Latest Institutional Purchases of Dimensional ETF Tr (DFAX)

DFAX Quotes by TradingView

This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 16, 2024 Q3 2024
Good Life Advisors, LLC

BUY
 -
22.6K
New
$549K - $616K
22.6K $601K
Oct 24, 2024 Q3 2024
Inscription Capital, LLC

Houston, TX
BUY
 -
22.1K
New
$538K - $603K
22.1K $588K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
19K
+ 25.66%
$462K - $519K
93.2K $2.48M
Oct 16, 2024 Q3 2024
Probity Advisors, Inc.

Dallas, TX
BUY
 -
17.2K
New
$419K - $470K
17.2K $458K
Nov 14, 2024 Q3 2024
First Manhattan CO

New York, NY
BUY
 -
16K
New
$387K - $435K
16K $424K
Oct 04, 2024 Q3 2024
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
13.9K
+ 2.01%
$336K - $377K
702K $18.7M
Nov 13, 2024 Q3 2024
Townsquare Capital LLC

BUY
 -
13.3K
+ 37.02%
$322K - $361K
49.1K $1.3M
Nov 05, 2024 Q3 2024
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
11.7K
New
$284K - $318K
11.7K $310K
Oct 16, 2024 Q3 2024
Orin Green Financial, LLC

BUY
 -
8.79K
New
$213K - $239K
8.79K $234K
Nov 14, 2024 Q3 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
7.83K
New
$190K - $213K
7.83K $208K
Oct 30, 2024 Q3 2024
Beacon Financial Advisory LLC

BUY
 -
7.75K
New
$188K - $211K
7.75K $206K
Oct 07, 2024 Q3 2024
Affinity Capital Advisors, LLC

BUY
 -
7.74K
New
$188K - $211K
7.74K $206K
Nov 13, 2024 Q3 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
7.64K
New
$186K - $208K
7.64K $203K
Nov 14, 2024 Q3 2024
Atlas Wealth LLC

Cincinnati, OH
BUY
 -
7.62K
New
$185K - $208K
7.62K $203K
Oct 23, 2024 Q3 2024
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
7.4K
+ 1.62%
$180K - $202K
463K $12.3M
Nov 08, 2024 Q3 2024
First Horizon Advisors, Inc.

BUY
 -
5.27K
New
$128K - $144K
5.27K $140K
Nov 15, 2024 Q3 2024
M&T Bank Corp

BUY
 -
5.02K
+ 20.12%
$122K - $137K
30K $796K
Nov 12, 2024 Q3 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
4.27K
New
$104K - $116K
4.27K $114K
Nov 12, 2024 Q3 2024
Western Wealth Management, LLC

BUY
 -
3.34K
+ 3.31%
$81K - $90.9K
104K $2.77M
Oct 30, 2024 Q3 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
3.28K
+ 5.23%
$79.7K - $89.5K
66K $1.76M
Nov 13, 2024 Q3 2024
Private Capital Management LLC

BUY
 -
1.54K
New
$37.3K - $41.8K
1.54K $40.8K
Oct 08, 2024 Q3 2024
Brookstone Capital Management

BUY
 -
705
+ 8.89%
$17.1K - $19.2K
8.64K $230K
Oct 11, 2024 Q3 2024
Org Partners LLC

Roanoke, IN
BUY
 -
459
New
$11.1K - $12.5K
459 $12.2K
Oct 16, 2024 Q3 2024
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
340
+ 31.28%
$8.26K - $9.27K
1.43K $37.9K
Feb 11, 2025 Q3 2024
Core First Bank & Trust

Topeka, KS
BUY
 -
330
New
$8.02K - $8.99K
330 $8.77K
Oct 15, 2024 Q3 2024
First Pacific Financial

BUY
 -
101
+ 0.69%
$2.45K - $2.75K
14.8K $392K
Oct 21, 2024 Q3 2024
Oakworth Capital, Inc.

BUY
 -
98
+ 26.06%
$2.38K - $2.67K
474 $12.6K
Nov 14, 2024 Q3 2024
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
67
+ 0.71%
$1.63K - $1.83K
9.48K $252K
Oct 25, 2024 Q3 2024
Tnf LLC

BUY
 -
55
+ 0.68%
$1.34K - $1.5K
8.11K $216K
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
1
+ 0.38%
$24.3 - $27.3
262 $6.96K
Q2 2024
Aug 06, 2024 Q2 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
36K
New
$885K - $949K
36K $957K
Jul 12, 2024 Q2 2024
Francis Financial, Inc.

New York, NY
BUY
 -
32.7K
New
$804K - $863K
32.7K $870K
Jul 12, 2024 Q2 2024
Thrive Wealth Management, LLC

BUY
 -
29.1K
New
$715K - $767K
29.1K $774K
Aug 14, 2024 Q2 2024
Northern Trust Corp

Chicago, IL
BUY
 -
24K
New
$590K - $633K
24K $639K
Aug 14, 2024 Q2 2024
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
19.6K
New
$481K - $516K
19.6K $521K
Aug 05, 2024 Q2 2024
Parkside Financial Bank & Trust

BUY
 -
19.6K
New
$481K - $516K
19.6K $520K
Jul 22, 2024 Q2 2024
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
13.5K
New
$331K - $355K
13.5K $358K
Aug 01, 2024 Q2 2024
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
10.5K
New
$257K - $276K
10.5K $278K
Aug 02, 2024 Q2 2024
Kovack Advisors, Inc.

BUY
 -
9.52K
New
$234K - $251K
9.52K $253K
Sep 09, 2024 Q2 2024
Heritage Wealth Management, Inc.

Cincinnati, OH
BUY
 -
7.84K
New
$193K - $207K
7.84K $208K
Aug 01, 2024 Q2 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
4.05K
New
$99.5K - $107K
4.05K $108K
Jul 31, 2024 Q2 2024
Investors Research Corp

BUY
 -
2.46K
+ 100.29%
$60.4K - $64.8K
4.91K $131K
Jul 15, 2024 Q2 2024
Washington Trust CO

BUY
 -
1.71K
New
$42.1K - $45.1K
1.71K $45.5K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.22K
New
$29.9K - $32K
1.22K $32.3K
Jul 10, 2024 Q2 2024
Walden Wealth Partners LLC

Beachwood, OH
BUY
 -
891
+ 0.44%
$21.9K - $23.5K
203K $5.41M
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
360
New
$8.85K - $9.49K
360 $9.57K
Aug 13, 2024 Q2 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
92
+ 5.22%
$2.26K - $2.43K
1.85K $49.3K
Jul 08, 2024 Q2 2024
Quent Capital, LLC

BUY
 -
72
New
$1.77K - $1.9K
72 $1.91K
Jul 30, 2024 Q2 2024
Private Ocean, LLC

BUY
 -
3
+ 0.08%
$73.7 - $79.1
3.71K $98.6K

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