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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.11K- 2.7% |
$118K - $132K
|
148K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
17.7K+ 5.75% |
$509K - $569K
|
326K
$9.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
67.9K+ 10.08% |
$1.95M - $2.18M
|
742K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-710- 1.01% |
$20.4K - $22.8K
|
69.9K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
86.2K+ 3.25% |
$2.47M - $2.76M
|
2.74M
$83.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
40.1KNew |
$1.15M - $1.28M
|
40.1K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-88.3K- 10.51% |
$2.53M - $2.83M
|
752K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.73K+ 1.78% |
$78.2K - $87.4K
|
156K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
228K+ 64.2% |
$6.55M - $7.32M
|
584K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
27.3K+ 4.85% |
$782K - $874K
|
589K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
33+ 0.43% |
$947 - $1.06K
|
7.62K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
76+ 0.1% |
$2.18K - $2.44K
|
79.5K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
7.38K+ 9.51% |
$212K - $237K
|
85K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.03K+ 46.99% |
$58.2K - $65K
|
6.34K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.8KNew |
$482K - $539K
|
16.8K
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.8K+ 2.31% |
$1.06M - $1.18M
|
1.63M
$49.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
493K+ 26.36% |
$14.1M - $15.8M
|
2.36M
$72.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
7.37K+ 1.31% |
$211K - $236K
|
571K
$17.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.74M+ 4680.61% |
$49.9M - $55.7M
|
1.78M
$54.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2.57K- 1.71% |
$73.8K - $82.5K
|
148K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.9K+ 10.16% |
$398K - $445K
|
151K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.02K- 2.93% |
$29.2K - $32.7K
|
33.8K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
138+ 0.29% |
$3.96K - $4.42K
|
48.5K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
496+ 2.61% |
$14.2K - $15.9K
|
19.5K
$596K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.75K+ 24.58% |
$50.1K - $55.9K
|
8.85K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-146- 1.08% |
$4.19K - $4.68K
|
13.3K
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.3K- 6.24% |
$725K - $810K
|
380K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
150K+ 49.36% |
$4.32M - $4.82M
|
455K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.6KNew |
$362K - $405K
|
12.6K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
98.2K+ 72.66% |
$2.82M - $3.15M
|
233K
$7.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
106K+ 11.21% |
$3.04M - $3.4M
|
1.05M
$32.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
129K+ 565.85% |
$3.71M - $4.15M
|
152K
$4.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
273K+ 33.18% |
$7.82M - $8.74M
|
1.09M
$33.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.78K- 11.88% |
$137K - $153K
|
35.5K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
1.15K+ 12.78% |
$32.9K - $36.7K
|
10.1K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
148K+ 6.97% |
$4.25M - $4.75M
|
2.28M
$69.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
75.4K+ 1.78% |
$2.16M - $2.42M
|
4.32M
$132M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
183K+ 174.59% |
$5.26M - $5.88M
|
288K
$8.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.52K+ 2.47% |
$130K - $145K
|
188K
$5.75M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-113- 1.44% |
$3.24K - $3.62K
|
7.74K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
68.7K+ 11.03% |
$1.97M - $2.2M
|
692K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
10.5K+ 2.76% |
$302K - $337K
|
391K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.31K- 11.63% |
$181K - $202K
|
47.9K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
9.19KNew |
$264K - $294K
|
9.19K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7KNew |
$201K - $224K
|
7K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.24K+ 9.93% |
$93.1K - $104K
|
35.9K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
636+ 6.43% |
$18.2K - $20.4K
|
10.5K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
334+ 1.01% |
$9.58K - $10.7K
|
33.4K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.1K+ 18.73% |
$232K - $260K
|
51.3K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4.88K+ 3.24% |
$140K - $156K
|
156K
$4.76M
|