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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.54KNew |
$29K - $34.8K
|
1.54K
$39.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
4.34K+ 2.05% |
$81.9K - $98.2K
|
216K
$5.52M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
13.7KNew |
$259K - $310K
|
13.7K
$350K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
19.8K+ 38.86% |
$373K - $447K
|
70.6K
$1.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-10.5K- 3.46% |
$198K - $237K
|
292K
$7.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-731- 5.79% |
$13.8K - $16.5K
|
11.9K
$304K
|
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-50K- 49.4% |
$945K - $1.13M
|
51.2K
$1.31M
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
9.05K+ 5.55% |
$171K - $205K
|
172K
$4.39M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
530+ 1.31% |
$10K - $12K
|
40.9K
$1.04M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.9K+ 10.66% |
$232K - $278K
|
114K
$2.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
20+ 1.3% |
$424 - $507
|
1.56K
$39.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.9KNew |
$231K - $276K
|
10.9K
$278K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
85+ 1.28% |
$1.8K - $2.16K
|
6.73K
$172K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-48.6KClosed |
$1.03M - $1.23M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
511New |
$10.8K - $13K
|
511
$13.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$240K - $288K
|
11.3K
$289K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.43MClosed |
$72.9M - $87.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
14.5KNew |
$309K - $369K
|
14.5K
$371K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.42KClosed |
$30.2K - $36.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
68.7K+ 104.19% |
$1.46M - $1.74M
|
135K
$3.44M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-210Closed |
$4.46K - $5.33K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.35KNew |
$28.6K - $34.1K
|
1.35K
$34.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-16.2KClosed |
$343K - $410K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-5.46KClosed |
$116K - $138K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-10.2KClosed |
$217K - $259K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
SELL
|
- |
-12.8KClosed |
$273K - $326K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
874New |
$18.5K - $22.2K
|
874
$22.3K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
874New |
$18.5K - $22.2K
|
874
$22.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.08KClosed |
$150K - $180K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
448New |
$9.51K - $11.4K
|
448
$11.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-8.46KClosed |
$179K - $215K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-859Closed |
$18.2K - $21.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
125New |
$2.65K - $3.17K
|
125
$3.19K
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
9.75KNew |
$207K - $247K
|
9.75K
$249K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
303New |
$6.43K - $7.69K
|
303
$7.74K
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.19KClosed |
$214K - $246K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.7KClosed |
$294K - $338K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-15.4KClosed |
$359K - $412K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.01KClosed |
$23.5K - $27K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-268Closed |
$6.23K - $7.16K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3.75K- 17.2% |
$87.2K - $100K
|
18.1K
$461K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-372Closed |
$8.65K - $9.94K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-7.89KClosed |
$184K - $211K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10.2KClosed |
$237K - $272K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50New |
$1.16K - $1.34K
|
50
$1.28K
|
|
| Q4 2021 | |||||||
|
Dec 06, 2024
Q4 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-1.17M- 33.42% |
$29.5M - $31.4M
|
2.33M
$59.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
48.9KNew |
$1.23M - $1.31M
|
48.9K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$80.7K - $86K
|
3.21K
$81.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
10.5KNew |
$263K - $280K
|
10.5K
$267K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.28KNew |
$234K - $249K
|
9.28K
$237K
|
|