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 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4.35K+ 67.07% |
$122K - $151K
|
10.8K
$393K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-17.9K- 8.56% |
$502K - $622K
|
192K
$6.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13.6K+ 4.19% |
$382K - $473K
|
339K
$12.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.3KNew |
$317K - $393K
|
11.3K
$411K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-229- 0.15% |
$6.42K - $7.95K
|
153K
$5.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.1K- 4.85% |
$30.8K - $38.2K
|
21.6K
$783K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 0.05% |
$364 - $451
|
25.8K
$939K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
78+ 0.96% |
$2.19K - $2.71K
|
8.17K
$297K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
54.2K+ 80.53% |
$1.52M - $1.88M
|
121K
$4.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11.5K+ 19.53% |
$322K - $399K
|
70.4K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.7K+ 14.39% |
$496K - $614K
|
141K
$5.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.5K- 28.75% |
$434K - $538K
|
38.4K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
11.6K+ 2.25% |
$324K - $401K
|
526K
$19.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-14.2K- 4.58% |
$398K - $493K
|
296K
$10.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
144+ 0.0% |
$4.03K - $5K
|
2.91M
$106M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.17KNew |
$173K - $214K
|
6.17K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11.8K+ 12.23% |
$330K - $409K
|
108K
$3.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
71.3K+ 34.18% |
$2M - $2.48M
|
280K
$10.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
566+ 1.11% |
$15.9K - $19.6K
|
51.4K
$1.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-35.5K- 4.64% |
$994K - $1.23M
|
729K
$26.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.51K+ 2.41% |
$154K - $191K
|
234K
$8.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.26K+ 3.84% |
$63.2K - $78.3K
|
61K
$2.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.3K+ 1.66% |
$64.4K - $79.8K
|
141K
$5.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.82K+ 2.51% |
$79K - $97.8K
|
115K
$4.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-933- 0.68% |
$26.1K - $32.4K
|
136K
$4.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.98K+ 16.52% |
$55.5K - $68.7K
|
14K
$507K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
144New |
$4.03K - $5K
|
144
$5.23K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-12.3K- 9.17% |
$344K - $426K
|
122K
$4.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
38.4K+ 15.81% |
$1.08M - $1.33M
|
281K
$10.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
16.1K+ 63.36% |
$450K - $558K
|
41.4K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.6K+ 1022.22% |
$129K - $160K
|
5.05K
$183K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
14.1K+ 11.1% |
$396K - $491K
|
142K
$5.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-515- 2.29% |
$14.4K - $17.9K
|
22K
$800K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.49K+ 11.1% |
$97.6K - $121K
|
34.9K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
173KNew |
$4.85M - $6.01M
|
173K
$6.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-101- 0.04% |
$2.83K - $3.51K
|
255K
$9.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-89- 0.06% |
$2.49K - $3.09K
|
153K
$5.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
12.5K+ 24.22% |
$352K - $436K
|
64.4K
$2.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
218+ 1.04% |
$6.11K - $7.57K
|
21.1K
$767K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
9.98K+ 22.15% |
$280K - $346K
|
55.1K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.91K+ 3.23% |
$53.4K - $66.2K
|
60.8K
$2.21M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
172+ 1.97% |
$4.82K - $5.97K
|
8.9K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.99KNew |
$168K - $208K
|
5.99K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
156K+ 140.81% |
$4.37M - $5.41M
|
266K
$9.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
95.2K+ 206.73% |
$2.67M - $3.3M
|
141K
$5.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.22% |
$28 - $34.7
|
46
$1.67K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
3.98K+ 13.54% |
$112K - $138K
|
33.4K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-86.9K- 2.38% |
$2.43M - $3.02M
|
3.57M
$130M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.87K+ 24.24% |
$109K - $134K
|
19.9K
$721K
|