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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.75K+ 4.06% |
$225K - $245K
|
199K
$6.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
823New |
$23.9K - $26K
|
823
$28.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
10.1KNew |
$292K - $318K
|
10.1K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-9.51K- 27.74% |
$276K - $301K
|
24.8K
$860K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.77K- 19.81% |
$167K - $182K
|
23.3K
$810K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
40.9K+ 48.55% |
$1.19M - $1.29M
|
125K
$4.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
80New |
$2.32K - $2.53K
|
80
$2.78K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
7.25KNew |
$210K - $229K
|
7.25K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
656New |
$19K - $20.7K
|
656
$22.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
78.5KNew |
$2.28M - $2.48M
|
78.5K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-1.36K- 10.78% |
$39.3K - $42.8K
|
11.2K
$389K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
661+ 8.5% |
$19.2K - $20.9K
|
8.44K
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.86KNew |
$53.9K - $58.7K
|
1.86K
$64.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
18K+ 48.5% |
$521K - $568K
|
55K
$1.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.1KNew |
$60.9K - $66.4K
|
2.1K
$72.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
308+ 13.39% |
$8.93K - $9.73K
|
2.61K
$90.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
72.2KNew |
$2.09M - $2.28M
|
72.2K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
251+ 9.74% |
$7.28K - $7.93K
|
2.83K
$98.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-74- 22.91% |
$2.15K - $2.34K
|
249
$8.64K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-68- 0.07% |
$1.97K - $2.15K
|
104K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-101K- 88.08% |
$2.94M - $3.21M
|
13.7K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
129+ 0.78% |
$3.74K - $4.08K
|
16.6K
$575K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-648- 4.04% |
$18.8K - $20.5K
|
15.4K
$534K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.77K- 21.44% |
$283K - $309K
|
35.8K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-7.8K- 11.9% |
$226K - $247K
|
57.8K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-209- 1.3% |
$6.06K - $6.6K
|
15.9K
$551K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
25.4KNew |
$736K - $802K
|
25.4K
$880K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18.3KNew |
$529K - $577K
|
18.3K
$633K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
159KNew |
$4.62M - $5.03M
|
159K
$5.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.35K+ 5.4% |
$39.3K - $42.8K
|
26.4K
$916K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-500- 2.16% |
$14.5K - $15.8K
|
22.7K
$786K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14.5KNew |
$422K - $459K
|
14.5K
$504K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66+ 2.0% |
$1.91K - $2.09K
|
3.37K
$117K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
16.7KNew |
$484K - $528K
|
16.7K
$579K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
41+ 0.43% |
$1.19K - $1.3K
|
9.68K
$336K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.57K+ 66.05% |
$162K - $176K
|
14K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.05K+ 1.44% |
$59.3K - $64.6K
|
144K
$4.99M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 1.17% |
$58 - $63.2
|
173
$6K
|
|
| Q3 2024 | |||||||
|
Jul 08, 2025
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
10.7KNew |
$306K - $342K
|
10.7K
$370K
|
|
|
Jul 07, 2025
Q3 2024
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-5.84K- 20.08% |
$167K - $187K
|
23.2K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
6.36KNew |
$182K - $204K
|
6.36K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
301KNew |
$8.63M - $9.64M
|
301K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
293KNew |
$8.41M - $9.4M
|
293K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.14KNew |
$61.3K - $68.5K
|
2.14K
$74.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.8KNew |
$482K - $539K
|
16.8K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-928- 25.58% |
$26.6K - $29.8K
|
2.7K
$93.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.1K+ 18.73% |
$232K - $260K
|
51.3K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
9.19KNew |
$264K - $294K
|
9.19K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.31K- 11.63% |
$181K - $202K
|
47.9K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
105K+ 9.21% |
$3.02M - $3.38M
|
1.25M
$43.4M
|
|