$275K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.42KClosed |
$30.2K - $36.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
68.7K+ 104.19% |
$1.46M - $1.74M
|
135K
$3.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-210Closed |
$4.46K - $5.33K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.35KNew |
$28.6K - $34.1K
|
1.35K
$33.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-16.2KClosed |
$343K - $410K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-10.2KClosed |
$217K - $259K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-5.46KClosed |
$116K - $138K
|
0
$0
|
|