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 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-470- 1.3% |
$13.2K - $16.3K
|
35.7K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.81KNew |
$247K - $306K
|
8.81K
$320K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.29K- 20.43% |
$260K - $322K
|
36.2K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Swf LLC
Omaha, NE |
BUY
|
- |
12.6KNew |
$354K - $439K
|
12.6K
$459K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-412K- 26.66% |
$11.5M - $14.3M
|
1.13M
$41.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
89.5K+ 6.06% |
$2.51M - $3.11M
|
1.57M
$56.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.16K- 1.29% |
$145K - $179K
|
395K
$14.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
14.3K+ 9.03% |
$400K - $495K
|
172K
$6.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.65KNew |
$186K - $231K
|
6.65K
$241K
|
|
|
Aug 06, 2025
Q2 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-1.23K- 0.23% |
$34.3K - $42.5K
|
520K
$18.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 1.28% |
$532 - $659
|
1.51K
$54.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-437- 2.65% |
$12.2K - $15.2K
|
16.1K
$584K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2.7K- 0.39% |
$75.6K - $93.6K
|
692K
$25.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
91.3K+ 14.06% |
$2.56M - $3.17M
|
740K
$26.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6KNew |
$168K - $208K
|
6K
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-11.7K- 4.27% |
$327K - $404K
|
261K
$9.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.04K+ 2.26% |
$113K - $140K
|
183K
$6.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-55.6K- 69.79% |
$1.56M - $1.93M
|
24.1K
$875K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
430New |
$12K - $14.9K
|
430
$15.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
54.6K+ 13.47% |
$1.53M - $1.9M
|
460K
$16.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
30.7K+ 3.4% |
$859K - $1.06M
|
931K
$33.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
96.2K+ 9.88% |
$2.7M - $3.34M
|
1.07M
$38.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.19K+ 23.89% |
$61.5K - $76.2K
|
11.4K
$413K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
29K+ 15.54% |
$812K - $1.01M
|
215K
$7.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.52K+ 12.15% |
$211K - $261K
|
69.4K
$2.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
12.9K+ 2.81% |
$361K - $448K
|
471K
$17.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
38.2K+ 46.03% |
$1.07M - $1.33M
|
121K
$4.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
46.5K+ 34.02% |
$1.3M - $1.61M
|
183K
$6.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
33.2K+ 124.06% |
$930K - $1.15M
|
60K
$2.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
833New |
$23.3K - $28.9K
|
833
$30.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
47.2K+ 133.99% |
$1.32M - $1.64M
|
82.4K
$2.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
14.7K+ 208.56% |
$411K - $509K
|
21.7K
$789K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.75K- 33.28% |
$161K - $199K
|
11.5K
$419K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
5.32K+ 20.67% |
$149K - $185K
|
31K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.27K+ 2.65% |
$148K - $183K
|
204K
$7.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.9K+ 5.91% |
$922K - $1.14M
|
590K
$21.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
20.2K+ 6.41% |
$566K - $701K
|
335K
$12.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
9.37K+ 10.93% |
$262K - $325K
|
95K
$3.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
52.4K+ 3.21% |
$1.47M - $1.82M
|
1.69M
$61.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.05K- 1.15% |
$57.4K - $71.1K
|
177K
$6.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
22K+ 12.03% |
$617K - $764K
|
205K
$7.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-26- 0.25% |
$729 - $902
|
10.2K
$372K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
11.2K+ 17.55% |
$314K - $390K
|
75.2K
$2.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-4.22K- 2.14% |
$118K - $147K
|
193K
$7.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.42K+ 16.18% |
$152K - $188K
|
38.9K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.03K- 98.31% |
$85K - $105K
|
52
$1.89K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-17.3K- 7.38% |
$484K - $599K
|
217K
$7.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.03K+ 26.62% |
$253K - $313K
|
42.9K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.07K+ 51.68% |
$226K - $280K
|
23.7K
$860K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.29K+ 1.37% |
$148K - $184K
|
392K
$14.2M
|