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
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.57K+ 7.47% |
$74.4K - $81.1K
|
36.9K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
300K+ 231.14% |
$8.71M - $9.49M
|
430K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
72.6K+ 13.59% |
$2.11M - $2.3M
|
607K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
284+ 1.55% |
$8.24K - $8.97K
|
18.6K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
12.8K+ 7.01% |
$371K - $405K
|
195K
$6.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-480- 1.29% |
$13.9K - $15.2K
|
36.7K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
164+ 1.14% |
$4.76K - $5.18K
|
14.5K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.36KNew |
$213K - $233K
|
7.36K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15K+ 6.42% |
$434K - $473K
|
248K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-111K- 15.39% |
$3.2M - $3.49M
|
608K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.31K- 1.02% |
$66.8K - $72.8K
|
223K
$7.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-717- 4.5% |
$20.8K - $22.7K
|
15.2K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-16.8K- 27.33% |
$486K - $530K
|
44.6K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
18.2KNew |
$528K - $575K
|
18.2K
$581K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-912K- 41.23% |
$26.4M - $28.8M
|
1.3M
$41.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-647K- 61.47% |
$18.8M - $20.4M
|
405K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-9.51K- 27.74% |
$276K - $301K
|
24.8K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
139KNew |
$4.04M - $4.4M
|
139K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
14.2K+ 1.45% |
$412K - $449K
|
997K
$31.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
160K+ 7.03% |
$4.64M - $5.05M
|
2.44M
$77.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.9K+ 4.75% |
$924K - $1.01M
|
702K
$22.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-683- 1.11% |
$19.8K - $21.6K
|
61K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
74.4KNew |
$2.16M - $2.35M
|
74.4K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
42.5K+ 7.22% |
$1.23M - $1.34M
|
632K
$20.2M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
579+ 0.65% |
$16.8K - $18.3K
|
90K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
30.3K+ 7.35% |
$879K - $958K
|
443K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
21.5K+ 5.76% |
$623K - $679K
|
395K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
823New |
$23.9K - $26K
|
823
$26.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
10.1KNew |
$292K - $318K
|
10.1K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
256+ 0.19% |
$7.42K - $8.09K
|
135K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-96.9K- 12.88% |
$2.81M - $3.06M
|
655K
$20.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.4K- 11.61% |
$1.06M - $1.15M
|
277K
$8.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
71.6K+ 10.93% |
$2.08M - $2.26M
|
727K
$23.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.21M- 96.58% |
$35M - $38.1M
|
42.8K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
40.9K+ 48.55% |
$1.19M - $1.29M
|
125K
$4M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.93K+ 2.58% |
$84.9K - $92.5K
|
116K
$3.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
16.2KNew |
$470K - $513K
|
16.2K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.77K- 19.81% |
$167K - $182K
|
23.3K
$746K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.88K+ 6.56% |
$199K - $217K
|
112K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.1KNew |
$439K - $478K
|
15.1K
$483K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
23.4KNew |
$679K - $740K
|
23.4K
$749K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.85K- 50.67% |
$82.6K - $90K
|
2.77K
$88.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39K- 20.92% |
$1.13M - $1.23M
|
147K
$4.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
123+ 0.22% |
$3.57K - $3.89K
|
55.5K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.74% |
$290 - $316
|
1.36K
$43.5K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.68K+ 34.66% |
$77.8K - $84.8K
|
10.4K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
19KNew |
$552K - $602K
|
19K
$608K
|
|
|
Feb 12, 2025
Q4 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
78.5KNew |
$2.28M - $2.48M
|
78.5K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
50.4K+ 7.29% |
$1.46M - $1.59M
|
742K
$23.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.22M+ 58.88% |
$64.3M - $70.1M
|
5.99M
$191M
|