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 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
17.4K+ 204.28% |
$453K - $491K
|
25.9K
$794K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
11.4KNew |
$297K - $321K
|
11.4K
$349K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-154K- 33.4% |
$4.08M - $4.33M
|
308K
$9.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-232- 9.42% |
$6.14K - $6.51K
|
2.23K
$68.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.9K- 9.92% |
$501K - $531K
|
172K
$5.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
685New |
$18.1K - $19.2K
|
685
$21K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
841New |
$22.3K - $23.6K
|
841
$25.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
18.4KNew |
$486K - $515K
|
18.4K
$562K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
410KNew |
$10.8M - $11.5M
|
410K
$12.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-91.3K- 58.78% |
$2.42M - $2.56M
|
64K
$1.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-520- 2.23% |
$13.8K - $14.6K
|
22.8K
$698K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
22.1KNew |
$585K - $620K
|
22.1K
$677K
|
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
9.21KNew |
$244K - $258K
|
9.21K
$282K
|
|
|
Jul 18, 2023
Q2 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.03K- 8.71% |
$27.3K - $28.9K
|
10.8K
$330K
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-11K- 58.21% |
$291K - $309K
|
7.9K
$242K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.19% |
$26.5 - $28.1
|
528
$16.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
79.4KNew |
$2.1M - $2.23M
|
79.4K
$2.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10+ 0.89% |
$265 - $281
|
1.13K
$34.7K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-34- 79.07% |
$900 - $954
|
9
$275
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.73KNew |
$195K - $212K
|
7.73K
$236K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
54.9KNew |
$1.38M - $1.51M
|
54.9K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
28.8K+ 19.21% |
$725K - $789K
|
178K
$5.46M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-137- 9.51% |
$3.45K - $3.76K
|
1.3K
$39.9K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
55+ 16.62% |
$1.39K - $1.51K
|
386
$11.8K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.57K- 16.96% |
$39.5K - $43K
|
7.67K
$235K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200New |
$5.04K - $5.49K
|
200
$6.12K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.84K- 2.76% |
$46.4K - $50.5K
|
64.7K
$1.98M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.66KNew |
$41.9K - $45.6K
|
1.66K
$50.9K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
10.5KNew |
$264K - $288K
|
10.5K
$321K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
31New |
$782 - $851
|
31
$949
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-59.9K- 84.59% |
$1.51M - $1.64M
|
10.9K
$334K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
10.9K+ 10.77% |
$276K - $301K
|
113K
$3.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
15.9KNew |
$400K - $435K
|
15.9K
$485K
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-2.87K- 24.86% |
$72.4K - $78.8K
|
8.67K
$266K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$25.2 - $27.5
|
1
$30.6
|
|
| Q4 2022 | |||||||
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-14.1KClosed |
$302K - $363K
|
0
$0
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-21.9KClosed |
$470K - $565K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-47.8K- 84.76% |
$1.03M - $1.23M
|
8.59K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
416New |
$8.93K - $10.8K
|
416
$12.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.59K- 8.24% |
$34.2K - $41.2K
|
17.7K
$543K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
3.67KNew |
$78.8K - $94.9K
|
3.67K
$112K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-6.9K- 49.99% |
$148K - $178K
|
6.91K
$211K
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
BUY
|
- |
21.4KNew |
$460K - $553K
|
21.4K
$655K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.66KNew |
$35.6K - $42.9K
|
1.66K
$50.8K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
31.9K+ 124.75% |
$684K - $823K
|
57.5K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
65.6K+ 290.26% |
$1.41M - $1.69M
|
88.2K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
53.5K+ 26.98% |
$1.15M - $1.38M
|
252K
$7.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.08K+ 12.25% |
$44.6K - $53.6K
|
19.1K
$583K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-250- 4.53% |
$5.36K - $6.45K
|
5.27K
$161K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
22.7KNew |
$487K - $586K
|
22.7K
$696K
|
|