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 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
20.6K+ 94.37% |
$598K - $652K
|
42.5K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
435+ 4.23% |
$12.6K - $13.7K
|
10.7K
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.81K- 1.82% |
$52.4K - $57.1K
|
97.4K
$2.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.81K- 2.84% |
$168K - $183K
|
199K
$6.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.67K+ 1.3% |
$280K - $306K
|
751K
$23M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
4.64K+ 2.55% |
$135K - $147K
|
187K
$5.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.66K- 40.23% |
$135K - $147K
|
6.93K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2- -0.0% |
$58 - $63.2
|
43.8K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23.8K+ 27.97% |
$689K - $751K
|
109K
$3.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.81K+ 4.37% |
$110K - $120K
|
90.9K
$2.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.06K+ 4.24% |
$205K - $223K
|
173K
$5.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
33.8K+ 6.42% |
$981K - $1.07M
|
561K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
96.5K+ 6.82% |
$2.8M - $3.05M
|
1.51M
$46.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
102K+ 324.16% |
$2.96M - $3.23M
|
134K
$4.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-394- 4.74% |
$11.4K - $12.5K
|
7.93K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-120K- 14.3% |
$3.47M - $3.79M
|
718K
$22M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.57K+ 66.05% |
$162K - $176K
|
14K
$429K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
97.4K+ 4.76% |
$2.82M - $3.08M
|
2.14M
$65.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-5.17K- 3.12% |
$150K - $163K
|
161K
$4.92M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1K- 0.72% |
$29K - $31.6K
|
138K
$4.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
14.4K+ 3.33% |
$418K - $455K
|
447K
$13.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
30+ 0.26% |
$870 - $948
|
11.6K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
41.5K+ 21.99% |
$1.2M - $1.31M
|
230K
$7.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-342K- 76.97% |
$9.91M - $10.8M
|
102K
$3.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.85K+ 0.83% |
$141K - $153K
|
589K
$18M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.05K+ 1.44% |
$59.3K - $64.6K
|
144K
$4.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.71K+ 3.02% |
$194K - $212K
|
229K
$7M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
526+ 3.06% |
$15.3K - $16.6K
|
17.7K
$543K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.29K+ 1.89% |
$37.4K - $40.7K
|
69.4K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-819- 4.88% |
$23.8K - $25.9K
|
15.9K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
142+ 0.33% |
$4.12K - $4.49K
|
42.7K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
6.08K+ 6.21% |
$176K - $192K
|
104K
$3.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.44K+ 9.67% |
$99.7K - $109K
|
39K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.17K+ 2.86% |
$121K - $132K
|
150K
$4.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
2.24K+ 3.51% |
$64.8K - $70.7K
|
66K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22.6K+ 3.86% |
$655K - $714K
|
608K
$18.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.76K- 19.25% |
$79.9K - $87.1K
|
11.6K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-92.5K- 17.71% |
$2.68M - $2.92M
|
430K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
15.5K+ 6.18% |
$449K - $490K
|
266K
$8.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
13.2K+ 117.45% |
$383K - $417K
|
24.4K
$748K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
81K+ 16.13% |
$2.35M - $2.56M
|
584K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.26K+ 4.3% |
$153K - $166K
|
128K
$3.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.61K+ 26.58% |
$134K - $146K
|
22K
$673K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.03K+ 5.48% |
$204K - $222K
|
135K
$4.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.36K+ 0.62% |
$272K - $296K
|
1.51M
$46.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-4- 0.02% |
$116 - $126
|
20.6K
$631K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-89- 0.11% |
$2.58K - $2.81K
|
83K
$2.54M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 1.17% |
$58 - $63.2
|
173
$5.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
30.5K+ 4.8% |
$884K - $963K
|
665K
$20.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.05K- 0.74% |
$59.4K - $64.7K
|
275K
$8.42M
|