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 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
6.37K+ 27.15% |
$178K - $221K
|
29.8K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 5.75% |
$38.7K - $47.9K
|
22.6K
$785K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
17.2KNew |
$483K - $598K
|
17.2K
$598K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
56.2K+ 46.06% |
$1.58M - $1.95M
|
178K
$6.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
9.1K+ 26.65% |
$255K - $316K
|
43.3K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9+ 0.05% |
$252 - $312
|
19.8K
$687K
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
57.3K+ 13.64% |
$1.61M - $1.99M
|
478K
$16.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
11.5KNew |
$322K - $399K
|
11.5K
$399K
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-111- 0.36% |
$3.11K - $3.85K
|
30.3K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.2K+ 4.73% |
$33.7K - $41.8K
|
26.6K
$925K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
44.1K+ 5.35% |
$1.24M - $1.53M
|
869K
$30.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.34KNew |
$37.5K - $46.4K
|
1.34K
$46.4K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
13.1K+ 11.6% |
$368K - $455K
|
126K
$4.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-708- 1.33% |
$19.8K - $24.6K
|
52.5K
$1.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
35K+ 20.97% |
$980K - $1.21M
|
202K
$7M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-627- 0.82% |
$17.6K - $21.8K
|
75.6K
$2.62M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
520+ 8.01% |
$14.6K - $18K
|
7.01K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
17.7K+ 12.97% |
$497K - $615K
|
154K
$5.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
31.7K+ 8.04% |
$888K - $1.1M
|
426K
$14.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
7.53K+ 2.79% |
$211K - $261K
|
277K
$9.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-535- 1.45% |
$15K - $18.6K
|
36.4K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12.4K+ 53.33% |
$348K - $432K
|
35.8K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-421- 1.18% |
$11.8K - $14.6K
|
35.3K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20.8K+ 3.52% |
$584K - $723K
|
612K
$21.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17.8K+ 8.67% |
$498K - $617K
|
223K
$7.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.48K+ 9.05% |
$154K - $190K
|
66.1K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.44K+ 92.72% |
$180K - $223K
|
13.4K
$464K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-7.95K- 6.49% |
$223K - $276K
|
114K
$3.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.66K+ 3.37% |
$103K - $127K
|
112K
$3.9M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
7.81K+ 3.49% |
$219K - $271K
|
232K
$8.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-147K- 10.89% |
$4.11M - $5.09M
|
1.2M
$41.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
30.3K+ 23.32% |
$849K - $1.05M
|
160K
$5.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.18K+ 3.2% |
$229K - $284K
|
264K
$9.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
72K+ 18.12% |
$2.02M - $2.5M
|
469K
$16.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-787- 1.85% |
$22.1K - $27.3K
|
41.7K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
527+ 7.34% |
$14.8K - $18.3K
|
7.71K
$267K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
100+ 0.62% |
$2.8K - $3.47K
|
16.2K
$561K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.1K- 8.07% |
$366K - $453K
|
149K
$5.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.29% |
$56 - $69.4
|
699
$24.3K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-1.33K- 3.1% |
$37.3K - $46.2K
|
41.7K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
59.6K+ 10.51% |
$1.67M - $2.07M
|
626K
$21.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.1K- 4.85% |
$30.8K - $38.2K
|
21.6K
$748K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4.35K+ 67.07% |
$122K - $151K
|
10.8K
$376K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-17.9K- 8.56% |
$502K - $622K
|
192K
$6.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13.6K+ 4.19% |
$382K - $473K
|
339K
$11.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.3KNew |
$317K - $393K
|
11.3K
$393K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-229- 0.15% |
$6.42K - $7.95K
|
153K
$5.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 0.05% |
$364 - $451
|
25.8K
$897K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
11.6K+ 2.25% |
$324K - $401K
|
526K
$18.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
4.11K+ 8.35% |
$115K - $143K
|
53.4K
$1.85M
|