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 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-99- 0.56% |
$2.77K - $3.44K
|
17.5K
$637K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-7.24K- 0.99% |
$203K - $251K
|
725K
$26.4M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.3K+ 67.79% |
$149K - $184K
|
13.1K
$477K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
658+ 3.08% |
$18.4K - $22.8K
|
22.1K
$801K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.26KNew |
$175K - $217K
|
6.26K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-55.7K- 2.49% |
$1.56M - $1.93M
|
2.18M
$79.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 3.72% |
$362K - $448K
|
334K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-635- 2.67% |
$17.8K - $22K
|
23.2K
$842K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
16.1K+ 158.93% |
$452K - $560K
|
26.3K
$955K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-22.7K- 14.28% |
$637K - $789K
|
136K
$4.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
40.8K+ 10.56% |
$1.14M - $1.42M
|
427K
$15.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.88K- 2.79% |
$52.8K - $65.4K
|
65.7K
$2.39M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
366K+ 53.49% |
$10.3M - $12.7M
|
1.05M
$38.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
59.2K+ 3.62% |
$1.66M - $2.05M
|
1.69M
$61.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
53.6K+ 285.26% |
$1.5M - $1.86M
|
72.4K
$2.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
33K+ 5.19% |
$925K - $1.15M
|
669K
$24.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-3.9K- 17.12% |
$109K - $135K
|
18.9K
$687K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.91K- 0.27% |
$194K - $240K
|
2.6M
$94.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-73.8K- 13.14% |
$2.07M - $2.56M
|
488K
$17.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.49K+ 1.6% |
$41.7K - $51.6K
|
94.6K
$3.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
289K+ 60.79% |
$8.1M - $10M
|
765K
$27.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.74K+ 543.81% |
$133K - $165K
|
5.61K
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-3.42K- 0.9% |
$95.7K - $119K
|
378K
$13.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
5.31K+ 105.65% |
$149K - $184K
|
10.3K
$376K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
26.8K+ 50.01% |
$751K - $930K
|
80.4K
$2.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.1KNew |
$424K - $525K
|
15.1K
$549K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
52+ 1.18% |
$1.46K - $1.8K
|
4.47K
$163K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-17.4K- 36.31% |
$488K - $605K
|
30.6K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.31K+ 15.1% |
$36.8K - $45.6K
|
10K
$364K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.5K- 1.83% |
$350K - $434K
|
669K
$24.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.01K+ 6.87% |
$140K - $174K
|
77.9K
$2.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.1K+ 5.36% |
$395K - $489K
|
277K
$10.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
187K+ 43.1% |
$5.25M - $6.51M
|
623K
$22.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.55K+ 16.86% |
$184K - $227K
|
45.4K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.71KNew |
$188K - $233K
|
6.71K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
850+ 0.37% |
$23.8K - $29.5K
|
229K
$8.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
61.1K+ 2.42% |
$1.71M - $2.12M
|
2.59M
$93.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.29K+ 1.37% |
$148K - $184K
|
392K
$14.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-3.65K- 3.15% |
$102K - $127K
|
112K
$4.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
257K+ 12.77% |
$7.21M - $8.93M
|
2.27M
$82.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
246K+ 159.28% |
$6.9M - $8.55M
|
401K
$14.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.98KNew |
$168K - $207K
|
5.98K
$217K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-7.14K- 37.52% |
$200K - $248K
|
11.9K
$432K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
6.49K+ 6.93% |
$182K - $225K
|
100K
$3.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-198- 0.74% |
$5.55K - $6.87K
|
26.6K
$966K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
48.9K+ 11.2% |
$1.37M - $1.7M
|
486K
$17.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-5.12K- 4.43% |
$143K - $178K
|
110K
$4.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
13.7K+ 1.91% |
$383K - $474K
|
729K
$26.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-927- 0.81% |
$26K - $32.2K
|
113K
$4.12M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
6.53K+ 5.37% |
$183K - $226K
|
128K
$4.65M
|