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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
159KNew |
$4.44M - $5.5M
|
159K
$5.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-394K- 50.44% |
$11.1M - $13.7M
|
388K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.41K- 3.68% |
$39.6K - $49.1K
|
37.1K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.37K- 0.4% |
$66.3K - $82.1K
|
582K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-4.53K- 1.13% |
$127K - $157K
|
395K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
918+ 8.56% |
$25.7K - $31.9K
|
11.6K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.78K+ 6.43% |
$162K - $201K
|
95.7K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.5KNew |
$154K - $191K
|
5.5K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-26.1K- 2.21% |
$732K - $907K
|
1.15M
$41.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-357K- 29.25% |
$10M - $12.4M
|
865K
$31.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-391K- 43.93% |
$10.9M - $13.6M
|
499K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
754K+ 19.31% |
$21.1M - $26.2M
|
4.66M
$169M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
619+ 3.59% |
$17.3K - $21.5K
|
17.9K
$650K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
323K+ 11.21% |
$9.04M - $11.2M
|
3.2M
$116M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11.4K+ 14.4% |
$321K - $397K
|
90.9K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.39K+ 1.59% |
$235K - $291K
|
535K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
543K+ 229.7% |
$15.2M - $18.9M
|
780K
$28.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
22.1KNew |
$619K - $767K
|
22.1K
$803K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.12M+ 4361.07% |
$31.3M - $38.7M
|
1.14M
$41.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.94K+ 3.2% |
$138K - $172K
|
159K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
699+ 1.42% |
$19.6K - $24.3K
|
49.8K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
393New |
$11K - $13.6K
|
393
$14.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
80.8K+ 17.41% |
$2.26M - $2.8M
|
545K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.69K- 11.85% |
$47.4K - $58.8K
|
12.6K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.71K- 1.01% |
$48K - $59.4K
|
168K
$6.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-347- 0.3% |
$9.72K - $12K
|
116K
$4.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
655+ 3.92% |
$18.4K - $22.7K
|
17.4K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.78% |
$28 - $34.7
|
129
$4.69K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
106+ 1.3% |
$2.97K - $3.68K
|
8.23K
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 1.13% |
$72.4K - $89.7K
|
226K
$8.21M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-75K- 22.37% |
$2.1M - $2.6M
|
260K
$9.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.42KNew |
$264K - $327K
|
9.42K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-570- 77.03% |
$16K - $19.8K
|
170
$6.18K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.15M+ 281.28% |
$32.3M - $40M
|
1.56M
$56.7M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-2K- 2.91% |
$56K - $69.4K
|
66.5K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-58- 0.25% |
$1.63K - $2.01K
|
23.3K
$846K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
39.2K+ 3.36% |
$1.1M - $1.36M
|
1.2M
$43.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.04K+ 125.54% |
$113K - $140K
|
7.25K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
30.7KNew |
$861K - $1.07M
|
30.7K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
18.8K+ 4.25% |
$526K - $652K
|
461K
$16.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
51.9KNew |
$1.45M - $1.8M
|
51.9K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-98.3K- 28.98% |
$2.75M - $3.41M
|
241K
$8.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
32.2K+ 22.15% |
$901K - $1.12M
|
177K
$6.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.81KNew |
$163K - $202K
|
5.81K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-2.56K- 3.54% |
$71.6K - $88.7K
|
69.7K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.67K+ 12.35% |
$46.8K - $58K
|
15.2K
$553K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-5K- 36.87% |
$140K - $173K
|
8.55K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-415- 3.14% |
$11.6K - $14.4K
|
12.8K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.68K+ 46.29% |
$271K - $336K
|
30.6K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
249K+ 467.03% |
$6.97M - $8.63M
|
302K
$11M
|