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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
539K+ 612.97% |
$15.6M - $17M
|
627K
$19.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
344K+ 5.45% |
$9.97M - $10.9M
|
6.65M
$202M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
214K+ 7.71% |
$6.19M - $6.75M
|
2.98M
$90.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
188K+ 21.25% |
$5.45M - $5.94M
|
1.07M
$32.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
147KNew |
$4.27M - $4.65M
|
147K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
143K+ 77.45% |
$4.15M - $4.52M
|
328K
$9.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
102K+ 324.16% |
$2.96M - $3.23M
|
134K
$4.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
97.4K+ 4.76% |
$2.82M - $3.08M
|
2.14M
$65.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
96.5K+ 6.82% |
$2.8M - $3.05M
|
1.51M
$46M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
91.1KNew |
$2.64M - $2.88M
|
91.1K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
90K+ 53.97% |
$2.61M - $2.84M
|
257K
$7.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
82.6K+ 119.51% |
$2.4M - $2.61M
|
152K
$4.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
81.2K+ 5.46% |
$2.35M - $2.57M
|
1.57M
$47.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
81K+ 16.13% |
$2.35M - $2.56M
|
584K
$17.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
78.2K+ 6.29% |
$2.27M - $2.47M
|
1.32M
$40.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
64.4K+ 10.25% |
$1.87M - $2.03M
|
693K
$21.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
64.1KNew |
$1.86M - $2.03M
|
64.1K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
52.3K+ 8.71% |
$1.52M - $1.65M
|
653K
$19.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
52.2K+ 15.09% |
$1.52M - $1.65M
|
398K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
51.2K+ 14.39% |
$1.48M - $1.62M
|
407K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
49.2KNew |
$1.43M - $1.55M
|
49.2K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
46.8KNew |
$1.36M - $1.48M
|
46.8K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
45.9K+ 30.7% |
$1.33M - $1.45M
|
196K
$5.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
45.9K+ 5.34% |
$1.33M - $1.45M
|
904K
$27.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
44.6K+ 91.41% |
$1.29M - $1.41M
|
93.5K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
44.4K+ 7.23% |
$1.29M - $1.4M
|
658K
$20M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
41.5K+ 21.99% |
$1.2M - $1.31M
|
230K
$6.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.2K+ 7.05% |
$1.08M - $1.17M
|
565K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
33.8K+ 6.42% |
$981K - $1.07M
|
561K
$17.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
32.9K+ 10.55% |
$955K - $1.04M
|
345K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
31.2K+ 1.71% |
$905K - $986K
|
1.86M
$56.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
30.6K+ 2.33% |
$888K - $968K
|
1.34M
$40.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
30.5K+ 4.8% |
$884K - $963K
|
665K
$20.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
30KNew |
$870K - $948K
|
30K
$912K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
29.6K+ 116.69% |
$858K - $935K
|
54.9K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
28.3K+ 11.79% |
$821K - $895K
|
269K
$8.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
28.3K+ 36.44% |
$820K - $893K
|
106K
$3.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
28.1K+ 5.27% |
$814K - $887K
|
561K
$17.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27.9K+ 4.75% |
$809K - $881K
|
615K
$18.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
24.3K+ 27.62% |
$705K - $769K
|
112K
$3.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23.8K+ 27.97% |
$689K - $751K
|
109K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
23.6K+ 5.17% |
$686K - $747K
|
481K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22.6K+ 3.86% |
$655K - $714K
|
608K
$18.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
21.1KNew |
$611K - $665K
|
21.1K
$640K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
20.6K+ 94.37% |
$598K - $652K
|
42.5K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
17.4K+ 16.69% |
$505K - $550K
|
122K
$3.7M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
17.2K+ 8.32% |
$500K - $545K
|
225K
$6.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
16.7KNew |
$484K - $528K
|
16.7K
$508K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
15.5K+ 6.18% |
$449K - $490K
|
266K
$8.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14.5KNew |
$422K - $459K
|
14.5K
$442K
|