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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
184K+ 20.03% |
$5.33M - $5.97M
|
1.11M
$34.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
162KNew |
$4.67M - $5.24M
|
162K
$5.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
122K+ 8.07% |
$3.52M - $3.95M
|
1.63M
$51.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
43.8K+ 19.04% |
$1.26M - $1.42M
|
274K
$8.62M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33.6KNew |
$971K - $1.09M
|
33.6K
$1.06M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
28K+ 19.05% |
$810K - $909K
|
175K
$5.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
19.9K+ 3.3% |
$575K - $645K
|
624K
$19.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
15.3K+ 2.31% |
$443K - $497K
|
680K
$21.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
11.8K+ 17.87% |
$340K - $382K
|
77.8K
$2.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11.3K+ 23.01% |
$327K - $367K
|
60.6K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.3KNew |
$326K - $366K
|
11.3K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10.7K+ 1.81% |
$308K - $345K
|
600K
$18.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.3K+ 33.23% |
$211K - $237K
|
29.3K
$922K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.16K+ 5.61% |
$207K - $232K
|
135K
$4.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
6.82KNew |
$197K - $221K
|
6.82K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.63K+ 67.1% |
$191K - $215K
|
16.5K
$520K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
6.48KNew |
$187K - $210K
|
6.48K
$204K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.34K+ 4.68% |
$183K - $205K
|
142K
$4.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
6.3K+ 3.41% |
$182K - $204K
|
191K
$6.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.48K+ 3.41% |
$158K - $178K
|
166K
$5.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4.54K+ 4.36% |
$131K - $147K
|
109K
$3.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.32K+ 2.91% |
$125K - $140K
|
153K
$4.81M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.42K+ 8.01% |
$98.8K - $111K
|
46.1K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.06K+ 12.52% |
$88.4K - $99.2K
|
27.5K
$866K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.85K+ 94866.67% |
$82.2K - $92.2K
|
2.85K
$89.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 6.94% |
$78.5K - $88K
|
41.9K
$1.32M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.42K+ 2.31% |
$69.9K - $78.4K
|
107K
$3.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
965+ 4.19% |
$27.9K - $31.3K
|
24K
$756K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
385+ 1.87% |
$11.1K - $12.5K
|
21K
$661K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
62+ 0.09% |
$1.79K - $2.01K
|
69.5K
$2.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
41+ 0.31% |
$1.18K - $1.33K
|
13.5K
$424K
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
34+ 0.31% |
$982 - $1.1K
|
11.1K
$349K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
24+ 0.15% |
$693 - $778
|
16.1K
$506K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
31.8M+ 6240.85% |
$922M - $1B
|
32.3M
$1.02B
|
|
|
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
$130M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.17MNew |
$34M - $37.1M
|
1.17M
$36.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
872KNew |
$25.3M - $27.6M
|
872K
$27.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
695K+ 28.64% |
$20.1M - $22M
|
3.12M
$98.2M
|
|
|
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
$45.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
465K+ 87.1% |
$13.5M - $14.7M
|
998K
$31.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
427K+ 15.59% |
$12.4M - $13.5M
|
3.16M
$99.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
421KNew |
$12.2M - $13.3M
|
421K
$13.3M
|
|
|
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
$11.9M
|
|
|
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
$209M
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
340KNew |
$9.85M - $10.7M
|
340K
$10.7M
|
|