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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
35.9K+ 12.62% |
$1.22M - $1.31M
|
320K
$11.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
35.7KNew |
$1.22M - $1.3M
|
35.7K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
35.6K+ 4.35% |
$1.21M - $1.3M
|
853K
$31.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
35.4K+ 23.04% |
$1.21M - $1.3M
|
189K
$7.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
35.4K+ 42.93% |
$1.2M - $1.29M
|
118K
$4.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
34.8K+ 10.1% |
$1.19M - $1.27M
|
380K
$14.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
34.5KNew |
$1.17M - $1.26M
|
34.5K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
34.5K+ 110.97% |
$1.17M - $1.26M
|
65.5K
$2.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33.8K+ 6.38% |
$1.15M - $1.24M
|
564K
$20.9M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
33.8KNew |
$1.15M - $1.23M
|
33.8K
$1.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
33.6K+ 2.39% |
$1.14M - $1.23M
|
1.44M
$53.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
33.1K+ 456.47% |
$1.13M - $1.21M
|
40.4K
$1.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
33.1K+ 15.34% |
$1.13M - $1.21M
|
249K
$9.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
32.9K+ 151.36% |
$1.12M - $1.2M
|
54.6K
$2.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
32.8K+ 7.0% |
$1.12M - $1.2M
|
502K
$18.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.7K+ 1.26% |
$1.11M - $1.2M
|
2.63M
$97.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
32.2K+ 2.39% |
$1.1M - $1.18M
|
1.38M
$51.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
31.9K+ 27.22% |
$1.09M - $1.17M
|
149K
$5.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
31.8KNew |
$1.08M - $1.16M
|
31.8K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
31.3K+ 27.65% |
$1.07M - $1.15M
|
145K
$5.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
31.2K+ 9.01% |
$1.06M - $1.14M
|
377K
$14M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
31KNew |
$1.06M - $1.13M
|
31K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
30.6K+ 25.24% |
$1.04M - $1.12M
|
152K
$5.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30.6K+ 10.88% |
$1.04M - $1.12M
|
312K
$11.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
BUY
|
- |
29.9K+ 6.26% |
$1.02M - $1.09M
|
508K
$18.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
29.8K+ 1.77% |
$1.02M - $1.09M
|
1.72M
$63.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
28.9K+ 3.87% |
$983K - $1.06M
|
776K
$28.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
28.4K+ 4.84% |
$967K - $1.04M
|
615K
$22.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27.5K+ 0.77% |
$937K - $1.01M
|
3.59M
$133M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
26.3K+ 14.8% |
$894K - $960K
|
204K
$7.55M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
26K+ 41.12% |
$887K - $952K
|
89.4K
$3.31M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25.4K+ 52.54% |
$864K - $927K
|
73.6K
$2.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
25.3K+ 2.41% |
$861K - $924K
|
1.07M
$39.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
23.8K+ 5.18% |
$811K - $871K
|
484K
$18M
|
|
|
Nov 10, 2025
Q3 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
23.4K+ 14.75% |
$796K - $855K
|
182K
$6.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
23.2K+ 5.85% |
$789K - $847K
|
419K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
23K+ 87.66% |
$785K - $842K
|
49.3K
$1.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
21.9K+ 6.53% |
$745K - $799K
|
357K
$13.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
21.7K+ 6.41% |
$740K - $795K
|
361K
$13.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
21.7K+ 157.06% |
$739K - $794K
|
35.5K
$1.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
21.4K+ 91.66% |
$729K - $783K
|
44.8K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
21.1K+ 6.75% |
$720K - $773K
|
334K
$12.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.1K+ 10.35% |
$718K - $771K
|
225K
$8.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
20.8K+ 10.16% |
$709K - $761K
|
226K
$8.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
20.5K+ 3.76% |
$698K - $749K
|
566K
$21M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
20.5K+ 1.7% |
$697K - $748K
|
1.23M
$45.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.4K+ 2.62% |
$695K - $746K
|
800K
$29.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
20.4KNew |
$694K - $745K
|
20.4K
$756K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
20.1K+ 6.68% |
$684K - $734K
|
321K
$11.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
20K+ 178.35% |
$680K - $730K
|
31.2K
$1.16M
|
|