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 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-939- 4.54% |
$32K - $34.3K
|
19.8K
$733K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
6.62K+ 1.41% |
$226K - $242K
|
478K
$17.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
21.7K+ 6.41% |
$740K - $795K
|
361K
$13.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.06K- 1.6% |
$138K - $149K
|
251K
$9.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
SELL
|
- |
-385- 4.61% |
$13.1K - $14.1K
|
7.96K
$295K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
43.9KNew |
$1.49M - $1.6M
|
43.9K
$1.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
20.5K+ 3.76% |
$698K - $749K
|
566K
$21M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
115K+ 10.06% |
$3.91M - $4.2M
|
1.26M
$46.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
112K+ 8.92% |
$3.83M - $4.11M
|
1.37M
$50.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.49K+ 1.55% |
$323K - $347K
|
622K
$23.1M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$34.1 - $36.6
|
8
$297
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
9.73K+ 3.12% |
$331K - $356K
|
321K
$11.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
235+ 0.77% |
$8K - $8.59K
|
30.8K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
91+ 1.31% |
$3.1K - $3.33K
|
7.03K
$261K
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
SELL
|
- |
-4.6K- 1.63% |
$157K - $168K
|
278K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
144K+ 228.16% |
$4.89M - $5.25M
|
207K
$7.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.94K+ 1.96% |
$100K - $107K
|
153K
$5.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
54+ 0.4% |
$1.84K - $1.97K
|
13.7K
$507K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
2.19K+ 0.96% |
$74.7K - $80.2K
|
231K
$8.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
16+ 0.12% |
$545 - $585
|
13.2K
$489K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
117K+ 105.41% |
$3.97M - $4.26M
|
227K
$8.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
144K+ 13.87% |
$4.89M - $5.25M
|
1.18M
$43.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
13.2K+ 3413.21% |
$449K - $482K
|
13.6K
$503K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.23K+ 20.58% |
$75.9K - $81.5K
|
13.1K
$484K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.79K+ 3.41% |
$197K - $212K
|
175K
$6.5M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19+ 0.02% |
$647 - $694
|
125K
$4.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18.3K+ 8.22% |
$623K - $669K
|
241K
$8.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
23.8K+ 5.18% |
$811K - $871K
|
484K
$18M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.2K- 12.69% |
$74.7K - $80.2K
|
15.1K
$560K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
38.3K+ 12.27% |
$1.3M - $1.4M
|
350K
$13M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.07K+ 1.12% |
$241K - $259K
|
638K
$23.7M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
16.9K+ 13.23% |
$577K - $619K
|
145K
$5.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7.03K+ 6.51% |
$239K - $257K
|
115K
$4.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
10.6K+ 1.72% |
$361K - $388K
|
626K
$23.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
41K+ 6.38% |
$1.4M - $1.5M
|
685K
$25.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.1K+ 19.9% |
$582K - $625K
|
103K
$3.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
20.4KNew |
$694K - $745K
|
20.4K
$756K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.33K- 5.67% |
$284K - $305K
|
139K
$5.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-1.4K- 12.79% |
$47.6K - $51.1K
|
9.53K
$353K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
14.9K+ 18.41% |
$508K - $545K
|
95.9K
$3.56M
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
8.1K+ 3.87% |
$276K - $296K
|
217K
$8.06M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.45K+ 12.79% |
$288K - $309K
|
74.5K
$2.76M
|
|
|
Oct 08, 2025
Q3 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-184- 1.91% |
$6.27K - $6.73K
|
9.44K
$350K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.28K+ 2.81% |
$146K - $157K
|
157K
$5.82M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
358+ 1.38% |
$12.2K - $13.1K
|
26.3K
$977K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
365+ 0.7% |
$12.4K - $13.3K
|
52.8K
$1.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-4.72K- 12.44% |
$161K - $172K
|
33.2K
$1.23M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
907+ 4.75% |
$30.9K - $33.2K
|
20K
$742K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7.28KNew |
$248K - $266K
|
7.28K
$270K
|
|
|
Oct 07, 2025
Q3 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
7.69K+ 69.41% |
$262K - $281K
|
18.8K
$696K
|
|