Latest Institutional Transactions on Dimensional ETF Tr (DFAI)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAI) 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 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
32.2K+ 8.23% |
$933K - $1.02M
|
423K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
164+ 1.14% |
$4.76K - $5.18K
|
14.5K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-480- 1.29% |
$13.9K - $15.2K
|
36.7K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
12.8K+ 7.01% |
$371K - $405K
|
195K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
284+ 1.55% |
$8.24K - $8.97K
|
18.6K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
72.6K+ 13.59% |
$2.11M - $2.3M
|
607K
$18.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
300K+ 231.14% |
$8.71M - $9.49M
|
430K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.57K+ 7.47% |
$74.4K - $81.1K
|
36.9K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.3K+ 12.8% |
$559K - $609K
|
170K
$5.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.36KNew |
$213K - $233K
|
7.36K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
1.77K+ 0.26% |
$51.4K - $56K
|
678K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
86KNew |
$2.49M - $2.72M
|
86K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
101K+ 4.17% |
$2.94M - $3.2M
|
2.53M
$78M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
690+ 0.45% |
$20K - $21.8K
|
153K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
62.4K+ 5.82% |
$1.81M - $1.97M
|
1.13M
$35M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
97.1K+ 8.08% |
$2.82M - $3.07M
|
1.3M
$40.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
14KNew |
$407K - $444K
|
14K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.75K+ 4.06% |
$225K - $245K
|
199K
$6.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.1KNew |
$814K - $887K
|
28.1K
$865K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-21.4K- 8.61% |
$621K - $677K
|
228K
$7.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
71.6K+ 10.93% |
$2.08M - $2.26M
|
727K
$22.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.21M- 96.58% |
$35M - $38.1M
|
42.8K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
40.9K+ 48.55% |
$1.19M - $1.29M
|
125K
$3.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.93K+ 2.58% |
$84.9K - $92.5K
|
116K
$3.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.74% |
$290 - $316
|
1.36K
$42K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.4K- 11.61% |
$1.06M - $1.15M
|
277K
$8.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
16.2KNew |
$470K - $513K
|
16.2K
$500K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.77K- 19.81% |
$167K - $182K
|
23.3K
$720K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.1KNew |
$439K - $478K
|
15.1K
$466K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
23.4KNew |
$679K - $740K
|
23.4K
$722K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.85K- 50.67% |
$82.6K - $90K
|
2.77K
$85.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39K- 20.92% |
$1.13M - $1.23M
|
147K
$4.54M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.68K+ 34.66% |
$77.8K - $84.8K
|
10.4K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
19KNew |
$552K - $602K
|
19K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
522KNew |
$15.1M - $16.5M
|
522K
$16.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.88K+ 6.56% |
$199K - $217K
|
112K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
78.5KNew |
$2.28M - $2.48M
|
78.5K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
50.4K+ 7.29% |
$1.46M - $1.59M
|
742K
$22.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.22M+ 58.88% |
$64.3M - $70.1M
|
5.99M
$185M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-4.81K- 2.05% |
$139K - $152K
|
230K
$7.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 201.94% |
$371K - $405K
|
19.1K
$590K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
102KNew |
$2.97M - $3.24M
|
102K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
656New |
$19K - $20.7K
|
656
$20.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
24.3KNew |
$706K - $769K
|
24.3K
$750K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
80New |
$2.32K - $2.53K
|
80
$2.47K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
123+ 0.22% |
$3.57K - $3.89K
|
55.5K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.57K- 4.96% |
$74.5K - $81.2K
|
49.2K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
7.25KNew |
$210K - $229K
|
7.25K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
76.4KNew |
$2.22M - $2.41M
|
76.4K
$2.36M
|