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 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-19K- 10.86% |
$446K - $484K
|
156K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-243- 0.24% |
$5.69K - $6.18K
|
102K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-288- 0.52% |
$6.74K - $7.33K
|
55.2K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-99- 0.06% |
$2.32K - $2.52K
|
163K
$4.98M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17.4K- 94.06% |
$408K - $444K
|
1.1K
$33.7K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.18K- 19.93% |
$51K - $55.4K
|
8.74K
$267K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.4KNew |
$150K - $163K
|
6.4K
$196K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-2.31K- 18.15% |
$54.1K - $58.8K
|
10.4K
$318K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.33K+ 11.52% |
$31.1K - $33.8K
|
12.9K
$393K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2.86K- 70.93% |
$67.1K - $72.9K
|
1.17K
$35.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
12.1KNew |
$284K - $309K
|
12.1K
$371K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.62K+ 18.67% |
$37.9K - $41.2K
|
10.3K
$314K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
10K+ 55.61% |
$235K - $256K
|
28.1K
$858K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-34.9K- 80.55% |
$818K - $889K
|
8.44K
$258K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
14.1K+ 2.87% |
$330K - $358K
|
505K
$15.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
11.7KNew |
$274K - $298K
|
11.7K
$358K
|
|
| Q4 2023 | |||||||
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
770+ 2.41% |
$16.5K - $18.8K
|
32.7K
$999K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.44K- 36.44% |
$30.9K - $35.2K
|
2.52K
$76.9K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-8- 4.82% |
$172 - $195
|
158
$4.83K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.88KNew |
$105K - $119K
|
4.88K
$149K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
153New |
$3.28K - $3.74K
|
153
$4.67K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 0.72% |
$579 - $659
|
3.79K
$116K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.86KNew |
$61.3K - $69.8K
|
2.86K
$87.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.73% |
$493 - $562
|
3.17K
$97K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.16K- 18.94% |
$67.8K - $77.2K
|
13.5K
$413K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
34.9K+ 2.45% |
$748K - $852K
|
1.46M
$44.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
378+ 1.59% |
$8.1K - $9.23K
|
24.2K
$738K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.9KNew |
$256K - $291K
|
11.9K
$364K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
13.7KNew |
$294K - $335K
|
13.7K
$419K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
40.6KNew |
$870K - $991K
|
40.6K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3K- 1.47% |
$64.3K - $73.2K
|
201K
$6.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1- -0.0% |
$21.4 - $24.4
|
127K
$3.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.09KNew |
$44.9K - $51.1K
|
2.09K
$63.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.1KNew |
$23.5K - $26.7K
|
1.1K
$33.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.8K- 40.22% |
$575K - $654K
|
39.8K
$1.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10.9KNew |
$234K - $267K
|
10.9K
$334K
|
|
| Q3 2023 | |||||||
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
2.25K+ 6.27% |
$50.4K - $54.7K
|
38.1K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 10.48% |
$24.2K - $26.2K
|
9.21K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.76K- 33.22% |
$129K - $140K
|
11.6K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100New |
$2.24K - $2.44K
|
100
$3.06K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.34KNew |
$74.8K - $81.3K
|
3.34K
$102K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
28.7KNew |
$644K - $699K
|
28.7K
$878K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
34+ 0.38% |
$762 - $828
|
8.96K
$274K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
162+ 0.14% |
$3.63K - $3.94K
|
118K
$3.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
12.9K+ 4.41% |
$290K - $315K
|
307K
$9.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
53.5KNew |
$1.2M - $1.3M
|
53.5K
$1.63M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-235- 26.98% |
$5.27K - $5.72K
|
636
$19.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-19.2K- 2.05% |
$430K - $467K
|
917K
$28M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.26K+ 2.79% |
$140K - $152K
|
231K
$7.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
9.35KNew |
$209K - $228K
|
9.35K
$286K
|
|