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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
9.75KNew |
$207K - $247K
|
9.75K
$291K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
303New |
$6.43K - $7.69K
|
303
$9.04K
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.19KClosed |
$214K - $246K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.7KClosed |
$294K - $338K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-15.4KClosed |
$359K - $412K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-268Closed |
$6.23K - $7.16K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3.75K- 17.2% |
$87.2K - $100K
|
18.1K
$539K
|
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-7.89KClosed |
$184K - $211K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-372Closed |
$8.65K - $9.94K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10.2KClosed |
$237K - $272K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50New |
$1.16K - $1.34K
|
50
$1.49K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
48.9KNew |
$1.23M - $1.31M
|
48.9K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$80.7K - $86K
|
3.21K
$95.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
10.5KNew |
$263K - $280K
|
10.5K
$312K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.28KNew |
$234K - $249K
|
9.28K
$277K
|
|
|
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
$337K
|
|
|
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
$371K
|
|
|
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
$32.8K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 72.18% |
$2.42K - $2.57K
|
37
$1.1K
|
|
| Q3 2021 | |||||||
|
May 05, 2025
Q3 2021
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.75K+ 10.2% |
$70.9K - $74.7K
|
29.7K
$885K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.74KNew |
$70.8K - $74.6K
|
2.74K
$81.8K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-19K- 17.52% |
$491K - $517K
|
89.4K
$2.67M
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
1.23KNew |
$31.6K - $33.3K
|
1.23K
$36.5K
|
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
43.7KNew |
$1.13M - $1.19M
|
43.7K
$1.3M
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.81KNew |
$46.7K - $49.2K
|
1.81K
$53.9K
|
|