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 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
98.4K+ 70.52% |
$2.84M - $3.19M
|
238K
$8.25M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-18.2K- 2.72% |
$527K - $591K
|
652K
$22.6M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5K- 27.87% |
$144K - $162K
|
12.9K
$449K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-46.7K- 7.68% |
$1.35M - $1.51M
|
562K
$19.5M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.47K+ 4.88% |
$42.3K - $47.5K
|
31.5K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
8.44KNew |
$244K - $274K
|
8.44K
$293K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.85K+ 9.88% |
$111K - $125K
|
42.8K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-125- 0.28% |
$3.61K - $4.05K
|
45.1K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9.85K+ 2.65% |
$284K - $319K
|
382K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
32New |
$924 - $1.04K
|
32
$1.11K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
20.6K+ 6.32% |
$594K - $667K
|
346K
$12M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
347K+ 55.28% |
$10M - $11.2M
|
974K
$33.8M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
61.2K+ 19.01% |
$1.77M - $1.98M
|
383K
$13.3M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
8.7KNew |
$251K - $282K
|
8.7K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
135+ 0.37% |
$3.9K - $4.37K
|
36.9K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
3.47K+ 29.29% |
$100K - $112K
|
15.3K
$531K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
710+ 6.3% |
$20.5K - $23K
|
12K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
15.7K+ 3.55% |
$454K - $509K
|
458K
$15.9M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
134K+ 2.4% |
$3.87M - $4.34M
|
5.71M
$198M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.2K+ 10.73% |
$92.4K - $104K
|
33K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
36.6K+ 5.55% |
$1.06M - $1.18M
|
695K
$24.1M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
25+ 0.31% |
$722 - $810
|
8.13K
$282K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-194- 0.17% |
$5.6K - $6.29K
|
116K
$4.02M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
47.8K+ 193.78% |
$1.38M - $1.55M
|
72.5K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-177- 0.84% |
$5.11K - $5.73K
|
20.9K
$726K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
30.7K+ 7.25% |
$886K - $994K
|
454K
$15.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-368- 30.34% |
$10.6K - $11.9K
|
845
$29.3K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
25.4KNew |
$735K - $824K
|
25.4K
$883K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
36.7K+ 53.83% |
$1.06M - $1.19M
|
105K
$3.64M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
429K+ 39.61% |
$12.4M - $13.9M
|
1.51M
$52.5M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.24K+ 0.39% |
$64.8K - $72.7K
|
581K
$20.2M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.31K- 24.92% |
$37.9K - $42.5K
|
3.96K
$137K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.36K- 0.15% |
$39.1K - $43.9K
|
894K
$31M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
62+ 0.03% |
$1.79K - $2.01K
|
229K
$7.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-909- 2.09% |
$26.3K - $29.5K
|
42.5K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.23KNew |
$267K - $299K
|
9.23K
$320K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
110+ 0.31% |
$3.18K - $3.56K
|
36.1K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
13K+ 28.18% |
$374K - $420K
|
58.9K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
18.9K+ 13.62% |
$547K - $614K
|
158K
$5.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.01K+ 4.64% |
$86.9K - $97.5K
|
67.9K
$2.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 13.37% |
$59.9K - $67.2K
|
17.6K
$610K
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
16K+ 5.05% |
$461K - $517K
|
332K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.3KNew |
$413K - $463K
|
14.3K
$496K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.3K- 4.2% |
$37.6K - $42.2K
|
29.7K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-122K- 25.29% |
$3.51M - $3.94M
|
359K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-225- 0.43% |
$6.5K - $7.29K
|
51.7K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-33.3K- 5.6% |
$962K - $1.08M
|
562K
$19.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
34.3K+ 8.52% |
$991K - $1.11M
|
437K
$15.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
79.2K+ 19.97% |
$2.29M - $2.56M
|
476K
$16.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-785- 0.15% |
$22.7K - $25.4K
|
522K
$18.1M
|