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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
360New |
$8.85K - $9.49K
|
360
$9.27K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36KNew |
$885K - $949K
|
36K
$927K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.22KNew |
$29.9K - $32K
|
1.22K
$31.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19.6KNew |
$481K - $516K
|
19.6K
$504K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.52KNew |
$234K - $251K
|
9.52K
$245K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
23.6KNew |
$580K - $622K
|
23.6K
$608K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10.5KNew |
$257K - $276K
|
10.5K
$270K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.05KNew |
$99.5K - $107K
|
4.05K
$104K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-193- 0.58% |
$4.74K - $5.09K
|
33.1K
$853K
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-500- 0.16% |
$12.3K - $13.2K
|
313K
$8.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
2.46K+ 100.29% |
$60.4K - $64.8K
|
4.91K
$127K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-597- 4.67% |
$14.7K - $15.7K
|
12.2K
$314K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.08% |
$73.7 - $79.1
|
3.71K
$95.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.54K- 39.86% |
$161K - $172K
|
9.86K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-3.91K- 11.04% |
$96K - $103K
|
31.5K
$811K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-35- 0.07% |
$860 - $923
|
49.8K
$1.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-259- 1.44% |
$6.36K - $6.83K
|
17.7K
$456K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
13.5KNew |
$331K - $355K
|
13.5K
$347K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.01K- 17.75% |
$73.8K - $79.2K
|
13.9K
$359K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
1.71KNew |
$42.1K - $45.1K
|
1.71K
$44.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
29.1KNew |
$715K - $767K
|
29.1K
$750K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
32.7KNew |
$804K - $863K
|
32.7K
$843K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
891+ 0.44% |
$21.9K - $23.5K
|
203K
$5.24M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
72New |
$1.77K - $1.9K
|
72
$1.85K
|
|
| Q1 2024 | |||||||
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-7.5K- 44.76% |
$176K - $191K
|
9.26K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
164New |
$3.84K - $4.17K
|
164
$4.22K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.99KNew |
$164K - $178K
|
6.99K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6.47KNew |
$151K - $165K
|
6.47K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$257K - $280K
|
11K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5KNew |
$387K - $420K
|
16.5K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-330- 1.3% |
$7.73K - $8.4K
|
25K
$644K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-243- 0.24% |
$5.69K - $6.18K
|
102K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
15.2KNew |
$357K - $388K
|
15.2K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-19K- 10.86% |
$446K - $484K
|
156K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-288- 0.52% |
$6.74K - $7.33K
|
55.2K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-99- 0.06% |
$2.32K - $2.52K
|
163K
$4.2M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17.4K- 94.06% |
$408K - $444K
|
1.1K
$28.4K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
14.2KNew |
$332K - $360K
|
14.2K
$365K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.18K- 19.93% |
$51K - $55.4K
|
8.74K
$225K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-223- 0.3% |
$5.22K - $5.68K
|
73.8K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-2.62K- 31.25% |
$61.5K - $66.8K
|
5.77K
$149K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.4KNew |
$150K - $163K
|
6.4K
$165K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-2.31K- 18.15% |
$54.1K - $58.8K
|
10.4K
$268K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.33K+ 11.52% |
$31.1K - $33.8K
|
12.9K
$331K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2.86K- 70.93% |
$67.1K - $72.9K
|
1.17K
$30.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
12.1KNew |
$284K - $309K
|
12.1K
$312K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.62K+ 18.67% |
$37.9K - $41.2K
|
10.3K
$265K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
7.98KNew |
$187K - $203K
|
7.98K
$206K
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.61K- 3.7% |
$61.1K - $66.4K
|
67.9K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
10K+ 55.61% |
$235K - $256K
|
28.1K
$724K
|
|