Latest Institutional Purchases of Dimensional ETF Tr (DFAI)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
31.8M+ 6240.85% |
$922M - $1B
|
32.3M
$1.01B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.22M+ 58.88% |
$64.3M - $70.1M
|
5.99M
$188M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.46M+ 54.8% |
$42.4M - $46.2M
|
4.13M
$129M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.17MNew |
$34M - $37.1M
|
1.17M
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
872KNew |
$25.3M - $27.6M
|
872K
$27.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
695K+ 28.64% |
$20.1M - $22M
|
3.12M
$97.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
539K+ 612.97% |
$15.6M - $17M
|
627K
$19.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
522KNew |
$15.1M - $16.5M
|
522K
$16.4M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
511K+ 54.58% |
$14.8M - $16.1M
|
1.45M
$45.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
465K+ 87.1% |
$13.5M - $14.7M
|
998K
$31.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
427K+ 15.59% |
$12.4M - $13.5M
|
3.16M
$99.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
421KNew |
$12.2M - $13.3M
|
421K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
414KNew |
$12M - $13.1M
|
414K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
378KNew |
$11M - $11.9M
|
378K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
353KNew |
$10.2M - $11.2M
|
353K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
344K+ 5.45% |
$9.97M - $10.9M
|
6.65M
$208M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
325KNew |
$9.43M - $10.3M
|
325K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
319K+ 17.59% |
$9.27M - $10.1M
|
2.14M
$66.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
316KNew |
$9.17M - $9.99M
|
316K
$9.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
300K+ 231.14% |
$8.71M - $9.49M
|
430K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
283K+ 658.03% |
$8.2M - $8.93M
|
326K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
281K+ 73.93% |
$8.14M - $8.87M
|
661K
$20.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
272K+ 25.63% |
$7.89M - $8.59M
|
1.33M
$41.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
271KNew |
$7.86M - $8.56M
|
271K
$8.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
255KNew |
$7.39M - $8.06M
|
255K
$7.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
249KNew |
$7.23M - $7.88M
|
249K
$7.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
223K+ 13.69% |
$6.47M - $7.05M
|
1.85M
$58M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
214K+ 7.71% |
$6.19M - $6.75M
|
2.98M
$93.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
210K+ 119.78% |
$6.09M - $6.63M
|
385K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
207K+ 807.44% |
$6.01M - $6.55M
|
233K
$7.3M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
207K+ 23.48% |
$6M - $6.53M
|
1.09M
$34.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
204K+ 51.46% |
$5.91M - $6.44M
|
600K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
188K+ 21.25% |
$5.45M - $5.94M
|
1.07M
$33.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
186K+ 5.39% |
$5.4M - $5.88M
|
3.64M
$114M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
160K+ 7.03% |
$4.64M - $5.05M
|
2.44M
$76.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
159KNew |
$4.62M - $5.03M
|
159K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
159K+ 14.9% |
$4.61M - $5.03M
|
1.23M
$38.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
156K+ 6.6% |
$4.52M - $4.93M
|
2.52M
$78.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
154KNew |
$4.46M - $4.86M
|
154K
$4.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
147KNew |
$4.27M - $4.65M
|
147K
$4.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
143K+ 77.45% |
$4.15M - $4.52M
|
328K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
139K+ 2.56% |
$4.04M - $4.41M
|
5.58M
$175M
|
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
139KNew |
$4.04M - $4.4M
|
139K
$4.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
130K+ 45.5% |
$3.77M - $4.11M
|
416K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
122KNew |
$3.53M - $3.84M
|
122K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
121K+ 77.61% |
$3.5M - $3.82M
|
276K
$8.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
118K+ 45.2% |
$3.42M - $3.73M
|
379K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
106KNew |
$3.09M - $3.36M
|
106K
$3.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
103K+ 26.22% |
$2.99M - $3.26M
|
496K
$15.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
102KNew |
$2.97M - $3.24M
|
102K
$3.21M
|