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 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.82K+ 0.73% |
$78.9K - $97.7K
|
391K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.47K+ 0.15% |
$69.2K - $85.7K
|
1.64M
$56.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.3K+ 1.66% |
$64.4K - $79.8K
|
141K
$4.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.26K+ 3.84% |
$63.2K - $78.3K
|
61K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.98K+ 16.52% |
$55.5K - $68.7K
|
14K
$485K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.91K+ 3.23% |
$53.4K - $66.2K
|
60.8K
$2.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.87K+ 5.55% |
$52.3K - $64.8K
|
35.5K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.83K+ 2.63% |
$51.2K - $63.4K
|
71.3K
$2.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.64K+ 949.13% |
$46K - $57K
|
1.82K
$63K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.34KNew |
$37.5K - $46.4K
|
1.34K
$46.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.2K+ 4.73% |
$33.7K - $41.8K
|
26.6K
$925K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
940+ 6.08% |
$26.3K - $32.6K
|
16.4K
$569K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
926+ 3.37% |
$25.9K - $32.1K
|
28.4K
$987K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
637+ 3.45% |
$17.8K - $22.1K
|
19.1K
$663K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
620+ 0.71% |
$17.4K - $21.5K
|
87.9K
$3.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
566+ 1.11% |
$15.9K - $19.6K
|
51.4K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
527+ 7.34% |
$14.8K - $18.3K
|
7.71K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
520+ 8.01% |
$14.6K - $18K
|
7.01K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
361+ 2.64% |
$10.1K - $12.5K
|
14K
$487K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
307+ 2.74% |
$8.6K - $10.7K
|
11.5K
$399K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
278+ 7.53% |
$7.79K - $9.65K
|
3.97K
$138K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
218+ 1.04% |
$6.11K - $7.57K
|
21.1K
$733K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
176+ 2.6% |
$4.93K - $6.11K
|
6.94K
$241K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
174+ 1.29% |
$4.88K - $6.04K
|
13.6K
$473K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
172+ 1.97% |
$4.82K - $5.97K
|
8.9K
$309K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
144+ 0.0% |
$4.03K - $5K
|
2.91M
$101M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
144New |
$4.03K - $5K
|
144
$5K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
100+ 0.62% |
$2.8K - $3.47K
|
16.2K
$561K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
78+ 0.96% |
$2.19K - $2.71K
|
8.17K
$283K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
66+ 1.91% |
$1.85K - $2.29K
|
3.52K
$122K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
49+ 0.15% |
$1.37K - $1.7K
|
33.3K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 0.05% |
$364 - $451
|
25.8K
$897K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9+ 0.05% |
$252 - $312
|
19.8K
$687K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
5+ 0.05% |
$140 - $174
|
11.1K
$385K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.29% |
$56 - $69.4
|
699
$24.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.22% |
$28 - $34.7
|
46
$1.6K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.8MNew |
$542M - $608M
|
18.8M
$651M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71M+ 323.61% |
$49.3M - $55.3M
|
2.23M
$77.5M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.55MNew |
$44.6M - $50.1M
|
1.55M
$53.6M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.53M+ 37.0% |
$44.1M - $49.5M
|
5.65M
$196M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.45M+ 24.16% |
$41.8M - $46.9M
|
7.43M
$258M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
1.04M+ 275.28% |
$30.1M - $33.8M
|
1.42M
$49.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.01M+ 16.85% |
$29.2M - $32.7M
|
7.01M
$243M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
972K+ 24.75% |
$28.1M - $31.5M
|
4.9M
$170M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
619K+ 81.48% |
$17.9M - $20.1M
|
1.38M
$47.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
557KNew |
$16.1M - $18M
|
557K
$19.3M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
552K+ 2448.65% |
$16M - $17.9M
|
575K
$20M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
442KNew |
$12.8M - $14.3M
|
442K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
440K+ 18.06% |
$12.7M - $14.3M
|
2.88M
$99.8M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
429K+ 39.61% |
$12.4M - $13.9M
|
1.51M
$52.5M
|
|