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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.77K- 10.36% |
$165K - $185K
|
49.9K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.03K+ 25.7% |
$230K - $258K
|
39.3K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
261+ 3.41% |
$7.49K - $8.37K
|
7.92K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.96K+ 32.5% |
$113K - $127K
|
16.1K
$515K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
2.68K+ 12.74% |
$76.9K - $86K
|
23.7K
$759K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
58.3K+ 6.76% |
$1.67M - $1.87M
|
921K
$29.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-810- 10.19% |
$23.2K - $26K
|
7.14K
$228K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
10.8K+ 1.82% |
$310K - $346K
|
604K
$19.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-1.1K- 2.68% |
$31.6K - $35.3K
|
40.1K
$1.28M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-634- 0.86% |
$18.2K - $20.3K
|
72.8K
$2.32M
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
596K+ 61.9% |
$17.2M - $18.4M
|
1.56M
$49.8M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.56K- 35.8% |
$45.1K - $48.2K
|
2.8K
$89.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.65KNew |
$250K - $267K
|
8.65K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
7.61K+ 0.87% |
$220K - $235K
|
884K
$28.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
362+ 1.03% |
$10.5K - $11.2K
|
35.6K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 106.16% |
$74.8K - $80K
|
5.02K
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
87.6K+ 6.61% |
$2.54M - $2.71M
|
1.41M
$45.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.31K- 15.5% |
$66.8K - $71.3K
|
12.6K
$402K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-591- 5.58% |
$17.1K - $18.3K
|
9.99K
$319K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
137New |
$3.96K - $4.23K
|
137
$4.38K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-617- 10.48% |
$17.8K - $19.1K
|
5.27K
$168K
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-6.11K- 3.53% |
$177K - $189K
|
167K
$5.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.05KNew |
$30.5K - $32.5K
|
1.05K
$33.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.63K+ 17.18% |
$76.1K - $81.3K
|
17.9K
$573K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-35.5K- 58.48% |
$1.03M - $1.1M
|
25.2K
$804K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.41KNew |
$243K - $260K
|
8.41K
$269K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
206New |
$5.96K - $6.37K
|
206
$6.58K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.89K+ 6.62% |
$286K - $306K
|
159K
$5.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
410New |
$11.9K - $12.7K
|
410
$13.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.26KNew |
$36.5K - $39K
|
1.26K
$40.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
6.79KNew |
$196K - $210K
|
6.79K
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
103K+ 6.87% |
$2.99M - $3.19M
|
1.61M
$51.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
108+ 1.06% |
$3.12K - $3.34K
|
10.3K
$327K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45New |
$1.3K - $1.39K
|
45
$1.44K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8.11K+ 1398.97% |
$235K - $251K
|
8.69K
$278K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-591- 5.58% |
$17.1K - $18.3K
|
9.99K
$319K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.9KNew |
$55K - $58.7K
|
1.9K
$60.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-270K- 96.19% |
$7.81M - $8.34M
|
10.7K
$341K
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-19.7K- 4.71% |
$570K - $609K
|
399K
$12.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
161+ 1.29% |
$4.66K - $4.98K
|
12.7K
$405K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.56MNew |
$45.2M - $48.3M
|
1.56M
$49.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
162+ 2.16% |
$4.69K - $5.01K
|
7.66K
$245K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.36K- 15.78% |
$39.4K - $42.1K
|
7.28K
$232K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.49K+ 2.65% |
$101K - $108K
|
135K
$4.32M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.57KNew |
$154K - $168K
|
5.57K
$178K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
598New |
$16.6K - $18.1K
|
598
$19.1K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 18.45% |
$36.1K - $39.4K
|
8.35K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-9.47K- 32.92% |
$263K - $287K
|
19.3K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.2K+ 20.04% |
$894K - $976K
|
193K
$6.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.2K+ 15.87% |
$284K - $310K
|
74.8K
$2.39M
|
|