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 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
442KNew |
$12.8M - $14.3M
|
442K
$15.3M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.6K+ 59.65% |
$420K - $471K
|
38.9K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.23K+ 0.78% |
$93.1K - $104K
|
418K
$14.5M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
197+ 0.61% |
$5.69K - $6.38K
|
32.6K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
619K+ 81.48% |
$17.9M - $20.1M
|
1.38M
$47.8M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-2.27K- 19.07% |
$65.6K - $73.6K
|
9.64K
$335K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
64.6K+ 4.92% |
$1.87M - $2.09M
|
1.38M
$47.8M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
445+ 0.2% |
$12.9K - $14.4K
|
228K
$7.91M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
38.1K+ 480.98% |
$1.1M - $1.24M
|
46K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
16+ 0.1% |
$462 - $518
|
16.4K
$570K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
78.4K+ 7.22% |
$2.27M - $2.54M
|
1.17M
$40.4M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
4.75K+ 33.85% |
$137K - $154K
|
18.8K
$652K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.44K+ 338.79% |
$186K - $209K
|
8.34K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14K+ 14.97% |
$404K - $453K
|
107K
$3.73M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.77K+ 1.51% |
$167K - $187K
|
386K
$13.4M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-9.43K- 1.64% |
$272K - $306K
|
567K
$19.7M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13.3K+ 10.62% |
$385K - $432K
|
139K
$4.82M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.05K+ 16.19% |
$88.1K - $98.9K
|
21.9K
$760K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-382- 1.02% |
$11K - $12.4K
|
36.9K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
41.9K+ 6.89% |
$1.21M - $1.36M
|
649K
$22.5M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3.56K+ 4.14% |
$103K - $115K
|
89.5K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
22.7K+ 0.34% |
$654K - $734K
|
6.67M
$231M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
746+ 3.92% |
$21.5K - $24.2K
|
19.8K
$686K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-273- 1.12% |
$7.88K - $8.85K
|
24K
$833K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
72.3K+ 22.23% |
$2.09M - $2.34M
|
397K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-280K- 77.86% |
$8.1M - $9.08M
|
79.7K
$2.77M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.77K+ 1.51% |
$167K - $187K
|
387K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-12.4K- 25.76% |
$358K - $401K
|
35.7K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-633- 3.54% |
$18.3K - $20.5K
|
17.3K
$599K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 4.62% |
$442K - $496K
|
347K
$12M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.24K+ 4.78% |
$180K - $202K
|
137K
$4.74M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.5K+ 7.29% |
$853K - $957K
|
435K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12- 0.03% |
$347 - $389
|
38.9K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.78K+ 24.04% |
$80.2K - $90K
|
14.3K
$497K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.37% |
$144 - $162
|
1.37K
$47.4K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
54.7K+ 8.06% |
$1.58M - $1.77M
|
733K
$25.4M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
3.95K+ 0.62% |
$114K - $128K
|
636K
$22.1M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
16.6K+ 9.75% |
$478K - $537K
|
186K
$6.47M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
36.1K+ 10.06% |
$1.04M - $1.17M
|
395K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
345K+ 57.43% |
$9.95M - $11.2M
|
945K
$32.8M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
21+ 0.09% |
$606 - $680
|
23.5K
$814K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
18.5K+ 17.87% |
$535K - $600K
|
122K
$4.24M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.68K- 0.29% |
$135K - $152K
|
1.63M
$56.7M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
19KNew |
$549K - $616K
|
19K
$660K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-749- 3.05% |
$21.6K - $24.3K
|
23.8K
$826K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.47K+ 8.66% |
$216K - $242K
|
93.6K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1K+ 1.97% |
$28.9K - $32.4K
|
51.8K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
75.9K+ 6.7% |
$2.19M - $2.46M
|
1.21M
$42M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6.81K+ 113.89% |
$197K - $221K
|
12.8K
$444K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.65K+ 3.35% |
$47.6K - $53.4K
|
50.8K
$1.76M
|