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 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-458- 0.28% |
$12.8K - $15.9K
|
166K
$5.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.6K- 37.49% |
$185K - $229K
|
11K
$382K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-20.8K- 7.49% |
$583K - $722K
|
257K
$8.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
174+ 1.29% |
$4.88K - $6.04K
|
13.6K
$473K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 0.32% |
$252 - $312
|
2.84K
$98.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
637+ 3.45% |
$17.8K - $22.1K
|
19.1K
$663K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.18KNew |
$173K - $214K
|
6.18K
$214K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.74K- 2.55% |
$76.8K - $95.1K
|
105K
$3.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
66+ 1.91% |
$1.85K - $2.29K
|
3.52K
$122K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
278+ 7.53% |
$7.79K - $9.65K
|
3.97K
$138K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-182- 0.87% |
$5.1K - $6.32K
|
20.8K
$723K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-975- 2.37% |
$27.3K - $33.8K
|
40.1K
$1.39M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.82K+ 0.73% |
$78.9K - $97.7K
|
391K
$13.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
92.1KNew |
$2.58M - $3.2M
|
92.1K
$3.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
27.2K+ 4.41% |
$762K - $944K
|
643K
$22.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
28.2K+ 14.17% |
$791K - $980K
|
227K
$7.89M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
10.7K+ 15.14% |
$299K - $371K
|
81.3K
$2.82M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
20.3K+ 2.98% |
$568K - $703K
|
701K
$24.3M
|
|
| Q1 2025 | |||||||
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-962- 0.69% |
$27.8K - $31.2K
|
139K
$4.81M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
4.26K+ 5.28% |
$123K - $138K
|
85K
$2.95M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.34K+ 22.16% |
$212K - $238K
|
40.4K
$1.4M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
41.4K+ 24.93% |
$1.19M - $1.34M
|
207K
$7.19M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
777+ 5.11% |
$22.4K - $25.2K
|
16K
$555K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
552K+ 2448.65% |
$16M - $17.9M
|
575K
$19.9M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80.5K+ 6.42% |
$2.32M - $2.61M
|
1.33M
$46.2M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.16K- 6.22% |
$33.5K - $37.6K
|
17.5K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-830- 0.58% |
$24K - $26.9K
|
143K
$4.97M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-191K- 29.22% |
$5.53M - $6.2M
|
464K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.53M+ 37.0% |
$44.1M - $49.5M
|
5.65M
$196M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
164K+ 145.54% |
$4.75M - $5.33M
|
277K
$9.63M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.01M+ 16.85% |
$29.2M - $32.7M
|
7.01M
$243M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.5K- 16.88% |
$419K - $470K
|
71.4K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
4.16K+ 6.82% |
$120K - $135K
|
65.2K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.45K+ 3.03% |
$99.5K - $112K
|
117K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.58K- 2.74% |
$219K - $245K
|
269K
$9.32M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.2K- 18.12% |
$585K - $656K
|
91.5K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
921New |
$26.6K - $29.8K
|
921
$32K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
61.1K+ 11.21% |
$1.76M - $1.98M
|
606K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.61KNew |
$133K - $149K
|
4.61K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
588+ 3.53% |
$17K - $19.1K
|
17.3K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
100KNew |
$2.89M - $3.24M
|
100K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-851- 1.5% |
$24.6K - $27.6K
|
55.8K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-36.7K- 4.85% |
$1.06M - $1.19M
|
719K
$25M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.68K+ 0.8% |
$77.4K - $86.9K
|
336K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
42K+ 172.49% |
$1.21M - $1.36M
|
66.3K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6K+ 89.61% |
$421K - $473K
|
30.9K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
266K+ 7.31% |
$7.68M - $8.61M
|
3.9M
$135M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
281K+ 28.93% |
$8.13M - $9.12M
|
1.25M
$43.5M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.8K+ 39.18% |
$399K - $448K
|
49.1K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.68K- 2.94% |
$135K - $151K
|
155K
$5.36M
|
|