Latest Institutional Transactions on Dimensional ETF Tr (DFAX)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAX) 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 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6.75K- 2.09% |
$167K - $183K
|
316K
$8.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
365+ 0.94% |
$9.04K - $9.87K
|
39.1K
$999K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-12.5K- 5.17% |
$309K - $338K
|
229K
$5.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.57K+ 1.63% |
$39K - $42.6K
|
98.2K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
29.6K+ 1.94% |
$732K - $800K
|
1.55M
$39.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
11.7K+ 12.8% |
$290K - $317K
|
103K
$2.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
66.3KNew |
$1.64M - $1.79M
|
66.3K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.19K- 8.06% |
$78.9K - $86.2K
|
36.4K
$929K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
44+ 0.49% |
$1.09K - $1.19K
|
8.95K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-28.1K- 5.22% |
$697K - $761K
|
511K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
582+ 0.94% |
$14.4K - $15.7K
|
62.4K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.95K- 1.86% |
$97.8K - $107K
|
209K
$5.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
141+ 1.58% |
$3.49K - $3.81K
|
9.09K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
42.1KNew |
$1.04M - $1.14M
|
42.1K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
66.3K+ 2.55% |
$1.64M - $1.79M
|
2.67M
$68.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.05K+ 0.59% |
$50.8K - $55.4K
|
351K
$8.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.1KNew |
$473K - $517K
|
19.1K
$488K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-370- 0.26% |
$9.16K - $10K
|
140K
$3.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
76.7K+ 4.37% |
$1.9M - $2.08M
|
1.83M
$46.8M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.03MNew |
$50.3M - $54.9M
|
2.03M
$51.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
40New |
$990 - $1.08K
|
40
$1.02K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
2.89K+ 4.58% |
$71.5K - $78K
|
65.8K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.7K+ 11.72% |
$289K - $316K
|
111K
$2.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
11KNew |
$271K - $296K
|
11K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
54.7K+ 4.41% |
$1.35M - $1.48M
|
1.3M
$33.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10.2K+ 21.7% |
$253K - $276K
|
57.3K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-81- 0.1% |
$2.01K - $2.19K
|
84K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
159K+ 3.47% |
$3.94M - $4.31M
|
4.74M
$121M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 0.36% |
$338K - $370K
|
3.8M
$96.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
19KNew |
$471K - $515K
|
19K
$486K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
89+ 0.03% |
$2.2K - $2.41K
|
266K
$6.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.3K+ 59.92% |
$280K - $306K
|
30.2K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.85K+ 6.83% |
$194K - $212K
|
123K
$3.14M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
677KNew |
$16.8M - $18.3M
|
677K
$17.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.26K+ 0.86% |
$31.2K - $34.1K
|
148K
$3.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
58.7K+ 23.2% |
$1.45M - $1.59M
|
312K
$7.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-10.6K- 2.8% |
$263K - $288K
|
369K
$9.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 6.92% |
$40K - $43.7K
|
25K
$638K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
10.8KNew |
$267K - $291K
|
10.8K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-2.03K- 0.59% |
$50.3K - $54.9K
|
344K
$8.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-25.1K- 36.9% |
$622K - $679K
|
42.9K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.1M+ 2385.99% |
$27.4M - $29.9M
|
1.15M
$29.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
12.4KNew |
$307K - $336K
|
12.4K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
67.8KNew |
$1.68M - $1.83M
|
67.8K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
918+ 5.15% |
$22.7K - $24.8K
|
18.7K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
473+ 4.0% |
$11.7K - $12.8K
|
12.3K
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.58K+ 0.75% |
$39K - $42.6K
|
212K
$5.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.22KNew |
$79.7K - $87K
|
3.22K
$82.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.83K+ 1.37% |
$94.8K - $104K
|
282K
$7.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
103KNew |
$2.56M - $2.8M
|
103K
$2.64M
|