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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
48.9KNew |
$1.23M - $1.31M
|
48.9K
$1.28M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$80.7K - $86K
|
3.21K
$84.2K
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
10.5KNew |
$263K - $280K
|
10.5K
$275K
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.28KNew |
$234K - $249K
|
9.28K
$244K
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-486KClosed |
$12.2M - $13M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-26.1KClosed |
$657K - $700K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
11.3KNew |
$285K - $303K
|
11.3K
$297K
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-699Closed |
$17.6K - $18.7K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-6.02KClosed |
$152K - $161K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.56K+ 57.86% |
$115K - $122K
|
12.4K
$327K
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2.77KClosed |
$69.8K - $74.3K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.71KClosed |
$43K - $45.9K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.1KNew |
$27.7K - $29.5K
|
1.1K
$28.9K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 72.18% |
$2.42K - $2.57K
|
37
$972
|
|
Q3 2021 | |||||||
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.74KNew |
$70.8K - $74.6K
|
2.74K
$72K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-19K- 17.52% |
$491K - $517K
|
89.4K
$2.35M
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
152New |
$3.93K - $4.14K
|
152
$3.99K
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
28.3KNew |
$730K - $769K
|
28.3K
$743K
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
1.23KNew |
$31.6K - $33.3K
|
1.23K
$32.2K
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
43.7KNew |
$1.13M - $1.19M
|
43.7K
$1.15M
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.81KNew |
$46.7K - $49.2K
|
1.81K
$47.5K
|