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 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.38K- 32.38% |
$156K - $170K
|
11.2K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
49.2KNew |
$1.43M - $1.55M
|
49.2K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
44+ 0.08% |
$1.28K - $1.39K
|
58.6K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.14K+ 17.16% |
$207K - $226K
|
48.7K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
23.6K+ 5.17% |
$686K - $747K
|
481K
$15.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14.5KNew |
$422K - $459K
|
14.5K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
44.4K+ 7.23% |
$1.29M - $1.4M
|
658K
$21M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.33K- 99.91% |
$96.5K - $105K
|
3
$95.9
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-24.7K- 7.69% |
$715K - $779K
|
296K
$9.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66+ 2.0% |
$1.91K - $2.09K
|
3.37K
$108K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-13.5K- 25.1% |
$390K - $425K
|
40.2K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.65K+ 12.33% |
$47.9K - $52.2K
|
15.1K
$481K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-13.8K- 2.22% |
$399K - $435K
|
605K
$19.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.03K+ 5.22% |
$29.9K - $32.6K
|
20.8K
$664K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.54K- 20.26% |
$103K - $112K
|
13.9K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-587- 6.68% |
$17K - $18.5K
|
8.2K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10K+ 1.4% |
$291K - $317K
|
727K
$23.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
45.9K+ 5.34% |
$1.33M - $1.45M
|
904K
$28.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
14.3K+ 8.39% |
$415K - $452K
|
185K
$5.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.23K+ 2.22% |
$93.7K - $102K
|
148K
$4.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13.3K+ 37.05% |
$386K - $421K
|
49.3K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
28.1K+ 5.27% |
$814K - $887K
|
561K
$17.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
45.9K+ 30.7% |
$1.33M - $1.45M
|
196K
$6.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
64.4K+ 10.25% |
$1.87M - $2.03M
|
693K
$22.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
82+ 0.05% |
$2.38K - $2.59K
|
178K
$5.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27.9K+ 4.75% |
$809K - $881K
|
615K
$19.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-36- 0.03% |
$1.04K - $1.14K
|
141K
$4.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.05K+ 17.85% |
$59.5K - $64.9K
|
13.6K
$433K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
16.7KNew |
$484K - $528K
|
16.7K
$534K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-493- 1.21% |
$14.3K - $15.6K
|
40.2K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
28.3K+ 11.79% |
$821K - $895K
|
269K
$8.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.8K+ 12.66% |
$226K - $246K
|
69.4K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.3K+ 5.87% |
$37.6K - $41K
|
23.4K
$748K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
17.2K+ 8.32% |
$500K - $545K
|
225K
$7.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-31- 3.75% |
$899 - $980
|
795
$25.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.15K+ 15.43% |
$33.4K - $36.4K
|
8.63K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
52.3K+ 8.71% |
$1.52M - $1.65M
|
653K
$20.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-650- 41.27% |
$18.9K - $20.5K
|
925
$29.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.42K+ 3.25% |
$41.2K - $44.9K
|
45.2K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
46.8KNew |
$1.36M - $1.48M
|
46.8K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.9K+ 12.17% |
$200K - $218K
|
63.6K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
17.4K+ 16.69% |
$505K - $550K
|
122K
$3.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
41+ 0.43% |
$1.19K - $1.3K
|
9.68K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
52.2K+ 15.09% |
$1.52M - $1.65M
|
398K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
30.6K+ 2.33% |
$888K - $968K
|
1.34M
$42.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
82.6K+ 119.51% |
$2.4M - $2.61M
|
152K
$4.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
28.3K+ 36.44% |
$820K - $893K
|
106K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.6K+ 9.29% |
$46.5K - $50.6K
|
18.8K
$602K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8.73K- 5.66% |
$253K - $276K
|
146K
$4.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.2K+ 7.05% |
$1.08M - $1.17M
|
565K
$18M
|