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 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
637+ 3.45% |
$17.8K - $22.1K
|
19.1K
$694K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
66+ 1.91% |
$1.85K - $2.29K
|
3.52K
$128K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
278+ 7.53% |
$7.79K - $9.65K
|
3.97K
$144K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-182- 0.87% |
$5.1K - $6.32K
|
20.8K
$757K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
92.1KNew |
$2.58M - $3.2M
|
92.1K
$3.35M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.82K+ 0.73% |
$78.9K - $97.7K
|
391K
$14.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-975- 2.37% |
$27.3K - $33.8K
|
40.1K
$1.46M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
28.2K+ 14.17% |
$791K - $980K
|
227K
$8.26M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
27.2K+ 4.41% |
$762K - $944K
|
643K
$23.4M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
10.7K+ 15.14% |
$299K - $371K
|
81.3K
$2.95M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
20.3K+ 2.98% |
$568K - $703K
|
701K
$25.5M
|
|
| Q1 2025 | |||||||
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-909- 2.09% |
$26.3K - $29.5K
|
42.5K
$1.54M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.34K+ 22.16% |
$212K - $238K
|
40.4K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
100KNew |
$2.89M - $3.24M
|
100K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
921New |
$26.6K - $29.8K
|
921
$33.5K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.2K- 18.12% |
$585K - $656K
|
91.5K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
43K+ 4.93% |
$1.24M - $1.39M
|
915K
$33.2M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6K+ 89.61% |
$421K - $473K
|
30.9K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
32.1KNew |
$928K - $1.04M
|
32.1K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-3.2K- 86.49% |
$92.4K - $104K
|
500
$18.2K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-43.2K- 28.11% |
$1.25M - $1.4M
|
111K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.76KNew |
$50.8K - $57K
|
1.76K
$63.9K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-18.4K- 3.04% |
$531K - $596K
|
587K
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-152- 1.14% |
$4.39K - $4.92K
|
13.2K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-6.05K- 29.52% |
$175K - $196K
|
14.4K
$524K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.03K- 4.25% |
$29.7K - $33.4K
|
23.2K
$843K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
38.2K+ 19.56% |
$1.1M - $1.24M
|
234K
$8.49M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.69K- 30.11% |
$222K - $249K
|
17.9K
$649K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.87K+ 6.03% |
$256K - $287K
|
156K
$5.67M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.13K- 5.77% |
$61.5K - $69K
|
34.8K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.98K- 4.58% |
$86.1K - $96.6K
|
62.1K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.1KNew |
$292K - $328K
|
10.1K
$367K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
5.68K+ 2.08% |
$164K - $184K
|
279K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-895- 10.66% |
$25.8K - $29K
|
7.5K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-2.27K- 19.07% |
$65.6K - $73.6K
|
9.64K
$350K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
16+ 0.1% |
$462 - $518
|
16.4K
$597K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
32New |
$924 - $1.04K
|
32
$1.16K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
8.44KNew |
$244K - $274K
|
8.44K
$307K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
134K+ 2.4% |
$3.87M - $4.34M
|
5.71M
$207M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
20.6K+ 6.32% |
$594K - $667K
|
346K
$12.6M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5K- 27.87% |
$144K - $162K
|
12.9K
$470K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 13.37% |
$59.9K - $67.2K
|
17.6K
$639K
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-1.42K- 3.88% |
$40.9K - $45.9K
|
35.1K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
49.3K+ 535.48% |
$1.42M - $1.6M
|
58.5K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.75KNew |
$50.5K - $56.6K
|
1.75K
$63.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3.79K- 0.29% |
$109K - $123K
|
1.32M
$47.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
273+ 0.4% |
$7.88K - $8.85K
|
68.8K
$2.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.05K- 12.28% |
$204K - $228K
|
50.3K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.69KNew |
$193K - $217K
|
6.69K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.12KNew |
$32.3K - $36.3K
|
1.12K
$40.7K
|
|