Latest Institutional Purchases of Dimensional ETF Tr (DFAX)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
55+ 0.68% |
$1.34K - $1.5K
|
8.11K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
48+ 0.13% |
$1.17K - $1.31K
|
38.4K
$951K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
48+ 0.63% |
$1.17K - $1.31K
|
7.71K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
33+ 0.39% |
$802 - $899
|
8.47K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
33+ 0.39% |
$802 - $899
|
8.47K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
33+ 0.28% |
$802 - $899
|
11.7K
$291K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
31+ 0.12% |
$753 - $845
|
26.7K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
30+ 0.31% |
$729 - $818
|
9.84K
$244K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 0.23% |
$462 - $518
|
8.39K
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
16+ 0.1% |
$389 - $436
|
16.7K
$413K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 0.69% |
$340 - $382
|
2.03K
$50.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
12+ 0.01% |
$291 - $327
|
141K
$3.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3+ 0.03% |
$72.9 - $81.8
|
8.94K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
3+ 0.01% |
$72.9 - $81.8
|
20.1K
$497K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2+ 0.0% |
$48.6 - $54.5
|
43.1K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.38% |
$24.3 - $27.3
|
262
$6.49K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
97.7K+ 4.51% |
$2.4M - $2.58M
|
2.26M
$56.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36KNew |
$885K - $949K
|
36K
$892K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33.5KNew |
$823K - $882K
|
33.5K
$830K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
32.7KNew |
$804K - $863K
|
32.7K
$811K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
29.1KNew |
$715K - $767K
|
29.1K
$721K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24KNew |
$590K - $633K
|
24K
$595K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
23.6KNew |
$580K - $622K
|
23.6K
$585K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
23.6KNew |
$579K - $621K
|
23.6K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
19.6KNew |
$481K - $516K
|
19.6K
$485K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19.6KNew |
$481K - $516K
|
19.6K
$485K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
13.5KNew |
$331K - $355K
|
13.5K
$334K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10.5KNew |
$257K - $276K
|
10.5K
$259K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.52KNew |
$234K - $251K
|
9.52K
$236K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.84KNew |
$193K - $207K
|
7.84K
$194K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.05KNew |
$99.5K - $107K
|
4.05K
$100K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
2.46K+ 100.29% |
$60.4K - $64.8K
|
4.91K
$122K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
1.71KNew |
$42.1K - $45.1K
|
1.71K
$42.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.22KNew |
$29.9K - $32K
|
1.22K
$30.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
891+ 0.44% |
$21.9K - $23.5K
|
203K
$5.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
360New |
$8.85K - $9.49K
|
360
$8.92K
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
197+ 1.79% |
$4.84K - $5.19K
|
11.2K
$278K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
114+ 0.04% |
$2.8K - $3.01K
|
273K
$6.76M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
92+ 5.22% |
$2.26K - $2.43K
|
1.85K
$45.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
74+ 2.2% |
$1.82K - $1.95K
|
3.45K
$85.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
72New |
$1.77K - $1.9K
|
72
$1.78K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.08% |
$73.7 - $79.1
|
3.71K
$91.9K
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
22.7KNew |
$532K - $578K
|
22.7K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5KNew |
$387K - $420K
|
16.5K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
15.2KNew |
$357K - $388K
|
15.2K
$378K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
14.2KNew |
$332K - $360K
|
14.2K
$351K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
14.1K+ 2.87% |
$330K - $358K
|
505K
$12.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
12.1KNew |
$284K - $309K
|
12.1K
$301K
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
11.7KNew |
$274K - $298K
|
11.7K
$290K
|
|