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 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.07K- 9.1% |
$123K - $138K
|
50.7K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
123K+ 2.23% |
$2.98M - $3.35M
|
5.63M
$145M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
321+ 0.3% |
$7.8K - $8.75K
|
108K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
48+ 0.63% |
$1.17K - $1.31K
|
7.71K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
48K+ 64.58% |
$1.17M - $1.31M
|
122K
$3.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-60.4K- 8.83% |
$1.47M - $1.65M
|
623K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.93KNew |
$95.5K - $107K
|
3.93K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
70.6K+ 15.49% |
$1.72M - $1.93M
|
527K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-362- 0.61% |
$8.79K - $9.86K
|
58.9K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
494+ 1.38% |
$12K - $13.5K
|
36.3K
$936K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
119KNew |
$2.9M - $3.25M
|
119K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.03M- 99.96% |
$25M - $28.1M
|
421
$10.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-563- 1.15% |
$13.7K - $15.3K
|
48.5K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.64KNew |
$186K - $208K
|
7.64K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.71K- 99.09% |
$90K - $101K
|
34
$876
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-40.6K- 2.39% |
$986K - $1.11M
|
1.66M
$42.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.91K- 0.84% |
$241K - $270K
|
1.17M
$30.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.54KNew |
$37.3K - $41.8K
|
1.54K
$39.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-20.9K- 0.4% |
$508K - $570K
|
5.16M
$133M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
36.1KNew |
$878K - $985K
|
36.1K
$931K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.5K- 6.83% |
$572K - $642K
|
321K
$8.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
202+ 0.92% |
$4.91K - $5.5K
|
22.2K
$573K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.3K+ 37.02% |
$322K - $361K
|
49.1K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
579+ 0.71% |
$14.1K - $15.8K
|
82.3K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
245+ 0.08% |
$5.95K - $6.68K
|
321K
$8.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
844+ 0.47% |
$20.5K - $23K
|
180K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.77K+ 34.46% |
$91.5K - $103K
|
14.7K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
134+ 0.41% |
$3.25K - $3.65K
|
32.5K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.82K+ 35.01% |
$166K - $186K
|
26.3K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14.8K+ 87.84% |
$358K - $402K
|
31.6K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
4.32K+ 1.15% |
$105K - $118K
|
379K
$9.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7.21K+ 4.68% |
$175K - $197K
|
161K
$4.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.45K- 28.23% |
$83.9K - $94.1K
|
8.78K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.23K- 1.07% |
$200K - $224K
|
760K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
50.4K+ 8.37% |
$1.22M - $1.37M
|
652K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.38% |
$24.3 - $27.3
|
262
$6.75K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-4.37K- 16.06% |
$106K - $119K
|
22.9K
$589K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.2K+ 1.01% |
$29.1K - $32.7K
|
120K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.27KNew |
$104K - $116K
|
4.27K
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.34K+ 3.31% |
$81K - $90.9K
|
104K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-501- 4.14% |
$12.2K - $13.7K
|
11.6K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16.4K- 1.23% |
$398K - $446K
|
1.31M
$33.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.51K- 7.68% |
$182K - $205K
|
90.3K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.78K+ 18.05% |
$116K - $130K
|
31.3K
$806K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1- 0.01% |
$24.3 - $27.3
|
14.9K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
4.38K+ 44.36% |
$106K - $119K
|
14.3K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
7.24K+ 14.5% |
$176K - $197K
|
57.2K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
33+ 0.39% |
$802 - $899
|
8.47K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.09K- 4.76% |
$26.6K - $29.8K
|
21.9K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-22K- 0.53% |
$534K - $599K
|
4.16M
$107M
|