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
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
14.4K+ 2.48% |
$418K - $455K
|
595K
$18.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
14.4K+ 3.33% |
$418K - $455K
|
447K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
14.3K+ 8.39% |
$415K - $452K
|
185K
$5.62M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
13.8K+ 15.1% |
$399K - $435K
|
105K
$3.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13.4K+ 9.31% |
$387K - $422K
|
157K
$4.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13.3K+ 37.05% |
$386K - $421K
|
49.3K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
13.2K+ 117.45% |
$383K - $417K
|
24.4K
$743K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
11.6KNew |
$335K - $365K
|
11.6K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10K+ 1.4% |
$291K - $317K
|
727K
$22.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.67K+ 1.3% |
$280K - $306K
|
751K
$22.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.36K+ 0.62% |
$272K - $296K
|
1.51M
$46M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.8K+ 12.66% |
$226K - $246K
|
69.4K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.14K+ 17.16% |
$207K - $226K
|
48.7K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.06K+ 4.24% |
$205K - $223K
|
173K
$5.27M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.03K+ 5.48% |
$204K - $222K
|
135K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.9K+ 12.17% |
$200K - $218K
|
63.6K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.71K+ 3.02% |
$194K - $212K
|
229K
$6.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.68K+ 71.18% |
$194K - $211K
|
16.1K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
6.08K+ 6.21% |
$176K - $192K
|
104K
$3.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.57K+ 66.05% |
$162K - $176K
|
14K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.26K+ 4.3% |
$153K - $166K
|
128K
$3.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.85K+ 0.83% |
$141K - $153K
|
589K
$17.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
4.64K+ 2.55% |
$135K - $147K
|
187K
$5.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.61K+ 26.58% |
$134K - $146K
|
22K
$668K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.17K+ 2.86% |
$121K - $132K
|
150K
$4.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.81K+ 4.37% |
$110K - $120K
|
90.9K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.44K+ 9.67% |
$99.7K - $109K
|
39K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.23K+ 2.22% |
$93.7K - $102K
|
148K
$4.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
2.24K+ 3.51% |
$64.8K - $70.7K
|
66K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.05K+ 17.85% |
$59.5K - $64.9K
|
13.6K
$412K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.05K+ 1.44% |
$59.3K - $64.6K
|
144K
$4.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.65K+ 12.33% |
$47.9K - $52.2K
|
15.1K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.6K+ 9.29% |
$46.5K - $50.6K
|
18.8K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.42K+ 3.25% |
$41.2K - $44.9K
|
45.2K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.35K+ 12.92% |
$39.3K - $42.8K
|
11.8K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.3K+ 5.87% |
$37.6K - $41K
|
23.4K
$711K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.29K+ 1.89% |
$37.4K - $40.7K
|
69.4K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.15K+ 15.43% |
$33.4K - $36.4K
|
8.63K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.14K+ 2.44% |
$33.2K - $36.2K
|
48.1K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.03K+ 5.22% |
$29.9K - $32.6K
|
20.8K
$632K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
702+ 0.69% |
$20.4K - $22.2K
|
103K
$3.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
526+ 3.06% |
$15.3K - $16.6K
|
17.7K
$539K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
435+ 4.23% |
$12.6K - $13.7K
|
10.7K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
185+ 9.42% |
$5.37K - $5.85K
|
2.15K
$65.4K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
142+ 0.33% |
$4.12K - $4.49K
|
42.7K
$1.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
96+ 2.86% |
$2.78K - $3.03K
|
3.45K
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
82+ 0.05% |
$2.38K - $2.59K
|
178K
$5.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66+ 2.0% |
$1.91K - $2.09K
|
3.37K
$103K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
45+ 0.32% |
$1.31K - $1.42K
|
14.1K
$429K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
44+ 0.08% |
$1.28K - $1.39K
|
58.6K
$1.78M
|