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 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.16K+ 15.73% |
$116K - $144K
|
30.6K
$1.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-56.6K- 0.85% |
$1.59M - $1.97M
|
6.61M
$240M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
35.8K+ 6.23% |
$1M - $1.24M
|
611K
$22.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
46.2K+ 13.41% |
$1.3M - $1.6M
|
391K
$14.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.7KNew |
$301K - $373K
|
10.7K
$390K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.34KNew |
$37.5K - $46.5K
|
1.34K
$48.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.6K+ 2.27% |
$44.7K - $55.4K
|
71.9K
$2.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.07K+ 14.44% |
$58K - $71.8K
|
16.4K
$596K
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
23.7K+ 6.61% |
$664K - $822K
|
382K
$13.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
30.9K+ 78.96% |
$865K - $1.07M
|
70K
$2.54M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.8K+ 74.51% |
$303K - $376K
|
25.4K
$922K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
76K+ 4.58% |
$2.13M - $2.64M
|
1.74M
$63.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
8.22K+ 9.18% |
$230K - $285K
|
97.8K
$3.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-4.15K- 8.98% |
$116K - $144K
|
42.1K
$1.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
36.3KNew |
$1.02M - $1.26M
|
36.3K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
69.7K+ 5.85% |
$1.95M - $2.42M
|
1.26M
$45.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
313K+ 138489.38% |
$8.77M - $10.9M
|
313K
$11.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
693K+ 55.29% |
$19.4M - $24.1M
|
1.95M
$70.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.1K+ 28.91% |
$86.9K - $108K
|
13.8K
$502K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12.5K+ 6.3% |
$351K - $435K
|
211K
$7.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.58K+ 3.9% |
$156K - $194K
|
149K
$5.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
110K+ 35.62% |
$3.09M - $3.83M
|
420K
$15.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-51- 0.48% |
$1.43K - $1.77K
|
10.7K
$388K
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-5.51K- 3.57% |
$154K - $191K
|
149K
$5.41M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
17.2K+ 37.27% |
$482K - $597K
|
63.3K
$2.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-6- 0.23% |
$168 - $208
|
2.62K
$95.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.01KNew |
$168K - $209K
|
6.01K
$218K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.81M+ 24.41% |
$50.8M - $63M
|
9.25M
$336M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.2K+ 41.92% |
$370K - $458K
|
44.7K
$1.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
467+ 1.29% |
$13.1K - $16.2K
|
36.6K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-2.49K- 49.66% |
$69.8K - $86.5K
|
2.53K
$91.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9.98K+ 3.43% |
$279K - $346K
|
301K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
20+ 0.88% |
$560 - $694
|
2.31K
$83.7K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
110K+ 48.64% |
$3.07M - $3.81M
|
335K
$12.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
9.94KNew |
$279K - $345K
|
9.94K
$361K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
4.42K+ 1.06% |
$124K - $153K
|
422K
$15.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.44K+ 3.27% |
$124K - $154K
|
140K
$5.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-3.56K- 4.67% |
$99.7K - $124K
|
72.7K
$2.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.94K+ 1.4% |
$138K - $171K
|
357K
$13M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
522+ 3.51% |
$14.6K - $18.1K
|
15.4K
$560K
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-6.72K- 40.6% |
$188K - $233K
|
9.83K
$357K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
328K+ 351.59% |
$9.2M - $11.4M
|
422K
$15.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-5.26K- 36.18% |
$147K - $182K
|
9.27K
$337K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 14.34% |
$569K - $705K
|
162K
$5.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
8.24KNew |
$231K - $286K
|
8.24K
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-661- 1.79% |
$18.5K - $22.9K
|
36.2K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
8.07K+ 1.49% |
$226K - $280K
|
551K
$20M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-42.2K- 13.31% |
$1.18M - $1.46M
|
275K
$9.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
63.6KNew |
$1.78M - $2.21M
|
63.6K
$2.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
23.5K+ 7.07% |
$658K - $815K
|
356K
$12.9M
|