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 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 0.22% |
$66.8K - $74.9K
|
1.03M
$35.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47+ 0.31% |
$1.36K - $1.52K
|
15.2K
$526K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-57- 0.32% |
$1.65K - $1.85K
|
17.6K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.3K+ 5.82% |
$153K - $172K
|
96.3K
$3.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
49.7K+ 7.0% |
$1.44M - $1.61M
|
760K
$26.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-198K- 14.75% |
$5.73M - $6.42M
|
1.15M
$39.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1.14K- 7.56% |
$32.9K - $36.9K
|
13.9K
$483K
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
9.84K+ 3.67% |
$284K - $319K
|
278K
$9.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
27.4K+ 7.63% |
$790K - $887K
|
386K
$13.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.04K- 13.09% |
$146K - $163K
|
33.5K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.53K- 3.27% |
$131K - $147K
|
134K
$4.64M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.23K+ 2.73% |
$122K - $137K
|
159K
$5.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.23K+ 3.01% |
$151K - $169K
|
179K
$6.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.16KNew |
$264K - $297K
|
9.16K
$318K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.59K+ 1.6% |
$74.9K - $84K
|
164K
$5.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17.9K+ 11.4% |
$516K - $579K
|
175K
$6.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
10.8K+ 2.41% |
$312K - $350K
|
458K
$15.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1K+ 4.04% |
$29K - $32.5K
|
25.8K
$896K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
2.45K+ 2.94% |
$70.6K - $79.2K
|
85.6K
$2.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
76.4K+ 50.34% |
$2.21M - $2.47M
|
228K
$7.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-5.04K- 3.97% |
$146K - $163K
|
122K
$4.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
21KNew |
$608K - $682K
|
21K
$730K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-40.1K- 10.07% |
$1.16M - $1.3M
|
358K
$12.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-32K- 5.66% |
$924K - $1.04M
|
533K
$18.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.09K+ 24.17% |
$60.2K - $67.6K
|
10.7K
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
12.7K+ 12.42% |
$367K - $412K
|
115K
$3.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
638+ 3.07% |
$18.4K - $20.7K
|
21.4K
$743K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2K+ 21.24% |
$57.8K - $64.8K
|
11.4K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12KNew |
$347K - $389K
|
12K
$416K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-475- 51.35% |
$13.7K - $15.4K
|
450
$15.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
20+ 0.14% |
$578 - $648
|
14.1K
$490K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8.82K+ 17.62% |
$255K - $286K
|
58.9K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
6.51K+ 15.2% |
$188K - $211K
|
49.3K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
118K+ 11.0% |
$3.41M - $3.83M
|
1.19M
$41.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-29.8K- 3.21% |
$862K - $967K
|
900K
$31.2M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-30.5K- 12.73% |
$882K - $990K
|
209K
$7.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.28K- 1.54% |
$94.8K - $106K
|
210K
$7.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
30.9K+ 38.74% |
$892K - $1M
|
111K
$3.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
12.8K+ 2.55% |
$369K - $414K
|
514K
$17.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-702- 7.02% |
$20.3K - $22.7K
|
9.29K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
60.9K+ 57.57% |
$1.76M - $1.97M
|
167K
$5.79M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
146+ 0.34% |
$4.22K - $4.73K
|
43K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15.7K+ 5.7% |
$453K - $508K
|
291K
$10.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
155KNew |
$4.47M - $5.01M
|
155K
$5.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.93K- 1.24% |
$55.9K - $62.7K
|
154K
$5.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.03K- 3.11% |
$87.4K - $98K
|
94.4K
$3.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-3.6K- 6.33% |
$104K - $117K
|
53.2K
$1.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-2.52K- 11.68% |
$72.7K - $81.6K
|
19K
$661K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
26.5K+ 4.72% |
$765K - $858K
|
587K
$20.4M
|