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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
269+ 9.47% |
$9.16K - $9.83K
|
3.11K
$115K
|
|
|
Nov 14, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.15K- 3.13% |
$73K - $78.4K
|
66.5K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.17K- 0.73% |
$39.7K - $42.7K
|
158K
$5.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-364K- 31.89% |
$12.4M - $13.3M
|
777K
$28.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.9K+ 1.78% |
$405K - $435K
|
681K
$25.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.7M+ 2963.55% |
$194M - $208M
|
5.9M
$219M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
9.83K+ 2.49% |
$335K - $359K
|
405K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.51K+ 3.92% |
$153K - $165K
|
119K
$4.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-15.9K- 53.05% |
$541K - $581K
|
14.1K
$522K
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
6.54KNew |
$223K - $239K
|
6.54K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-232- 8.85% |
$7.9K - $8.48K
|
2.39K
$88.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-233K- 24.14% |
$7.93M - $8.52M
|
732K
$27.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3.33K+ 3.4% |
$113K - $122K
|
101K
$3.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
14K+ 4.15% |
$476K - $511K
|
351K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
6.28K+ 7.23% |
$214K - $229K
|
93.1K
$3.45M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
293K+ 39.43% |
$9.99M - $10.7M
|
1.04M
$38.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.38K+ 16.83% |
$285K - $306K
|
58.2K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
116+ 0.13% |
$3.95K - $4.24K
|
91K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.57M+ 149.23% |
$53.3M - $57.3M
|
2.62M
$97M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.22K+ 8.23% |
$178K - $191K
|
68.6K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.97K+ 5.26% |
$67.1K - $72K
|
39.4K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.07K- 2.86% |
$173K - $185K
|
172K
$6.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
141K+ 205.68% |
$4.82M - $5.17M
|
210K
$7.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
81.3K+ 97.04% |
$2.77M - $2.97M
|
165K
$6.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-110K- 22.54% |
$3.74M - $4.02M
|
378K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
268K+ 790.1% |
$9.13M - $9.81M
|
302K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
412+ 0.51% |
$14K - $15.1K
|
81.1K
$3.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.7K- 3.35% |
$568K - $610K
|
482K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-62K- 20.45% |
$2.11M - $2.27M
|
241K
$8.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
89.2K+ 1.59% |
$3.04M - $3.26M
|
5.69M
$211M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
123K+ 19.82% |
$4.2M - $4.51M
|
746K
$27.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39.9K+ 12.58% |
$1.36M - $1.46M
|
357K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-277- 1.55% |
$9.43K - $10.1K
|
17.6K
$653K
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-220- 0.31% |
$7.49K - $8.04K
|
69.8K
$2.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
992+ 31.7% |
$33.8K - $36.3K
|
4.12K
$153K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
570K+ 17.22% |
$19.4M - $20.8M
|
3.88M
$144M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-41.6K- 85.98% |
$1.42M - $1.52M
|
6.79K
$252K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-69- 0.1% |
$2.35K - $2.52K
|
66.5K
$2.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
7.18KNew |
$244K - $262K
|
7.18K
$266K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.56K+ 14.85% |
$155K - $167K
|
35.3K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.12K+ 9.12% |
$72K - $77.3K
|
25.3K
$939K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
128K+ 21.57% |
$4.35M - $4.67M
|
721K
$26.7M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.2K+ 84.77% |
$279K - $300K
|
17.9K
$663K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.28K+ 30.93% |
$146K - $156K
|
18.1K
$672K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
177KNew |
$6.03M - $6.47M
|
177K
$6.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.98K+ 3.27% |
$204K - $219K
|
189K
$7M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
7.43KNew |
$253K - $272K
|
7.43K
$276K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-33.1K- 3.83% |
$1.13M - $1.21M
|
831K
$30.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.37K+ 12.54% |
$149K - $160K
|
39.2K
$1.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.1K+ 4.01% |
$379K - $407K
|
288K
$10.7M
|
|