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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.78K+ 18.05% |
$116K - $130K
|
31.3K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.51K- 7.68% |
$182K - $205K
|
90.3K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
29.2K+ 1.02% |
$709K - $795K
|
2.88M
$72.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-574- 0.62% |
$13.9K - $15.6K
|
91.5K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
24.5K+ 1.63% |
$594K - $667K
|
1.52M
$38.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
93+ 0.69% |
$2.26K - $2.53K
|
13.5K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16.4K- 1.23% |
$398K - $446K
|
1.31M
$33M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-501- 4.14% |
$12.2K - $13.7K
|
11.6K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.34K+ 3.31% |
$81K - $90.9K
|
104K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
222+ 0.25% |
$5.39K - $6.05K
|
87.8K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49.6K+ 3.4% |
$1.21M - $1.35M
|
1.51M
$38.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
82+ 0.7% |
$1.99K - $2.23K
|
11.8K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-3.48K- 0.99% |
$84.5K - $94.8K
|
346K
$8.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.38% |
$24.3 - $27.3
|
262
$6.61K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
50.4K+ 8.37% |
$1.22M - $1.37M
|
652K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.23K- 1.07% |
$200K - $224K
|
760K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.04K- 1.0% |
$98.2K - $110K
|
398K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.45K- 28.23% |
$83.9K - $94.1K
|
8.78K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7.21K+ 4.68% |
$175K - $197K
|
161K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-242K- 50.05% |
$5.88M - $6.59M
|
241K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
4.32K+ 1.15% |
$105K - $118K
|
379K
$9.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.4K+ 2040.2% |
$349K - $391K
|
15.1K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-219- 0.49% |
$5.32K - $5.97K
|
44.3K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.27KNew |
$104K - $116K
|
4.27K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.98K+ 2.09% |
$48.1K - $53.9K
|
96.6K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.2K+ 1.01% |
$29.1K - $32.7K
|
120K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-4.37K- 16.06% |
$106K - $119K
|
22.9K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.82K+ 35.01% |
$166K - $186K
|
26.3K
$664K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14.8K+ 87.84% |
$358K - $402K
|
31.6K
$796K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
28.7K+ 2.67% |
$696K - $781K
|
1.1M
$27.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-182- 0.12% |
$4.42K - $4.96K
|
146K
$3.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.1K+ 2.54% |
$270K - $303K
|
450K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.49K+ 0.83% |
$60.4K - $67.7K
|
301K
$7.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17- 1.01% |
$413 - $463
|
1.66K
$41.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-9.77K- 0.96% |
$237K - $266K
|
1.01M
$25.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-21K- 4.97% |
$510K - $572K
|
401K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-27.5K- 47.14% |
$668K - $750K
|
30.9K
$778K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
116K+ 1.57% |
$2.82M - $3.16M
|
7.49M
$189M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.65K+ 9.04% |
$161K - $181K
|
80.2K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
645+ 0.16% |
$15.7K - $17.6K
|
395K
$9.97M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.27KNew |
$128K - $144K
|
5.27K
$133K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-636- 1.25% |
$15.4K - $17.3K
|
50.2K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.03K- 3.92% |
$97.9K - $110K
|
98.7K
$2.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.28K- 1.66% |
$104K - $117K
|
253K
$6.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3+ 0.03% |
$72.9 - $81.8
|
8.94K
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-470- 4.31% |
$11.4K - $12.8K
|
10.4K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.1K- 0.34% |
$270K - $302K
|
3.26M
$82.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-87.3K- 37.48% |
$2.12M - $2.38M
|
146K
$3.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.4K+ 1.58% |
$350K - $392K
|
925K
$23.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
173+ 0.21% |
$4.2K - $4.71K
|
84K
$2.12M
|