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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
13.1K+ 11.6% |
$368K - $455K
|
126K
$4.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.8K+ 2.4% |
$358K - $444K
|
545K
$18.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
12.5K+ 24.22% |
$352K - $436K
|
64.4K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12.4K+ 53.33% |
$348K - $432K
|
35.8K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
12.3K+ 3.2% |
$345K - $427K
|
396K
$13.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
11.9K+ 110.9% |
$333K - $412K
|
22.6K
$784K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11.8K+ 12.23% |
$330K - $409K
|
108K
$3.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
11.6K+ 2.25% |
$324K - $401K
|
526K
$18.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11.5K+ 19.53% |
$322K - $399K
|
70.4K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
11.5KNew |
$322K - $399K
|
11.5K
$399K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.3KNew |
$317K - $393K
|
11.3K
$393K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
10.7K+ 15.14% |
$299K - $371K
|
81.3K
$2.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
10.4K+ 4.04% |
$292K - $362K
|
268K
$9.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
9.98K+ 22.15% |
$280K - $346K
|
55.1K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.68K+ 45.98% |
$271K - $336K
|
30.7K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
9.4K+ 4.71% |
$264K - $326K
|
209K
$7.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
9.1K+ 26.65% |
$255K - $316K
|
43.3K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
8.35KNew |
$234K - $290K
|
8.35K
$290K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.18K+ 3.2% |
$229K - $284K
|
264K
$9.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8.14K+ 8.62% |
$228K - $283K
|
103K
$3.56M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
7.81K+ 3.49% |
$219K - $271K
|
232K
$8.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
7.53K+ 2.79% |
$211K - $261K
|
277K
$9.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7.46K+ 7.57% |
$209K - $259K
|
106K
$3.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.29K+ 24.91% |
$204K - $253K
|
36.6K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7.24K+ 44.86% |
$203K - $251K
|
23.4K
$811K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.44K+ 92.72% |
$180K - $223K
|
13.4K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
6.36K+ 20.15% |
$178K - $221K
|
37.9K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.18KNew |
$173K - $214K
|
6.18K
$214K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.17KNew |
$173K - $214K
|
6.17K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.06K+ 0.97% |
$170K - $210K
|
631K
$21.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.99KNew |
$168K - $208K
|
5.99K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
5.67K+ 7.3% |
$159K - $197K
|
83.4K
$2.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.55K+ 3.17% |
$155K - $193K
|
181K
$6.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.51K+ 2.41% |
$154K - $191K
|
234K
$8.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.48K+ 9.05% |
$154K - $190K
|
66.1K
$2.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
5.21K+ 6.13% |
$146K - $181K
|
90.2K
$3.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.69K+ 41.55% |
$131K - $163K
|
16K
$555K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.6K+ 1022.22% |
$129K - $160K
|
5.05K
$175K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.46K+ 10.41% |
$125K - $155K
|
47.3K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
4.45K+ 1.6% |
$125K - $155K
|
283K
$9.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.39K+ 3.02% |
$123K - $153K
|
150K
$5.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4.35K+ 67.07% |
$122K - $151K
|
10.8K
$376K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
4.11K+ 8.35% |
$115K - $143K
|
53.4K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
3.98K+ 13.54% |
$112K - $138K
|
33.4K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
3.91KNew |
$110K - $136K
|
3.91K
$136K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.87K+ 24.24% |
$109K - $134K
|
19.9K
$689K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.66K+ 3.37% |
$103K - $127K
|
112K
$3.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.49K+ 11.1% |
$97.6K - $121K
|
34.9K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
2.93K+ 0.82% |
$82.1K - $102K
|
362K
$12.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.82K+ 2.51% |
$79K - $97.8K
|
115K
$4M
|