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 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-111K- 9.71% |
$3.12M - $3.86M
|
1.03M
$37.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.15K- 2.95% |
$144K - $179K
|
170K
$6.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-38.6K- 31.99% |
$1.08M - $1.34M
|
82K
$2.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-626- 4.44% |
$17.5K - $21.7K
|
13.5K
$490K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
13.6K+ 2.97% |
$381K - $471K
|
471K
$17.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
5+ 0.05% |
$140 - $174
|
11.1K
$403K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-13.1K- 37.05% |
$366K - $454K
|
22.2K
$807K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.68K+ 45.98% |
$271K - $336K
|
30.7K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-14.6K- 4.05% |
$408K - $505K
|
345K
$12.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
16.3KNew |
$456K - $565K
|
16.3K
$591K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
58K+ 7.64% |
$1.63M - $2.01M
|
818K
$29.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
75.3K+ 33.02% |
$2.11M - $2.61M
|
303K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8.14K+ 8.62% |
$228K - $283K
|
103K
$3.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-24- 0.01% |
$672 - $833
|
383K
$13.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-4.55K- 15.08% |
$127K - $158K
|
25.6K
$931K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
2.93K+ 0.82% |
$82.1K - $102K
|
362K
$13.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
11.9K+ 110.9% |
$333K - $412K
|
22.6K
$821K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.47K+ 0.15% |
$69.2K - $85.7K
|
1.64M
$59.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
367KNew |
$10.3M - $12.7M
|
367K
$13.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-6.23K- 1.96% |
$174K - $216K
|
311K
$11.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.46K+ 10.41% |
$125K - $155K
|
47.3K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
15.6K+ 0.73% |
$436K - $540K
|
2.15M
$78.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.8MNew |
$50.4M - $62.5M
|
1.8M
$65.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-61- 11.55% |
$1.71K - $2.12K
|
467
$17K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-6.95K- 0.34% |
$195K - $241K
|
2.06M
$74.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
4.45K+ 1.6% |
$125K - $155K
|
283K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
620+ 0.71% |
$17.4K - $21.5K
|
87.9K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
22.2K+ 5.85% |
$622K - $771K
|
402K
$14.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-966- 5.63% |
$27.1K - $33.5K
|
16.2K
$588K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-111- 0.24% |
$3.11K - $3.85K
|
45.2K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.8K+ 8.25% |
$1.79M - $2.21M
|
836K
$30.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
101K+ 20.37% |
$2.84M - $3.51M
|
598K
$21.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
5.67K+ 7.3% |
$159K - $197K
|
83.4K
$3.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-3.65K- 5.77% |
$102K - $127K
|
59.6K
$2.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24.6K+ 2.42% |
$689K - $854K
|
1.04M
$37.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.55K- 8.46% |
$99.4K - $123K
|
38.4K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.8K+ 2.4% |
$358K - $444K
|
545K
$19.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
115K+ 1031.81% |
$3.24M - $4.01M
|
127K
$4.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-36.8K- 2.42% |
$1.03M - $1.28M
|
1.48M
$53.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-318- 0.38% |
$8.91K - $11K
|
82.3K
$2.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.64K- 1.11% |
$46K - $57K
|
147K
$5.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
307+ 2.74% |
$8.6K - $10.7K
|
11.5K
$418K
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-21.1K- 2.28% |
$591K - $732K
|
903K
$32.8M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
24.6K+ 24.42% |
$689K - $854K
|
125K
$4.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
22.9K+ 12.17% |
$642K - $796K
|
211K
$7.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
28.6K+ 54.73% |
$803K - $994K
|
81K
$2.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.69K+ 41.55% |
$131K - $163K
|
16K
$580K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-67.6K- 21.18% |
$1.89M - $2.35M
|
252K
$9.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
6.36K+ 20.15% |
$178K - $221K
|
37.9K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
940+ 6.08% |
$26.3K - $32.6K
|
16.4K
$595K
|