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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
20K+ 178.35% |
$680K - $730K
|
31.2K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
19.8K+ 8.48% |
$676K - $725K
|
254K
$9.42M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.8K+ 151.23% |
$676K - $725K
|
33K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Chico Wealth Ria
|
BUY
|
- |
19.3K+ 2.13% |
$656K - $704K
|
923K
$34.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
18.9K+ 14.95% |
$645K - $692K
|
146K
$5.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
18.9K+ 12.26% |
$644K - $692K
|
173K
$6.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
18.8K+ 1.27% |
$641K - $688K
|
1.5M
$55.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18.3K+ 8.22% |
$623K - $669K
|
241K
$8.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
18.3K+ 83.26% |
$622K - $667K
|
40.2K
$1.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.2K+ 1.29% |
$620K - $666K
|
1.43M
$53.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
18K+ 23.98% |
$614K - $659K
|
93.2K
$3.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
17.9K+ 140.06% |
$610K - $655K
|
30.7K
$1.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
17.4K+ 3.01% |
$591K - $635K
|
595K
$22.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
17K+ 9.84% |
$577K - $620K
|
189K
$7.02M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
16.9K+ 13.23% |
$577K - $619K
|
145K
$5.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
16.9K+ 27.72% |
$576K - $618K
|
77.9K
$2.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
16.8K+ 6.28% |
$573K - $616K
|
285K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
16.7K+ 3.96% |
$569K - $611K
|
439K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
16.3K+ 10.96% |
$555K - $596K
|
165K
$6.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
15.9K+ 15.87% |
$541K - $581K
|
116K
$4.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.8K+ 1.81% |
$537K - $576K
|
885K
$32.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.1K+ 20.93% |
$515K - $553K
|
87.4K
$3.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15K+ 21.27% |
$510K - $547K
|
85.3K
$3.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
14.9K+ 18.41% |
$508K - $545K
|
95.9K
$3.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
14.7K+ 4.02% |
$502K - $539K
|
382K
$14.2M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 9.08% |
$501K - $538K
|
177K
$6.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.5K+ 18.04% |
$495K - $531K
|
95.1K
$3.53M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
14.3K+ 39.05% |
$487K - $523K
|
50.9K
$1.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14.3K+ 9.6% |
$486K - $522K
|
163K
$6.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
14.3K+ 3.94% |
$485K - $521K
|
376K
$14M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
14.1K+ 6.98% |
$480K - $515K
|
216K
$8.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
14K+ 4.15% |
$476K - $511K
|
351K
$13M
|
|
|
Nov 25, 2025
Q3 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
13.6K+ 1.87% |
$462K - $496K
|
739K
$27.4M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
13.4K+ 5.22% |
$456K - $490K
|
270K
$10M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
13.2K+ 3413.21% |
$449K - $482K
|
13.6K
$503K
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
13K+ 11.63% |
$444K - $477K
|
125K
$4.64M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
12.8K+ 13.85% |
$435K - $466K
|
105K
$3.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
12.7K+ 47.97% |
$431K - $463K
|
39.1K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
12.6K+ 1.69% |
$428K - $460K
|
758K
$28.1M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
12.2K+ 9.64% |
$414K - $445K
|
138K
$5.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
12.1K+ 73.61% |
$412K - $442K
|
28.5K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.9K+ 1.78% |
$405K - $435K
|
681K
$25.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
11.6KNew |
$396K - $425K
|
11.6K
$431K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.6K+ 7.59% |
$396K - $425K
|
165K
$6.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11.5KNew |
$392K - $421K
|
11.5K
$427K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.4K+ 28.61% |
$387K - $415K
|
51.1K
$1.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 3.39% |
$386K - $415K
|
345K
$12.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
11.3K+ 80.93% |
$385K - $413K
|
25.3K
$937K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
11.2K+ 31.39% |
$382K - $410K
|
47K
$1.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
11.2K+ 9.71% |
$381K - $409K
|
126K
$4.69M
|
|