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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.68K+ 2.14% |
$193K - $208K
|
272K
$10.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
2.04K+ 3.19% |
$69.6K - $74.7K
|
66.1K
$2.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
25+ 0.04% |
$851 - $914
|
69.7K
$2.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17.4K- 1.67% |
$593K - $637K
|
1.02M
$38M
|
|
|
Oct 20, 2025
Q3 2025
|
Chico Wealth Ria
|
BUY
|
- |
19.3K+ 2.13% |
$656K - $704K
|
923K
$34.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
18.8K+ 1.27% |
$641K - $688K
|
1.5M
$55.7M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-104K- 85.55% |
$3.54M - $3.8M
|
17.5K
$651K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-129- 1.51% |
$4.39K - $4.71K
|
8.42K
$312K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
99+ 0.14% |
$3.37K - $3.62K
|
72.8K
$2.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.37K- 3.56% |
$46.5K - $50K
|
37K
$1.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.32K+ 0.62% |
$44.8K - $48.1K
|
213K
$7.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
37.3K+ 23.31% |
$1.27M - $1.36M
|
198K
$7.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
47+ 0.4% |
$1.6K - $1.72K
|
11.9K
$443K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
94.9K+ 11.35% |
$3.23M - $3.47M
|
931K
$34.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-7.68K- 4.63% |
$261K - $281K
|
158K
$5.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5.2K+ 8.17% |
$177K - $190K
|
68.8K
$2.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
49.9K+ 4.16% |
$1.7M - $1.83M
|
1.25M
$46.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
35.4K+ 42.93% |
$1.2M - $1.29M
|
118K
$4.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
2.21KNew |
$75.1K - $80.6K
|
2.21K
$81.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
75.5K+ 2.6% |
$2.57M - $2.76M
|
2.98M
$111M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.06% |
$34.1 - $36.6
|
1.82K
$67.4K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.9K- 2.04% |
$133K - $143K
|
188K
$6.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
59.3K+ 20.97% |
$2.02M - $2.17M
|
342K
$12.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
5.56KNew |
$189K - $203K
|
5.56K
$206K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-4.81K- 42.24% |
$164K - $176K
|
6.57K
$244K
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-606- 0.74% |
$20.6K - $22.1K
|
81.7K
$3.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
35.7KNew |
$1.22M - $1.3M
|
35.7K
$1.32M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
26K+ 41.12% |
$887K - $952K
|
89.4K
$3.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-137- 1.31% |
$4.66K - $5.01K
|
10.3K
$384K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-4- 0.04% |
$136 - $146
|
8.89K
$330K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.1K- 2.05% |
$71.6K - $76.9K
|
100K
$3.72M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-545- 4.15% |
$18.6K - $19.9K
|
12.6K
$467K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 9.08% |
$501K - $538K
|
177K
$6.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-76- 0.13% |
$2.59K - $2.78K
|
59.6K
$2.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.2K+ 1.29% |
$620K - $666K
|
1.43M
$53.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
31.9K+ 27.22% |
$1.09M - $1.17M
|
149K
$5.53M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
14.3K+ 39.05% |
$487K - $523K
|
50.9K
$1.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.89K+ 1.04% |
$98.2K - $105K
|
280K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.7KNew |
$194K - $208K
|
5.7K
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
45.8K+ 7.76% |
$1.56M - $1.67M
|
635K
$23.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.1K+ 16.06% |
$71.4K - $76.6K
|
15.2K
$562K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
1.11K+ 0.19% |
$37.8K - $40.5K
|
600K
$22.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
114+ 0.34% |
$3.88K - $4.17K
|
33.5K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.17K+ 13.41% |
$73.9K - $79.3K
|
18.3K
$680K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
933+ 0.61% |
$31.8K - $34.1K
|
154K
$5.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.99K+ 2.99% |
$136K - $146K
|
137K
$5.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
134+ 2.82% |
$4.56K - $4.9K
|
4.89K
$181K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
59.9K+ 3.66% |
$2.04M - $2.19M
|
1.7M
$62.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5.77KNew |
$197K - $211K
|
5.77K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
8.19K+ 7.73% |
$279K - $299K
|
114K
$4.23M
|
|