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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24+ 0.26% |
$594 - $649
|
9.34K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
176+ 0.76% |
$4.36K - $4.76K
|
23.4K
$603K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-408- 0.24% |
$10.1K - $11K
|
168K
$4.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
636KNew |
$15.8M - $17.2M
|
636K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
537K+ 2407.12% |
$13.3M - $14.5M
|
559K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-14.6K- 1.65% |
$361K - $394K
|
867K
$22.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-569- 2.85% |
$14.1K - $15.4K
|
19.4K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.24K+ 427.15% |
$30.8K - $33.6K
|
1.53K
$39.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.55K- 1.24% |
$212K - $231K
|
679K
$17.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.4K+ 1.13% |
$59.4K - $64.9K
|
214K
$5.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
140KNew |
$3.46M - $3.78M
|
140K
$3.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
14.3K+ 2.36% |
$353K - $386K
|
618K
$15.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 8.59% |
$71.2K - $77.8K
|
30.6K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.07K- 5.88% |
$26.4K - $28.8K
|
17.1K
$440K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
149K+ 12.24% |
$3.68M - $4.02M
|
1.37M
$35.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-16.1K- 32.14% |
$400K - $436K
|
34.1K
$878K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.95K- 0.74% |
$73.1K - $79.8K
|
395K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-22.7K- 1.13% |
$563K - $614K
|
1.98M
$51.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
23.2K+ 3.52% |
$574K - $626K
|
680K
$17.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.24K+ 2.58% |
$155K - $169K
|
249K
$6.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
104+ 0.94% |
$2.58K - $2.81K
|
11.1K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
10.2KNew |
$253K - $276K
|
10.2K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
758+ 8.27% |
$18.8K - $20.5K
|
9.93K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
16.8K+ 6.12% |
$417K - $455K
|
292K
$7.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
810+ 2.65% |
$20.1K - $21.9K
|
31.4K
$810K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
444K+ 169.33% |
$11M - $12M
|
706K
$18.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
172+ 0.92% |
$4.26K - $4.65K
|
18.9K
$486K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.05K- 2.26% |
$125K - $137K
|
218K
$5.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.28K+ 4.49% |
$56.3K - $61.5K
|
53K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
16.4KNew |
$406K - $444K
|
16.4K
$423K
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-732- 0.13% |
$18.1K - $19.8K
|
555K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
213KNew |
$5.27M - $5.76M
|
213K
$5.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.97K- 5.6% |
$48.7K - $53.2K
|
33.2K
$855K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
38KNew |
$941K - $1.03M
|
38K
$979K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-217- 2.44% |
$5.37K - $5.87K
|
8.67K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-331- 1.65% |
$8.2K - $8.95K
|
19.7K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
31+ 0.75% |
$768 - $838
|
4.17K
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
23.7KNew |
$586K - $640K
|
23.7K
$610K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.35K+ 1.36% |
$33.3K - $36.4K
|
100K
$2.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-3.44K- 5.32% |
$85.2K - $93.1K
|
61.2K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-29.8K- 16.86% |
$739K - $807K
|
147K
$3.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
27.7K+ 1.22% |
$685K - $748K
|
2.29M
$59M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
46.4K+ 5.1% |
$1.15M - $1.25M
|
956K
$24.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.2K- 1.58% |
$54.5K - $59.5K
|
137K
$3.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
41.1K+ 5.99% |
$1.02M - $1.11M
|
728K
$18.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
23+ 0.14% |
$569 - $622
|
16.7K
$430K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
278K+ 30.07% |
$6.89M - $7.52M
|
1.2M
$31M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
862+ 3.19% |
$21.3K - $23.3K
|
27.8K
$717K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-846- 3.25% |
$20.9K - $22.9K
|
25.2K
$649K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
22K+ 3.08% |
$546K - $596K
|
737K
$19M
|