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 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 1.38% |
$366K - $393K
|
788K
$29.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
133K+ 179.92% |
$4.51M - $4.85M
|
206K
$7.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-102K- 52.24% |
$3.49M - $3.75M
|
93.7K
$3.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-29- 0.02% |
$987 - $1.06K
|
149K
$5.52M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
46.5K+ 34.12% |
$1.58M - $1.7M
|
183K
$6.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
37.1K+ 110.46% |
$1.26M - $1.36M
|
70.7K
$2.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
37.6K+ 6.15% |
$1.28M - $1.37M
|
648K
$24M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
31.3K+ 27.65% |
$1.07M - $1.15M
|
145K
$5.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
9.34K+ 14.52% |
$318K - $341K
|
73.7K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.32K- 2.91% |
$44.9K - $48.2K
|
43.9K
$1.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.78% |
$34.1 - $36.6
|
130
$4.82K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8KNew |
$368K - $395K
|
10.8K
$400K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
9.65KNew |
$328K - $353K
|
9.65K
$358K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
111K+ 12.17% |
$3.79M - $4.07M
|
1.03M
$38.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-77- 0.05% |
$2.62K - $2.81K
|
146K
$5.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.7K+ 1.26% |
$1.11M - $1.2M
|
2.63M
$97.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4.26K+ 16.0% |
$145K - $156K
|
30.9K
$1.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
21.7K+ 157.06% |
$739K - $794K
|
35.5K
$1.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.6KNew |
$225K - $241K
|
6.6K
$245K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-126- 1.79% |
$4.29K - $4.61K
|
6.91K
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
78.9K+ 3.05% |
$2.68M - $2.88M
|
2.66M
$98.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
99.6K+ 100.04% |
$3.39M - $3.64M
|
199K
$7.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-12K- 79.19% |
$410K - $440K
|
3.17K
$117K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-1.26K- 3.51% |
$42.7K - $45.9K
|
34.5K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.35K- 10.95% |
$114K - $122K
|
27.2K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
23.4K+ 14.75% |
$796K - $855K
|
182K
$6.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-42.9K- 8.35% |
$1.46M - $1.57M
|
470K
$17.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-1.32K- 4.13% |
$45K - $48.3K
|
30.7K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
114K+ 9.47% |
$3.89M - $4.18M
|
1.32M
$49M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.46K+ 11.49% |
$186K - $199K
|
52.9K
$1.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
462+ 6.16% |
$15.7K - $16.9K
|
7.96K
$295K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.95K+ 6.38% |
$66.5K - $71.4K
|
32.5K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-25.2K- 3.48% |
$858K - $921K
|
698K
$25.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
205+ 1.76% |
$6.98K - $7.49K
|
11.8K
$439K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.01K- 0.79% |
$273K - $293K
|
1M
$37.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
48.6K+ 2.8% |
$1.65M - $1.77M
|
1.79M
$66.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
33.6K+ 2.39% |
$1.14M - $1.23M
|
1.44M
$53.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
295+ 0.22% |
$10K - $10.8K
|
137K
$5.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-6.91K- 1.83% |
$235K - $253K
|
371K
$13.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
5.74KNew |
$196K - $210K
|
5.74K
$213K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.93K+ 2.52% |
$134K - $144K
|
160K
$5.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
52.6K+ 6.59% |
$1.79M - $1.92M
|
851K
$31.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.81K- 50.0% |
$95.6K - $103K
|
2.81K
$104K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-143- 1.4% |
$4.87K - $5.23K
|
10.1K
$375K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
615+ 4.6% |
$20.9K - $22.5K
|
14K
$519K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
35.9K+ 12.62% |
$1.22M - $1.31M
|
320K
$11.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
153K+ 14.27% |
$5.2M - $5.58M
|
1.22M
$45.4M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.8K+ 151.23% |
$676K - $725K
|
33K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.99K+ 24.47% |
$67.7K - $72.7K
|
10.1K
$375K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
230+ 1.49% |
$7.83K - $8.41K
|
15.6K
$580K
|
|