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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.34K+ 4.68% |
$183K - $205K
|
142K
$4.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-492- 0.5% |
$14.2K - $15.9K
|
98.5K
$3.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-372- 0.45% |
$10.7K - $12.1K
|
82.6K
$2.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
62+ 0.09% |
$1.79K - $2.01K
|
69.5K
$2.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-631K- 96.55% |
$18.2M - $20.4M
|
22.6K
$710K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-17K- 2.92% |
$492K - $552K
|
567K
$17.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.32K- 0.88% |
$38K - $42.6K
|
149K
$4.68M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
34+ 0.31% |
$982 - $1.1K
|
11.1K
$349K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-265- 6.7% |
$7.65K - $8.59K
|
3.69K
$116K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33.6KNew |
$971K - $1.09M
|
33.6K
$1.06M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
11.8K+ 17.87% |
$340K - $382K
|
77.8K
$2.45M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
28K+ 19.05% |
$810K - $909K
|
175K
$5.52M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
385+ 1.87% |
$11.1K - $12.5K
|
21K
$661K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.42K+ 2.31% |
$69.9K - $78.4K
|
107K
$3.38M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
15.3K+ 2.31% |
$443K - $497K
|
680K
$21.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-2.59K- 16.27% |
$74.9K - $84K
|
13.4K
$420K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
23.4K+ 352.84% |
$678K - $739K
|
30K
$945K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.72K+ 183.46% |
$49.9K - $54.3K
|
2.66K
$83.6K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
163K+ 10.75% |
$4.71M - $5.14M
|
1.68M
$52.7M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
20.5KNew |
$594K - $647K
|
20.5K
$645K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
130KNew |
$3.78M - $4.12M
|
130K
$4.11M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
273KNew |
$7.93M - $8.64M
|
273K
$8.6M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
307KNew |
$8.91M - $9.71M
|
307K
$9.67M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
253KNew |
$7.34M - $8M
|
253K
$7.97M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.82KNew |
$52.7K - $57.4K
|
1.82K
$57.2K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
188K+ 21.25% |
$5.45M - $5.94M
|
1.07M
$33.8M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
373+ 3.11% |
$10.8K - $11.8K
|
12.4K
$390K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.65K+ 2.36% |
$47.9K - $52.2K
|
71.6K
$2.25M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.25K+ 8.07% |
$94.1K - $103K
|
43.4K
$1.37M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
852+ 2.55% |
$24.7K - $26.9K
|
34.3K
$1.08M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
38K+ 32.47% |
$1.1M - $1.2M
|
155K
$4.88M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
25.3K+ 1.57% |
$735K - $801K
|
1.64M
$51.6M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
223KNew |
$6.47M - $7.05M
|
223K
$7.02M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.24K+ 33.13% |
$239K - $260K
|
33.1K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.83K+ 7.25% |
$111K - $121K
|
56.7K
$1.78M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
29.8KNew |
$865K - $942K
|
29.8K
$939K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.45K+ 27.35% |
$100K - $109K
|
16.1K
$506K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
4.09KNew |
$119K - $129K
|
4.09K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.87K+ 1.29% |
$170K - $185K
|
461K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.3KNew |
$212K - $231K
|
7.3K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
159K+ 14.9% |
$4.61M - $5.03M
|
1.23M
$38.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
847+ 3.6% |
$24.6K - $26.8K
|
24.4K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-391K- 9.05% |
$11.3M - $12.3M
|
3.93M
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.3KNew |
$472K - $515K
|
16.3K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.98KNew |
$232K - $252K
|
7.98K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.91K+ 5.0% |
$258K - $281K
|
187K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
231New |
$6.7K - $7.3K
|
231
$7.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
186K+ 5.39% |
$5.4M - $5.88M
|
3.64M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
181+ 1.1% |
$5.25K - $5.72K
|
16.7K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.8K- 1.61% |
$344K - $374K
|
725K
$22.8M
|
|