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 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 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7.07K+ 3.02% |
$205K - $224K
|
241K
$7.33M
|
|
|
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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.8K+ 0.69% |
$197K - $215K
|
993K
$30.2M
|
|
|
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 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.8K+ 13.11% |
$168K - $183K
|
50.1K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.57K+ 66.05% |
$162K - $176K
|
14K
$426K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.52K+ 69.98% |
$160K - $174K
|
13.4K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.48K+ 7.49% |
$159K - $173K
|
78.7K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.42K+ 4.5% |
$157K - $171K
|
126K
$3.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.26K+ 4.3% |
$153K - $166K
|
128K
$3.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
4.89K+ 24.91% |
$142K - $155K
|
24.5K
$746K
|
|
|
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 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.52K+ 2.82% |
$102K - $111K
|
128K
$3.9M
|
|
|
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 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.98K+ 0.84% |
$86.3K - $94.1K
|
359K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.28K+ 3.43% |
$66.2K - $72.2K
|
68.9K
$2.1M
|
|
|
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 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.54K+ 0.41% |
$44.6K - $48.6K
|
381K
$11.6M
|
|
|
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 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.39K+ 13.41% |
$40.4K - $44K
|
11.8K
$358K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.39K+ 0.5% |
$40.3K - $43.9K
|
279K
$8.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.37K+ 7.01% |
$39.8K - $43.4K
|
20.9K
$637K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.35K+ 5.4% |
$39.3K - $42.8K
|
26.4K
$803K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.35K+ 12.92% |
$39.3K - $42.8K
|
11.8K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.32K+ 4.43% |
$38.2K - $41.6K
|
31K
$942K
|
|
|
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 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.22K+ 15.12% |
$35.3K - $38.4K
|
9.26K
$281K
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.13K+ 1.27% |
$32.8K - $35.8K
|
90.2K
$2.74M
|
|
|
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 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.01K+ 10.19% |
$29.3K - $31.9K
|
10.9K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
890+ 1.88% |
$25.8K - $28.1K
|
48.2K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
702+ 0.69% |
$20.4K - $22.2K
|
103K
$3.14M
|