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 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
120+ 0.27% |
$2.97K - $3.24K
|
44.4K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-14.8K- 52.53% |
$365K - $399K
|
13.3K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-422- 4.92% |
$10.4K - $11.4K
|
8.16K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
72.9KNew |
$1.81M - $1.97M
|
72.9K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
2.27K+ 4.74% |
$56.3K - $61.5K
|
50.3K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
42.1K+ 80.48% |
$1.04M - $1.14M
|
94.5K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-22- 0.06% |
$545 - $595
|
36.4K
$937K
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
793+ 9.6% |
$19.6K - $21.4K
|
9.05K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71+ 0.14% |
$1.76K - $1.92K
|
50.9K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
77+ 0.93% |
$1.91K - $2.08K
|
8.36K
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-8.52K- 3.96% |
$211K - $230K
|
207K
$5.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
833K+ 90.36% |
$20.6M - $22.5M
|
1.75M
$45.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-99.6K- 3.94% |
$2.47M - $2.69M
|
2.42M
$62.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
37.3K+ 1.29% |
$922K - $1.01M
|
2.91M
$75.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
5.67K+ 0.34% |
$140K - $153K
|
1.67M
$43.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
5.26K+ 22.31% |
$130K - $142K
|
28.8K
$742K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.75K- 7.07% |
$142K - $155K
|
75.6K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
254K+ 7.11% |
$6.29M - $6.87M
|
3.83M
$98.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.31% |
$173 - $189
|
2.24K
$57.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.84K- 4.57% |
$45.6K - $49.8K
|
38.5K
$992K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.14K+ 0.83% |
$28.3K - $30.9K
|
139K
$3.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.01K+ 83.71% |
$25.1K - $27.4K
|
2.22K
$57.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.07K- 0.62% |
$51.3K - $56K
|
331K
$8.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-892- 0.82% |
$22.1K - $24.1K
|
108K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.4KNew |
$306K - $335K
|
12.4K
$319K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.4K+ 8.36% |
$134K - $146K
|
70K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-98- 0.14% |
$2.43K - $2.65K
|
68.9K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.77K+ 16.63% |
$68.6K - $74.9K
|
19.4K
$500K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
245KNew |
$6.07M - $6.62M
|
245K
$6.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-4.06K- 2.28% |
$100K - $110K
|
174K
$4.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-125- 0.18% |
$3.1K - $3.38K
|
67.8K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-13.2K- 11.78% |
$327K - $357K
|
99K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.1K+ 141.33% |
$498K - $544K
|
34.3K
$884K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.19K- 9.65% |
$54.2K - $59.2K
|
20.5K
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
9.24K+ 34.57% |
$229K - $250K
|
35.9K
$926K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-355- 21.36% |
$8.79K - $9.6K
|
1.31K
$33.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.78K- 6.6% |
$68.9K - $75.2K
|
39.4K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
45.9K+ 8.77% |
$1.14M - $1.24M
|
569K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-23.4K- 15.05% |
$581K - $634K
|
132K
$3.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
23.4K+ 1.9% |
$579K - $633K
|
1.25M
$32.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
224+ 0.75% |
$5.55K - $6.06K
|
30.3K
$780K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.9K+ 0.49% |
$320K - $350K
|
2.64M
$68M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
48.3KNew |
$1.2M - $1.31M
|
48.3K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.01K+ 0.46% |
$25.1K - $27.4K
|
223K
$5.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
39.5K+ 3.79% |
$979K - $1.07M
|
1.08M
$27.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
124+ 0.35% |
$3.07K - $3.35K
|
35.5K
$916K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
330New |
$8.17K - $8.92K
|
330
$8.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
711K+ 18.24% |
$17.6M - $19.2M
|
4.61M
$119M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.99K- 0.49% |
$73.9K - $80.7K
|
605K
$15.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
30+ 0.04% |
$743 - $811
|
67.2K
$1.73M
|