Latest Institutional Transactions on Dimensional ETF Tr (DFAI)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAI) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
28.6K+ 54.73% |
$803K - $994K
|
81K
$2.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.69K+ 41.55% |
$131K - $163K
|
16K
$554K
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-318- 0.38% |
$8.91K - $11K
|
82.3K
$2.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
9.4K+ 4.71% |
$264K - $326K
|
209K
$7.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-94.6K- 97.88% |
$2.65M - $3.28M
|
2.05K
$71.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
361+ 2.64% |
$10.1K - $12.5K
|
14K
$487K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.1K+ 50.42% |
$592K - $733K
|
63K
$2.19M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
15.3K+ 71.43% |
$428K - $530K
|
36.6K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-7.23K- 19.12% |
$203K - $251K
|
30.6K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
12.3K+ 3.2% |
$345K - $427K
|
396K
$13.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.34K- 0.99% |
$37.4K - $46.4K
|
133K
$4.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-103K- 18.17% |
$2.89M - $3.57M
|
464K
$16.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-561- 4.88% |
$15.7K - $19.5K
|
10.9K
$379K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.95K- 0.39% |
$82.5K - $102K
|
745K
$25.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-709- 3.31% |
$19.9K - $24.6K
|
20.7K
$718K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.87K+ 5.55% |
$52.3K - $64.8K
|
35.5K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7.46K+ 7.57% |
$209K - $259K
|
106K
$3.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.16K- 4.3% |
$60.6K - $75K
|
48.1K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
148K+ 9.43% |
$4.13M - $5.12M
|
1.71M
$59.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-177- 1.17% |
$4.96K - $6.14K
|
15K
$520K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-4K- 1.77% |
$112K - $139K
|
222K
$7.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
176+ 2.6% |
$4.93K - $6.11K
|
6.94K
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-4.13K- 4.35% |
$116K - $143K
|
90.9K
$3.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
36.6K+ 3.31% |
$1.03M - $1.27M
|
1.14M
$39.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
119KNew |
$3.33M - $4.13M
|
119K
$4.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.46K- 5.31% |
$40.9K - $50.6K
|
26K
$902K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
49+ 0.15% |
$1.37K - $1.7K
|
33.3K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.39K+ 3.02% |
$123K - $153K
|
150K
$5.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-216- 1.62% |
$6.05K - $7.5K
|
13.1K
$456K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
10.4K+ 4.04% |
$292K - $362K
|
268K
$9.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.83K+ 2.63% |
$51.2K - $63.4K
|
71.3K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
3.91KNew |
$110K - $136K
|
3.91K
$136K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.06K+ 0.97% |
$170K - $210K
|
631K
$21.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
38.5K+ 14.06% |
$1.08M - $1.34M
|
312K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.29K+ 24.91% |
$204K - $253K
|
36.6K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7.24K+ 44.86% |
$203K - $251K
|
23.4K
$811K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
198K+ 33.08% |
$5.56M - $6.89M
|
798K
$27.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
926+ 3.37% |
$25.9K - $32.1K
|
28.4K
$987K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.36K- 29.84% |
$206K - $255K
|
17.3K
$600K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.99K- 1.11% |
$83.8K - $104K
|
266K
$9.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 0.32% |
$252 - $312
|
2.84K
$98.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-458- 0.28% |
$12.8K - $15.9K
|
166K
$5.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.6K- 37.49% |
$185K - $229K
|
11K
$382K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-20.8K- 7.49% |
$583K - $722K
|
257K
$8.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
174+ 1.29% |
$4.88K - $6.04K
|
13.6K
$473K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
278+ 7.53% |
$7.79K - $9.65K
|
3.97K
$138K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.18KNew |
$173K - $214K
|
6.18K
$214K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
66+ 1.91% |
$1.85K - $2.29K
|
3.52K
$122K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.74K- 2.55% |
$76.8K - $95.1K
|
105K
$3.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
637+ 3.45% |
$17.8K - $22.1K
|
19.1K
$663K
|