Latest Institutional Transactions on Dimensional ETF Tr (DFAI)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
19+ 0.26% |
$681 - $713
|
7.3K
$271K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.7K- 12.52% |
$96.7K - $101K
|
18.9K
$700K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
46.6K+ 29.47% |
$1.67M - $1.75M
|
205K
$7.59M
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-119- 0.27% |
$4.26K - $4.46K
|
43.8K
$1.62M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.33KNew |
$83.4K - $87.3K
|
2.33K
$86.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.68K+ 9.37% |
$168K - $176K
|
54.7K
$2.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
32+ 0.29% |
$1.15K - $1.2K
|
11.2K
$415K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.43K+ 4.61% |
$51.3K - $53.7K
|
32.5K
$1.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.4K- 7.48% |
$371K - $389K
|
128K
$4.76M
|
|
|
Jan 20, 2026
Q4 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
2.29K+ 2.38% |
$81.8K - $85.7K
|
98.2K
$3.64M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.05K- 73.6% |
$145K - $152K
|
1.45K
$53.9K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.42K- 2.89% |
$194K - $203K
|
182K
$6.76M
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
11.4K+ 3.17% |
$409K - $429K
|
372K
$13.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-90- 0.78% |
$3.22K - $3.38K
|
11.4K
$423K
|
|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
329KNew |
$11.8M - $12.3M
|
329K
$12.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
6.5K+ 9.84% |
$233K - $244K
|
72.6K
$2.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-923- 0.92% |
$33.1K - $34.6K
|
99.5K
$3.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.91K+ 1.84% |
$140K - $147K
|
217K
$8.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
BUY
|
- |
23.8KNew |
$852K - $893K
|
23.8K
$883K
|
|
|
Jan 20, 2026
Q4 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-320- 1.95% |
$11.5K - $12K
|
16.1K
$596K
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
47K+ 5.51% |
$1.68M - $1.76M
|
900K
$33.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
308+ 4.38% |
$11K - $11.6K
|
7.34K
$272K
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
SELL
|
- |
-4.02K- 12.94% |
$144K - $151K
|
27K
$1M
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
25K+ 12.28% |
$896K - $939K
|
229K
$8.48M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
233KNew |
$8.35M - $8.75M
|
233K
$8.65M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.3K+ 24.41% |
$477K - $500K
|
67.9K
$2.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6+ 0.09% |
$215 - $225
|
6.7K
$248K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.42K+ 341.84% |
$302K - $316K
|
10.9K
$404K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.18K+ 26.03% |
$329K - $344K
|
44.5K
$1.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
SELL
|
- |
-79- 0.58% |
$2.83K - $2.96K
|
13.4K
$498K
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-8.5K- 15.39% |
$304K - $319K
|
46.7K
$1.73M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
859K+ 2689.47% |
$30.8M - $32.2M
|
891K
$33M
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-969- 1.36% |
$34.7K - $36.4K
|
70.3K
$2.61M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
267K+ 2401.6% |
$9.55M - $10M
|
278K
$10.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.9K+ 2.56% |
$855K - $895K
|
955K
$35.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.95K+ 3.44% |
$69.8K - $73.2K
|
58.6K
$2.17M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
13.9K+ 0.63% |
$497K - $520K
|
2.21M
$81.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
8.53K+ 9.16% |
$306K - $320K
|
102K
$3.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.06% |
$35.8 - $37.5
|
1.82K
$67.4K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-6.65K- 5.65% |
$238K - $250K
|
111K
$4.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.68K+ 1.81% |
$60.3K - $63.1K
|
94.9K
$3.52M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
39.4K+ 89.77% |
$1.41M - $1.48M
|
83.3K
$3.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-270- 1.99% |
$9.67K - $10.1K
|
13.3K
$493K
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-14K- 11.16% |
$500K - $524K
|
111K
$4.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
899+ 6.36% |
$32.2K - $33.7K
|
15K
$557K
|
|
|
Jan 15, 2026
Q4 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
252+ 2.67% |
$9.03K - $9.46K
|
9.7K
$360K
|
|
|
Jan 15, 2026
Q4 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
23.9K+ 3.08% |
$856K - $897K
|
800K
$29.7M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
220K+ 1253.29% |
$7.88M - $8.25M
|
237K
$8.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
423+ 0.61% |
$15.2K - $15.9K
|
70.1K
$2.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
2.46K+ 7.39% |
$87.9K - $92.1K
|
35.7K
$1.32M
|
|