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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
198+ 1.31% |
$5.55K - $6.87K
|
15.4K
$558K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
21.2KNew |
$594K - $736K
|
21.2K
$770K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
34.8K+ 3.43% |
$975K - $1.21M
|
1.05M
$38.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.73K+ 9.2% |
$76.6K - $94.8K
|
32.4K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-968- 3.18% |
$27.1K - $33.6K
|
29.5K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
44.9K+ 18.88% |
$1.26M - $1.56M
|
283K
$10.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
6.29KNew |
$176K - $218K
|
6.29K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
116K+ 108.11% |
$3.26M - $4.03M
|
224K
$8.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
642+ 6.87% |
$18K - $22.3K
|
9.99K
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
80.7KNew |
$2.26M - $2.8M
|
80.7K
$2.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-100- 0.4% |
$2.8K - $3.47K
|
24.7K
$896K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
12.8K+ 18.79% |
$357K - $443K
|
80.6K
$2.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.9K+ 4.53% |
$643K - $796K
|
530K
$19.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-230- 1.15% |
$6.44K - $7.98K
|
19.8K
$721K
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
29.9K+ 4.17% |
$837K - $1.04M
|
747K
$27.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
194+ 0.31% |
$5.44K - $6.73K
|
62.9K
$2.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
28.2K+ 4.8% |
$789K - $978K
|
615K
$22.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.3K+ 2.52% |
$36.5K - $45.2K
|
53K
$1.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-232- 2.71% |
$6.5K - $8.05K
|
8.32K
$302K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.63K+ 14.3% |
$45.8K - $56.7K
|
13.1K
$474K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
974+ 14.64% |
$27.3K - $33.8K
|
7.63K
$277K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.47K- 1.47% |
$69.2K - $85.7K
|
165K
$6M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.88K+ 31.2% |
$80.7K - $100K
|
12.1K
$440K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.79K+ 3.59% |
$78.2K - $96.9K
|
80.6K
$2.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
3.66K+ 15.23% |
$102K - $127K
|
27.7K
$1M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
64KNew |
$1.79M - $2.22M
|
64K
$2.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
14.8K+ 10.66% |
$415K - $514K
|
154K
$5.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
9.38K+ 5.7% |
$263K - $326K
|
174K
$6.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
1.12K+ 13.19% |
$31.4K - $38.9K
|
9.63K
$350K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
532+ 3.31% |
$14.9K - $18.5K
|
16.6K
$603K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.04K+ 18.29% |
$169K - $210K
|
39.1K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.44K+ 9.23% |
$40.4K - $50.1K
|
17.1K
$620K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.73K+ 0.98% |
$245K - $303K
|
902K
$32.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.91K+ 462.25% |
$109K - $136K
|
4.75K
$173K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-563- 1.73% |
$15.8K - $19.5K
|
32K
$1.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.1K+ 277.28% |
$1.49M - $1.84M
|
72.2K
$2.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
666+ 2.54% |
$18.7K - $23.1K
|
26.9K
$976K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.8K+ 131.99% |
$50.5K - $62.6K
|
3.17K
$115K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-346- 2.42% |
$9.69K - $12K
|
14K
$507K
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.39K+ 6.89% |
$66.8K - $82.8K
|
37K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
767+ 1.97% |
$21.5K - $26.6K
|
39.7K
$1.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.58K+ 12.9% |
$44.3K - $54.8K
|
13.8K
$502K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
27.9K+ 182.41% |
$782K - $968K
|
43.2K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
43.2KNew |
$1.21M - $1.5M
|
43.2K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-2.93K- 1.58% |
$82K - $102K
|
183K
$6.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-908- 26.93% |
$25.4K - $31.5K
|
2.46K
$89.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.75K+ 17.11% |
$105K - $130K
|
25.6K
$932K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-3.51K- 3.64% |
$98.2K - $122K
|
92.8K
$3.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-73.8K- 60.47% |
$2.07M - $2.56M
|
48.3K
$1.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
37+ 0.08% |
$1.04K - $1.28K
|
48K
$1.74M
|