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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-426- 6.06% |
$12.3K - $13.8K
|
6.6K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
17K+ 202.96% |
$491K - $550K
|
25.4K
$880K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
6.59KNew |
$190K - $213K
|
6.59K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
58.9K+ 75.74% |
$1.7M - $1.91M
|
137K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.76KNew |
$50.8K - $57K
|
1.76K
$61K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
4.76K+ 1852.53% |
$137K - $154K
|
5.02K
$174K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
8+ 0.01% |
$231 - $259
|
58.6K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-30- 18.99% |
$866 - $972
|
128
$4.44K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17K- 9.1% |
$492K - $552K
|
170K
$5.9M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-6.05K- 29.52% |
$175K - $196K
|
14.4K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.4K- 75.07% |
$415K - $466K
|
4.77K
$166K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.11K+ 12.23% |
$31.9K - $35.8K
|
10.2K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
37.8K+ 53.05% |
$1.09M - $1.23M
|
109K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.8K+ 5.18% |
$254K - $285K
|
179K
$6.2M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3.54K+ 1.82% |
$102K - $115K
|
198K
$6.86M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9+ 0.13% |
$260 - $292
|
7K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-271K- 91.15% |
$7.84M - $8.8M
|
26.4K
$915K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.03K- 4.25% |
$29.7K - $33.4K
|
23.2K
$805K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
86K+ 3.42% |
$2.48M - $2.79M
|
2.6M
$90.4M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
740New |
$21.4K - $24K
|
740
$25.7K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
590+ 5.66% |
$17K - $19.1K
|
11K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.31K- 0.47% |
$37.7K - $42.3K
|
276K
$9.57M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.8MNew |
$542M - $608M
|
18.8M
$651M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
254KNew |
$7.33M - $8.22M
|
254K
$8.81M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
153K+ 68.45% |
$4.41M - $4.95M
|
376K
$13M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
262K+ 62.06% |
$7.56M - $8.49M
|
684K
$23.7M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.37K+ 11.31% |
$68.4K - $76.8K
|
23.3K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
972K+ 24.75% |
$28.1M - $31.5M
|
4.9M
$170M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
78.7K+ 2.49% |
$2.27M - $2.55M
|
3.24M
$113M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.58K+ 0.84% |
$190K - $213K
|
789K
$27.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-199K- 16.99% |
$5.76M - $6.46M
|
974K
$33.8M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-3.01K- 4.21% |
$86.9K - $97.5K
|
68.5K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
172K+ 9.35% |
$4.98M - $5.58M
|
2.02M
$69.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55+ 1.68% |
$1.59K - $1.78K
|
3.33K
$115K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
57.3K+ 38.8% |
$1.66M - $1.86M
|
205K
$7.11M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
5.03KNew |
$145K - $163K
|
5.03K
$174K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 4.76% |
$96.9K - $109K
|
73.9K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.69K- 30.11% |
$222K - $249K
|
17.9K
$620K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3+ 0.03% |
$86.6 - $97.2
|
11.5K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
584K+ 8005.95% |
$16.9M - $18.9M
|
591K
$20.5M
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
863+ 0.47% |
$24.9K - $28K
|
183K
$6.35M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.45K+ 7.94% |
$41.7K - $46.8K
|
19.6K
$681K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.87K+ 6.03% |
$256K - $287K
|
156K
$5.42M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
61.7K+ 24.37% |
$1.78M - $2M
|
315K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
13.7K+ 3.36% |
$394K - $442K
|
420K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.03KNew |
$203K - $228K
|
7.03K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-9.33K- 6.1% |
$269K - $302K
|
144K
$4.99M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-83- 0.09% |
$2.4K - $2.69K
|
89.9K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
38.2K+ 19.56% |
$1.1M - $1.24M
|
234K
$8.11M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.01K+ 1.42% |
$57.9K - $65K
|
143K
$4.96M
|