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 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.05K- 12.28% |
$204K - $228K
|
50.3K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.69KNew |
$193K - $217K
|
6.69K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
23.1K+ 9.97% |
$668K - $749K
|
255K
$8.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-79.7K- 59.67% |
$2.3M - $2.58M
|
53.9K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
91+ 0.08% |
$2.63K - $2.95K
|
116K
$4.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
73.1K+ 128.73% |
$2.11M - $2.37M
|
130K
$4.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.03K+ 23.36% |
$58.7K - $65.8K
|
10.7K
$372K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
128+ 0.62% |
$3.7K - $4.15K
|
20.9K
$725K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
210+ 2.47% |
$6.06K - $6.8K
|
8.73K
$303K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.12KNew |
$32.3K - $36.3K
|
1.12K
$38.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.73K- 34.21% |
$108K - $121K
|
7.18K
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
401+ 1.29% |
$11.6K - $13K
|
31.4K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
313+ 1.21% |
$9.04K - $10.1K
|
26.2K
$909K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
910+ 10.79% |
$26.3K - $29.5K
|
9.35K
$324K
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.21KNew |
$208K - $233K
|
7.21K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-1.07K- 0.15% |
$31K - $34.7K
|
717K
$24.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.13K+ 15.25% |
$61.4K - $68.9K
|
16.1K
$558K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
182K+ 5.85% |
$5.27M - $5.91M
|
3.3M
$115M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
6.49KNew |
$187K - $210K
|
6.49K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
29.2K+ 83.82% |
$842K - $945K
|
63.9K
$2.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
13.5KNew |
$391K - $439K
|
13.5K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
66.1K+ 4.21% |
$1.91M - $2.14M
|
1.64M
$56.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-242- 1.66% |
$6.99K - $7.84K
|
14.3K
$496K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
52K+ 7.3% |
$1.5M - $1.69M
|
765K
$26.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.07K- 26.92% |
$88.7K - $99.5K
|
8.34K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-178- 0.39% |
$5.14K - $5.77K
|
45.3K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
939+ 2.79% |
$27.1K - $30.4K
|
34.6K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
80+ 0.31% |
$2.31K - $2.59K
|
25.7K
$893K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-6.2K- 5.1% |
$179K - $201K
|
115K
$4M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
10.7K+ 2.01% |
$309K - $346K
|
543K
$18.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
2.2K+ 0.58% |
$63.5K - $71.2K
|
380K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
12.3K+ 22.44% |
$356K - $399K
|
67.3K
$2.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-15.7K- 3.72% |
$453K - $508K
|
406K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
238K+ 14.81% |
$6.87M - $7.7M
|
1.84M
$63.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-5.5K- 4.3% |
$159K - $178K
|
122K
$4.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-76.6K- 2.57% |
$2.21M - $2.48M
|
2.91M
$101M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.33% |
$289 - $324
|
3.08K
$107K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.7K+ 6.29% |
$1.32M - $1.48M
|
773K
$26.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-104K- 24.31% |
$3.02M - $3.38M
|
325K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.63K+ 6.23% |
$191K - $215K
|
113K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.78K- 3.06% |
$282K - $317K
|
310K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
123K+ 6.34% |
$3.55M - $3.98M
|
2.06M
$71.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
13.1K+ 26.88% |
$378K - $425K
|
61.8K
$2.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
51.9K+ 1.44% |
$1.5M - $1.68M
|
3.65M
$127M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
308+ 3.76% |
$8.9K - $9.98K
|
8.51K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
58.9K+ 8.5% |
$1.7M - $1.91M
|
751K
$26.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-718- 4.02% |
$20.7K - $23.3K
|
17.2K
$595K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
19.8K+ 128.31% |
$571K - $641K
|
35.2K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 0.22% |
$66.8K - $74.9K
|
1.03M
$35.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47+ 0.31% |
$1.36K - $1.52K
|
15.2K
$526K
|