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 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.27KNew |
$104K - $116K
|
4.27K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.38% |
$24.3 - $27.3
|
262
$8K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.27KNew |
$128K - $144K
|
5.27K
$161K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5.43K- 30.64% |
$132K - $148K
|
12.3K
$375K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
11.7KNew |
$284K - $318K
|
11.7K
$357K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.5K- 12.75% |
$36.4K - $40.9K
|
10.3K
$314K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
55+ 0.68% |
$1.34K - $1.5K
|
8.11K
$248K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-385- 1.07% |
$9.35K - $10.5K
|
35.7K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.44K- 35.67% |
$35K - $39.2K
|
2.6K
$79.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.2K- 0.85% |
$272K - $306K
|
1.31M
$40.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19K+ 25.66% |
$462K - $519K
|
93.2K
$2.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-965- 28.81% |
$23.4K - $26.3K
|
2.39K
$72.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
8.79KNew |
$213K - $239K
|
8.79K
$268K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
22.6KNew |
$549K - $616K
|
22.6K
$691K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-92- 0.75% |
$2.23K - $2.51K
|
12.1K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
101+ 0.69% |
$2.45K - $2.75K
|
14.8K
$451K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
459New |
$11.1K - $12.5K
|
459
$14K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-3.23K- 4.93% |
$78.5K - $88.1K
|
62.4K
$1.91M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-15.6K- 17.1% |
$379K - $425K
|
75.6K
$2.31M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.88K- 18.72% |
$45.6K - $51.2K
|
8.16K
$249K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.54KNew |
$37.7K - $40.5K
|
1.54K
$46.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
19.6KNew |
$481K - $516K
|
19.6K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-200- 0.76% |
$4.91K - $5.27K
|
26.2K
$800K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
92+ 5.22% |
$2.26K - $2.43K
|
1.85K
$56.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.8K- 16.78% |
$44.2K - $47.4K
|
8.93K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-473- 7.04% |
$11.6K - $12.5K
|
6.25K
$191K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 37.97% |
$31.4K - $33.7K
|
2.09K
$63.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-299K- 2.59% |
$7.34M - $7.88M
|
11.2M
$343M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.17K- 7.48% |
$28.8K - $30.9K
|
14.5K
$443K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-196Closed |
$4.82K - $5.17K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
360New |
$8.85K - $9.49K
|
360
$11K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.22KNew |
$29.9K - $32K
|
1.22K
$37.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36KNew |
$885K - $949K
|
36K
$1.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.52KNew |
$234K - $251K
|
9.52K
$291K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10.5KNew |
$257K - $276K
|
10.5K
$320K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-193- 0.58% |
$4.74K - $5.09K
|
33.1K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-597- 4.67% |
$14.7K - $15.7K
|
12.2K
$372K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
2.46K+ 100.29% |
$60.4K - $64.8K
|
4.91K
$150K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.08% |
$73.7 - $79.1
|
3.71K
$113K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-3.91K- 11.04% |
$96K - $103K
|
31.5K
$962K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
13.5KNew |
$331K - $355K
|
13.5K
$412K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
1.71KNew |
$42.1K - $45.1K
|
1.71K
$52.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
29.1KNew |
$715K - $767K
|
29.1K
$889K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
891+ 0.44% |
$21.9K - $23.5K
|
203K
$6.21M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
72New |
$1.77K - $1.9K
|
72
$2.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-330- 1.3% |
$7.73K - $8.4K
|
25K
$764K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
164New |
$3.84K - $4.17K
|
164
$5.01K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$257K - $280K
|
11K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6.47KNew |
$151K - $165K
|
6.47K
$198K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
15.2KNew |
$357K - $388K
|
15.2K
$466K
|
|