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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
890+ 1.88% |
$25.8K - $28.1K
|
48.2K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15.5K+ 8.61% |
$448K - $488K
|
195K
$5.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.22K- 1.03% |
$64.3K - $70.1K
|
214K
$6.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75.3K+ 117.39% |
$2.18M - $2.38M
|
140K
$4.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.35K+ 5.4% |
$39.3K - $42.8K
|
26.4K
$808K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.01K+ 10.19% |
$29.3K - $31.9K
|
10.9K
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.39K+ 13.41% |
$40.4K - $44K
|
11.8K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-17K- 6.61% |
$492K - $536K
|
240K
$7.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
154+ 0.79% |
$4.47K - $4.87K
|
19.8K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
78.2K+ 6.29% |
$2.27M - $2.47M
|
1.32M
$40.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
90K+ 53.97% |
$2.61M - $2.84M
|
257K
$7.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
51.2K+ 14.39% |
$1.48M - $1.62M
|
407K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
29.6K+ 116.69% |
$858K - $935K
|
54.9K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-139K- 16.37% |
$4.04M - $4.41M
|
713K
$21.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
45+ 0.32% |
$1.31K - $1.42K
|
14.1K
$431K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
344K+ 5.45% |
$9.97M - $10.9M
|
6.65M
$204M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
702+ 0.69% |
$20.4K - $22.2K
|
103K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-958- 1.66% |
$27.8K - $30.3K
|
56.8K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
64.1KNew |
$1.86M - $2.03M
|
64.1K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.57K- 20.38% |
$190K - $207K
|
25.6K
$785K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.8K+ 0.69% |
$197K - $215K
|
993K
$30.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
30KNew |
$870K - $948K
|
30K
$918K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
91.1KNew |
$2.64M - $2.88M
|
91.1K
$2.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-8.09K- 4.76% |
$234K - $255K
|
162K
$4.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-10.9K- 19.27% |
$315K - $343K
|
45.5K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-500- 2.16% |
$14.5K - $15.8K
|
22.7K
$694K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
185+ 9.42% |
$5.37K - $5.85K
|
2.15K
$65.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.77K- 3.6% |
$138K - $151K
|
128K
$3.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
31.2K+ 1.71% |
$905K - $986K
|
1.86M
$56.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-325- 0.38% |
$9.43K - $10.3K
|
84.9K
$2.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.34K- 3.46% |
$38.8K - $42.3K
|
37.3K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
147KNew |
$4.27M - $4.65M
|
147K
$4.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
21.1KNew |
$611K - $665K
|
21.1K
$644K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.14K+ 2.44% |
$33.2K - $36.2K
|
48.1K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
24.3K+ 27.62% |
$705K - $769K
|
112K
$3.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
11.6KNew |
$335K - $365K
|
11.6K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
44.6K+ 91.41% |
$1.29M - $1.41M
|
93.5K
$2.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.35K+ 12.92% |
$39.3K - $42.8K
|
11.8K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-25.9K- 5.29% |
$751K - $819K
|
464K
$14.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-27.1K- 43.78% |
$785K - $856K
|
34.8K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13.4K+ 9.31% |
$387K - $422K
|
157K
$4.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.38K- 32.38% |
$156K - $170K
|
11.2K
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
49.2KNew |
$1.43M - $1.55M
|
49.2K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
44+ 0.08% |
$1.28K - $1.39K
|
58.6K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.14K+ 17.16% |
$207K - $226K
|
48.7K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
23.6K+ 5.17% |
$686K - $747K
|
481K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14.5KNew |
$422K - $459K
|
14.5K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
44.4K+ 7.23% |
$1.29M - $1.4M
|
658K
$20.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.33K- 99.91% |
$96.5K - $105K
|
3
$91.8
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-24.7K- 7.69% |
$715K - $779K
|
296K
$9.06M
|