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 |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
130KNew |
$3.78M - $4.12M
|
130K
$4.12M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
273KNew |
$7.93M - $8.64M
|
273K
$8.63M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
307KNew |
$8.91M - $9.71M
|
307K
$9.7M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
253KNew |
$7.34M - $8M
|
253K
$7.99M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.82KNew |
$52.7K - $57.4K
|
1.82K
$57.4K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
188K+ 21.25% |
$5.45M - $5.94M
|
1.07M
$33.9M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.65K+ 2.36% |
$47.9K - $52.2K
|
71.6K
$2.26M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
373+ 3.11% |
$10.8K - $11.8K
|
12.4K
$391K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.25K+ 8.07% |
$94.1K - $103K
|
43.4K
$1.37M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
852+ 2.55% |
$24.7K - $26.9K
|
34.3K
$1.08M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
38K+ 32.47% |
$1.1M - $1.2M
|
155K
$4.89M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
25.3K+ 1.57% |
$735K - $801K
|
1.64M
$51.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
223KNew |
$6.47M - $7.05M
|
223K
$7.04M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.24K+ 33.13% |
$239K - $260K
|
33.1K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.83K+ 7.25% |
$111K - $121K
|
56.7K
$1.79M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
29.8KNew |
$865K - $942K
|
29.8K
$941K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.45K+ 27.35% |
$100K - $109K
|
16.1K
$508K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
4.09KNew |
$119K - $129K
|
4.09K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.87K+ 1.29% |
$170K - $185K
|
461K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.3KNew |
$212K - $231K
|
7.3K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
159K+ 14.9% |
$4.61M - $5.03M
|
1.23M
$38.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
847+ 3.6% |
$24.6K - $26.8K
|
24.4K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-391K- 9.05% |
$11.3M - $12.3M
|
3.93M
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.3KNew |
$472K - $515K
|
16.3K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.98KNew |
$232K - $252K
|
7.98K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.91K+ 5.0% |
$258K - $281K
|
187K
$5.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
231New |
$6.7K - $7.3K
|
231
$7.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
186K+ 5.39% |
$5.4M - $5.88M
|
3.64M
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
181+ 1.1% |
$5.25K - $5.72K
|
16.7K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.8K- 1.61% |
$344K - $374K
|
725K
$22.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.5K- 2.91% |
$537K - $586K
|
618K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
465K+ 87.1% |
$13.5M - $14.7M
|
998K
$31.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.75K+ 14.01% |
$79.7K - $86.8K
|
22.4K
$705K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
427K+ 15.59% |
$12.4M - $13.5M
|
3.16M
$99.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
121K+ 77.61% |
$3.5M - $3.82M
|
276K
$8.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.56K+ 28.53% |
$161K - $176K
|
25K
$790K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.46M+ 54.8% |
$42.4M - $46.2M
|
4.13M
$130M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.1K- 8.36% |
$845K - $921K
|
319K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 4.37% |
$93.4K - $102K
|
70.5K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-61- 0.08% |
$1.77K - $1.93K
|
79.4K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.08K- 2.75% |
$118K - $129K
|
144K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.39K+ 2.27% |
$214K - $234K
|
334K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
14K+ 1.88% |
$405K - $442K
|
756K
$23.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
134New |
$3.89K - $4.23K
|
134
$4.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.6K- 0.72% |
$1.26M - $1.38M
|
6M
$189M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
872KNew |
$25.3M - $27.6M
|
872K
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-706K- 64.53% |
$20.5M - $22.3M
|
388K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.99KNew |
$203K - $221K
|
6.99K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.56K- 1.18% |
$132K - $144K
|
381K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.43K- 5.42% |
$41.3K - $45K
|
24.9K
$785K
|