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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
301KNew |
$8.63M - $9.64M
|
301K
$9.27M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
705+ 0.4% |
$20.2K - $22.6K
|
178K
$5.5M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
111K+ 19.13% |
$3.19M - $3.56M
|
692K
$21.3M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
873K+ 33.89% |
$25.1M - $28M
|
3.45M
$106M
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-146- 1.08% |
$4.19K - $4.68K
|
13.3K
$411K
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
496+ 2.61% |
$14.2K - $15.9K
|
19.5K
$600K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.8KNew |
$482K - $539K
|
16.8K
$518K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
7.37K+ 1.31% |
$211K - $236K
|
571K
$17.6M
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2.57K- 1.71% |
$73.8K - $82.5K
|
148K
$4.57M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
75.4K+ 1.78% |
$2.16M - $2.42M
|
4.32M
$133M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
148K+ 6.97% |
$4.25M - $4.75M
|
2.28M
$70.2M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.3K- 6.24% |
$725K - $810K
|
380K
$11.7M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
150K+ 49.36% |
$4.32M - $4.82M
|
455K
$14M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.6KNew |
$362K - $405K
|
12.6K
$389K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
106K+ 11.21% |
$3.04M - $3.4M
|
1.05M
$32.4M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
273K+ 33.18% |
$7.82M - $8.74M
|
1.09M
$33.7M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.1K+ 18.73% |
$232K - $260K
|
51.3K
$1.58M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
334+ 1.01% |
$9.58K - $10.7K
|
33.4K
$1.03M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7KNew |
$201K - $224K
|
7K
$216K
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
9.19KNew |
$264K - $294K
|
9.19K
$283K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.31K- 11.63% |
$181K - $202K
|
47.9K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.9K+ 61.41% |
$141K - $157K
|
12.9K
$397K
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
105K+ 9.21% |
$3.02M - $3.38M
|
1.25M
$38.5M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
586K+ 56.97% |
$16.8M - $18.8M
|
1.61M
$49.7M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.01K- 0.87% |
$29K - $32.4K
|
115K
$3.55M
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-928- 25.58% |
$26.6K - $29.8K
|
2.7K
$83.2K
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-170- 0.73% |
$4.88K - $5.45K
|
23.2K
$716K
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
32.2KNew |
$924K - $1.03M
|
32.2K
$993K
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
47.3K+ 14.51% |
$1.36M - $1.52M
|
373K
$11.5M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.93K+ 0.36% |
$84K - $93.9K
|
816K
$25.2M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
60.6K+ 12.97% |
$1.74M - $1.94M
|
528K
$16.3M
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-284- 30.02% |
$8.15K - $9.11K
|
662
$20.4K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.46K+ 7.57% |
$271K - $303K
|
134K
$4.14M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36.7K+ 5.07% |
$1.05M - $1.18M
|
761K
$23.5M
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.11KNew |
$60.5K - $67.6K
|
2.11K
$65K
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3K- 16.26% |
$86.1K - $96.2K
|
15.5K
$476K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
128+ 15.82% |
$3.67K - $4.1K
|
937
$28.9K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-76.4K- 91.86% |
$2.19M - $2.45M
|
6.77K
$209K
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-5.58K- 8.29% |
$160K - $179K
|
61.7K
$1.9M
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
25.5KNew |
$733K - $819K
|
25.5K
$788K
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
38.4K+ 4.07% |
$1.1M - $1.23M
|
982K
$30.3M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
17+ 0.06% |
$488 - $545
|
26.3K
$810K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.98K+ 7.32% |
$229K - $256K
|
117K
$3.61M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 3.0% |
$291K - $325K
|
349K
$10.7M
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.65KNew |
$133K - $149K
|
4.65K
$143K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.67K- 64.77% |
$47.8K - $53.4K
|
906
$27.9K
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 1.23% |
$43K - $48K
|
121K
$3.72M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
62+ 0.69% |
$1.78K - $1.99K
|
9.04K
$279K
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
761+ 17.97% |
$21.8K - $24.4K
|
5K
$154K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.09K+ 1.61% |
$175K - $195K
|
386K
$11.9M
|