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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
199+ 0.68% |
$5.75K - $6.45K
|
29.4K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.91K- 12.21% |
$142K - $159K
|
35.3K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.7K+ 7.83% |
$973K - $1.09M
|
464K
$16.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-38- 1.64% |
$1.1K - $1.23K
|
2.29K
$79.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
158K+ 28.44% |
$4.57M - $5.13M
|
715K
$24.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
312+ 1.58% |
$9.01K - $10.1K
|
20.1K
$696K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.06K- 0.41% |
$30.7K - $34.4K
|
256K
$8.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
557KNew |
$16.1M - $18M
|
557K
$19.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
29.7K+ 28.03% |
$857K - $962K
|
136K
$4.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.38K+ 68.93% |
$184K - $207K
|
15.6K
$543K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10.3K+ 5.21% |
$298K - $335K
|
209K
$7.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.24K+ 9.71% |
$238K - $267K
|
93.1K
$3.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.6K- 15.84% |
$104K - $117K
|
19.2K
$665K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-546- 1.38% |
$15.8K - $17.7K
|
39.1K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-98- 12.33% |
$2.83K - $3.18K
|
697
$24.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-823- 7.12% |
$23.8K - $26.7K
|
10.7K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
515+ 2.2% |
$14.9K - $16.7K
|
23.9K
$830K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-343K- 88.48% |
$9.92M - $11.1M
|
44.7K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.45M+ 24.16% |
$41.8M - $46.9M
|
7.43M
$258M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
26.8KNew |
$773K - $867K
|
26.8K
$929K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
12.7K+ 4.94% |
$366K - $411K
|
269K
$9.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.97KNew |
$230K - $258K
|
7.97K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-237- 0.49% |
$6.84K - $7.68K
|
48K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3.79K- 0.29% |
$109K - $123K
|
1.32M
$45.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
49.3K+ 535.48% |
$1.42M - $1.6M
|
58.5K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
19.8K+ 8.86% |
$571K - $640K
|
243K
$8.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.75KNew |
$50.5K - $56.6K
|
1.75K
$60.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-1.42K- 3.88% |
$40.9K - $45.9K
|
35.1K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12.4K+ 2.22% |
$359K - $403K
|
573K
$19.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.6K- 2.22% |
$46.1K - $51.7K
|
70.3K
$2.44M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
31.5K+ 13.05% |
$909K - $1.02M
|
273K
$9.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-15.4K- 6.18% |
$445K - $499K
|
234K
$8.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.58K- 10.52% |
$103K - $116K
|
30.5K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
18.7K+ 11.24% |
$541K - $607K
|
186K
$6.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.55K- 0.18% |
$131K - $147K
|
2.52M
$87.6M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
122KNew |
$3.51M - $3.94M
|
122K
$4.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.2K+ 22.24% |
$409K - $459K
|
77.8K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
31.7K+ 16.36% |
$915K - $1.03M
|
225K
$7.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
273+ 0.4% |
$7.88K - $8.85K
|
68.8K
$2.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-134- 0.18% |
$3.87K - $4.34K
|
76.3K
$2.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.31K+ 7.79% |
$182K - $204K
|
87.3K
$3.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-1.46K- 2.27% |
$42K - $47.1K
|
62.7K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-29.7K- 8.73% |
$857K - $961K
|
310K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.3K- 7.3% |
$37.6K - $42.2K
|
16.5K
$574K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.46K- 3.13% |
$71.1K - $79.7K
|
76.2K
$2.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-2.37K- 47.44% |
$68.4K - $76.8K
|
2.63K
$91.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
23.5K+ 2.36% |
$677K - $760K
|
1.02M
$35.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 0.29% |
$116 - $130
|
1.38K
$47.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
9.01K+ 7.03% |
$260K - $292K
|
137K
$4.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.51K- 5.0% |
$130K - $146K
|
85.7K
$2.97M
|