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 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
558+ 1.6% |
$13.6K - $15.2K
|
35.4K
$905K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 0.42% |
$46.8K - $52.5K
|
465K
$11.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
47.1K+ 1.31% |
$1.14M - $1.28M
|
3.65M
$93.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.12K+ 1.52% |
$27.1K - $30.4K
|
74.7K
$1.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
47.4K+ 9.32% |
$1.15M - $1.29M
|
556K
$14.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-7- 0.01% |
$170 - $191
|
113K
$2.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-70- 0.41% |
$1.7K - $1.91K
|
16.9K
$431K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
5.19K+ 5.02% |
$126K - $141K
|
109K
$2.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.89K+ 3.82% |
$94.6K - $106K
|
106K
$2.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-322- 1.57% |
$7.82K - $8.77K
|
20.2K
$515K
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
53.2K+ 128.68% |
$1.29M - $1.45M
|
94.5K
$2.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.75KNew |
$188K - $211K
|
7.75K
$198K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.28K+ 5.23% |
$79.7K - $89.5K
|
66K
$1.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15.2K+ 2.81% |
$369K - $414K
|
556K
$14.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-437K- 48.57% |
$10.6M - $11.9M
|
463K
$11.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.5K- 12.75% |
$36.4K - $40.9K
|
10.3K
$262K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
26.2K+ 2.01% |
$636K - $714K
|
1.33M
$33.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
301+ 6.26% |
$7.31K - $8.2K
|
5.11K
$131K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.3K+ 11.96% |
$905K - $1.02M
|
349K
$8.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-87- 0.23% |
$2.11K - $2.37K
|
37.7K
$962K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.82KNew |
$44.2K - $49.6K
|
1.82K
$46.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
55+ 0.68% |
$1.34K - $1.5K
|
8.11K
$207K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-385- 1.07% |
$9.35K - $10.5K
|
35.7K
$912K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-9.53K- 1.85% |
$231K - $260K
|
507K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
22.1KNew |
$538K - $603K
|
22.1K
$565K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.44K- 35.67% |
$35K - $39.2K
|
2.6K
$66.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.77KNew |
$189K - $212K
|
7.77K
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-113K- 1.54% |
$2.74M - $3.07M
|
7.2M
$184M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.48K+ 3.81% |
$182K - $204K
|
204K
$5.21M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
7.4K+ 1.62% |
$180K - $202K
|
463K
$11.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.79K+ 2.12% |
$189K - $212K
|
375K
$9.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10.5K- 2.24% |
$255K - $286K
|
458K
$11.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
74.9K+ 5.62% |
$1.82M - $2.04M
|
1.41M
$36M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 0.42% |
$1.72K - $1.93K
|
16.8K
$430K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-178K- 22.66% |
$4.32M - $4.84M
|
607K
$15.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
98+ 26.06% |
$2.38K - $2.67K
|
474
$12.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
281K+ 5.18% |
$6.82M - $7.65M
|
5.7M
$146M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19K+ 25.66% |
$462K - $519K
|
93.2K
$2.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.2K- 0.85% |
$272K - $306K
|
1.31M
$33.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-4.05K- 7.67% |
$98.4K - $110K
|
48.8K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-8.47K- 20.86% |
$206K - $231K
|
32.1K
$821K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-965- 28.81% |
$23.4K - $26.3K
|
2.39K
$60.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-52- 0.14% |
$1.26K - $1.42K
|
36.9K
$942K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
454K+ 161.71% |
$11M - $12.4M
|
735K
$18.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-13.1K- 14.15% |
$319K - $358K
|
79.6K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
340+ 31.28% |
$8.26K - $9.27K
|
1.43K
$36.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
22.6KNew |
$549K - $616K
|
22.6K
$578K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
8.79KNew |
$213K - $239K
|
8.79K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
17.2KNew |
$419K - $470K
|
17.2K
$440K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-633- 3.32% |
$15.4K - $17.2K
|
18.4K
$470K
|