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 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
6.5K+ 1.84% |
$188K - $211K
|
360K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
49.9K+ 6.73% |
$1.44M - $1.62M
|
792K
$27.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71M+ 323.61% |
$49.3M - $55.3M
|
2.23M
$77.5M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.98K- 4.58% |
$86.1K - $96.6K
|
62.1K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.55MNew |
$44.6M - $50.1M
|
1.55M
$53.6M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5.72K+ 4.7% |
$165K - $185K
|
127K
$4.42M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.2K- 2.21% |
$34.7K - $39K
|
53.2K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.13K- 5.77% |
$61.5K - $69K
|
34.8K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10K+ 5.13% |
$289K - $324K
|
205K
$7.11M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
8.78K+ 6.54% |
$254K - $285K
|
143K
$4.97M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
76K+ 170.5% |
$2.2M - $2.46M
|
121K
$4.19M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-379K- 62.38% |
$10.9M - $12.3M
|
229K
$7.93M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.17K- 2.38% |
$33.9K - $38K
|
48K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
60.6K+ 21.76% |
$1.75M - $1.96M
|
339K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-3.56K- 15.94% |
$103K - $115K
|
18.8K
$652K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
102K+ 4.79% |
$2.96M - $3.32M
|
2.24M
$77.7M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.88K+ 139.88% |
$112K - $126K
|
6.65K
$231K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.73K+ 21.23% |
$79K - $88.6K
|
15.6K
$542K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.44K- 23.76% |
$70.4K - $79K
|
7.82K
$271K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
143K+ 10.73% |
$4.13M - $4.63M
|
1.48M
$51.2M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
46.8K+ 3.6% |
$1.35M - $1.52M
|
1.35M
$46.7M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13.5KNew |
$391K - $439K
|
13.5K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-255K- 99.91% |
$7.36M - $8.25M
|
226
$7.84K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.1KNew |
$292K - $328K
|
10.1K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
334+ 8.17% |
$9.65K - $10.8K
|
4.42K
$153K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42.8K+ 9.23% |
$1.24M - $1.39M
|
507K
$17.6M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
21.4K+ 21.13% |
$619K - $695K
|
123K
$4.27M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
40.6K+ 113.11% |
$1.17M - $1.31M
|
76.4K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
1.04M+ 275.28% |
$30.1M - $33.8M
|
1.42M
$49.3M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-4.9K- 24.17% |
$142K - $159K
|
15.4K
$534K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.49K- 1.81% |
$187K - $210K
|
352K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-754- 6.84% |
$21.8K - $24.4K
|
10.3K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
14.5KNew |
$419K - $471K
|
14.5K
$504K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-31.8M- 98.37% |
$917M - $1.03B
|
526K
$18.3M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31.7K+ 23.52% |
$915K - $1.03M
|
166K
$5.77M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.49K- 7.14% |
$101K - $113K
|
45.4K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
903+ 3.54% |
$26.1K - $29.3K
|
26.4K
$917K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.95K+ 5.7% |
$56.4K - $63.3K
|
36.2K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
198KNew |
$5.73M - $6.43M
|
198K
$6.88M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.34% |
$144 - $162
|
1.49K
$51.6K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.63K+ 22.95% |
$163K - $182K
|
30.2K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
5.68K+ 2.08% |
$164K - $184K
|
279K
$9.68M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
91KNew |
$2.63M - $2.95M
|
91K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11K- 2.68% |
$318K - $357K
|
401K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
6.03K+ 12.67% |
$174K - $195K
|
53.6K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-895- 10.66% |
$25.8K - $29K
|
7.5K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.05K+ 36.38% |
$261K - $293K
|
33.9K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21K- 71.09% |
$608K - $682K
|
8.56K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
35.7K+ 45.45% |
$1.03M - $1.16M
|
114K
$3.96M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-339K- 18.23% |
$9.78M - $11M
|
1.52M
$52.7M
|