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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10.5KNew |
$257K - $276K
|
10.5K
$264K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
114+ 0.04% |
$2.8K - $3.01K
|
273K
$6.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
2.46K+ 100.29% |
$60.4K - $64.8K
|
4.91K
$124K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-597- 4.67% |
$14.7K - $15.7K
|
12.2K
$307K
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-500- 0.16% |
$12.3K - $13.2K
|
313K
$7.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.08% |
$73.7 - $79.1
|
3.71K
$93.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.75K- 42.54% |
$92.2K - $98.9K
|
5.07K
$128K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6.96K- 15.25% |
$171K - $183K
|
38.7K
$975K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-351- 0.51% |
$8.62K - $9.25K
|
68K
$1.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.54K- 39.86% |
$161K - $172K
|
9.86K
$249K
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
97.7K+ 4.51% |
$2.4M - $2.58M
|
2.26M
$57.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-3.91K- 11.04% |
$96K - $103K
|
31.5K
$794K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33.5KNew |
$823K - $882K
|
33.5K
$844K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-259- 1.44% |
$6.36K - $6.83K
|
17.7K
$446K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.91K- 75.6% |
$170K - $182K
|
2.23K
$56.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-35- 0.07% |
$860 - $923
|
49.8K
$1.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
23.6KNew |
$579K - $621K
|
23.6K
$594K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
13.5KNew |
$331K - $355K
|
13.5K
$340K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-95- 0.14% |
$2.33K - $2.5K
|
67.2K
$1.69M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.01K- 17.75% |
$73.8K - $79.2K
|
13.9K
$351K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-17- 0.04% |
$418 - $448
|
41.8K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.62K- 51.26% |
$88.8K - $95.3K
|
3.44K
$86.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
1.71KNew |
$42.1K - $45.1K
|
1.71K
$43.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
32.7KNew |
$804K - $863K
|
32.7K
$825K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
29.1KNew |
$715K - $767K
|
29.1K
$734K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-518- 5.35% |
$12.7K - $13.7K
|
9.17K
$231K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
891+ 0.44% |
$21.9K - $23.5K
|
203K
$5.13M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
72New |
$1.77K - $1.9K
|
72
$1.82K
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
197+ 1.79% |
$4.84K - $5.19K
|
11.2K
$283K
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
27.3K+ 0.86% |
$640K - $695K
|
3.21M
$81M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
28+ 7.31% |
$656 - $713
|
411
$10.4K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-7.5K- 44.76% |
$176K - $191K
|
9.26K
$233K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
22.7KNew |
$532K - $578K
|
22.7K
$573K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-330- 1.3% |
$7.73K - $8.4K
|
25K
$631K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
164New |
$3.84K - $4.17K
|
164
$4.14K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.99KNew |
$164K - $178K
|
6.99K
$176K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6.47KNew |
$151K - $165K
|
6.47K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$257K - $280K
|
11K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5KNew |
$387K - $420K
|
16.5K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
15.2KNew |
$357K - $388K
|
15.2K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-19K- 10.86% |
$446K - $484K
|
156K
$3.94M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-243- 0.24% |
$5.69K - $6.18K
|
102K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-288- 0.52% |
$6.74K - $7.33K
|
55.2K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-99- 0.06% |
$2.32K - $2.52K
|
163K
$4.11M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17.4K- 94.06% |
$408K - $444K
|
1.1K
$27.8K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.18K- 19.93% |
$51K - $55.4K
|
8.74K
$221K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
14.2KNew |
$332K - $360K
|
14.2K
$357K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-205- 2.24% |
$4.8K - $5.22K
|
8.95K
$226K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-223- 0.3% |
$5.22K - $5.68K
|
73.8K
$1.86M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-2.62K- 31.25% |
$61.5K - $66.8K
|
5.77K
$146K
|
|